| 23FR-WC05: CalCPA Mental Health Wellness Series: Overcoming Burnout (Webinar) (23FR-WC05)*Signs of burnout*Consequences of burnout*Self-care strategies |
| 12/15/2023 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4688: Cash Management Essentials (Webinar) (23WA-4688)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/9/2023 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-4669: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-4669)*Networking*Relationship Management |
| 12/8/2023 | 11 a.m. - 1:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-4606: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-4606)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 12/5/2023 | 2 - 6:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-4620: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-4620)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/6/2023 | 10 a.m. - 2:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4649: Taxation of Non-fungible Tokens (NFTs) (Webinar) (23WA-4649)*NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
| 12/7/2023 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4752: Balancing Employee and Employer Rights (Webinar) (23WA-4752)*Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer. |
| 12/14/2023 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 23WA-4708: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-4708)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/11/2023 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4751: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-4751)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/14/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4637: Dashboard and Report Design Principles Using Excel (Webinar) (23WA-4637)*How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
| 12/7/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4763: Understanding and Preventing Budget Calamities (Webinar) (23WA-4763)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/14/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4613: Tactical Cash Management (Webinar) (23WA-4613)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 12/5/2023 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4757: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-4757)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 12/14/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4754: Cash Management: Day to Day Best Practices (Webinar) (23WA-4754)*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 |
| 12/14/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4760: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-4760)*Ethics*Leadership |
| 12/14/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4721: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-4721)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/12/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4574: Practical Excel Topics for Today's Accountant (Webinar) (23WA-4574)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 12/4/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4592: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-4592)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
|
| 12/4/2023 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-4778: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-4778)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
|
| 12/14/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4699: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-4699)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/11/2023 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4624: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-4624)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
|
| 12/6/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4756: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-4756)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/14/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4707: Speaking for Impact (Webinar) (23WA-4707)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 12/11/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4659: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (23WA-4659)*How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquiries of management...and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality
|
| 12/7/2023 | 6 - 9:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4647: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-4647)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 12/7/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4764: Inventory, Expense and Payroll Fraud (Webinar) (23WA-4764)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
|
| 12/14/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4716: Resolving Ethical Conflicts (Webinar) (23WA-4716)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 12/12/2023 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-4642: Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (23WA-4642)*10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ...*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
| 12/7/2023 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4734: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-4734)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/13/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4607: Better Forecasts: Be a Better Predictor (Webinar) (23WA-4607)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 12/5/2023 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4796: What Does Fraud Look Like? (Webinar) (23WA-4796)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
|
| 12/15/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4638: Not Just Your Everyday FASB Update (Webinar) (23WA-4638)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 12/7/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4692: Ethics in the Real World: Living Values for Today (Webinar) (23WA-4692)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 12/9/2023 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4589: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-4589)*Culture*Trust |
| 12/4/2023 | 3 - 4:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-4743: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-4743)*Feedback |
| 12/13/2023 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4660: Advanced Cost Accounting (Webinar) (23WA-4660)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/8/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4706: Creating Rapid Rapport for Increased Business (Webinar) (23WA-4706)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a 'special bond'*How to repair 'broken trust'*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 12/11/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4779: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-4779)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 12/15/2023 | 8 - 11:55 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4737: Driving Performance with Metrics (Webinar) (23WA-4737)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/13/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4698: Getting Ahead: The Art of Marketing for CPAs (Webinar) (23WA-4698)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that 'wows' them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/11/2023 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4782: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-4782)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 12/15/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4579: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-4579)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
|
| 12/4/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4786: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-4786)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 12/15/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-4683: Measuring Audit Risks (Webinar) (23WA-4683)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
|
| 12/9/2023 | 10 a.m. - 12:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4762: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-4762)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 12/14/2023 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4634: Why Auditors Fail To Detect Fraud (Webinar) (23WA-4634)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
|
| 12/6/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4602: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-4602)*Relationships |
| 12/5/2023 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4710: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-4710)*Relationships |
| 12/11/2023 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4681: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-4681)*Communications |
| 12/9/2023 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-4691: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-4691)*Communication*Leadership*Character*Behavior
|
| 12/9/2023 | 1 - 4:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-4682: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-4682)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/9/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4671: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-4671)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 12/8/2023 | 12 - 3:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4616: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-4616)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 12/6/2023 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4670: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-4670)*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
|
| 12/8/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4665: Progressive Management Accounting (Webinar) (23WA-4665)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 12/8/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4656: Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing & Interrogation (Webinar) (23WA-4656)*Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession
|
| 12/7/2023 | 6 - 8:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4765: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-4765)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use
|
| 12/14/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4768: Power, Influence and Ethics (Webinar) (23WA-4768)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/14/2023 | 3 - 4:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4795: Walkin', Talkin', Lookin' & Listenin': Things Most of Us Don't Do Well (Webinar) (23WA-4795)*The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception
|
| 12/15/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4775: Essential Skills for the Next 10 Years (Webinar) (23WA-4775)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/14/2023 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4666: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-4666)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 12/8/2023 | 10 a.m. - 1:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-4605: Getting Ahead: The Art of Marketing for CPAs (Webinar) (23WA-4605)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that 'wows' them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/5/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4596: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-4596)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/5/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4587: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-4587)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
|
| 12/4/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4675: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-4675)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 12/8/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4712: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-4712)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/12/2023 | 12 - 3:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4614: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-4614)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want* How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/6/2023 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4711: The Yellow Book: From Beginning to End (Webinar) (23WA-4711)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/12/2023 | 12 - 8:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4678: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-4678)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 12/9/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4611: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-4611)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/5/2023 | 5 - 8:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4722: Business Ethics: Cases from the Real World (Webinar) (23WA-4722)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/12/2023 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-4738: Cost of Capital: What it is and How to Use it (Webinar) (23WA-4738)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/13/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4676: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (23WA-4676)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
|
| 12/8/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4625: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-4625)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
|
| 12/6/2023 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4573: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-4573)*Negotiation |
| 12/4/2023 | 9 - 10:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-4771: Personal Leadership Skills (Webinar) (23WA-4771)*Leadership*Personality Types*Communication*Memory |
| 12/14/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4728: Coaching Skills That Improve Performance (Webinar) (23WA-4728)*Coaching*Effective Communication |
| 12/12/2023 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4792: Planning in an Uncertain World (Webinar) (23WA-4792)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 12/15/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4575: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-4575)*Ethics*Leadership |
| 12/4/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4630: Minimize Workplace Warfare (Webinar) (23WA-4630)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 12/6/2023 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4621: Are You Qualified? The Ethics of Practice Development and Skill Enhancement (Webinar) (23WA-4621)*The Catch-22 of Practice Development and Skill Enhancement*The Ethics of Education and Experience Requirements*Examples of Skill-Expansion Resources*Practice- and Skill-Expansion Cases to Consider*Conclusion
|
| 12/6/2023 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-4725: Accounting's Perfect Storm Update (Webinar) (23WA-4725)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 12/12/2023 | 5 - 8:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-4643: GASB 87: Are You Ready? (Webinar) (23WA-4643)*Identifying leases*Recognition and Measurement Guidance |
| 12/7/2023 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-4566: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-4566)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/2/2023 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4773: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-4773)*Conflicts |
| 12/14/2023 | 5 - 8:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4684: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-4684)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
|
| 12/9/2023 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4794: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-4794)*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
|
| 12/15/2023 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4791: Not Just Your Everyday FASB Update (Webinar) (23WA-4791)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 12/15/2023 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4609: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-4609)*Relationships |
| 12/5/2023 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4631: When Leadership Fails (Webinar) (23WA-4631)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
|
| 12/6/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4664: Prevention & Detection of Fraud In Small Businesses (Webinar) (23WA-4664)*The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management
|
| 12/8/2023 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4658: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-4658)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
|
| 12/7/2023 | 6 - 9:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4570: Coaching Skills That Improve Performance (Webinar) (23WA-4570)*Coaching*Effective Communication |
| 12/4/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4740: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-4740)*Negotiation |
| 12/13/2023 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-4777: Minimize Workplace Warfare (Webinar) (23WA-4777)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 12/14/2023 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4645: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-4645)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/7/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4639: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-4639)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 12/7/2023 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-4781: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-4781)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 12/15/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4723: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-4723)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/12/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4700: GASB 87: Are You Ready? (Webinar) (23WA-4700)*Identifying leases*Recognition and Measurement Guidance |
| 12/11/2023 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-4576: Auditing For Fraud (Webinar) (23WA-4576)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
|
| 12/4/2023 | 9 - 11:15 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4735: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-4735)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 12/13/2023 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-4598: Accounting's Perfect Storm Update (Webinar) (23WA-4598)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 12/5/2023 | 10 a.m. - 1:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-4731: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-4731)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 12/12/2023 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4739: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-4739)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 12/13/2023 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4583: Power, Influence and Ethics (Webinar) (23WA-4583)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/4/2023 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4753: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-4753)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/14/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4599: Better Forecasts: Be a Better Predictor (Webinar) (23WA-4599)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 12/5/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4680: Business Consulting for CPAs (Webinar) (23WA-4680)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 12/9/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4785: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-4785)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/15/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4667: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-4667)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 12/8/2023 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4568: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-4568)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/4/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4577: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-4577)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 12/4/2023 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4770: Let's End Business Ethics (Webinar) (23WA-4770)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 12/14/2023 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4793: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-4793)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/15/2023 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4790: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-4790)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 12/15/2023 | 12 - 3:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-4586: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-4586)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 12/4/2023 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4600: Cash Management: Day to Day Best Practices (Webinar) (23WA-4600)*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 |
| 12/5/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4729: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-4729)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 12/12/2023 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4789: Progressive Management Accounting (Webinar) (23WA-4789)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 12/15/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4767: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-4767)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/14/2023 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4626: Walkin', Talkin', Lookin' & Listenin': Things Most of Us Don't Do Well (Webinar) (23WA-4626)*The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception
|
| 12/6/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4715: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-4715)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/12/2023 | 8 a.m. - 12:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4654: Up Your Influence: How To Get What You want (Webinar) (23WA-4654)*Persuasion*Influence |
| 12/7/2023 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4569: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-4569)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 12/4/2023 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4628: Business Ethics: Cases from the Real World (Webinar) (23WA-4628)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/6/2023 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-4641: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-4641)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 12/7/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4742: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-4742)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
|
| 12/13/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-4755: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (23WA-4755)*Civility*Ethics |
| 12/14/2023 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4702: Personal Leadership Skills (Webinar) (23WA-4702)*Leadership*Personality Types*Communication*Memory |
| 12/11/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4780: The Single Audit from Beginning to End Update (Webinar) (23WA-4780)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/15/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4615: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-4615)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/6/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4662: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (23WA-4662)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 12/8/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4719: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-4719)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 12/12/2023 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4661: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-4661)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 12/8/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-4746: Accounting's Perfect Storm Update (Webinar) (23WA-4746)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 12/13/2023 | 2 - 5:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-4640: CANCELLED - Federal Tax Update: Individuals (Webinar) (23WA-4640)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 12/7/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4788: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-4788)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 12/15/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-4690: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-4690)*Conflicts |
