CPE & Event Catalog
Corporate Ethics Cases: Discuss Real Life Conflicts WEBCAST
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Your Desk
4.0 Credits
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Decoding Medical Plan Structures: Fully Insured vs. Self-Funded WEBCAST
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Your Desk
1.5 Credits
Benefits. Medical plan types.
Metrics Which Every CFO, Controller and CPA Advisor Should Know WEBCAST
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Your Desk
2.0 Credits
Overview of financial metrics. Ratios versus key performance indicators. Purpose and use of metrics. Balance sheet metrics. Cash flow and liquidity metrics. Profitability metrics. Operational metrics. Use of metrics in analysis.
Fringe Benefits and Compensation Planning - Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Fringe benefit planning fundamentals. Strategies tailored for business owners and employees. Navigating IRC Section 132 fringe benefit option. Cafeteria plans demystified. Tax management in compensation planning. Understanding the implications of dependent care and educational assistance plans. Implementing flexible spending account plans effectively. Design features and regulations of group term life insurance plans. Medical savings accounts regulations. Financing options for retiree medical benefits. Health care benefits. ERISA reporting and disclosure requirements. IRC common control rules. Overview of age and sex discrimination rules.
Stop Loss and Contract Review: Protecting Your Plan and Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Stop loss. TPA. PBM. Point solutions.
K2's Eight Awesome PivotTable Features WEBCAST
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Your Desk
2.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
IT Controls and SOC Reporting in Financial Audits WEBCAST
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Your Desk
3.0 Credits
SOC reporting. Information technology general controls. Audit reliance.
Accounting for Crypto Assets WEBCAST
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Your Desk
1.0 Credits
Scope and criteria for crypto assets under ASC 350-60. Initial recognition and subsequent fair value measurement under ASC 820. Presentation on the balance sheet and income statement; required annual and interim disclosures.
Claims Management Essentials: Cost-Saving Strategies for Employees and Employers WEBCAST
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Your Desk
2.0 Credits
Medical claims.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1 WEBCAST
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Your Desk
2.0 Credits
Risk management. Governance. Risk assessment
Mastering Form 7217: A Guide to Partnership Property Distribution WEBCAST
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Your Desk
1.0 Credits
Property distributions in liquidation of a partner's interest. Section 751 and its impact on property distributions from a partnership. Mechanics of completing Form 7217 new in 2024. The Section 754 election and its role in partnership property distributions.
Bears Will Be Bears - Fraudsters Too WEBCAST
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Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud detection. Fraud investigation.
Better Business Writing: Improve Your Speed and Quality WEBCAST
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Your Desk
2.0 Credits
Writing. Communications.
Embracing Neurodiversity in the Workplace WEBCAST
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Your Desk
1.0 Credits
Neurodiversity.
Drive Results with Metrics WEBCAST
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Your Desk
2.0 Credits
Performance metrics. Budgets.
The Radar Phenomenon WEBCAST
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Your Desk
1.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
Fiduciary Accounting Part 1: Fiduciary Duty Basics and Authority WEBCAST
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Your Desk
2.0 Credits
What is fiduciary duty, and how does it apply to a trustee or personal representative? What are the state statutory accounting rules, and where can you find them? What is fiduciary accounting income? What is fiduciary account principal? How does fiduciary accounting impact fiduciary taxation?
Section 174: New Rules for R&E and OBBA Update WEBCAST
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Your Desk
1.0 Credits
Revised rules for tax years 2022-2024. How to change from amortizing R&E to immediately expensing R&E. Analysis of the Revenue Procedure related to changes in accounting method. Options available to change accounting methods. Comprehensive example of how to make the accounting method change. Distinction between R&E expense and R&E credit.
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax WEBCAST
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Your Desk
2.0 Credits
Setting up a chart of accounts. Reviewing the estate plan. Distinguishing between income and principal. Understanding the relationship of fiduciary accounting to fiduciary taxation.