CPE & Event Catalog
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
2024 Data Analytics: Practical Insights for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Explore new tools and client engagement techniques using data analytics. Introduction of popular software tools. Examine the AICPA's Five-Step Approach to data analytics in an audit engagement
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement: Requirements and procedures. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
Prix Fixe: 2025 Audit Findings for Finance Leaders WEBINAR
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Your Desk
1.0 Credits
Why internal audit. Research and business environment. Cybersecurity. Digital disruption. ESG. Business continuity. 2025-2027 outlook.
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.
2024 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.
2024 Best Practices: Conducting Meaningful Walkthroughs WEBCAST
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Your Desk
2.0 Credits
Internal controls. Walkthroughs. Documentation.
2024 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.
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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