| 12/9/2023 | 1 - 4:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4618: The Yellow Book: From Beginning to End (Webinar) (23WA-4618)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/6/2023 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4597: Speaking for Impact (Webinar) (23WA-4597)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 12/5/2023 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4603: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-4603)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/5/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4726: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-4726)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 12/12/2023 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4714: Let's End Business Ethics (Webinar) (23WA-4714)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 12/12/2023 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4686: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-4686)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 12/9/2023 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4646: Become Rich Without Selling Your Soul (Webinar) (23WA-4646)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/7/2023 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-4774: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-4774)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/14/2023 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4787: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-4787)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - The 3 most important keys for getting someone to feel rapport with you - Why rapport is so important, and how to use it to profit in your work - How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 12/15/2023 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4663: Up Your Influence: How To Get What You want (Webinar) (23WA-4663)*Persuasion*Influence |
| 12/8/2023 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4648: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-4648)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - The 3 most important keys for getting someone to feel rapport with you - Why rapport is so important, and how to use it to profit in your work - How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 12/7/2023 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4674: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-4674)*Communications |
| 12/8/2023 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4593: Planning in an Uncertain World (Webinar) (23WA-4593)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 12/4/2023 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4759: Coaching & Counseling: Performance Management (Webinar) (23WA-4759)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 12/14/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4704: 2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act (Webinar) (23WA-4704)*Inflation Reduction Act of 2022*The new 15% corporate AMT *Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
| 12/11/2023 | 10 a.m. - 12:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-4591: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-4591)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
|
| 12/4/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4572: Maintaining a Harmonious Working Environment (Webinar) (23WA-4572)*Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
| 12/4/2023 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4633: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-4633)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/6/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4696: Essential Skills for Financial Leaders Conference (Webinar) (23WA-4696)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/11/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-4594: Cost of Capital: What it is and How to Use it (Webinar) (23WA-4594)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/5/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4677: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-4677)*Presence |
| 12/8/2023 | 3 - 5:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4657: Measuring Audit Risks (Webinar) (23WA-4657)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
|
| 12/7/2023 | 6 - 8:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4761: Auditing For Fraud (Webinar) (23WA-4761)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
|
| 12/14/2023 | 11 a.m. - 1:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4724: Minimize Workplace Warfare (Webinar) (23WA-4724)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 12/12/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4644: KPI Bootcamp for Small Businesses (Webinar) (23WA-4644)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 12/7/2023 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-4693: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-4693)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/9/2023 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4608: Cost of Capital: What it is and How to Use it (Webinar) (23WA-4608)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/5/2023 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4744: Coaching Skills That Improve Performance (Webinar) (23WA-4744)*Coaching*Effective Communication |
| 12/13/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4582: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-4582)*Leadership |
| 12/4/2023 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4766: Preparing for & Conducting Discharge Meetings (Webinar) (23WA-4766)*Issues to be evaluated pre-discharge*Off-site/off work-misconduct*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
| 12/14/2023 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4612: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-4612)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 12/5/2023 | 6 - 7:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-4629: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-4629)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/6/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4604: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-4604)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 12/5/2023 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4758: Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (23WA-4758)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/14/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4652: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-4652)*Leadership |
| 12/7/2023 | 5 - 6:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4697: CANCELLED - Federal Tax Updates: Business Entities (Webinar) (23WA-4697)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 12/11/2023 | 8 a.m. - 3:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4718: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-4718)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want* How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/12/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4679: Essential Skills for the Next 10 Years (Webinar) (23WA-4679)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/9/2023 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4595: Creating Rapid Rapport for Increased Business (Webinar) (23WA-4595)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a 'special bond'*How to repair 'broken trust'*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 12/5/2023 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4571: Driving Performance with Metrics (Webinar) (23WA-4571)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/4/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4703: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-4703)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
|
| 12/11/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4747: Better Forecasts: Be a Better Predictor (Webinar) (23WA-4747)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 12/13/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4717: Build Your Personal Net Worth (Webinar) (23WA-4717)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 12/12/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4584: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-4584)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
|
| 12/4/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4709: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-4709)*Business Management*Organization |
| 12/11/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4745: Avoiding the Need for Adult Guardianship and Conservatorship: The Power of Powers of Attorney (Webinar) (23WA-4745)*​​​​Financial Powers of Attorney*Medical Powers of Attorney*Guardianship*Conservatorship
|
| 12/13/2023 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-4732: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-4732)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 12/12/2023 | 6 - 10:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-4701: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-4701)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 12/11/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4619: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-4619)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/6/2023 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4581: Inventory, Expense and Payroll Fraud (Webinar) (23WA-4581)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
|
| 12/4/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4772: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-4772)*Networking*Relationship Management |
| 12/14/2023 | 5 - 7:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-4650: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-4650)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 12/7/2023 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4601: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-4601)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/5/2023 | 11 a.m. - 7:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4585: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-4585)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
|
| 12/4/2023 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4623: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-4623)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 12/6/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4580: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-4580)*Feedback |
| 12/4/2023 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4783: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-4783)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 12/15/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4769: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-4769)*Feedback |
| 12/14/2023 | 5 - 6:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4655: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-4655)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 12/7/2023 | 6 - 9:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-4730: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-4730)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/12/2023 | 5 - 9:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4617: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-4617)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 12/6/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4727: Business Consulting for CPAs (Webinar) (23WA-4727)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 12/12/2023 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4784: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-4784)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 12/15/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4705: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-4705)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 12/11/2023 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4651: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-4651)*Communications |
| 12/7/2023 | 5 - 7:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4713: CANCELLED - Federal Tax Update: Individuals (Webinar) (23WA-4713)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 12/12/2023 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4750: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-4750)*Leadership |
| 12/13/2023 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4776: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-4776)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/14/2023 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4733: Taxation of Non-fungible Tokens (NFTs) (Webinar) (23WA-4733)*NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
| 12/12/2023 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4720: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-4720)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 12/12/2023 | 10 a.m. - 1:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-4687: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-4687)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 12/9/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4578: Coaching & Counseling: Performance Management (Webinar) (23WA-4578)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 12/4/2023 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4864: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-4864)*Ethics*Leadership |
| 12/19/2023 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-5040: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-5040)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 12/28/2023 | 5 - 8:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5075: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-5075)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/30/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-5028: Advanced Cost Accounting (Webinar) (23WA-5028)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/28/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5069: Cash Management: Day to Day Best Practices (Webinar) (23WA-5069)*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 |
| 12/30/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4986: Business Consulting for CPAs (Webinar) (23WA-4986)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 12/27/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4934: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-4934)*Communication*Leadership*Character*Behavior
|
| 12/22/2023 | 1 - 4:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-4922: Minimize Workplace Warfare (Webinar) (23WA-4922)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 12/22/2023 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4799: When Leadership Fails (Webinar) (23WA-4799)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
|
| 12/15/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4977: 2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act (Webinar) (23WA-4977)*Inflation Reduction Act of 2022*The new 15% corporate AMT *Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
| 12/26/2023 | 5 - 7:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-4971: Essential Skills for the Next 10 Years (Webinar) (23WA-4971)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/26/2023 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4797: Become Rich Without Selling Your Soul (Webinar) (23WA-4797)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/15/2023 | 2 - 5:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-4882: Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (23WA-4882)*10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ...*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
| 12/20/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5048: Advanced Cost Accounting (Webinar) (23WA-5048)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/29/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4900: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-4900)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/21/2023 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4995: When Leadership Fails (Webinar) (23WA-4995)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
|
| 12/27/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4974: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-4974)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 12/26/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-5019: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-5019)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/28/2023 | 8 a.m. - 12:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4994: Walkin', Talkin', Lookin' & Listenin': Things Most of Us Don't Do Well (Webinar) (23WA-4994)*The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception
|
| 12/27/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4822: Ethics in the Real World: Living Values for Today (Webinar) (23WA-4822)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 12/18/2023 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4852: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-4852)*Communications |
| 12/19/2023 | 3 - 5:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4855: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-4855)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want* How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/19/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4803: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-4803)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use
|
| 12/16/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4802: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-4802)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/16/2023 | 9 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-5043: Cash Management Essentials (Webinar) (23WA-5043)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/28/2023 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-5034: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-5034)*Business Management*Organization |
| 12/28/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4998: Balancing Employee and Employer Rights (Webinar) (23WA-4998)*Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer. |
| 12/27/2023 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 23WA-4997: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-4997)*Communication*Leadership*Character*Behavior |
| 12/27/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4918: What Does Fraud Look Like? (Webinar) (23WA-4918)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
|
| 12/21/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4919: Accounting's Perfect Storm Update (Webinar) (23WA-4919)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 12/22/2023 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-4990: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-4990)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 12/27/2023 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-5012: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-5012)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - The 3 most important keys for getting someone to feel rapport with you - Why rapport is so important, and how to use it to profit in your work - How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 12/27/2023 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4829: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-4829)*Communication*Leadership*Character*Behavior
|
| 12/18/2023 | 9 a.m. - 12:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-4843: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-4843)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 12/19/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5038: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-5038)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/28/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5050: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-5050)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 12/29/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5023: Minimize Workplace Warfare (Webinar) (23WA-5023)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 12/28/2023 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4948: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (23WA-4948)*How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquiries of management...and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality
|
| 12/23/2023 | 10 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4927: Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing & Interrogation (Webinar) (23WA-4927)*Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession
|
| 12/22/2023 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4877: Dashboard and Report Design Principles Using Excel (Webinar) (23WA-4877)*How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
| 12/20/2023 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4913: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-4913)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/21/2023 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4975: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-4975)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 12/26/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4871: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-4871)*Business Management*Organization |
| 12/20/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4958: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-4958)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/23/2023 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5044: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-5044)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 12/28/2023 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-4884: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-4884)*Negotiation |
| 12/20/2023 | 1 - 2:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-4857: Not Just Your Everyday FASB Update (Webinar) (23WA-4857)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 12/19/2023 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4984: CANCELLED - Federal Tax Update: Individuals (Webinar) (23WA-4984)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 12/27/2023 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-5004: Why Auditors Fail To Detect Fraud (Webinar) (23WA-5004)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
|
| 12/27/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4848: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-4848)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
|
| 12/19/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5055: Business Ethics: Cases from the Real World (Webinar) (23WA-5055)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/29/2023 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-5049: CANCELLED - Federal Tax Updates: Business Entities (Webinar) (23WA-5049)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 12/29/2023 | 8 a.m. - 3:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4878: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-4878)*Presence |
| 12/20/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4862: Speaking for Impact (Webinar) (23WA-4862)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 12/19/2023 | 6 - 9:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5061: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-5061)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
|
| 12/29/2023 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4844: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-4844)*Presence |
| 12/19/2023 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4929: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-4929)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 12/22/2023 | 10 a.m. - 2:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-5010: Not Just Your Everyday FASB Update (Webinar) (23WA-5010)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 12/27/2023 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4813: Creating Rapid Rapport for Increased Business (Webinar) (23WA-4813)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a 'special bond'*How to repair 'broken trust'*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 12/16/2023 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5059: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-5059)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 12/29/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-5067: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-5067)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 12/30/2023 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4835: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-4835)*Communications |
| 12/18/2023 | 1 - 3:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-5037: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-5037)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 12/28/2023 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4946: Taxation of Non-fungible Tokens (NFTs) (Webinar) (23WA-4946)*NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
| 12/23/2023 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5011: Measuring Audit Risks (Webinar) (23WA-5011)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
|
| 12/27/2023 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4949: Become Rich Without Selling Your Soul (Webinar) (23WA-4949)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/23/2023 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-5053: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-5053)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/29/2023 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-5080: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-5080)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 12/30/2023 | 12 - 4:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-5015: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-5015)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 12/27/2023 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-5031: Driving Performance with Metrics (Webinar) (23WA-5031)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/28/2023 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4850: Auditing For Fraud (Webinar) (23WA-4850)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
