CPE & Event Catalog
Cash Management: Strategies for Long-Term Success WEBCAST
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Your Desk
2.0 Credits
Developing short-term cash flow projections. Take advantage of your bank's cash management services. Working capital loans. Controlled disbursement accounts. Sweep accounts and other short-term investments. ACH transactions. Direct transfers. Lock boxes. Credit and collections. Reconciliation frequency. Managing cash short-falls.
Enact Retaliation Abatement and Monitoring Measures WEBCAST
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Your Desk
1.0 Credits
Retaliation prevention. Retaliation monitoring. Speak up culture. Ethical culture.
Managing Generational and Cultural Variances WEBCAST
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Your Desk
1.6 Credits
Management. Leadership. Cultural variances. Generational variances.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
Quality management standards for CPA firms. SQMS 1 and SQMS 2 requirements. Engagement-level standards. Post-implementation evaluation of quality management systems. Monitoring and remediation responsibilities. Auditor responsibilities under SAS 146.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
AI In Audit and Financial Reporting WEBCAST
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Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
2026 Business Tax Credits WEBCAST
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Your Desk
1.0 Credits
Research and Development Tax Credit. Work Opportunity Tax Credit. COVID-19 Tax Credits. Opportunity zones. GO-Biz incentives. Employment training panel.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Humanize Automation: Frameworks for Understanding AI and Your Strategy WEBCAST
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Your Desk
1.2 Credits
AI. Business strategy.
Build Better Budgets: Fundamental Techniques WEBINAR
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Your Desk
2.0 Credits
Advantages of budgeting. The role of budgeting. Master budgeting. Flexible budgeting. Standards and variances. Capital budgeting.
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
How to Audit Cash WEBINAR
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Your Desk
2.0 Credits
Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.
Effective Manager - Traits and Skills WEBCAST
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Your Desk
2.0 Credits
Management. Leadership.
Integrate ChatGPT into Your Client Advisory Services WEBINAR
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Your Desk
2.0 Credits
The ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate and select applications for their business.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations.
Data and Predictive Analytics and Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.