CPE & Event Catalog
Understanding the Basic Techniques of Financial Planning WEBCAST
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Your Desk
8.0 Credits
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
Prix Fixe: Using Technology for Fraud Detection WEBINAR
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Your Desk
1.0 Credits
Technological advancements in fraud detection.
K2's Artificial Intelligence For Accounting And Financial Professionals WEBCAST
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Your Desk
4.0 Credits
Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.
DEI From the Inside Out: Part 1 WEBCAST
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Your Desk
3.0 Credits
Cultivating a DEI success mindset. Building DEI connections. Instilling DEI accountability. Relevance in daily interactions. Peer-to-peer interaction. Workplace application.
Business Consulting for CPAs WEBCAST
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Your Desk
4.0 Credits
What is business consulting? Identify the types of management services your firm could offer. How to become a trusted advisor. Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages and disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application.
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires WEBCAST
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Your Desk
1.0 Credits
Employee onboarding. Employee experience. Employee engagement. Communication. Leadership.
Business Law Essentials for Practitioners and Controllers WEBCAST
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Your Desk
8.0 Credits
The various types of corporations. Securities law basics. Contract principles. Partnerships and limited liability entities. Worker classification. Employee rights and the duties of employers. Intellectual property. Real property law. Bankruptcy basics. The court system and litigation process. Alternative dispute resolution.
Accounting for Leases WEBCAST
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Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
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.
Anti-Bullying and Sensitivity WEBCAST
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Your Desk
1.0 Credits
Taking credit for someone else's work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting, and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence. Am I the bully?
Preparation, Compilation, and Review Engagements: Update and Review WEBCAST
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Your Desk
4.0 Credits
Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects
Achieving Balance in Work and Life - Part 1 WEBCAST
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Your Desk
4.0 Credits
Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health, and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
The role of the trustee and how to avoid problems. How to use trusts to avoid probate. How revocable living trusts are affected by income, gift, and estate taxes. Marital deductions and marital and bypass trusts. How an irrevocable trust can be the center of an estate plan. Advantages of an irrevocable life insurance trust. How to create a dynasty trust. Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool. Trust options to provide security for older clients. Advantages, tax consequences, and limits on charitable contributions and private foundations. Charitable remainder and charitable lead trust issues. How trusts can serve as asset protection devices. Business trust issues.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
Appreciation Intelligence: The New AI WEBCAST
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Your Desk
1.0 Credits
Languages of appreciation. Appreciation strategies.
5 Steps to Cultivate a Values-Based Approach to Governance WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Values-based governance. Organizational culture. Employee relations.
Introduction to Sustainability Accounting WEBCAST
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Your Desk
1.0 Credits
History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.
Prix Fixe: An Overview of Estate and Gift Tax Planning WEBINAR
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Your Desk
1.0 Credits
Understand the current exemption amounts and estate tax rates. Unravel the complexities of gifting rules and types of trusts. Navigate the nuances of wealth transfer.
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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org