CPE & Event Catalog
Bears Will Be Bears - Fraudsters Too WEBCAST
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Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud detection. Fraud investigation.
Supervised AI Agents as Internal Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Private Company Simplified GAAP Alternatives WEBCAST
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Your Desk
2.0 Credits
Guidance related to plain vanilla interest rate swaps that convert variable into fixed rate debt and other derivatives. Guidance related to amortization and impairment of goodwill. Guidance related to separately recognizing intangible assets from goodwill in a business combination. Guidance related to lease accounting and revenue recognition options.
Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions WEBCAST
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Your Desk
1.2 Credits
Understanding burnout and its warning signs. Stress reduction techniques. Building resilience. Boundary-setting. Energy management. Physical wellness strategies. Personalized action plan development.
IRS Cybersecurity Checklist WEBCAST
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Your Desk
2.0 Credits
Defining cybersecurity and cyber risks. Implications of cybercrime. Cyber-attack trends. Landscape of cyberattacks. Laws and regulations. Security standards and frameworks. Cybersecurity roadmap.
Securing Your Data with a Password Management App WEBINAR
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Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
What You Can Learn From the Statement of Cash Flows WEBINAR
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Your Desk
2.0 Credits
The preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash related financial statement disclosures.
Finding Errors in Excel Spreadsheets WEBINAR
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Your Desk
2.0 Credits
Understanding common excel errors. Advanced formulas and functions. Data validation techniques. Error tracing and auditing tools.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to charitable remainder trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to form 5227. Best practices for accurate completion and filing.
Internal Controls That May Have Prevented Fraud WEBCAST
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Your Desk
2.0 Credits
Understand what factors allowed certain frauds to occur. Recognize what internal controls may have prevented the frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
Is Activity-Based Costing the Right Tool for Your Organization? WEBCAST
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Your Desk
2.0 Credits
ABC versus traditional costing. First-stage allocation. Determining predetermined overhead rates. Second-stage allocation. Activity-based reporting. Activity-based management.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Fraud and Financial Distortion: What May Be Hiding Behind the Numbers WEBCAST
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Your Desk
2.0 Credits
Translating financial statements back into operational reality. The operational plausibility test. Analytical metrics that reveal hidden distortion. Common operational red flags. Case studies. Practical questions every financial professional should ask.
The Preparation of Form 706 - Line by Line WEBCAST
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Your Desk
3.0 Credits
Overview of Form 706 and estate tax fundamentals. Gross estate valuation and inclusion rules. Deductions, credits, and tax computation. Portability election and its implications. Filing deadlines and procedural requirements. Common issues and IRS audit triggers. Legislative changes affecting estate taxation.
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.