CPE & Event Catalog
Cash Management: Strategies for Long-Term Success WEBCAST
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Your Desk
2.0 Credits
Developing short-term cash flow projections. How do we assure adequate cash availability without having idle cash? Take advantage of your bank's cash management services. Working capital loans. Controlled disbursement accounts. Sweep accounts and other short-term investments. ACH transactions. Direct transfers. Lock boxes. Credit and collections. Reconciliation frequency. Managing cash short-falls.
Cyber Defense Strategy : The Golden Thread for CPA Firms
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Your Desk
1.0 Credits
Key Takeaways: Why CPA firms are now top-tier targets, and how recent breaches happened, How the Golden Thread links people, process, and technology into a cohesive defense, Zero Trust, VCA (advanced MFA), and integrity management in plain English, A.I. threats and proper governance that is essential controls that protect revenue, reduce insurance risk, and stop breaches before they spread
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory updates affecting fringe benefit planning. Employer-sponsored fringe benefits and tax compliance under evolving regulations. IRC Sect. 132 fringe benefit options and applications. Cafeteria plans: benefits, limitations, and tax considerations. Tax treatment of dependent care and educational assistance programs. Flexible spending accounts and health savings accounts. Group term life insurance: design features and tax treatment. Financing strategies for retiree medical benefits. Comparing health care benefits: insured plans vs. HMOs. ERISA reporting and disclosure requirements. Common control rules and nondiscrimination regulations.
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement WEBCAST
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Your Desk
3.0 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud. Inquires of management. The audit planning process. The importance of brainstorming. Revisions of our risk assessment. Determining materiality.
CPA Exam Accelerator Virtual Fireside Chat - May Session
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Your Desk
0.0 Credits
Tap Together Thursday: Happy Hour Networking with Accounting Peers - Tacoma
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Tacoma
0.0 Credits
Calculating the Retirement Need WEBINAR
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Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.
Coping With the Growth of Online Fraud WEBINAR
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Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
Staff Retention Keep the Best People WEBCAST
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Your Desk
3.0 Credits
Remote workforce. Employee retention. Staff turnover.
CFO Series: Using AI Effectively WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Creating sustainable, people-focused AI practices that build trust. The impact of self-serve AI research on your relationship with your CPA firm. Aligning AI oversight with your audit and compliance functions. How to develop a marvelous Policy for social media at work, and more.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to "file and suspend" and "restricted application" strategies. Increasing benefits for self-employed individuals. Planning for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA.
Promoting Mental Health in the Workplace to Prevent Violence WEBCAST
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Your Desk
1.0 Credits
Mental health awareness.
Combatting Sexual Harassment in the Workplace WEBCAST
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Your Desk
1.0 Credits
Sexual harassment prevention. Company culture.
Taxation of Non-fungible Tokens (NFTs) WEBCAST
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Your Desk
2.0 Credits
NFT basics. Classification of NFTs. Current Legislative and Policy Environment. Tax implications of creation, sales and exchanges of NFTs.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
K2's Accountant's Guide To QuickBooks Online WEBCAST
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Your Desk
8.0 Credits
Understanding your QBO subscription and licensing options. Recording routine and non-routine transactions in QBO. Importing and exporting data to/from QBO. Creating effective reports. Describing the process for integrating third-party applications with QBO. Troubleshooting issues with QBO reports and data.