CPE & Event Catalog
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
-
Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
FASB Update: What's New? WEBCAST
-
Your Desk
1.5 Credits
FASB's current activities. ASUs issued. Workplan agenda.
Fraud Busters: Controls to Prevent and Detect Fraud WEBINAR
-
Your Desk
2.0 Credits
Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators. Revisiting the basics of controls - design vs effectiveness, preventative vs. detective. Entity-wide controls and how they can assist in fraud deterrence. Specific fraud types and the controls that could prevent and detect them.
AI and You WEBCAST
-
Your Desk
1.0 Credits
Leadership. Future of work. Workforce planning. Change management. Technology in HR. Job redesign.
Prix Fixe: Economic Update: Believe What You are Experiencing, Not What You are Hearing WEBINAR
-
Your Desk
1.0 Credits
U.S. and regional economies.
Balancing Employee and Employer Rights WEBCAST
-
Your Desk
1.4 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
-
Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
The ABCs of Advisory Services WEBCAST
-
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.
SSARS Practice Issues and Standards Update WEBCAST
-
Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21. Performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
-
Your Desk
4.0 Credits
Tools for FSA. The 3 Ps. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Member Exclusive: Strategies for Effective Meetings WEBINAR
-
Your Desk
1.0 Credits
How to create more inclusive and productive meetings. Effective communication styles. The importance of cultural sensitivity. How to ensure equitable participation and encourage constructive dissent.
Protecting Digital Data - More Important Now Than Ever Before WEBCAST
-
Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices
Prix Fixe: An Overview of SECURE Act 2.0 WEBINAR
-
Your Desk
1.0 Credits
Secure Act 2.0. Changes for retirement plan beneficiaries. Planning ideas for clients.
A Better Way to Choose Your KPIs WEBCAST
-
Your Desk
1.0 Credits
KPIs. Performance measures. Metrics.
Individual Federal Tax Update WEBCAST
-
Your Desk
8.0 Credits
Form 1040: precise tax submissions. Recent tax code changes: updated filings. IRC sections analysis: understanding tax regulations. Updates in income taxation: compliance assurance. New credits and deductions: maximizing benefits. Complex income issues: tailored strategies. Itemized deductions: informed client benefits. Health considerations: maximizing financial benefits. Regulatory shifts: implications on tax strategies. Tax planning strategies: client financial success.
Audits of 401k Plans WEBCAST
-
Your Desk
4.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques WEBCAST
-
Your Desk
4.0 Credits
Building change into the planning process. Sales/income plan. Intermediate planning. Technology plan. Capital equipment planning. One-year operating plan. Monthly planning. Cash plan. Risk plan.
Audits of Employee Benefit Plans Subject to ERISA WEBCAST
-
Your Desk
8.5 Credits
GAAP vs. ERISA reporting requirements. Audit planning. Risk assessment, including consideration of internal control. Auditing the statement of net assets available for benefits. Auditing the statement of changes in net assets available for benefits. Other auditing considerations, including prohibited transactions and tax compliance. The auditor's report. Financial statement disclosures. Supplemental schedules.
360 Budgeting: A Holistic Approach to Process and Solutions WEBCAST
-
Your Desk
8.0 Credits
Budget defining. Budget cultures. Tactical budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
Cutting-Edge Estate and Financial Planning Trends of 2025 WEBCAST
-
Your Desk
8.0 Credits
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.