|
| 12/19/2023 | 1 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4820: The Yellow Book: From Beginning to End (Webinar) (23WA-4820)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/16/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4847: Up Your Influence: How To Get What You want (Webinar) (23WA-4847)*Persuasion*Influence |
| 12/19/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4915: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-4915)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 12/21/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4893: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-4893)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/21/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4879: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-4879)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 12/20/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-5008: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-5008)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/27/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5052: Resolving Ethical Conflicts (Webinar) (23WA-5052)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 12/29/2023 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-5000: Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing & Interrogation (Webinar) (23WA-5000)*Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession
|
| 12/27/2023 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4950: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-4950)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 12/23/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-5002: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-5002)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
|
| 12/27/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-5066: Essential Skills for Financial Leaders Conference (Webinar) (23WA-5066)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/30/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-4911: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-4911)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
|
| 12/21/2023 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4957: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-4957)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 12/23/2023 | 2 - 5:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-4891: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-4891)*Feedback |
| 12/20/2023 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-5073: Better Forecasts: Be a Better Predictor (Webinar) (23WA-5073)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 12/30/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4942: Planning in an Uncertain World (Webinar) (23WA-4942)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 12/23/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4815: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-4815)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 12/16/2023 | 12 - 3:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-5033: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-5033)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/28/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4851: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (23WA-4851)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
|
| 12/19/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4973: The Single Audit from Beginning to End Update (Webinar) (23WA-4973)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/26/2023 | 12 - 8:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4992: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-4992)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
|
| 12/27/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4980: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-4980)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/26/2023 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5078: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-5078)*Leadership |
| 12/30/2023 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4874: Resolving Ethical Conflicts (Webinar) (23WA-4874)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 12/20/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-4952: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-4952)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - The 3 most important keys for getting someone to feel rapport with you - Why rapport is so important, and how to use it to profit in your work - How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 12/23/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4842: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-4842)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 12/19/2023 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4921: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-4921)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want* How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/22/2023 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4931: Measuring Audit Risks (Webinar) (23WA-4931)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
|
| 12/22/2023 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4837: Business Ethics: Cases from the Real World (Webinar) (23WA-4837)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/18/2023 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-4999: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-4999)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/27/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4909: Speaking for Impact (Webinar) (23WA-4909)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 12/21/2023 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4886: Practical Excel Topics for Today's Accountant (Webinar) (23WA-4886)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 12/20/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4987: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-4987)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 12/27/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5029: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-5029)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/28/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5026: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-5026)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/28/2023 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4901: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-4901)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 12/21/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4867: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-4867)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/20/2023 | 8 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4804: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-4804)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 12/16/2023 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4838: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-4838)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 12/18/2023 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-5042: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-5042)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/28/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4936: Cost of Capital: What it is and How to Use it (Webinar) (23WA-4936)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/22/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5062: 2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act (Webinar) (23WA-5062)*Inflation Reduction Act of 2022*The new 15% corporate AMT *Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
| 12/29/2023 | 2 - 4:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-4831: Essential Skills for the Next 10 Years (Webinar) (23WA-4831)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/18/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4945: CANCELLED - Federal Tax Update: Individuals (Webinar) (23WA-4945)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 12/23/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4954: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-4954)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 12/23/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-4814: Speaking for Impact (Webinar) (23WA-4814)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 12/16/2023 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4801: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-4801)*Relationships |
| 12/16/2023 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4859: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-4859)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 12/19/2023 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4912: When Leadership Fails (Webinar) (23WA-4912)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
|
| 12/21/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5003: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-5003)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
|
| 12/27/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-4970: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-4970)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 12/26/2023 | 12 - 3:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4905: Getting Ahead: The Art of Marketing for CPAs (Webinar) (23WA-4905)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that 'wows' them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/21/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4833: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-4833)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/18/2023 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4935: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-4935)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
|
| 12/22/2023 | 1 - 4:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4907: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-4907)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/21/2023 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-5064: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-5064)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 12/29/2023 | 8 - 9:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4861: Preparing for & Conducting Discharge Meetings (Webinar) (23WA-4861)*Issues to be evaluated pre-discharge*Off-site/off work-misconduct*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
| 12/19/2023 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-5006: Taxation of Non-fungible Tokens (NFTs) (Webinar) (23WA-5006)*NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
| 12/27/2023 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4904: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-4904)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 12/21/2023 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4830: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-4830)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 12/18/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4826: Managing the Accounting Department (Webinar) (23WA-4826)*Accounting*Leadership*Management |
| 12/18/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4860: Power, Influence and Ethics (Webinar) (23WA-4860)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/19/2023 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4880: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-4880)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
|
| 12/20/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4961: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-4961)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 12/26/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-5056: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-5056)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 12/29/2023 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-5009: Managing the Accounting Department (Webinar) (23WA-5009)*Accounting*Leadership*Management |
| 12/27/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4876: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-4876)*Culture*Trust |
| 12/20/2023 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-4866: Ethics in the Real World: Living Values for Today (Webinar) (23WA-4866)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 12/19/2023 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4824: Tactical Cash Management (Webinar) (23WA-4824)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 12/18/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4887: Up Your Influence: How To Get What You want (Webinar) (23WA-4887)*Persuasion*Influence |
| 12/20/2023 | 1 - 3:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4926: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-4926)*Communications |
| 12/22/2023 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-4845: GASB 87: Are You Ready? (Webinar) (23WA-4845)*Identifying leases*Recognition and Measurement Guidance |
| 12/19/2023 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-4916: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-4916)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 12/21/2023 | 6 - 9:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-5014: Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (23WA-5014)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/27/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4982: Progressive Management Accounting (Webinar) (23WA-4982)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 12/26/2023 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4823: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-4823)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/18/2023 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4854: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-4854)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - The 3 most important keys for getting someone to feel rapport with you - Why rapport is so important, and how to use it to profit in your work - How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 12/19/2023 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5013: Coaching & Counseling: Performance Management (Webinar) (23WA-5013)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 12/27/2023 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4956: Progressive Management Accounting (Webinar) (23WA-4956)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 12/23/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4821: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-4821)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/16/2023 | 8 - 11:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4963: CANCELLED - Federal Tax Updates: Business Entities (Webinar) (23WA-4963)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 12/26/2023 | 10 a.m. - 5:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4996: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-4996)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 12/27/2023 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4868: Essential Skills for Financial Leaders Conference (Webinar) (23WA-4868)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/20/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-4968: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-4968)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/26/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4923: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-4923)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/22/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4856: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-4856)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/19/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4978: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-4978)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 12/26/2023 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4885: Personal Leadership Skills (Webinar) (23WA-4885)*Leadership*Personality Types*Communication*Memory |
| 12/20/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4805: Getting Ahead: The Art of Marketing for CPAs (Webinar) (23WA-4805)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that 'wows' them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/16/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4870: Preparing for a CFO Role (Webinar) (23WA-4870)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/20/2023 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4903: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-4903)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 12/21/2023 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4895: Driving Performance with Metrics (Webinar) (23WA-4895)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/21/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4846: Maintaining a Harmonious Working Environment (Webinar) (23WA-4846)*Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
| 12/19/2023 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4834: Business Consulting for CPAs (Webinar) (23WA-4834)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 12/18/2023 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4944: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-4944)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 12/23/2023 | 10 a.m. - 1:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4959: Cash Management Essentials (Webinar) (23WA-4959)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/26/2023 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-4947: The Single Audit from Beginning to End Update (Webinar) (23WA-4947)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/23/2023 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-5054: Build Your Personal Net Worth (Webinar) (23WA-5054)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 12/29/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4828: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-4828)*Conflicts |
| 12/18/2023 | 9 a.m. - 12:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5058: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-5058)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/29/2023 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4965: Tactical Cash Management (Webinar) (23WA-4965)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 12/26/2023 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4972: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-4972)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/26/2023 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5045: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (23WA-5045)*Civility*Ethics |
| 12/28/2023 | 11 p.m. - 12:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4817: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-4817)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 12/16/2023 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-4808: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-4808)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
|
| 12/16/2023 | 10 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-5017: What Does Fraud Look Like? (Webinar) (23WA-5017)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
|
| 12/27/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4883: KPI Bootcamp for Small Businesses (Webinar) (23WA-4883)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 12/20/2023 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-4806: Let's End Business Ethics (Webinar) (23WA-4806)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 12/16/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-5068: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-5068)*Feedback |
| 12/30/2023 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4849: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-4849)*Networking*Relationship Management |
| 12/19/2023 | 1 - 3:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-5007: Become Rich Without Selling Your Soul (Webinar) (23WA-5007)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/27/2023 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-4894: Coaching Skills That Improve Performance (Webinar) (23WA-4894)*Coaching*Effective Communication |
| 12/21/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5063: Let's End Business Ethics (Webinar) (23WA-5063)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 12/29/2023 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4967: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-4967)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 12/26/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5022: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-5022)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want* How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/28/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4836: Cash Management Essentials (Webinar) (23WA-4836)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/18/2023 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-5051: Practical Excel Topics for Today's Accountant (Webinar) (23WA-5051)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 12/29/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4940: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-4940)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 12/23/2023 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-5039: Auditing For Fraud (Webinar) (23WA-5039)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
|
| 12/28/2023 | 3 - 5:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4910: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-4910)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
|
| 12/21/2023 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4816: Coaching & Counseling: Performance Management (Webinar) (23WA-4816)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 12/16/2023 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-5036: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-5036)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
|
| 12/28/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5057: The Yellow Book: From Beginning to End (Webinar) (23WA-5057)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/29/2023 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4993: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (23WA-4993)*How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquiries of management...and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality
|
| 12/27/2023 | 9 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4897: Why Auditors Fail To Detect Fraud (Webinar) (23WA-4897)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
|
| 12/21/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5024: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-5024)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 12/28/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4892: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-4892)*Networking*Relationship Management |
| 12/20/2023 | 3 - 5:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-4841: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-4841)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 12/19/2023 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5025: Power, Influence and Ethics (Webinar) (23WA-5025)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/28/2023 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4930: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-4930)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/22/2023 | 10 a.m. - 2:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4839: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-4839)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/18/2023 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4819: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-4819)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 12/16/2023 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4798: Why Auditors Fail To Detect Fraud (Webinar) (23WA-4798)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
|
| 12/15/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5046: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-5046)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 12/29/2023 | 2 - 5:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-4827: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (23WA-4827)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 12/18/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4889: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-4889)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 12/20/2023 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-4951: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-4951)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 12/23/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4924: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-4924)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/22/2023 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4881: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-4881)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
|
| 12/20/2023 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-5027: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-5027)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use
