CPE & Event Catalog
Beyond Tax: What Every Auditor Needs to Know About the Antio Case WEBCAST
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Your Desk
1.0 Credits
ASC 450. Antio v. Department of Revenue.
Governmental Accounting & Auditing Conference 2025 WEBCAST
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Your Desk
16.1 Credits
• Gain insights into the latest updates to GAO's Yellow Book and Green Book, focusing on quality management and proposed changes.• Learn about audit and non-audit services from the Office of the Washington State Auditor to strengthen cybersecurity for local governments.• Discover how to design a functional whistleblower program that reduces liability, fosters trust, and prevents fraud.• Stay ahead of the curve with an overview of upcoming GASB pronouncements and current projects impacting your clients and practice.• Attend the 4th Annual Fraudies Award Show and learn from the mistakes made by employers to prevent fraud.• Discover strategies to navigate uncertainty and lead with confidence, transforming fear into opportunity.• Gain critical insights into the latest OMB 2024 Compliance Supplement updates and best practices for implementing the revised Uniform Guidance.• Hear from Washington’s top state officials as they share their accomplishments and strategic priorities for the next term.• Explore strategies for leveraging AI's strengths while managing risks and ethical challenges, with actionable insights for responsible adoption.• Learn about key changes to the 2024 Revisions to the Uniform Guidance and their potential impact on your organization.• Get an insightful perspective on Washington's economic performance and outlook, along with key trends and risks shaping its trajectory.
2024 Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
Quality management. Risk assessment. SQMS.
2025 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules. Update for 2023.
Microsoft Teams Deployment Best Practices-Updated WEBINAR
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Your Desk
2.0 Credits
Baseline review of Teams features and functions. Best practices for setting up your teams and channels. How to use "private" channels for communication and file exchange portals with clients, customers, suppliers, and service providers. Review of the Teams administration settings. Deep dive into the Teams and SharePoint integration.
How Machines Are Coming Alive and Ruling the World WEBINAR
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Your Desk
2.0 Credits
What is the Internet of Things (IoT)? IoT in action. IoT economic impacts. How IoT will impact accountants. Structured vs. Unstructured data: the new accounting frontier. Leading IoT challenges and risks. Emerging IoT business models for accountants. How to monetize IoT. IoT starter strategy. IoT case studies.
Outlook - Manage Your Inbox With Maximum Efficiency WEBINAR
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Your Desk
4.0 Credits
Orientation to the Outlook interface and navigation. Customizing your inbox display to meet your preferences. Using folders to organize your messages. Using QuickSteps and Rules to automate the processing of inbound emails. Tools for deleting and archiving your emails. Managing your junk mail settings. Understanding all email option settings.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization. PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features. Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization. Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly. Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries. Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work. Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Forgotten Managerial Accounting Tools for CPAs WEBINAR
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Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
Audit 104: Audit Documentation - Workpapers To Pass Review WEBINAR
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Your Desk
2.0 Credits
Proper documentation as a means of audit quality. Factors impacting the nature and extent of documentation. Sample workpaper index and other organization tips. Use of audit programs as means of audit documentation. Checklist for self-review of workpapers and clearing review notes. Multiple exercises on identifying workpaper deficiencies.
Common Deficiencies in Employee Benefit Plans WEBCAST
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Your Desk
2.0 Credits
Common deficiencies. DOL. EBPs.
IRS Highly Effective Penalty Relief Strategies WEBINAR
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Your Desk
1.0 Credits
The basis for penalty relief. Differing options for penalty relief. Employing an effective strategy using different forms of penalty relief. Appealing any proposed rejections. A clever penalty relief strategy for full pay case.
Power BI - Prepare Your Data Efficiently for Excel Analysis WEBCAST
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Your Desk
2.0 Credits
Getting data into the correct structure. Data sources that you can access. Working with multiple tables and data sources. Steps to import data for analysis. Introduction to Power Query and Get and Transform.
Business Intelligence (BI) and Business Analytics (BA) WEBCAST
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Your Desk
2.0 Credits
The rise of Business Intelligence (BI), Business Analytics (BA), and Big Data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of artificial intelligence (AI) on the accounting profession.
Best Practices: Conducting Meaningful Walkthroughs WEBCAST
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Your Desk
2.0 Credits
Internal controls. Walkthroughs. Documentation.
Communication Skills for CPAs WEBCAST
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Your Desk
2.0 Credits
Pervasive best practices for effective communication. Specific strategies for written materials. Unique considerations for verbal presentations. The importance of recursive revision. Tips for success. Pitfalls to avoid.
Sustainability: Doing Well by Doing Good WEBINAR
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Your Desk
2.0 Credits
Triple bottom line. Sustainable business practices. Incorporating sustainability into every business decision.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
The ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of integrated planning (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
More Money: Strategic Ways to Improve Cash Flow WEBINAR
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Your Desk
4.0 Credits
How do I optimize cash flow? Qualitative evaluations - core earnings and sustainable growth. Quantitative evaluations - liquidity ratios. Increasing customer base vs. Payment terms. Business cycle and cash. Investing company cash. What keeps companies from becoming streamlined? Behavioral finance biases. Information processing biases. Emotional biases. Dealing with behavioral biases.