CPE & Event Catalog
Protecting Digital Data – More Important Now Than Ever Before WEBCAST
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Pacific Tax Institute 2026 IN PERSON
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Bellevue
16.3 Credits
Latest regulatory developments. Essential tax topics.
Professional Edge Summit 2026 IN PERSON
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Bellevue
8.0 Credits
Explaining your perspective. Working with colleagues who approach problems differently. Moving forward when there isn’t a clear answer. Connecting what you learn to how you actually work.
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Not-For-Profit Conference 2026 IN PERSON
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Bellevue
16.3 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
World Class Cost Accounting: A Practical Application—Part 1 WEBCAST
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Your Desk
4.0 Credits
Classification of the five cost types. Direct materials comprehensive coverage. Direct labor burden costs.
Hands-On Tax Return Workshop – S Corporations (Form 1120S) WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes. Comparison of partnerships, LLCs and LLPs. Overview the formation of a partnership or LLC and the Section 704(c) pre-contribution gain or loss rules. Schedule K analysis. How schedule K items get allocated to partners on schedule K-1s. Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income deduction. Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members. Comparing the tax and Section 704(b) book capital account computations. Discuss partner guaranteed payments and self-employment tax issues. Schedule M-1. Schedule M-2. Review the importance and basics of calculating a partner's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations. Section 754 election for optional basis adjustments. Section 743 and Section 734 mandatory basis adjustments.
The Future of Work - The Landscape of Work Today WEBCAST
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Your Desk
1.2 Credits
Employment data. Talent strategy.
Best Practices: Conducting Meaningful Walkthroughs WEBINAR
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Your Desk
2.0 Credits
Review of audit procedures. Documentation requirements. Real world examples of red flags that may arise.
S Corporations: Tax Compliance, Elections, and Best Practices WEBCAST
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Your Desk
8.0 Credits
Subchapter S status election and compliance requirements. Relief for late Form 2553 filings under Rev. Proc. 2022-19. Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3. I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections. Corporate governance and formalities compliance. Shareholder stock and debt basis rules. Built-in capital gains and other aspects of Form 1120S. Schedules K-1, K-2, and K-3 preparation and reporting requirements. Officer reasonable compensation: requirements, advisory strategies, and audit defenses. S Corporation eligibility errors and corrective measures.
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds WEBCAST
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Your Desk
1.0 Credits
Finance. IFR. SLFRF.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Internal complaint reporting and investigations.
Will Your Ethics Be Burned by Burnout? WEBINAR
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Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Deep Dive Into Common Auditing Deficiencies WEBINAR
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Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.