|
| 12/28/2023 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5079: Preparing for a CFO Role (Webinar) (23WA-5079)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/30/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4888: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-4888)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
|
| 12/20/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4941: Not Just Your Everyday FASB Update (Webinar) (23WA-4941)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 12/23/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-5076: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-5076)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 12/30/2023 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5077: Build Your Personal Net Worth (Webinar) (23WA-5077)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 12/30/2023 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4955: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-4955)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 12/23/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4853: Inventory, Expense and Payroll Fraud (Webinar) (23WA-4853)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
|
| 12/19/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4938: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-4938)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/22/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5060: GASB 87: Are You Ready? (Webinar) (23WA-5060)*Identifying leases*Recognition and Measurement Guidance |
| 12/29/2023 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-5047: Preparing for a CFO Role (Webinar) (23WA-5047)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/29/2023 | 7 - 8:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4914: Become Rich Without Selling Your Soul (Webinar) (23WA-4914)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/21/2023 | 5 - 8:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-5035: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-5035)*Ethics*Leadership |
| 12/28/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4800: Business Ethics: Cases from the Real World (Webinar) (23WA-4800)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/16/2023 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-5018: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-5018)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/28/2023 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4896: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-4896)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
|
| 12/21/2023 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-4832: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-4832)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 12/18/2023 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4925: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-4925)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 12/22/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4983: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-4983)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/27/2023 | 7 - 8:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4858: Balancing Employee and Employer Rights (Webinar) (23WA-4858)*Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer. |
| 12/19/2023 | 6 - 7:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 23WA-4981: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-4981)*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
|
| 12/26/2023 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4966: Planning in an Uncertain World (Webinar) (23WA-4966)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 12/26/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4979: Business Consulting for CPAs (Webinar) (23WA-4979)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 12/26/2023 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4991: Understanding and Preventing Budget Calamities (Webinar) (23WA-4991)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 12/27/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5065: Cost of Capital: What it is and How to Use it (Webinar) (23WA-5065)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/30/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5082: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-5082)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
|
| 12/30/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-5083: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-5083)*Negotiation |
| 12/30/2023 | 3 - 4:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-4906: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-4906)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
|
| 12/21/2023 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4920: Better Forecasts: Be a Better Predictor (Webinar) (23WA-4920)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 12/22/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4939: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (23WA-4939)*How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquiries of management...and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality
|
| 12/22/2023 | 3 - 6:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-4928: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-4928)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/22/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4632: Let's End Business Ethics (Webinar) (23WA-4632)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 12/6/2023 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4668: Planning in an Uncertain World (Webinar) (23WA-4668)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 12/8/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4741: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-4741)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
|
| 12/13/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4899: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-4899)*Relationships |
| 12/21/2023 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4590: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (23WA-4590)*Civility*Ethics |
| 12/4/2023 | 3 - 4:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-4811: Practical Excel Topics for Today's Accountant (Webinar) (23WA-4811)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 12/16/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-5041: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-5041)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/28/2023 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4635: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-4635)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 12/6/2023 | 8 - 11:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-4875: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-4875)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 12/20/2023 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4695: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-4695)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 12/11/2023 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4689: Managing the Accounting Department (Webinar) (23WA-4689)*Accounting*Leadership*Management |
| 12/9/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4685: Why Auditors Fail To Detect Fraud (Webinar) (23WA-4685)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
|
| 12/9/2023 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4588: Balancing Employee and Employer Rights (Webinar) (23WA-4588)*Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer. |
| 12/4/2023 | 3 - 4:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 23WA-4653: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-4653)*Culture*Trust |
| 12/7/2023 | 5 - 6:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-4627: What Does Fraud Look Like? (Webinar) (23WA-4627)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
|
| 12/6/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4809: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-4809)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 12/16/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-4694: Tactical Cash Management (Webinar) (23WA-4694)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 12/9/2023 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-4989: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (23WA-4989)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 12/27/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4567: Up Your Influence: How To Get What You want (Webinar) (23WA-4567)*Persuasion*Influence |
| 12/2/2023 | 3 - 5:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-4807: Maintaining a Harmonious Working Environment (Webinar) (23WA-4807)*Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
| 12/16/2023 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-4932: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-4932)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you-How to judge if your communication is effective in motivating someone-How to get someone to really hear you-How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you-The 3 most important keys for getting someone to feel rapport with you-Why rapport is so important, and how to use it to profit in your work-How to quickly solve problems with people once you have their rapport*How to handle difficult people-Why some people are difficult to deal with, and what you can do about it-How you can turn a difficult employee or customer into a powerful asset-How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use-How Ronald Reagan and Bill Clinton are similar, and how you can tap into their 'magic abilities'-The three most important keys all successful communicators use |
| 12/22/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4610: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-4610)*Presence |
| 12/5/2023 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-5001: Prevention & Detection of Fraud In Small Businesses (Webinar) (23WA-5001)*The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management
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| 12/27/2023 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-4736: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-4736)*Culture*Trust |
| 12/13/2023 | 9 - 10:25 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-5021: Inventory, Expense and Payroll Fraud (Webinar) (23WA-5021)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
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| 12/28/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-5081: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-5081)*Culture*Trust |
| 12/30/2023 | 1 - 2:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-4673: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-4673)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 12/8/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4976: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-4976)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/26/2023 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4818: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-4818)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/16/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4622: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-4622)*Communication*Leadership*Character*Behavior |
| 12/6/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4672: The Single Audit from Beginning to End Update (Webinar) (23WA-4672)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/8/2023 | 12 - 8:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-4937: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-4937)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 12/22/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-4748: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-4748)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/13/2023 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-4953: Coaching Skills That Improve Performance (Webinar) (23WA-4953)*Coaching*Effective Communication |
| 12/23/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-4749: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-4749)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 12/13/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WI-0217: CANCELLED - Does CECL apply to Not-for-Profits? (Webinar) (23WI-0217)*Who and what is affected by CECL*What is scoped out for CECL*Estimation requirements and approaches for CECL*Presentation and disclosure requirements of CECL |
| 12/13/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23SR-0032: Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (23SR-0032)*Timely coverage of late-breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act and Secure Act 2.0*Preparation of various Form 1040 individual tax returns and schedules, complete with filled-in forms*Form 7203*Section 199A qualified business income (QBI) -- calculation, limitations and examples*Dividends and interest -- ordinary, return of capital and capital gain distribution dividends; tax-exempt interest, original issue discount and more*Security transactions -- from Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions, including depreciation*Sale and exchange of property -- Form 4797, depreciation recapture and capital gains*Passive losses -- how to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- thorough coverage of what’s deductible and what’s not*Interest deductions -- limitations and timing problems*Charitable contributions substituting for taxes? (IRS disagrees)*Retirement contributions, education credits and deductions*Tax computations -- kiddie tax, AMT, regular tax, tax credits and more*Impact of recent legislation and changes to Form 1040 |
| 1/16/2024 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 23SR-0030: Federal Tax Update: Individual & Business Current Developments (In-person) (23SR-0030)*Recent changes to individual and business income tax legislation, including the Inflation Reduction Act and SECURE Act 2.0 *Major tax changes for corporations, partnerships and individuals and changes to the income tax forms and related schedules*Business income tax provisions including Section 199A 20% qualified business income (QBI) deduction, changes to net operating losses (NOLs), Section 461(l) business loss limitations and Section 163(j) interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses*Individual and business income tax rates, capital gain tax rates, self-employment tax, alternative minimum tax (AMT), 3.8% net investment income tax (NIIT) and more*Review of income tax topics, filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits*New, final required minimum distribution (RMD) regulations*Other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses, real estate professionals and self-employment taxes and more |
| 1/11/2024 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 23SR-0027: Reviewing Partnership Tax Returns: What Are You Missing? (In-person) (23SR-0027)*Form 1065*Schedules K and K-1*Schedules M-1 and M-2*Form 4562*Form 4797*Common issues with income, deductions K-1 reporting and more |
| 12/12/2023 | 1 - 4:30 p.m. | In-Person | 4 CPE (4 tech, 0 non-tech) | |
| 23SR-0031: Federal Tax Update: Individual & Business Current Developments (Livestream) (23SR-0031)*Recent changes to individual and business income tax legislation, including the Inflation Reduction Act and SECURE Act 2.0 *Major tax changes for corporations, partnerships and individuals and changes to the income tax forms and related schedules*Business income tax provisions including Section 199A 20% qualified business income (QBI) deduction, changes to net operating losses (NOLs), Section 461(l) business loss limitations and Section 163(j) interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses*Individual and business income tax rates, capital gain tax rates, self-employment tax, alternative minimum tax (AMT), 3.8% net investment income tax (NIIT) and more*Review of income tax topics, filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits*New, final required minimum distribution (RMD) regulations*Other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses, real estate professionals and self-employment taxes and more |
| 1/11/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23SR-ZD02: The Best Federal Tax Update Course by Surgent (In-person) (23SR-ZD02)*Timely coverage of late-breaking tax legislation
*Inflation Reduction Act -- clean vehicle credits, residential clean energy credit, energy efficient home improvement credit and premium tax credit
*SECURE Act 2.0 -- expanding retirement plan enrollment, age change for required beginning date for mandatory distributions and new exceptions to penalty-free retirement plan withdrawals
*New Form 1099-K reporting requirements
*Sale of pass-through entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 research and experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency and recent developments with non-fungible tokens (NFTs)
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions and more
*Advanced practice and reporting issues intertwined with advanced planning and discussion ideas |
| 12/5/2023 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 23SR-0029: Staff Training: Basic (In-person) (23SR-0029)*Role of new staff
*Audit objectives and major steps in the audit process
*Accounting data analytics (New for 2023!)
*Working paper techniques and cash
*Analytical procedures
*Compilations and reviews
*Tax recognition and research
*Auditing and reviewing selected accounts
*Hands-on case study practice with real-life scenarios
*Common mistakes for new staff -- and how to avoid them |
| 1/8/2024 | 8 a.m. - 4:30 p.m. | In-Person | 16 CPE (15 tech, 1 non-tech) | |
| 23SR-ZM02: The Best Federal Tax Update Course by Surgent (In-person) (23SR-ZM02)*Timely coverage of late-breaking tax legislation
*Inflation Reduction Act -- clean vehicle credits, residential clean energy credit, energy efficient home improvement credit and premium tax credit
*SECURE Act 2.0 -- expanding retirement plan enrollment, age change for required beginning date for mandatory distributions and new exceptions to penalty-free retirement plan withdrawals
*New Form 1099-K reporting requirements
*Sale of pass-through entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 research and experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency and recent developments with non-fungible tokens (NFTs)
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions and more
*Advanced practice and reporting issues intertwined with advanced planning and discussion ideas |
| 12/7/2023 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 23SR-0025: Current Issues in Accounting and Auditing: An Annual Update (Virtual) (23SR-0025)*Recently issued FASB ASUs
*Private company council activity
*Items on FASB’s technical agenda
*Leases -- Topic 842
*Review of SAS No. 142 -- audit evidence
*Recently issued SASs and other AICPA activity
*Detailed review of SAS No. 145
*Other important practice matters |
| 12/6/2023 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23SR-0028: Federal Tax Update: Individuals (Form 1040) (Virtual) (23SR-0028)*Recent changes to individual income tax law*Tax provisions related to sole proprietors and pass-through entity owners, including Section 199A 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations and Section 163(j) interest deduction limitations and depreciation*Changes to income tax rates, capital gain tax rates, self-employment tax, alternative minimum tax (AMT), 3.8% net investment income tax (NIIT) and more*Review of income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits*New, final required minimum distribution (RMD) regulations*Changes to Form 1040 and other related schedules and forms |
| 12/18/2023 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23SR-0026: Reviewing Individual Tax Returns: What Are You Missing? (In-person) (23SR-0026)*Section 199A qualified business income (QBI) deduction*Timeshare properties*Home office*Hobby losses*Self-employment health insurance*Business start-up costs*Depreciation*Unreported income*Schedule C issues*Like-kind exchanges*Self-employment tax*Sections 1202 and 1244 stock*Charitable contributions of property |
| 12/12/2023 | 8:30 a.m. - 12 p.m. | In-Person | 4 CPE (4 tech, 0 non-tech) | |
| New 23SR-P028: CECL is Coming for Private Commercial Entities and Nonprofits (Virtual) (23SR-P028)*The objectives of the CECL model*Notable impacts on trade accounts receivable and debt securities*Key presentation and disclosure requirements*Key requirements of ASC 326*Impacts of CECL on operating companies*First-time adoption and transition guidance*Implementation steps |
| 12/4/2023 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1175: Ethical Responsibilities for CPAs: Ethics (Webinar) (23WC-1175)*Ethical responsibilities for CPAs*The AICPA Code of Professional Conduct*PCAOB Ethical Standards*The Sarbanes Oxley Act*The Foreign Corrupt Practices Act*Circular 230 for Tax Practitioners*The Dodd-Frank Banking Reform Act |
| 2/15/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1236: What's New in Excel (Webinar) (23WC-1236)*New features and tools in Excel*Updates to the Excel Function Library |
| 3/13/2024 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1057: Internet Tax Research (Webinar) (23WC-1057)*Primary and secondary sources of authority*Research methodologies*Online tax research sources*Evaluating and communicating tax research results |
| 1/16/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1102: Ethics & Materiality (Webinar) (23WC-1102)*AICPA Code of Professional Conduct*Materiality*Preparations*Compilations*Reviews |
| 1/25/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-0976: Data Visualization for Audits (Webinar) (23WC-0976)*Common data sets*How to visualize data sets and interpret results*How to replace manual audit procedures with technology |
| 12/21/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1091: Passive Activity Losses (PAL): Comprehensive (Webinar) (23WC-1091)*Overview of the four loss limitation rules and how the PAL rules interact with the other limitations*Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation*Impact of PAL rules on real estate ownership*Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules*Discuss how the PAL rules impact tax credits*Discuss tax elections and planning techniques associated with PALs |
| 1/24/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1007: You Don't Know What You Don't Know About Excel (Webinar) (23WC-1007)*Excel shortcuts and time savers*Working with templates, formats, styles and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the excel function library |
| 12/28/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WC-1048: S Corporations: Tax Planning Ideas and Strategies (Webinar) (23WC-1048)*Overview of the taxation of corporations and shareholder including making the S Corporation election*The decision to elect S Corporation status--factors to consider*Explanation and analysis of the application of the "qualified business income deduction (IRC 199A)*Self-employment tax and S Corporations*Distribution tax planning*Planning to minimize the impact of loss limitations*Tax planning for years with both distributions and losses*Termination Planning*Tax planning regarding the transfer of appreciated assets to an S Corporation*Buying and selling S Corporations--tax planning ideas*Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections*Tax Issues to consider at the death of S Corporation shareholder*Stock redemptions as a tax planning tool*Accommodating a "non-qualified" investor*Trusts and tax-exempt exempt shareholders*The second class of stock risks*S Corporation election compared to Section 1202 stock incentive |
| 1/11/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1143: Pass-Through Owners Basis & Distribution Rules: Forms 1065 & 1120S (Webinar) (23WC-1143)*Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Determine how to calculate an owners' initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners' tax basis*Identify what constitutes a debt basis for an S Corporation shareholder*Learn the tax ramifications of repaying loans to S Corporation shareholders |
| 2/6/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0981: S Corporations: Qualification, Election and Termination (Webinar) (23WC-0981)*Qualified shareholder requirement*Trusts and estates as shareholders*Qualified tax-exempt shareholders*Special rules for counting the number of shareholders*One class of stock requirement*Indirect preferences creating a risk of failing one class of stock requirement*Disqualified corporations*Making an effective S Corporation election*Relief for late or defective elections*Inadvertent termination relief for involuntary terminations*How to voluntarily revoke an S Corporation election*Re-election after termination |
| 12/21/2023 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0930: Staff Tax Training Individual: Beginning (Webinar) (23WC-0930)*Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return*Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return*Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future |
| 12/12/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0901: Pass-Through Owners Basis & Distribution Rules: Forms 1065 & 1120S (Webinar) (23WC-0901)*Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Determine how to calculate an owners' initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners' tax basis*Identify what constitutes a debt basis for an S Corporation shareholder*Learn the tax ramifications of repaying loans to S Corporation shareholders |
