CPE & Event Catalog
Metrics Which Every CFO, Controller and CPA Advisor Should Know WEBCAST
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Your Desk
2.0 Credits
Overview of financial metrics. Ratios versus key performance indicators. Purpose and use of metrics. Balance sheet metrics. Cash flow and liquidity metrics. Profitability metrics. Operational metrics. Use of metrics in analysis.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
Estimates, Contingencies and Going Concern WEBCAST
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Your Desk
2.0 Credits
Overview of accounting estimates and uncertainties. Going concern accounting and auditing considerations. SAS 132 requirements. SAS 143 requirements. Loss and gain contingencies. Guarantees. Credit losses. Impact on financial reporting and auditing.
Scared Straight: White Collar Crime and Beyond WEBCAST
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Your Desk
2.0 Credits
Fraud prevention. Accounting.
Mental Illness and Depression: Understanding and Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Financial Acumen for Today's HR Leader WEBCAST
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Your Desk
2.0 Credits
Financial statement insight. Trend analysis. Financial benchmarks.
Navigating IRS : Responding to IRS Notices and Letters WEBCAST
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Your Desk
2.0 Credits
Types of IRS letters. How to respond to CP2000, CP14, CP75, CP504, and other notices. Steps to take upon receiving a letter: deadlines, records, prep. Penalties and interest associated with non-response. Sample response structure and real-life examples. Documentation and tracking practices for correspondence. Common mistakes and how to avoid them.AI-supported correspondence management and ethical considerations.
An Ethical Approach to Mental Health Issues at Work WEBINAR
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Your Desk
2.0 Credits
Virtue ethics and mental health. Definition, myths and bias of mental health. Suicide: facts and resources. Recognizing signs of potential mental health challenges. Empathy and listening. Mental health and generational expectations. Becoming a mental health ally.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands WEBCAST
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Your Desk
2.0 Credits
Understanding the modern finance and accounting organization chart. GAAP accounting changes. The speed of change and complexity. Recognizing and fixing the top five accounting problems and errors. Balancing strategy with our day-to-day roles.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance. WEBCAST
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Your Desk
1.0 Credits
Appreciation. Languages of appreciation. Appreciation strategies.
Current Cybersecurity Risk Management Trends WEBINAR
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Your Desk
2.0 Credits
Overview of current cybersecurity threats and how to mitigate data breach risk. Describe how to avoid malware and other security threats
Building Security and Efficiency with Internal Control WEBINAR
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
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Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
CORE Series: Washington Estate Tax Update: What CPAs Need to Know Now WEBINAR
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Your Desk
1.0 Credits
Washington estate tax requirements. Recent legislative developments. Filing thresholds. Planning implications.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
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Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
Considerations of Fraud WEBCAST
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Your Desk
2.0 Credits
AU-C 240. Auditing.
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.