CPE & Event Catalog
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
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Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Common Deficiencies in SSARS Engagements WEBINAR
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Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.
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.
2026-27 Not-for-Profit GAAP Update WEBINAR
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Your Desk
1.0 Credits
Recently issued Financial Accounting Standards Board Accounting Standards Updates impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The International Non-Profit Accounting Standards - the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
State of AI WEBCAST
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Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax WEBCAST
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Your Desk
2.0 Credits
Definition, pros and cons of being a real estate professional. Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned entity's reporting on Form 1040. How real estate business is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and Form 8582. How to make the grouping election for passive activities and the flow-through deduction.
Accounting and Auditing for the Construction Industry WEBCAST
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Your Desk
4.0 Credits
Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of risk-based audit model to contractors. The Lookback analysis and the contractor's estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent contractor qualifications.
Tax Planning for Sole Proprietors and Other Business Owners WEBCAST
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Your Desk
8.0 Credits
An overview of the business-related tax changes in the One Big Beautiful Bill. Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business. Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices. Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, SEP plans, and SIMPLE plans. Taking advantage of the self-employed health insurance deduction and the qualified business income deduction. Avoiding the at-risk and passive activity loss limitations. Making the right business entity election. In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know.
Let's Play The 90 Day Money Game! WEBCAST
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Your Desk
4.0 Credits
Financial stress assessment. Money creation. Mindset. Limiting beliefs. Resiliency. Skill and talents inventory. Success teams. Money breakthrough. Nourishing the seeds of opportunity. Environment matters. Success habits.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
Analyzing Financial Statements WEBINAR
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Your Desk
2.0 Credits
Balance sheet analysis. Income statement analysis. Cash flow statement analysis. Clues in the notes and MD&A. Industry nuances.
Supporting Mental Wellness to Thrive in Work and Life WEBINAR
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Your Desk
2.0 Credits
Understanding mental wellness. Practical strategies for balanced living. Recognizing and managing support needs.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
Controls to Secure the Growing Digital Footprint WEBINAR
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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.
State of Privacy WEBCAST
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Your Desk
1.0 Credits
State of privacy findings. Staffing trends. Budget forecasts. Privacy by design. AI impact.
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Governmental Accounting and Auditing Update WEBCAST
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Your Desk
8.0 Credits
GASB pronouncements. Single Audit issues. Yellow Book Issues. Audit issues. Federal funding and Single Audit challenges.
Fraud Misstatements and Financial Reporting WEBCAST
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Your Desk
4.0 Credits
A case study approach to financial statement fraud. Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves. Common methods of deceiving users of financial statements. Red-flags in fraud.
Audits of 401k Plans WEBCAST
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Your Desk
6.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.