| 12/4/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1231: Keeping Organization Assets Safe (Webinar) (23WC-1231)*What assets are most important for business*Protecting important assets |
| 3/8/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1083: Avoiding Tax Malpractice: Importance of Engagement Letters (Webinar) (23WC-1083)*Engagement letter parties*Critical engagement letter provisions*Do and don't of engagement letters*"War stories" dealing with tax-related claims against CPAs--engagement letter aspects and failings*Insurance carrier experiences |
| 1/23/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1185: Leases: Lessee - Topic 842-20 (Webinar) (23WC-1185)*FASB ASC 842, Leases*All recently released updates to ASC 842, Leases |
| 2/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1201: Understanding Internal Control Constructs (Webinar) (23WC-1201)*Underlying concepts of internal control*The importance of control measure interdependency |
| 2/26/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0991: Health Insurance Planning (Webinar) (23WC-0991)*The interrelationship of health, happiness and financial well-being*Tax planning for health care costs*The failures and successes of the Affordable Care Act*Medical insurance terminology, alternatives and strategies for selecting the best option*The pros and cons of health savings accounts |
| 12/26/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1160: K2's Microsoft Office 365: All the Things You Need to Know (Webinar) (23WC-1160)*Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
| 2/12/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WC-1261: Time Prices: A New Breakthrough in Measuring Standard of Living (Webinar) (23WC-1261)*The Simon Abundance framework*The ratio of resources to population*There's no such thing as a natural resource*The correlation between population growth and the increased standards of living |
| 3/27/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0970: Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (23WC-0970)*AICPA Code of Professional Conduct*Fair positions in tax returns*Ethical issues in tax practice*Fairness in financial reporting*Integrity and materiality judgments*Ethics involving related party, pro forma results and accounting change disclosures |
| 12/20/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1242: Financial Reporting: Miscellaneous Topics: U.S. GAAP vs IFRS (Webinar) (23WC-1242)*Foreign currency*Borrowing costs*Related party disclosures*Fair value*Business combinations*Consolidations*Joint arrangements*Revenue |
| 3/19/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1045: Lease Accounting for Lessees Under ASC 842 (Webinar) (23WC-1045)*Summary of key changes from ASC 840 to 8422*Technical requirements of ASC 842*Impact on lessees*Impact of COVID-19*Disclosure requirements |
| 1/11/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1224: Financial Reporting: Presentation: U.S. GAAP vs. IFRS (Webinar) (23WC-1224)*Presentation of financial statements*Statement of cash flows*Accounting policies*Events after reporting period*Earnings per share*Interim financial reporting*Operating segments |
| 3/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1167: Financial Accounting Standards: Leasing Now and Future (Webinar) (23WC-1167)*Current lease accounting under ASC 840*Common errors in lease accounting*Future lease accounting model under ASC 842*Impact of COVID on lease accounting |
| 2/13/2024 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WC-1058: 2023 FASB and AICPA Update (Webinar) (23WC-1058)*Accounting standard updates (ASUs)*FASB projects*Audit service issues*ARSC initiatives, preparation, compilation and review updates, and initiatives*AICPA activities and profession update |
| 1/17/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1258: Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (23WC-1258)*AICPA Code of Professional Conduct*Fair positions in tax returns*Ethical issues in tax practice*Fairness in financial reporting*Integrity and materiality judgments*Ethics involving related party, pro forma results and accounting change disclosures |
| 3/27/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-0923: International Tax Issues for Athletes and Entertainers (Webinar) (23WC-0923)*Determine the residency of an international athlete or entertainer*Identify methods to avoid double taxation for U.S. athletes and entertainers operating abroad*Know when a foreign athlete or entertainer is subject to tax in the United States*Determine how the IRS taxes compensation of foreign athletes and entertainers via withholding taxes*Central Withholding Agreements to reduce withholding taxes*How treaties can impact the taxation of international athletes and entertainers |
| 12/11/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1230: New Manager Series: Making the Shift from Individual Contributor to Supervisor (Webinar) (23WC-1230)*Leadership development |
| 3/7/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1217: S Corporations: Conversions (Webinar) (23WC-1217)*Reasons to terminate an S Corporation election*Involuntary terminations*Voluntary revocations the process and the consequences*Tax planning opportunities related to the termination of S Corporation status*Complications arising from a mid-year termination*Limitations on re-electing S Corporation status*Making the S Corporation election how and why*Built-in gain planning |
| 2/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1195: Accounting and Auditing Update (Webinar) (23WC-1195)*Review of select AICPA technical questions and answers*Upcoming changes to accounting for goodwill, leasing and business combinations*Compilation and review standards and interpretations (SSARS)*Auditing standards and interpretations (SAS & SSAE) |
| 2/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1196: Fraud, Misstatements and Financial Reporting (Webinar) (23WC-1196)*Financial reporting fraud*Financial reporting objective*Earnings management*Accounting standards*Financial reporting controls*FASB Concept Statements |
| 2/23/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1056: Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns (Webinar) (23WC-1056)*Review of sample returns with illustrations of most forms of gifts*How to meet the adequate disclosure requirements*Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse*Electing in or out of GST allocations with indirect skips |
| 1/16/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1107: ITL 2023: Form 5471 - Restructuring, Reorganization, and Liquidation of a CFC (Webinar) (23WC-1107)*Form 5471*Controlled foreign corporation*Entity structuring*Entity liquidation |
| 1/26/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-0937: International Taxation (Webinar) (23WC-0937)*Income tax treaties*Residence tests*Effectively connected income*FDAP and FIRPTA withholding*Avoiding transfer taxation of foreign investors*Pre-immigration tax planning |
| 12/13/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0929: GAAP Update (Webinar) (23WC-0929)*Business combinations and consolidations*Lease accounting*Financial instruments - credit losses (CECL)*Intangibles, including goodwill*Fair value |
| 12/12/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1036: Auditing Standards: A Comprehensive Review (Webinar) (23WC-1036)*Efficient audit planning, documentation and research*Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits*Fraud requirements*Testing management's estimates*Auditing standards |
| 1/10/2024 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| 23WC-0954: Defined Benefit Plans: Combination Plan Designs (Webinar) (23WC-0954)*Types of defined benefit pension plans*Defined benefit plan selection and design*Contribution and deduction limits and timing*Using combination plan designs to optimize benefits |
| 12/18/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0903: 101 Tax Planning Ideas (Webinar) (23WC-0903)*Planning opportunities in the tax formula*Different types of planning*Frequently-used planning techniques*Qualitative and quantitative considerations*The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning*Looking to the past, present, and future as we plan |
| 12/7/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0927: Defining Where and Why Internal Controls Are Needed (Webinar) (23WC-0927)*Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
| 12/12/2023 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0918: What Every CPA Should Know About Fraud (Webinar) (23WC-0918)*How is fraud detected?*The role of external auditors in finding fraud*Revenue recognition issues*Corrupt management*Data mining*Physical and biometric controls |
| 12/8/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1064: Advanced Planning With Trusts (Webinar) (23WC-1064)*Trust obstacles and pitfalls*Revoking irrevocable trusts*Trust protectors*Estate planning through trusts*Tax planning with trusts*INGs and IDGTs*Asset protection through domestic and foreign trusts |
| 1/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1147: Nonverbal Communication: The Silent Language of Success (Webinar) (23WC-1147)*Nonverbal communication--Virtual |
| 2/7/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1219: S Corporations: Qualification, Election and Termination (Webinar) (23WC-1219)*Qualified shareholder requirement*Trusts and estates as shareholders*Qualified tax-exempt shareholders*Special rules for counting the number of shareholders*One class of stock requirement*Indirect preferences creating a risk of failing one class of stock requirement*Disqualified corporations*Making an effective S Corporation election*Relief for late or defective elections*Inadvertent termination relief for involuntary terminations*How to voluntarily revoke an S Corporation election*Re-election after termination |
| 2/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1247: Basic Concepts of Governmental Accounting, Financial Reporting and Auditing (Webinar) (23WC-1247)*Governmental environment: cities, counties, special districts and other agencies*GASB 34 accounting and financial reporting, including measurement focus, the basis of accounting and fund accounting*Governmental auditing issues, including risk assessment and internal controls and compliance*GASB Pension and OPEB Standards*Update GASB's standards, including GASB No. 87, Leases*Review GASB's Exposure Draft on Financial Reporting Model Improvements |
| 3/20/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1019: Critical Tax Procedural Issues for CPAs (Webinar) (23WC-1019)*Key compliance procedures concerning return preparation of original and amended returns*Understanding key procedures about IRS examination*Understanding key relief provisions for oversight, errors and later discovered facts or information |
| 1/4/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1137: Fraud: How To Find, How To Prevent (Webinar) (23WC-1137)*Fraud and its impact on our clients*Fraud prevention*Internal controls*Fraud Risks*Fraud prevention tips |
| 2/5/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0933: Analytical Procedures: Methods and Evaluation (Webinar) (23WC-0933)*Review of the appropriate audit and review standards*Identifying appropriate analytical procedures in the circumstances*Developing expectations*Designing and performing analytical procedures*Investigating results of the procedures performed*Introduction to data analytics |
| 12/13/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1079: Preparing Financial Statements for Clients (Webinar) (23WC-1079)*Misstatements*Materiality*Related parties*Going concern uncertainties*Client acceptance and continuation*Engagement letters*Prospective financial statements*Documentation |
| 1/22/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0898: Improving Audit Quality (Webinar) (23WC-0898)*National auditing quality performance*Impact of PCAOB on industry*Common audit failures and why they occur*AICPA enhancing audit quality initiative*Audit quality indicators |
| 12/4/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1223: K2's Excel's Best New Features (Webinar) (23WC-1223)*How to work with Dynamic Arrays*Using Excel's new XLOOKUP and XMATCH feature*Improvements to Power Query and why they matter to you*New collaboration and commenting options in Excel |
| 3/4/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1002: Deception, Embezzlement and Fraud (Webinar) (23WC-1002)*Narcissism studies*Fraud*Embezzlement*Technology used in scams |
| 12/28/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1097: 2023 Business Tax Credits (Webinar) (23WC-1097)*Research & Development Tax Credit*Work Opportunity Tax Credit*COVID-19 Tax Credits*Opportunity Zones*GO-Biz Incentives*Employment Training Panel |
| 1/25/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-0984: S Corporation Taxation: Comprehensive - Form 1120S (Webinar) (23WC-0984)*How to qualify and to make the S Corporation election*How to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained*The four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*The proper tax treatment and reporting of a distribution from the S Corporation to a shareholder*How to calculate AAA and OAA account for an S Corporation as well as the 3 potential taxes*The impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation |
| 12/22/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1150: U.S. GAAP Disclosures for Non-Public Entities (Webinar) (23WC-1150)*FASB Accounting Standards Codification disclosure requirements*An overview of the disclosure landscape*How materiality enters into disclosure decisions*Navigating the FASB Codification |
| 2/7/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1070: K2's Small Business Internal Controls, Security and Fraud Prevention (Webinar) (23WC-1070)*Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
| 1/19/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1125: Staff Tax Training Individual: Advance (Webinar) (23WC-1125)*Taxation of investments*Reporting of business income and losses from pass-through entities including loss limitations*Non-income taxes that impact individual income tax returns*Retirement contributions and planning*Alternative Minimum Tax (ATM)*Social Security taxation*Charitable contribution planning with limitations |
| 1/31/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1131: Statutes of Limitation: Assessment, Refund Claims and Timely Mailing (Webinar) (23WC-1131)*Review of assessment procedures and the limitations on assessment--including exceptions*Review of the limitations on filing of claims for refund by taxpayers--including the 2 and 3-year "rules"*Understand what constitute a "claim for refund" |
| 2/1/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1194: Revenue: The Five Steps - ASC Topic 606-10 (Webinar) (23WC-1194)*FASB ASC Topic 606, Revenue from Contracts with Customers*All recently released updates to ASC Topic 606, Revenue from Contracts with Customers |
| 2/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1251: Revenue: Miscellaneous Topics (Webinar) (23WC-1251)*FASB ASC 606, Revenue from Contracts with Customers*FASB ASC 340-40. Other Assets and Deferred Costs*All recently released updates to ASC Topic 606 |
| 3/21/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1043: Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (23WC-1043)*The downside of traditional retirement asset accumulation strategies*Threats to a successful retirement*Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles*Matching investment assets with the appropriate retirement plan and distribution strategy*Review the provisions of the SECURE Acts and how they will impact retirement planning |
| 1/10/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1249: Basic Understanding of Yellow Book and Single Audit (Webinar) (23WC-1249)*Overview of the 2018 Revision Government Auditing Standards*Understand the conceptual framework of independence*Evaluate non-audit services provided and the threat to independence*New ruling on Continuing Professional Education*Introduce a new concept referred to as "Waste"*Review Engagements under Government Auditing Standards*Gain an understanding of the requirements for performing a Uniform Guidance compliance audit*Discuss Internal control over financial reporting vs. Internal control over compliance requirements*Understand the differences between the auditor's reports issued under Government Auditing Standards |
| 3/21/2024 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| 23WC-0944: Not-for-Profit A&A Series Part 3: Fraud in the Not-for-Profit Environment (Webinar) (23WC-0944)*Prevalence of fraud in not-for-profit organizations*Misappropriation and strategies for prevention*Misuse of government funds: how to identify and impact on revenue recognition*Cyber-related fraud targeting not-for-profit organizations |
| 12/14/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1213: K2's Paperless Office (Webinar) (23WC-1213)*The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
| 2/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1025: Fundamentals of Merger and Acquisition Transactions (Webinar) (23WC-1025)*Valuation*Strategic planning*Intermediaries*Selling memorandum*Due diligence*Deal structures |
| 1/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1156: How to Manage Your CPA Practice (Webinar) (23WC-1156)*Client management*Employee management*Pricing models*Partner management |
| 2/9/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WC-0962: Accounting Industry Update: Revenue Recognition and Lease Accounting (Webinar) (23WC-0962)*Refresher on Accounting Standards Update (ASC) 606*Case Studies on ASC 606*An overview of ASC 842*Making the transition from 840 to 842 |
| 12/19/2023 | 2 - 3:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WC-1014: Accounting for Income Taxes (ASC 740) (Webinar) (23WC-1014)*Types and sources of deferred tax assets and liabilities*Temporary and other than temporary book/tax differences*Determining current and deferred tax expense or benefit in each reporting period*Reporting and classifying deferred tax assets and liabilities and income tax expense |
| 1/3/2024 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| 23WC-0896: 2023 FASB and AICPA Update (Webinar) (23WC-0896)*Accounting standard updates (ASUs)*FASB projects*Audit service issues*ARSC initiatives, preparation, compilation and review updates, and initiatives*AICPA activities and profession update |
| 12/4/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1060: Infinite Barcodes: Are Your Products Mapped Correctly? (Webinar) (23WC-1060)*Have you seen your company's invoices, contracts and P.O.s?*Reviewing and updating product taxability matrixes*Applying taxability rule to accounting systems*Understanding bundled transactions and digital property*Audit defense - importance of Private Letter Rulings (PLRs) |
| 1/17/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1030: NFP Organizations: Financial Update (Webinar) (23WC-1030)*Financial entity*IRS filing status*Recent ASC updates affecting not-for-profit entities |
| 1/8/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WC-1084: Dealing with Tax Administrator Summons: Access to IRS/FTB Information (Webinar) (23WC-1084)*Understand the purpose of summonses and subpoenas*Understand the legal issues involved in responding to a summons or subpoena*Understand the client's privilege claims*Utilizing the Freedom of Information Act provisions in the examination process |
| 1/23/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0904: Buying and Selling Corporate Businesses: Stock Sales (Webinar) (23WC-0904)*Stock sale versus asset sale*S Corporation versus C Corporation*Sale of Qualified Small Business Stock (IRC 1202 and 1045)*"Survival" of net operating losses and tax credit carryforwards*Planning regarding S Corporation suspended losses*Section 338, 338(h)(10) or 336(e) elections*Qualified Subchapter S Subsidiary Election ( QSUB election)*S Corporation election termination planning*Stock redemptions related to a stock sale |
| 12/7/2023 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1262: Compilations and Reviews: Risks, Procedures and Fraud (Webinar) (23WC-1262)*Fraud*Misstatements*Materiality*Revenue recognition*Related parties*Going concern uncertainties*Engagement letters*Documentation and peer review considerations |
| 3/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0965: Business Writing Series: Writing and Revising for Maximum Impact (Webinar) (23WC-0965)*Business writing*Practice development*Editing*Coaching others to write well |
| 12/19/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1020: Ethical Responsibilities for CPAs: Ethics (Webinar) (23WC-1020)*Ethical responsibilities for CPAs*The AICPA Code of Professional Conduct*PCAOB Ethical Standards*The Sarbanes Oxley Act*The Foreign Corrupt Practices Act*Circular 230 for Tax Practitioners*The Dodd-Frank Banking Reform Act |
| 1/4/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1161: Analyzing Financial Statements (Webinar) (23WC-1161)*Financial reporting and financial statements*Use of Non-GAAP performance measures and key performance indicators*Forecasting*Valuation*Comprehensive financial statement analysis with case study |
| 2/13/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0920: Financial Statements for the Simple Business Entity (Webinar) (23WC-0920)*Accounting for simple business entities*FRF for SMEs and other alternatives to GAAP*Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements*Documenting accounting decisions to minimize potential liability |
| 12/11/2023 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0897: Buying and Selling Corporate Businesses: Asset Sales (Webinar) (23WC-0897)*Stock sale vs. asset sale: tax and non-tax differences*Compensating the selling shareholders for services performed*Covenants not to compete*Personal goodwill*Built-in gain planning for S Corporations*Installment sales*Allocation of the purchase price among the assets |
| 12/4/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1235: K2's Excel PivotTables for Accountants (Webinar) (23WC-1235)*PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations and working with Power Pivot*Analytical techniques available in PivotTables |
| 3/12/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WC-1209: Corporate Finance Check-Up: Expand Your Analytical Toolbox (Webinar) (23WC-1209)*Forecasting as a valuation tool*Bank/banker selection*Ten hints for toolbox success*Seven cases |
| 2/28/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1212: Is Your Company a Cult? (Webinar) (23WC-1212)*Behavioral warning signs for companies that cross the line*Case studies for fraud potential in cult-like companies |
| 2/28/2024 | 2:30 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1069: Financial Performance Reporting: Changes that are Nice to Know (Webinar) (23WC-1069)*Reformatted financial statements overview*Status of accounting's perfect storm*Four cases |
| 1/19/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1227: K2's Top PDF Features You Should Know (Webinar) (23WC-1227)*Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
| 3/6/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WC-0899: K2's Emerging Technologies for Accountants Including Blockchain and Crypto (Webinar) (23WC-0899)*Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
| 12/4/2023 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1171: Financial Accounting Standards: Taxes Accounting and Disclosure (Webinar) (23WC-1171)*Income tax accounting*Income taxes disclosures |
| 2/13/2024 | 12:40 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-0910: What's New in Excel (Webinar) (23WC-0910)*New features and tools in Excel*Updates to the Excel Function Library |
| 12/7/2023 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1035: Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (23WC-1035)*Divorce*Pre and post-nuptial concerns*Financial planning*Valuation*Retirement*Income tax issues |
| 1/9/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1092: Risk Assessment When Auditing Private Entities (Webinar) (23WC-1092)*Review of applicable auditing standards for risk assessment*Identification and discussion of high-risk audit areas*Discussion and analysis of control risk vs. inherent risk*Practical approach to auditing companies where controls are minimal or not adequately documented*Detailed discussion and examples of risk assessment procedures and alternative approaches |
| 1/24/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0964: Auditing Standards and Audit Quality (Webinar) (23WC-0964)*New auditing standards (PCAOB and AICPA)*Audit quality trends (PCAOB and AICPA)*Industry quality response*Areas of audit focus |
| 12/19/2023 | 3:25 - 5:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1120: How Technology Controls Should Be Developed and Implemented (Webinar) (23WC-1120)*Considerations for the maintenance of an internal control system*The types of policies and procedures organizations should utilize*Reviewing and testing control measures*Updating controls and implementing control changes |
| 1/30/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1238: Revenue: Special Implementation Guide - ASC Topic 606-10-55 (Webinar) (23WC-1238)*FASB ASC 606, Revenue from Contracts with Customers*All recently released updates to ASC Topic 606, Revenue from Contracts with Customers |
