CPE & Event Catalog
AI and Accounting in Retail WEBINAR
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Your Desk
2.0 Credits
AI-powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI-assisted fraud detection, financial controls, and oversight.
Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A The Code and Regulations WEBCAST
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Your Desk
4.0 Credits
Understanding the term QBI. Understanding the terms SSTB. Understanding the term QTB. Calculate the 199A deduction Understanding the phaseouts. Understanding aggregation. Rental property as a trade or business. Identify how your clients can maximize the deduction. Planning ideas. Understand the Section 199A Regulations.
Understanding Apportionment for a Multistate Business WEBCAST
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Your Desk
2.0 Credits
Apportionment Formulas. Sourcing Rules for service income and income from intangibles. Throwback and throw-out and when they apply. Apportionment applied to flow-through entities and sole proprietorships. Learn about Alternative Apportionment.
Fraud, Controls and Ethics: Best Practices and Case Studies WEBINAR
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Your Desk
4.0 Credits
The examination of actual frauds. Discussion of internal controls that could have prevented frauds. Contemplation of epiphanies for your own professional scenarios. The AICPA Code of Professional Conduct. Other elements of professional conduct and compliance with professional standards.
Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity WEBCAST
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Your Desk
1.0 Credits
Technology. Cybersecurity.
Becoming Conflict Competent WEBINAR
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Your Desk
2.0 Credits
Levels of conflict. Strategies to de-escalate conflict. Distinction between miscommunication and conflict. Responses to conflict. Tactics to address, rather than avoid, conflict.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
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Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Audit Skills for Beginners WEBCAST
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Your Desk
4.0 Credits
Professional skepticism - Creating a mindset for finding fraud and error. Audit documentation basics - Creating workpapers that pass review. The audit risk model - Understanding the foundational principles. Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting.
Design Flexible Work Options To Attract & Retain Your Workforce WEBCAST
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Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI research and development in accounting. Theory to practice. Managing exponential change. Proactive ai engagement. The dual role in AI development. Internal AI tools creation.
Preparing for and Conducting Discharge Meetings WEBCAST
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Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit interviews. Reference checks.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Accommodation Requests - Substance Abuse - Contagious Infections WEBCAST
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Your Desk
1.0 Credits
Accommodation requests - religious practices. Accommodation requests - disabilities. Substance Abuse - constructive confrontation. Substance Abuse - duty to accommodate as a disability. Disclosures of potentially contagious infections.
AI 101 for CPAs: Core Concepts and Practical Applications WEBINAR
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Your Desk
2.0 Credits
ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work. What inherent risks are associated with this powerful technology. Actionable steps you can take to mitigate the risks. Practical examples of how AI can be applied in accounting, auditing, tax, and finance services.
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership WEBCAST
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Your Desk
2.0 Credits
Emotional intelligence in leadership. Building stronger workplace relationships. Creating and leading high-performing teams. Navigating change with emotional intelligence.
Entertainment, Meals & Travel Expenses: Review and Update WEBINAR
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Your Desk
2.0 Credits
Definition of what qualifies as an entertainment expense. Strategies to deduct business entertainment expenses. Deductibility of meals. Situations not subject to the 50% meals and entertainment reduction. How to handle automobile issues related to employer-provided parking. Proper accounting for deductible vs. non-deductible expenditures. The four steps to analyze business expenses. The latest federal legislation, cases, and rulings.
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals. Income and deductions for S corporations. Shareholder basis calculation. Reporting requirements for Form 1120S. Advanced tax planning strategies.
Inventory Accounting GAAP, Software and Recognizing Variances WEBCAST
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Your Desk
2.0 Credits
Inventory accounting. GAAP. Methods for dealing with variances.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.