| 3/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1197: Government Pension Accounting and Financial Reporting (Webinar) (23WC-1197)*Accounting and financial reporting for net pension liabilities*Effect of the measurement date*New pension standards by Governmental Accounting Standards Board (GASB)* Generally Accepted Accounting Principles (GAAP) for government*Defined Benefit and Defined Contribution Pension Plans*Review and compare data and statistics for CalPERS in 2020 and 2021 |
| 2/23/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0914: Passive Activity Losses (PAL): Comprehensive (Webinar) (23WC-0914)*Overview of the four loss limitation rules and how the PAL rules interact with the other limitations*Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation*Impact of PAL rules on real estate ownership*Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules*Discuss how the PAL rules impact tax credits*Discuss tax elections and planning techniques associated with PALs |
| 12/8/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1176: Government Auditing Standards Independence (Webinar) (23WC-1176)*Independence requirements under the Government Auditing Standards |
| 2/15/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1021: Leases: ASC Topic 842 in Depth (Webinar) (23WC-1021)*FASB ASC 842, Leases*All recently released updates to ASC 842, Leases |
| 1/4/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0960: Accounting Industry Update: Changes in Assets and Liabilities Standards (Webinar) (23WC-0960)*Cloud computing*Goodwill and intangibles*Cryptocurrency*Taxes*Debt |
| 12/19/2023 | 11:15 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1100: Entity Choice: Tax Considerations of Making Profits Available to Owners (Webinar) (23WC-1100)*Basics of the taxation of partnerships, S Corporations, corporations not making the S election*Tax consequences of tax-deductible payments to owners of partnerships and corporations*Tax consequences of making distributions to the owners of partnerships and corporations*The accumulated earnings tax*Entity choice comparison of current tax costs if most profits are accumulated |
| 1/25/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1126: Compilations and Reviews: Risks, Procedures and Fraud (Webinar) (23WC-1126)*Fraud*Misstatements*Materiality*Revenue recognition*Related parties*Going concern uncertainties*Engagement letters*Documentation and peer review considerations |
| 2/1/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1184: Federal Tax Update: Comprehensive Individual Tax - Form 1040 (Webinar) (23WC-1184)*Review of recent federal legislation and administrative rulings*Review of recent modifications to tax forms*Review of small business tax law and administrative update changes*Review of retirement plan changes*Overall review of tax practice and procedures |
| 2/20/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1142: How to Respond to an Upsetting or Critical Email (Webinar) (23WC-1142)*Business communication*Emotional intelligence*Human resources*Practice management |
| 2/6/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WC-1062: Trusts as Retirement Plan Beneficiaries (Webinar) (23WC-1062)*What is the significance of the Retirement Plan Beneficiary?*Primary vs. Contingent Beneficiaries*Is a Trust a "Designated Beneficiary?" Is it an "Eligible Designated Beneficiary?"*Why do people want to name a trust as the beneficiary?*What happens when the trust beneficiary dies? |
| 1/17/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1214: Social Immune Systems: The Science of D&I (Webinar) (23WC-1214)*Informed inclusion*Development of cultural characteristics that support diversity*Neurodiversity*Gender and racial dynamics in different task groups*Improving intergroup attitudes*Unconscious bias and implicit |
| 2/28/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WC-1182: Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (23WC-1182)*AICPA Code of Professional Conduct*Fair positions in tax returns*Ethical issues in tax practice*Fairness in financial reporting*Integrity and materiality judgments*Ethics involving related party, pro forma results and accounting change disclosures |
| 2/20/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1124: Everyday Ethics: Doing Well by Doing Good - Ethics (Webinar) (23WC-1124)*AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230*Implications of the Sarbanes-Oxley Act of 2002*Recent, relevant cases on accounting profession ethics and professional responsibility*Areas the partner should pay particular attention to*What it means to be a profession and a professional*Ethical frameworks |
| 1/31/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1241: SSARS Practice Issues and Standards Update (Webinar) (23WC-1241)*Review of applicable SSARS standards, including standards updates*Review of AICPA professional ethics changes*In-depth discussion of non-attest services*Review of independence issues for SSARS services*Overview of SSARS #21 -- performance, documentation and other requirements*Detailed analysis of preparation vs. compilation engagements |
| 3/18/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0951: Tell Me a Story: Don't Just Simply Relay Your Financial Results (Webinar) (23WC-0951)*The creation of memorable messages*The science of storytelling*Real-world examples of storytelling and their operational impact on the business*Ten thoughts for the road*Three cases |
| 12/15/2023 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 23WC-1246: Accounting Fraud (Webinar) (23WC-1246)*The elements of fraud and the Fraud Triangle Theory*Types of fraud with a focus on management fraud*Best practices in fraud detection and deterrence |
| 3/20/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1042: Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (23WC-1042)*Preparation, compilations and reviews |
| 1/10/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1013: Business Writing Series: Planning and Organizing Your Writing (Webinar) (23WC-1013)*Business writing*Planning writing projects*Project management*Proposal writing |
| 1/2/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1180: Not-for-Profit A&A Series Part 2: Revenue Recognition (Webinar) (23WC-1180)*Overview of required financial statements*Unique considerations in the not-for-profit environment*Presentation options for reserves, restrictions, functional expenses and liquidity*Common pitfalls and little-known alternatives |
| 2/16/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0997: Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (23WC-0997)*Preparation, compilations and reviews |
| 12/27/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1163: Financial Accounting Standards: Acquisitions, Impairment & Restructuring (Webinar) (23WC-1163)*Acquisitions*Long-lived asset impairment*Goodwill impairment*Intangible impairment*Restructuring costs |
| 2/13/2024 | 2:30 - 4:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1009: Internal and External Fraud: Understanding It and Working to Control It (Webinar) (23WC-1009)*Understanding why internal fraud occurs*Fraudulent acts initiated from outside organizations*Policies, procedures and control measures designed to fight fraud*Steps that verify anti-fraud activities are working |
| 12/29/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1134: Comprehensive Roth IRA Strategies Analysis (Webinar) (23WC-1134)*Why Roth-related Rules of Thumb can be flawed*Questions you can use to evaluate recommendations*Secure 2.0 changes related to Roth IRA / Roth 401k*Backdoor and Mega-Backdoor Roth |
| 2/2/2024 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 23WC-0900: Living Trust Administration Workshop (Webinar) (23WC-0900)*The steps in trust administration*Delaware Tax Trap and its unique use*Change of the exemption in 2026 and its impact*Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust*Preparation of trust accountings*Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs |
| 12/4/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1151: Common Deficiencies in Reporting Financial Statement (Webinar) (23WC-1151)*Transmittal and MD&A*Restricted Net Position--Fund Financial Statements to Government-Wide Financial Statements*Classification of Fund Balance under GASB 54*Special Revenue Funds*Notes Disclosures*Component Units*Fund Balance*Revenue Stabilization Arrangements*Internal Service Funds*Fiduciary Fund Reporting |
| 2/8/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1190: Monthly Individual Tax Update (Webinar) (23WC-1190)*Individual tax developments coming from Congress, the Treasury Department, the courts and academe*Time-sensitive topics from the past 30 days |
| 2/21/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1250: New Manager Series: Next Level Conversations, Next Level Results (Webinar) (23WC-1250)*Leadership development |
| 3/21/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1114: Financial Reporting Changes in Greater Detail (Webinar) (23WC-1114)*Reformatted financial statement details*RFS impact on business operations*Ten action items for immediate consideration*Five cases |
| 1/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1215: Managing a Hybrid Workforce (Webinar) (23WC-1215)*Leadership development*Management |
| 2/29/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WC-1264: Fundamentals of Single Audit (Webinar) (23WC-1264)*Cost principles*Understand and identify federal awards*Pass-through entities and sub-recipients*Schedule of expenditures of the federal awards*Application of Compliance Supplement*Compliance requirements*Test of Internal Control and Test of Compliance attributes*Reporting requirements |
| 3/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1139: Improving Audit Quality (Webinar) (23WC-1139)*National auditing quality performance*Impact of PCAOB on industry*Common audit failures and why they occur*AICPA enhancing audit quality initiative*Audit quality indicators |
| 2/5/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1115: How to Review Financial Statements (Webinar) (23WC-1115)*Review of financial statements*Financial statement case studies |
| 1/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1101: Entity Choice: Federal Tax Consideration of Sale of Business (Webinar) (23WC-1101)*Basics of the federal taxation of partnerships, S Corporations, corporations not making the S election*Federal tax consequences of asset sales for partnerships or sole proprietorships*Federal tax consequences of asset sales for corporations making or not making the S election*Asset sales -- comparison of federal income tax based on entity chosen*Federal tax consequences of sales of partnership interests*Federal tax consequences of stock sales for corporations making or not making the S election*Sales of ownership interests -- comparison of federal income tax based on entity chosen*Section 754 elections*Sections 338, 338(h)(10) and 336(e) elections |
| 1/25/2024 | 3 - 6 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WC-1188: Federal Tax Update: Comprehensive Business Tax - Forms 1065, 1120S and 1120 (Webinar) (23WC-1188)*Review of recent federal legislation and administrative rulings*Review of recent modifications to tax forms*Review of small business tax law and administrative update changes*Review of retirement plan changes*Overall review of tax practice and procedures |
| 2/21/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1222: Steps to Stop External Fraud (Webinar) (23WC-1222)*Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators |
| 3/1/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1244: Operations Level Internal Control (Webinar) (23WC-1244)*An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change |
| 3/19/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1065: Buying and Selling Corporate Businesses: Stock Sales (Webinar) (23WC-1065)*Stock sale versus asset sale*S Corporation versus C Corporation*Sale of Qualified Small Business Stock (IRC 1202 and 1045)*"Survival" of net operating losses and tax credit carryforwards*Planning regarding S Corporation suspended losses*Section 338, 338(h)(10) or 336(e) elections*Qualified Subchapter S Subsidiary Election ( QSUB election)*S Corporation election termination planning*Stock redemptions related to a stock sale |
| 1/18/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1018: Time Prices: A New Breakthrough in Measuring Standard of Living (Webinar) (23WC-1018)*The Simon Abundance framework*The ratio of resources to population*There's no such thing as a natural resource*The correlation between population growth and the increased standards of living |
| 1/3/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0978: New Manager Series: Next Level Conversations, Next Level Results (Webinar) (23WC-0978)*Leadership development |
| 12/21/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1168: Financial Accounting Standards: Reporting and Disclosure (Webinar) (23WC-1168)*Changes in accounting*Going concern*Subsequent events*Contingency disclosures |
| 2/13/2024 | 4:10 - 5:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WC-1059: Implementing and Maintaining an Internal Control System (Webinar) (23WC-1059)*Considerations for the maintenance of an internal control system*The types of policies and procedures organizations should utilize*Reviewing and testing control measures*Updating controls and implementing control changes |
| 1/17/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1206: S Corporations: Built-in Gain Tax (Webinar) (23WC-1206)*Identification of facts that could cause the imposition of the built-in gain tax*The calculation of the tax on "net recognized built-in gain" during the "recognition period"*The meaning of "current mandatory double tax"*The aggregate limitation based on "net unrealized built-in gain"*The limitation based on the "gain" that existed at conversion*The importance of valuation analysis at conversion*The taxable income limitation*Using existing corporate net operating losses and tax credits*Tax planning ideas and strategies to minimize or avoid the tax on the built-in gain |
| 2/27/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1082: Advanced Personal Financial Planning Update (Webinar) (23WC-1082)*Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care*Debt management, including reverse mortgages and education financing*Insurance and investments from a life-planning perspective*Income tax legislation, cases, and rulings*Estate and trust planning strategies |
| 1/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0996: K2's Technology for CPAs: Don't Get Left Behind (Webinar) (23WC-0996)*Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
| 12/27/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WC-0915: S Corporations: The Fundamentals and More (Webinar) (23WC-0915)*Tax consequences of an S Corporation election*Explanation and analysis of the "qualified business income deduction" (IRC 199A)*Qualification requirements to make and maintain an S Corporation election*Filing the S Corporation return*Allocation of corporate results to the shareholders*Adjustments to the basis of the stock of an S Corporation*Limitations on deducting S Corporation losses*Tax consequences of distributions to shareholders*Tax planning related to S Corporation elections or terminations*Sale of an S Corp business: the basics |
| 12/8/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1077: NFP Organizations: QuickBooks (Webinar) (23WC-1077)*QuickBooks Desktop*Chart of accounts and setup*Routine operations including receiving donations and membership dues along with expenses and reporting*Reporting*Governance policies and budgeting |
| 1/22/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WC-1086: FASB Update: What's New? January 2024 (Webinar) (23WC-1086)*FASB's current activities*ASUs issued*Workplan agenda |
| 1/23/2024 | 1:30 - 3 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WC-1003: How to Review Financial Statements (Webinar) (23WC-1003)*Review of financial statements*Financial statement case studies |
| 12/28/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0974: Monthly Individual Tax Update (Webinar) (23WC-0974)*Individual tax developments coming from Congress, the Treasury Department, the courts and academe*Time-sensitive topics from the past 30 days |
| 12/20/2023 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1203: Internal Controls: Strengthen Security, Efficiency and Employee Conduct (Webinar) (23WC-1203)*An overview of control frameworks and concepts*Strategy considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to |
| 2/27/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1075: Artificial Intelligence Fundamentals for CPAs (Webinar) (23WC-1075)*What is intelligence?*In what areas are AI processes superior or interior to humans right now?*Brief history of AI and what we've learned thus far*The three phases of AI and the direction they're headed*Examples of competitive applications of AI in the accounting profession |
| 1/22/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0956: Sophisticated Planning for High-Net-Worth Clients (Webinar) (23WC-0956)*Offshore holdings*Estate taxation*Estate planning*Asset protection planning*Trust planning*Individual, partnership, corporate and international taxation |
| 12/18/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0969: Small Business Stock Gains: Exclusion and Deferral Opportunities (Webinar) (23WC-0969)*IRC 1202--The benefit of the exclusion*IRC 1202--The requirements that must be met*IRC 1202--Limitation on the amount of the exclusion*Comparison of the IRC 1202 exclusion to making S Corporation election*IRC 1045--The benefit of the deferral*IRC 1045--The requirements that must be met*The basics of Employee Stock Ownership Plans (ESOP)*IRC 1042--The benefit of the deferral*IRC 1042--The requirements that must be met |
| 12/19/2023 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1159: How Fraud Can Affect Smaller Organizations (Webinar) (23WC-1159)*The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses |
| 2/12/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1199: Not-for-Profit A&A Series Part 3: Fraud in the Not-for-Profit Environment (Webinar) (23WC-1199)*Prevalence of fraud in not-for-profit organizations*Misappropriation and strategies for prevention*Misuse of government funds: how to identify and impact on revenue recognition*Cyber-related fraud targeting not-for-profit organizations |
| 2/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0925: Tax Considerations in Buying and Selling a Business (Webinar) (23WC-0925)*Taxable asset sales, sale of stock of the corporation and stock redemptions*Comparison of tax consequences of C Corporation , S Corporation and partnerships*Tax treatment of transaction costs of acquired intangibles, IRC 197*Seller consulting and employment agreements*Installment sales*Employee stock ownership plan*Tax-deferred acquisitive corporate reorganizations*Net operating losses and tax credits of acquired corporate business*Sec. 1202; Stock Section 1244; the basics of stock Section 754 elections; and Sec. 338 and 338(h)(10) elections |
| 12/11/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1113: Federal Tax Update: Comprehensive Individual Tax - Form 1040 (Webinar) (23WC-1113)*Review of recent federal legislation and administrative rulings*Review of recent modifications to tax forms*Review of small business tax law and administrative update changes*Review of retirement plan changes*Overall review of tax practice and procedures |
| 1/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1263: Everyday Ethics: Doing Well by Doing Good - Ethics (Webinar) (23WC-1263)*AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230*Implications of the Sarbanes-Oxley Act of 2002*Recent, relevant cases on accounting profession ethics and professional responsibility*Areas the partner should pay particular attention to*What it means to be a profession and a professional*Ethical frameworks |
| 3/28/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1233: Defining Where and Why Internal Controls Are Needed (Webinar) (23WC-1233)*Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
| 3/12/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1031: U.S. GAAP Disclosures for Non-Public Entities (Webinar) (23WC-1031)*FASB Accounting Standards Codification disclosure requirements*An overview of the disclosure landscape*How materiality enters into disclosure decisions*Navigating the FASB Codification |
| 1/8/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1198: ITL 2023: Form 5471 - CFCs and Individual Shareholder - The Section 962 Election (Webinar) (23WC-1198)*Form 5471*Controlled foreign corporation*Section 962*Subchapter C |
| 2/23/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1220: K2's Advanced Excel (Webinar) (23WC-1220)*Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
| 3/1/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WC-0934: Ethics & Materiality (Webinar) (23WC-0934)*AICPA Code of Professional Conduct*Materiality*Preparations*Compilations*Reviews |
| 12/13/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-0977: Effective Workpaper Techniques: Building a Better Workpaper (Webinar) (23WC-0977)*Leveraging Excel and technology in a paperless environment*Effective workpapers: form, function, appearance and content*Workpaper standards for industry, audit and tax accountants*Attestation standards documentation and consequences of workpaper content*Peer review or PCAOB review documentation |
| 12/21/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1061: Start-up and Small Business Financial Statements: Issues and Fraud (Webinar) (23WC-1061)*Fraudulent financial reporting*Business issues and risks*Going concern uncertainties*Related party transactions*Misstatements*Noncompliance with laws*Preparations, compilation and reviews*Client acceptance and continuation |
| 1/17/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1109: Mergers & Acquisitions Part 2: Financial Accounting (Webinar) (23WC-1109)*The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow*Working capital adjustments and balance sheet due diligence*The impact of contemplated pricing, earn-outs and holdbacks*The deal timeline and flow of information*Understanding the terms and structure that fit the buyer and seller objectives*Tax and financial accounting treatment of select issues |
| 1/26/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1054: Auditing Standards Update & Best Practices (Webinar) (23WC-1054)*Are there identifiable controls that exist, and if so, are they documented?*Is the lack of segregation of duties a major internal control weakness?*Is there evidence of management override of existing controls?*Does ownership/management determine estimated amounts in the financial statements without bias?*Does ownership/management perform the required procedures to determine if a going concern exists?*Do those charged with governance take responsibility for internal control over financial reporting? |
| 1/16/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1202: Forensic Accounting (Webinar) (23WC-1202)*Forensic accounting*Family law*Business valuations*Economic damages*Fraud*Financial investigations |
| 2/27/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1015: Firm Ethics: A Practical Approach (Webinar) (23WC-1015)*Understanding the AICPA Code of Professional Conduct*Understanding Ethics Requirements for CPA Firms |
| 1/3/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-0950: Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (23WC-0950)*Major provisions of GAAP Codification Topic No. 230*Statement classification issues*Reporting operating cash flows: Direct and indirect methods*Preparing the statement: Workpaper techniques*Useful cash flow ratios*Bankruptcy prediction using the statement of cash flows |
| 12/15/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 24WC-0002: Business Writing Series: 10 Principles of Effective Email (Webinar) (24WC-0002)*Email management*Email etiquette and tone*Business writing |
| 4/2/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1000: Unrelated Business Income Tax Fundamentals (Webinar) (23WC-1000)*Definition of unrelated business*Unrelated business income tax: origins, exclusions, modifications and exceptions*Tax Cuts and Jobs Act Changes and Final regulations, as well as relevant CARES Act and American Rescue Plan provisions*Special rules for advertising, bingo and trade shows*Debt financed income issues*Alternative investments*Filing requirements, including lessons learned from the past tax season*State UBIT filings and other federal filings relating to foreign investments |
| 12/27/2023 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WC-0940: Emerging Issues in Financial Accounting (Webinar) (23WC-0940)*Are we equipped to deal with a resurgence in financial accounting fraud?*Private company accounting standards, options and elections*The latest on crypto and ESG*Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting*FASB and PCC agenda |
| 12/14/2023 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WC-1133: Navigating Tax Court for Non-Lawyers (Webinar) (23WC-1133)*Determining when filing a Tax Court case can be a strategic benefit*Learn how to file the case*Understand the steps and deadlines in the Tax Court process*Review the settlement process*Know when the case gets to the point where you need help |
| 2/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1174: K2's Next Generation Excel Reporting (Webinar) (23WC-1174)*Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
| 2/14/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0989: Digital Currency Revolutions: Bitcoin and Cryptocurrencies (Webinar) (23WC-0989)*What is money and why cryptocurrencies matter*Blockchain and how its use is changing how business verifies transactions and values*How cryptocurrency is audited*IRS rules relating to Bitcoin*Current update as to whether Bitcoin is moving towards money or will remain viewed as property*Bitcoin alternatives, ICOs and their future global footprint |
| 12/26/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1245: Start-up and Small Business Financial Statements: Issues and Fraud (Webinar) (23WC-1245)*Fraudulent financial reporting*Business issues and risks*Going concern uncertainties*Related party transactions*Misstatements*Noncompliance with laws*Preparations, compilation and reviews*Client acceptance and continuation |
| 3/19/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1225: K2's QuickBooks for Accountants (Webinar) (23WC-1225)*New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
| 3/5/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WC-1141: Financial Planning: The Roaring 20s! (Webinar) (23WC-1141)*Cash flow management and budgeting*Insurance*Investments*Education*Income tax*Retirement*Estate planning*Closely-held business owners*Marriage, cohabitation and divorce |
| 2/6/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1099: Entity Choice: Federal Taxation of Business Operation (Webinar) (23WC-1099)*Basics of the taxation of partnerships, S Corporations, corporations not making the S election*Tax rates applicable to taxable income reported by a corporation not making the S Corporation election*Tax rates applicable to ordinary taxable income of partnerships and S Corporations which is allocated to individual taxpayers*Tax rates applicable to long term capital gain allocated to individual partners or shareholders of S Corporations*Comparison of corporate and individual tax rates*Tax planning opportunities using differences in tax rates*Comparison of tax savings for losses based on the choice of entity*The self-employment tax and FICA/ Medicare taxes*The individual alternative minimum tax |
| 1/25/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1186: Tax Considerations in Buying and Selling a Business (Webinar) (23WC-1186)*Taxable asset sales, sale of stock of the corporation and stock redemptions*Comparison of tax consequences of C Corporation , S Corporation and partnerships*Tax treatment of transaction costs of acquired intangibles, IRC 197*Seller consulting and employment agreements*Installment sales*Employee stock ownership plan*Tax-deferred acquisitive corporate reorganizations*Net operating losses and tax credits of acquired corporate business*Sec. 1202; Stock Section 1244; the basics of stock Section 754 elections; and Sec. 338 and 338(h)(10) elections |
| 2/20/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1095: The Top Ten Business Myths (Webinar) (23WC-1095)*Growth for the sake of the growth is the ideology of the cancer cell*Effectiveness trumps efficiency*Ideas have more value than their mere execution*What determines value and how much customers are willing to pay?*Is business a zero-sum game? |
| 1/24/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WC-0975: Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (23WC-0975)*First and second law of pricing and how they influence your pricing decisions*How the anchoring and framing effects influence pricing*What and how people buy*Handling price objections*Proper project management*Facilitating a pricing after action review*Importance of price psychology and emotions*Why your firm should offer a value guarantee*How hourly billing is a suboptimal pricing strategy |
| 12/20/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WC-0995: Federal Tax Update: Comprehensive Business Tax - Forms 1065, 1120S and 1120 (Webinar) (23WC-0995)*Review of recent federal legislation and administrative rulings*Review of recent modifications to tax forms*Review of small business tax law and administrative update changes*Review of retirement plan changes*Overall review of tax practice and procedures |
| 12/27/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1026: K2's QuickBooks for Accountants (Webinar) (23WC-1026)*New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
| 1/5/2024 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WC-0931: Accounting and Auditing Update (Webinar) (23WC-0931)*Review of select AICPA technical questions and answers*Upcoming changes to accounting for goodwill, leasing and business combinations*Compilation and review standards and interpretations (SSARS)*Auditing standards and interpretations (SAS & SSAE) |
| 12/13/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1028: Fundamentals of Inbound US Rules of International Taxation (Webinar) (23WC-1028)*Withholding on dividends, interest, rents, royalties, and compensation*Withholding rules on foreign investment in U.S. real estate*163(j) and base erosion anti-abuse tax restrictions on repatriation*Foreign persons with a U.S. trade or business*Taking advantage of tax treaties*Tax-advantaged transfer pricing*IRS audit tools for foreign-owned corporations |
| 1/8/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1008: Estate Planning: A Comprehensive Overview (Webinar) (23WC-1008)*Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem |
| 12/29/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1145: Designing a Work Program for Your Financial Planning Practice (Webinar) (23WC-1145)*Cash flow management and budgeting*Planning for insurance*Investing*Income tax*Education*Retirement and estate planning*Employee benefits |
| 2/7/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1051: Form 1041 Advanced Series Part 4: Post Mortem Administration Considerations (Webinar) (23WC-1051)*A review of the expansive nature of trust administration*The use of post-mortem elections*The use of an administrative trust & its advantages*Choosing a fiscal year for the administrative trust*The successor trustee of an administrative trust and whether the trust is simple or complex*Making the Sec. 645 election, its duration, advantages and disadvantages |
| 1/12/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1232: What Every CPA Should Know About Fraud (Webinar) (23WC-1232)*How is fraud detected?*The role of external auditors in finding fraud*Revenue recognition issues*Corrupt management*Data mining*Physical and biometric controls |
| 3/8/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0906: New Manager Series: Making the Shift from Individual Contributor to Supervisor (Webinar) (23WC-0906)*Leadership development |
| 12/7/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1123: Ethics in the Real World (Webinar) (23WC-1123)*Why model codes of ethics fail*The science behind organizations "Ethical DNA"*Understanding the psychology behind "Tone at the Top"*The interaction between critical thinking and ethics*Breaking myths about motivation related to decision making*Ethical decision-making under pressure*Are ethics and morals "fixed" or can we learn to improve |
| 1/31/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WC-0928: Forensic Accounting (Webinar) (23WC-0928)*Forensic accounting*Family law*Business valuations*Economic damages*Fraud*Financial investigations |
| 12/12/2023 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1011: Tax Planning for Seniors (Webinar) (23WC-1011)*Income for seniors: from earnings and investments*Tax deductions: planning, bunching, strategies*Effect of income tax strategies on an estate plan*Planning to help family members |
| 12/29/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1204: Leases: Miscellaneous Topics (Webinar) (23WC-1204)*FASB ASC 842, Leases*All recently released updates to ASC Topic 842, Leases |
| 2/27/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1260: Critical Tax Procedural Issues for CPAs (Webinar) (23WC-1260)*Key compliance procedures concerning return preparation of original and amended returns*Understanding key procedures about IRS examination*Understanding key relief provisions for oversight, errors and later discovered facts or information |
| 3/27/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1085: Entity Choice: Tax Considerations (Webinar) (23WC-1085)*Taxation of corporations and shareholders--potential double taxation*Comparison of individual and corporate tax rates*The basics of qualified business income deduction, IRC 199A*Non-tax factors*Taxation of operations--differences beyond tax rates*Taxation of the sale of the assets of a business*Taxation of sale of stock or interest in the partnership*Transfer of assets for stock or a partnership interest*Death of an owner |
| 1/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0958: ABC Trust Planning and The Portable Exclusion (Webinar) (23WC-0958)*The interplay of the estate, gift, generation-skipping, and income taxes*Portable exclusion*Marital deduction planning: rules for and reasons to use Survivor's and QTIP trusts*"B" (Bypass) trusts*"A" (Survivor's)/"C" (QTIP) trusts planning*What planners should tell their wealthy clients after the issuance of the Clawback Regulations |
| 12/19/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1178: Understanding and Creating an Internal Control System (Webinar) (23WC-1178)*Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology |
| 2/15/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1155: Accounting Analysis Basics (Webinar) (23WC-1155)*Accounting analysis and methodology*Factors influencing the quality of accounting-based financial reports*Impact of emerging business models on balance sheets*Introduction to instructor's open balance sheet |
| 2/9/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1248: Monthly Individual Tax Update (Webinar) (23WC-1248)*Individual tax developments coming from Congress, the Treasury Department, the courts and academe*Time-sensitive topics from the past 30 days |
| 3/20/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1027: Best Practices for Tax Income and Expense Recognition (Webinar) (23WC-1027)*Cash receipts and disbursements method of accounting, including history*Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3)*Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes*Accrual of income and expenses, including history*Economic Performance and Recurring Item Exception, IRC Sec. 461(h)*Deferral of Certain Advance Payments (Revenue Procedure 2004-34)*Changes made to the above by the 2018 Tax Cuts and Jobs Act |
| 1/8/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0932: Accounting: Entering Payroll Data with Journal Entries (Webinar) (23WC-0932)*Payroll accounting |
| 12/13/2023 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1148: Passive Activity Losses (PAL): Comprehensive (Webinar) (23WC-1148)*Overview of the four loss limitation rules and how the PAL rules interact with the other limitations*Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation*Impact of PAL rules on real estate ownership*Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules*Discuss how the PAL rules impact tax credits*Discuss tax elections and planning techniques associated with PALs |
| 2/7/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0907: Not-for-Profit A&A Series Part 1: Financial Statement Presentation & Disclosure (Webinar) (23WC-0907)*A recap of revenue recognition (606) and grant accounting (ASU 2018-08) implementation with a focus on challenging areas*Gifts-in-kind*New standard and review of valuation concerns*COVID impact on not-for-profit organizations*Financial statement disclosure considerations and accounting for federal assistance or programs continuing to impact accounting*New audit standards and their impact on communications with not-for-profit management and those charged with governance*Refresher regarding the new lease standard |
| 12/7/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1037: Dealing With IRS Appeals (Webinar) (23WC-1037)*Opportunities for appealing IRS actions*Preparing the case for an appeal*Best strategies for handling appeals*Alternate dispute resolution options before and after the appeal*Appeals of collection and penalty determinations*Understanding state appeals for income, sales and employment taxes |
| 1/10/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1119: Federal Tax Update: Comprehensive Business Tax - Forms 1065, 1120S and 1120 (Webinar) (23WC-1119)*Review of recent federal legislation and administrative rulings*Review of recent modifications to tax forms*Review of small business tax law and administrative update changes*Review of retirement plan changes*Overall review of tax practice and procedures |
| 1/30/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 24WC-0003: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WC-0003)*The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
| 4/2/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1071: Revenue Recognition for Private Entities (Webinar) (23WC-1071)*Analysis of requirements for revenue recognition under ASC 606*Discussion of the requirements for auditing revenue transactions*Analysis of internal control and fraud risk aspects*Identification of high-risk areas of revenue recognition*Suggested procedures for identified risks |
| 1/19/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0994: Teaching CPAs to be Better Thinkers (Webinar) (23WC-0994)*How to develop a thinking system*Understanding complex problem structures*Conducting a thinking audit*Skeptical reasoning*Systems thinking*Understanding memory |
| 12/26/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-0983: K2's Top PDF Features You Should Know (Webinar) (23WC-0983)*Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
| 12/22/2023 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WC-1187: Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (23WC-1187)*Modeling cash flow and capacity*Adaptive Capacity Model*Segall's Law |
| 2/21/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1208: Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It (Webinar) (23WC-1208)*Practice management |
| 2/27/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1140: K2's CPA Firm Technology for the Future (Webinar) (23WC-1140)*CPA firm-centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 2/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0972: Combating Internal Fraud (Webinar) (23WC-0972)*Understand why internal fraud occurs*Review policies, procedures and control measures designed to fight fraud |
| 12/20/2023 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0988: Business Writing Series: 10 Principles of Effective Email (Webinar) (23WC-0988)*Email management*Email etiquette and tone*Business writing |
| 12/26/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-0908: Nuts & Bolts of Estate Planning: Analyzing Your Client's High End Needs (Webinar) (23WC-0908)*A review of the current estate planning environment that impact high end estate planning*Review of current and future estate, gift and GST tax exemptions*Analyze issues on the feath of an individual or decond spouse*Spousal issues that impact high end estate planning*Income tax and basis issues*Review of advanced strategies |
| 12/7/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1130: Staff Tax Training Individual: Beginning (Webinar) (23WC-1130)*Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return*Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return*Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future |
| 2/1/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1049: Basic Concepts of Governmental Accounting, Financial Reporting and Auditing (Webinar) (23WC-1049)*Governmental environment: cities, counties, special districts and other agencies*GASB 34 accounting and financial reporting, including measurement focus, the basis of accounting and fund accounting*Governmental auditing issues, including risk assessment and internal controls and compliance*GASB Pension and OPEB Standards*Update GASB's standards, including GASB No. 87, Leases*Review GASB's Exposure Draft on Financial Reporting Model Improvements |
| 1/12/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1254: Fraud Risk and Audit Requirements (Webinar) (23WC-1254)*Fraud trends*Audit requirements related to fraud |
| 3/26/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1191: Family Law Cash Flow and Business Valuation (Webinar) (23WC-1191)*Family law*Cash flow*Business valuations |
| 2/22/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1103: Retirement Penalties and Rollover Issues (Webinar) (23WC-1103)*History of the 60-day Rule and recent developments*Rulings and self-certification*Exceptions to the ten percent penalty*What the IRS knows: Forms 1099R and 5498*Form 5329 use and strategies |
| 1/25/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0985: Tax Research Skills Part 1 (Webinar) (23WC-0985)*Primary and secondary sources of authority*Research methodologies*Online tax research sources*Evaluating and communicating tax research results |
| 12/22/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0959: Accounting Industry Update (Webinar) (23WC-0959)*FASB Technical Agenda and upcoming changes*ASUs*Implementation dates and methods*Audit quality initiatives*Changes to AICPA auditing standards; and PCAOB standards |
| 12/19/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1181: What Every CPA Should Know About Fraud (Webinar) (23WC-1181)*How is fraud detected?*The role of external auditors in finding fraud*Revenue recognition issues*Corrupt management*Data mining*Physical and biometric controls |
| 2/16/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1239: Employee Retention Credit (Webinar) (23WC-1239)*Employee Retention Credit*Paid Sick Leave Refundable Credit*Paid Family Leave Refundable Credit |
| 3/18/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-0902: Tax-Exempt Organization and Form 990 Basics (Webinar) (23WC-0902)*Tax-exemption and the many types of tax-exempt organizations*Private foundation versus public charity*Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024*Intermediate sanctions, private inurement and private benefit*Public support*Unrelated business income tax, including Final Treasury Regulations*Special rules, for advertising, bingo and trade shows*Update on recent developments |
| 12/4/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0966: How Fraud Can Affect Smaller Organizations (Webinar) (23WC-0966)*The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses |
| 12/19/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1166: Financial Accounting Standards: GAAP, Codification, Professional Judgment (Webinar) (23WC-1166)*Current FASB Agenda*GAAP hierarchy*Codification*Overview Professional Judgment Framework |
| 2/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1135: Tax Planning for Sole Proprietors & Other Business Owners (Webinar) (23WC-1135)*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, Simplified Employee Pension (SEP) plans, and SIMPLE plans*Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction*Avoiding the at-risk and passive activity loss limitations*Making the right business entity election*This course covers in-depth what advisers of sole proprietors and single-member limited-liability-company owners need to know |
| 2/2/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1164: Financial Accounting Standards: Financial Instruments and Fair Value (Webinar) (23WC-1164)*Investments*Consolidation*CECL*Derivatives*Fair value |
| 2/13/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0919: Deferred Income Taxes: A Practical Approach (Webinar) (23WC-0919)*Sample Schedule M calculations*Sample work papers for deferred tax computations*Comprehensive two-year example and computations*Review and analysis of recurring temporary differences*Identification of the sources to compute "cumulative temporary differences"*Sample workpapers for analysis of tax positions |
| 12/11/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1012: Tax Reporting for Fixed Income Securities (Webinar) (23WC-1012)*History of 1099 reporting of securities interest, OID and gain/loss*Elections versus required reporting of amortization/accretion*Examples using actual 1099 forms |
| 12/29/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1066: Fundamentals of 1031 Exchanges (Webinar) (23WC-1066)*Statutory framework for 1031 exchanges*Business and investment property characterization*Deferred exchange rules and techniques*Exchange mathematics: boot, gain and basis*Reporting for failed exchanges (over two tax periods)*Improvement, reverse and non-safe harbor exchanges*Partnership and TIC issues: IRC Sec. 761 |
| 1/18/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0922: Fraud: How To Find, How To Prevent (Webinar) (23WC-0922)*Fraud and its impact on our clients*Fraud prevention*Internal controls*Fraud Risks*Fraud prevention tips |
| 12/11/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1074: What Every CPA Should Know About Fraud (Webinar) (23WC-1074)*How is fraud detected?*The role of external auditors in finding fraud*Revenue recognition issues*Corrupt management*Data mining*Physical and biometric controls |
| 1/19/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0955: Fraud, Misstatements and Financial Reporting (Webinar) (23WC-0955)*Financial reporting fraud*Financial reporting objective*Earnings management*Accounting standards*Financial reporting controls*FASB Concept Statements |
| 12/18/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1216: Revenue: ASC Topic 606 in Depth (Webinar) (23WC-1216)*FASB ASC 606, Revenue from Contracts with Customers*ASC 340-40, Other Assets and Deferred Costs*All recently released updates to ASC 606, Revenue from Contracts with Customers |
| 2/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0948: Internal Control: Understanding and Testing (Webinar) (23WC-0948)*Review of the audit requirements stated in the auditing standards regarding internal control activities*Analysis of the control environment, concentrating on privately-owned businesses*A detailed discussion of an effective system of internal control and related control activities as detailed in the updated COSO report*Sample risk assessment procedures to determine control risk for all major assertions*Discussion of how to reduce control risk to below maximum*Specific tests of controls that can be beneficial to a financial audit*Discussion of the requirements to test controls for Governmental audits |
| 12/15/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 24WC-0001: K2's Introduction to Excel Macros (Webinar) (24WC-0001)*Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
| 4/1/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WC-1117: Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (23WC-1117)*Financial entity*IRS filing status*Recent ASC updates affecting not-for-profits*Inflows and outflows*QuickBooks Desktop*Setup*Data entry*Reporting*Governance policies and budgeting |
| 1/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0945: Nuts & Bolts of Estate Planning: Practical Modeling (Webinar) (23WC-0945)*Modeling examples for the Qualified Personal Residence Trust (QPRT)*Modeling examples for the Grantor Retained Annuity Trust (GRAT)*Modeling examples of Intentionally Defective Grantor Trust (IDGT ) with variations*Modeling examples of Intentionally Defective Grantor Trust (IDGT ) with property tax issues*How to build flexibility into strategies to respond to changing circumstances |
| 12/14/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0911: Inspector Gadget Technology Update (Webinar) (23WC-0911)*Emerging technologies*AI and RPA*Blockchain and 5G*Gear & Gadgets*Internet-of-Things |
| 12/8/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1044: Closely Held Business Owner Financial Planning Opportunities (Webinar) (23WC-1044)*Insurance planning*Investment planning*Business succession planning*Income tax planning*Practice management and marketing*Retirement planning*Executive compensation*Estate planning |
| 1/11/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1229: Leases: ASC Topic 842 in Depth (Webinar) (23WC-1229)*FASB ASC 842, Leases*All recently released updates to ASC 842, Leases |
| 3/7/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1112: Buying and Selling Corporate Businesses: Using Installment Obligations (Webinar) (23WC-1112)*Discussion of the law relevant to deferring gain using the installment method (IRC 453 and 453B(h))*Description and analysis of the installment sale of the stock of both an S Corporation and a C Corporation*The use of an installment obligation related to the sale of the assets of both an S Corporation and a C Corporation including consideration of when to liquidate the corporation*Evaluation of the tax consequences of a note with a contingent amount*Tax planning opportunities and strategies |
| 1/29/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1033: Business Writing Series: Highlights of Grammar and Punctuation (Webinar) (23WC-1033)*Common grammar errors and how to correct them*Common punctuation errors and how to correct them |
| 1/9/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1165: Financial Accounting Standards: Financial Statement Presentation (Webinar) (23WC-1165)*Impact of COVID-19*Not-for-profit accounting*Debt and debt issuance costs classification*OCI*Cash flows and restricted cash |
| 2/13/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1157: K2's Advanced QuickBooks Tips and Techniques (Webinar) (23WC-1157)*Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
| 2/9/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WC-1118: Federal Income Taxation of Cannabis Businesses (Webinar) (23WC-1118)*Income taxability*Restrictions on expense deductibility*Application of capitalization rules*Ethical and non-tax legal constraints |
| 1/30/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1153: Tax Practitioner's Guide to Accounting and Reporting Issues (Webinar) (23WC-1153)*SSARS review*FASB Update*SPF--measurement and reporting issues*Preparation, compilation and review engagements*Selected litigation issues and cases |
| 2/8/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1078: Pass-Through Owners Basis & Distribution Rules: Forms 1065 & 1120S (Webinar) (23WC-1078)*Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Determine how to calculate an owners' initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners' tax basis*Identify what constitutes a debt basis for an S Corporation shareholder*Learn the tax ramifications of repaying loans to S Corporation shareholders |
| 1/22/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1218: S Corporations: Distributions, Stock Basis and Loss Limitations (Webinar) (23WC-1218)*Details of the stock basis adjustments when an S election is effective*Rules that characterize distributions to S Corporation shareholders either as potential stock basis reductions or dividend income*Definition of "accumulated adjustment account" (AAA)*Special rule when there is a "net negative adjustment"*The rule limiting losses to stock and shareholder loans to the corporation*The tax complications related to using shareholder loans to the corporation to deduct losses*The basis adjustment ordering rules when there are losses and distribution in the same taxable year*Tax planning opportunities and strategies |
| 2/29/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1080: Small-Business Financial Statements (Webinar) (23WC-1080)*Special purpose frameworks vs. GAAP*AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs)*Cash and tax bases of accounting*Other Comprehensive Basis Of Accounting (OCBOA)*Revenue recognition*Accounting methods*Financial statements*Disclosures |
| 1/22/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1040: Fraud Risk and Audit Requirements (Webinar) (23WC-1040)*Fraud trends*Audit requirements related to fraud |
| 1/10/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1193: OCBOA Case Studies (Webinar) (23WC-1193)*Income tax-basis financial statement presentations*Cash and modified-cash financial statement presentations*Innovative and EBITDA type reports*OCBOA engagements*AICPA Financial Reporting Framework for Small- and Medium-Sized Entities |
| 2/22/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1162: Financial Accounting Standards: A Comprehensive Review (Webinar) (23WC-1162)*Application of professional judgment*Codification, GAAP and the GAAP hierarchy*Recent changes in financial statement presentation*Hot topics in financial reporting & accounting |
| 2/13/2024 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| 23WC-1170: Financial Accounting Standards: Stock Based Compensation (Webinar) (23WC-1170)*Common types of stock compensation*Accounting for stock compensation*Valuing stock-based compensation |
| 2/13/2024 | 4:25 - 5:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1090: Monthly Individual Tax Update (Webinar) (23WC-1090)*Individual tax developments coming from Congress, the Treasury Department, the courts and academe*Time-sensitive topics from the past 30 days |
| 1/24/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1221: Not-for-Profit A&A Series Part 4: Standards Update and New Developments (Webinar) (23WC-1221)*Pledges and contributions*Restrictions and conditions*Special concerns with governmental funding*Donated goods and services*Special events*Revenues earned through sales and services to customers |
| 3/1/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0952: Understanding Apportionment for a Multistate Business (Webinar) (23WC-0952)*Apportionment formulas*Sourcing rules for service income and income from intangibles*Throwback and throw-out and when they apply*Apportionment applied to flow-through entities and sole proprietorships*Learn about alternative apportionment |
| 12/15/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1047: Revenue Recognition Under ASC 606 (Webinar) (23WC-1047)*Five-step process to recognize revenue under ASC 606*Step 1: Identify the contract*Step 2: Identify the performance obligations*Step 3: Determine the transaction price*Step 4: Allocate the transaction price*Step 5: Recognize revenue |
| 1/11/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1121: Social Security Basics and Strategies for Maximizing Benefits (Webinar) (23WC-1121)*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 |
| 1/30/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1228: Ethical Responsibilities for CPAs: Ethics (Webinar) (23WC-1228)*Ethical responsibilities for CPAs*The AICPA Code of Professional Conduct*PCAOB Ethical Standards*The Sarbanes Oxley Act*The Foreign Corrupt Practices Act*Circular 230 for Tax Practitioners*The Dodd-Frank Banking Reform Act |
| 3/7/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1001: Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (23WC-1001)*Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in a S Corporation and a partner's interest in a partnership*What constitutes debt basis for a S Corporation shareholder under the final regulations*The tax ramifications of repaying loans to S Corporation shareholders and on open account debt*How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk |
| 12/28/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1088: The New Psychology of Fraud Part 1 (Webinar) (23WC-1088)*Behavioral profiling*Psychology and reasoning related to both investigators and perpetrators |
| 1/23/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0905: Ethical Responsibilities for CPAs: Ethics (Webinar) (23WC-0905)*Ethical responsibilities for CPAs*The AICPA Code of Professional Conduct*PCAOB Ethical Standards*The Sarbanes Oxley Act*The Foreign Corrupt Practices Act*Circular 230 for Tax Practitioners*The Dodd-Frank Banking Reform Act |
| 12/7/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-0916: SSARS Practice Issues and Standards Update (Webinar) (23WC-0916)*Review of applicable SSARS standards, including standards updates*Review of AICPA professional ethics changes*In-depth discussion of non-attest services*Review of independence issues for SSARS services*Overview of SSARS #21 -- performance, documentation and other requirements*Detailed analysis of preparation vs. compilation engagements |
| 12/8/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1256: Preparing Financial Statements for Clients (Webinar) (23WC-1256)*Misstatements*Materiality*Related parties*Going concern uncertainties*Client acceptance and continuation*Engagement letters*Prospective financial statements*Documentation |
| 3/26/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0973: Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (23WC-0973)*Modeling cash flow and capacity*Adaptive Capacity Model*Segall's Law |
| 12/20/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1072: Tax Planning for Seniors (Webinar) (23WC-1072)*Income for seniors: from earnings and investments*Tax deductions: planning, bunching, strategies*Effect of income tax strategies on an estate plan*Planning to help family members |
| 1/19/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0980: S Corporations: Distributions, Stock Basis and Loss Limitations (Webinar) (23WC-0980)*Details of the stock basis adjustments when an S election is effective*Rules that characterize distributions to S Corporation shareholders either as potential stock basis reductions or dividend income*Definition of "accumulated adjustment account" (AAA)*Special rule when there is a "net negative adjustment"*The rule limiting losses to stock and shareholder loans to the corporation*The tax complications related to using shareholder loans to the corporation to deduct losses*The basis adjustment ordering rules when there are losses and distribution in the same taxable year*Tax planning opportunities and strategies |
| 12/21/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1046: Partnership Taxation: Comprehensive - Form 1065 (Webinar) (23WC-1046)*Special and targeted allocations*Proper calculation of outside and inside tax basis*Tax consequences of distributions including the impact of "hot assets"*Transfer of partnership interests*Issuance of partnership interests to service partners |
| 1/11/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1253: Digital Currency Revolutions: Bitcoin and Cryptocurrencies (Webinar) (23WC-1253)*What is money and why cryptocurrencies matter*Blockchain and how its use is changing how business verifies transactions and values*How cryptocurrency is audited*IRS rules relating to Bitcoin*Current update as to whether Bitcoin is moving towards money or will remain viewed as property*Bitcoin alternatives, ICOs and their future global footprint |
| 3/26/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1116: K2's Mastering Advanced Excel Functions (Webinar) (23WC-1116)*Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
| 1/29/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WC-0941: Investments Planning in this Unprecedented Time: Is it Time to Abandon? (Webinar) (23WC-0941)*Understanding, and assessing risk and return*Investment vehicles*Designing an asset allocation portfolio in today's environment for different stages of life |
| 12/14/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0913: Partnership Taxation: Comprehensive - Form 1065 (Webinar) (23WC-0913)*Special and targeted allocations*Proper calculation of outside and inside tax basis*Tax consequences of distributions including the impact of "hot assets"*Transfer of partnership interests*Issuance of partnership interests to service partners |
| 12/8/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1210: Financial Reporting: Your Guide to Reading Financial Reports (Webinar) (23WC-1210)*Financial statements, disclosures and presentations*Review of two Annual Financial Reports (IFRS and U.S. GAAP) |
| 2/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1093: Tax Elections: Beware of the Minefield (Webinar) (23WC-1093)*Tax elections for various entities*Tax elections relevant for accounting matters*Tax elections involving special items |
| 1/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0979: S Corporations: Conversions (Webinar) (23WC-0979)*Reasons to terminate an S Corporation election*Involuntary terminations*Voluntary revocations the process and the consequences*Tax planning opportunities related to the termination of S Corporation status*Complications arising from a mid-year termination*Limitations on re-electing S Corporation status*Making the S Corporation election how and why*Built-in gain planning |
| 12/21/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1005: Steps to Stop External Fraud (Webinar) (23WC-1005)*Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators |
| 12/28/2023 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1110: Sophisticated Planning for High-Net-Worth Clients (Webinar) (23WC-1110)*Offshore holdings*Estate taxation*Estate planning*Asset protection planning*Trust planning*Individual, partnership, corporate and international taxation |
| 1/26/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1154: The Art of Managing Your Email Tone (Webinar) (23WC-1154)*Business communication*Emotional intelligence*Human resources*Practice management |
| 2/8/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WC-1029: K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (23WC-1029)*Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments |
| 1/8/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1024: Financial Statement Analysis for Managers (Webinar) (23WC-1024)*Value of DuPont analysis*Pros/cons of ratio analysis*Cash flow analysis*Operating leverage vs. financial leverage*Effective financial performance measures*Open balance sheet |
| 1/5/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1146: Executive Presentation Presence: Speak Up, Move Up (Webinar) (23WC-1146)*Constructing and delivering effective presentations*Identifying target audiences*Common communication problems*Nonverbal communication |
| 2/7/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1041: PFP Update: Understanding, Diagnosing and Experiencing (Webinar) (23WC-1041)*Cash flow management*Insurance, investment, income tax, education, retirement and estate planning*Understanding client issues, diagnosing client exposures and determining client solutions*Closely held business owner strategies |
| 1/10/2024 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1053: S Corporation Taxation: Comprehensive - Form 1120S (Webinar) (23WC-1053)*How to qualify and to make the S Corporation election*How to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained*The four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*The proper tax treatment and reporting of a distribution from the S Corporation to a shareholder*How to calculate AAA and OAA account for an S Corporation as well as the 3 potential taxes*The impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation |
| 1/12/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1266: Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (23WC-1266)*Major provisions of GAAP Codification Topic No. 230*Statement classification issues*Reporting operating cash flows: Direct and indirect methods*Preparing the statement: Workpaper techniques*Useful cash flow ratios*Bankruptcy prediction using the statement of cash flows |
| 3/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1240: K2's Technology for CPAs: Don't Get Left Behind (Webinar) (23WC-1240)*Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
| 3/18/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WC-1129: Practical Accounting Update (Webinar) (23WC-1129)*New rules in the accounting arena*SQMS*Compilation and review reports*Leasing rules*NOCLAR rules*Cybersecurity*Audit reports*ERISA audit rules*New audit standards |
| 2/1/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1252: Auditing Standards: A Comprehensive Review (Webinar) (23WC-1252)*Efficient audit planning, documentation and research*Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits*Fraud requirements*Testing management's estimates*Auditing standards |
| 3/26/2024 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| 23WC-1022: Tone at the Top: Fraud and Leadership (Webinar) (23WC-1022)*Fraud*Accounting and auditing |
| 1/4/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1068: Systems Thinking for CPAs (Webinar) (23WC-1068)*Pattern recognition and interconnectedness*Foresight*Emergence*Complexity*System mapping |
| 1/18/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-0953: Buying and Selling Corporate Businesses: Using Installment Obligations (Webinar) (23WC-0953)*Discussion of the law relevant to deferring gain using the installment method (IRC 453 and 453B(h))*Description and analysis of the installment sale of the stock of both an S Corporation and a C Corporation*The use of an installment obligation related to the sale of the assets of both an S Corporation and a C Corporation including consideration of when to liquidate the corporation*Evaluation of the tax consequences of a note with a contingent amount*Tax planning opportunities and strategies |
| 12/18/2023 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-0946: SSARS Codification: Preparation, Compilation and Review of Financial Information (Webinar) (23WC-0946)*SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Overview coverage of the amendments to the SSARS contained in SSARS 26 |
| 12/14/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1226: Family Law 101 (Webinar) (23WC-1226)*Lifestyle issues: Does the client's lifestyle reflect the level of reported income?*Undisclosed income*Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing*Owner perks*Tax deductions vs. family law deductions*Business entity-related issues such as partnerships, S Corps and corporations |
| 3/6/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0926: Analyzing Financial Statements (Webinar) (23WC-0926)*Financial reporting and financial statements*Use of Non-GAAP performance measures and key performance indicators*Forecasting*Valuation*Comprehensive financial statement analysis with case study |
| 12/12/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1073: Tax Reporting for Fixed Income Securities (Webinar) (23WC-1073)*History of 1099 reporting of securities interest, OID and gain/loss*Elections versus required reporting of amortization/accretion*Examples using actual 1099 forms |
| 1/19/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1052: Operations Level Internal Control (Webinar) (23WC-1052)*An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change |
| 1/12/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1105: Employee Retention Credit (Webinar) (23WC-1105)*Employee Retention Credit*Paid Sick Leave Refundable Credit*Paid Family Leave Refundable Credit |
| 1/26/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-0939: S Corporations: Tax Planning Ideas and Strategies (Webinar) (23WC-0939)*Overview of the taxation of corporations and shareholder including making the S Corporation election*The decision to elect S Corporation status--factors to consider*Explanation and analysis of the application of the "qualified business income deduction (IRC 199A)*Self-employment tax and S Corporations*Distribution tax planning*Planning to minimize the impact of loss limitations*Tax planning for years with both distributions and losses*Termination Planning*Tax planning regarding the transfer of appreciated assets to an S Corporation*Buying and selling S Corporations--tax planning ideas*Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections*Tax Issues to consider at the death of S Corporation shareholder*Stock redemptions as a tax planning tool*Accommodating a "non-qualified" investor*Trusts and tax-exempt exempt shareholders*The second class of stock risks*S Corporation election compared to Section 1202 stock incentive |
| 12/13/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1268: ITL 2023: Form 5471 - CFCs Compared to Other Structure Choices (Webinar) (23WC-1268)*Form 5471*Controlled foreign corporation*Foreign entities |
| 3/29/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1038: Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated (Webinar) (23WC-1038)*How to identify a complex trust and the complications that arise with complex trusts*The importance of recognizing the tier system used by complex trusts*The advantages and requirements of the 65-day Rule*Special issues related to the charitable contribution deduction*Use of a checklist for complex trusts |
| 1/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1122: Annual Accounting & Auditing Update (Webinar) (23WC-1122)*Highlights of recently issued mainstream FASB updates (ASUs)*Analysis of PCC accounting standards for private companies*Discussion and analysis of recently issued auditing standards (GAAS)*Discussion and analysis of recently issued SSARS standards |
| 1/31/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1132: Fraud Stories Series (Webinar) (23WC-1132)*Fraud*Internal controls*Auditing*Ethical issues*Advanced accounting issues*Risk management |
| 2/2/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1128: International Taxation (Webinar) (23WC-1128)*Income tax treaties*Residence tests*Effectively connected income*FDAP and FIRPTA withholding*Avoiding transfer taxation of foreign investors*Pre-immigration tax planning |
| 2/1/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1076: Corporate Fraud Risks & Investigations (Webinar) (23WC-1076)*Types of corporate fraud*Introduction to fraud risk*Fraud risk prevention programs*Fraud investigations |
| 1/22/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0936: Firm Ethics: A Practical Approach (Webinar) (23WC-0936)*Understanding the AICPA Code of Professional Conduct*Understanding Ethics Requirements for CPA Firms |
| 12/13/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1050: Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions (Webinar) (23WC-1050)*Review of new rules under IRC Sec. 67(g)*Review surprises to simple trusts under IRC Sec. 67(g)*Presentation issues with IRC Sec. 199A deduction and the tier system*Special rules relating to the charitable contribution deduction*Problem examples |
| 1/12/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1169: Financial Accounting Standards: Revenue Recognition (Webinar) (23WC-1169)*Revenue standards under ASC 606*Five-step framework*Required disclosures |
| 2/13/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-0992: Senior Healthcare Strategies (Webinar) (23WC-0992)*The interrelationship of health, happiness, and financial well-being*Traditional long-term care insurance, hybrid strategies, or self insure?*Medicare Parts A, B, C, and D and MediGap plans*Incapacity, elder law, Medicaid and choosing a long-term care facility*Hospice and palliative care |
| 12/26/2023 | 2:30 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0957: The Power of "Why" (Webinar) (23WC-0957)*The importance of "Why"*Linking cause and effect*Keeping Freddy P. Softy away from your door*The 5-15 Report*The Doorway to Creativity*Why Leadership and Personal Growth*Three cases |
| 12/18/2023 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 23WC-1173: Asset Tracing (Webinar) (23WC-1173)*Tracing of Bank and Brokerage Accounts*Business Ownership Interest*Business Income*Investments*Real Property*Retirement Accounts*Cryptocurrency*Family Law*Fraud*Criminal Activity*Public Corruption |
| 2/14/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1106: How to Survive Your Peer Review (Webinar) (23WC-1106)*AICPA Peer Review Standards*Frequent errors*Different types of peer review reports*The Process of Peer Review |
| 1/26/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0990: Federal Tax Update: Comprehensive Individual Tax - Form 1040 (Webinar) (23WC-0990)*Review of recent federal legislation and administrative rulings*Review of recent modifications to tax forms*Review of small business tax law and administrative update changes*Review of retirement plan changes*Overall review of tax practice and procedures |
| 12/26/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1205: S Corporations: Allocation of Results (Webinar) (23WC-1205)*The general approach to the allocation of S Corporation tax results to the shareholders*Separately stated and non-separately stated items determination and consequences*Allocation complications and related tax consequences when the stock of the S Corporation is sold*Special allocation rules when new stock is issued or outstanding stock is redeemed*Allocation of taxable income when the S Corporation election is terminated mid-year*Tax compliance responsibilities related to a mid-year termination of the S Corporation status |
| 2/27/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1267: Artificial Intelligence Fundamentals for CPAs (Webinar) (23WC-1267)*What is intelligence?*In what areas are AI processes superior or interior to humans right now?*Brief history of AI and what we've learned thus far*The three phases of AI and the direction they're headed*Examples of competitive applications of AI in the accounting profession |
| 3/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1234: Financial Reporting: Assets and Liabilities: U.S. GAAP vs IFRS (Webinar) (23WC-1234)*Inventories*PPE*Intangible assets*Investment property*Impairment of assets*Financial instruments*Provisions*Leases*Income taxes |
| 3/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0986: Tax Research Skills Part 2 (Webinar) (23WC-0986)*Primary and secondary sources of authority*Research methodologies*Online tax research sources*Evaluating and communicating tax research results |
| 12/22/2023 | 2:30 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0949: Not-for-Profit A&A Series Part 4: Standards Update and New Developments (Webinar) (23WC-0949)*Pledges and contributions*Restrictions and conditions*Special concerns with governmental funding*Donated goods and services*Special events*Revenues earned through sales and services to customers |
| 12/15/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1177: Persuasive Writing (Webinar) (23WC-1177)*Persuasive writing*Business writing*Practice development*Marketing |
| 2/15/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1098: Basic Understanding of Yellow Book and Single Audit (Webinar) (23WC-1098)*Overview of the 2018 Revision Government Auditing Standards*Understand the conceptual framework of independence*Evaluate non-audit services provided and the threat to independence*New ruling on Continuing Professional Education*Introduce a new concept referred to as "Waste"*Review Engagements under Government Auditing Standards*Gain an understanding of the requirements for performing a Uniform Guidance compliance audit*Discuss Internal control over financial reporting vs. Internal control over compliance requirements*Understand the differences between the auditor's reports issued under Government Auditing Standards |
| 1/25/2024 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| 23WC-1158: Not-for-Profit A&A Series Part 1: Financial Statement Presentation & Disclosure (Webinar) (23WC-1158)*A recap of revenue recognition (606) and grant accounting (ASU 2018-08) implementation with a focus on challenging areas*Gifts-in-kind*New standard and review of valuation concerns*COVID impact on not-for-profit organizations*Financial statement disclosure considerations and accounting for federal assistance or programs continuing to impact accounting*New audit standards and their impact on communications with not-for-profit management and those charged with governance*Refresher regarding the new lease standard |
| 2/9/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1104: SSARS Codification: Preparation, Compilation and Review of Financial Information (Webinar) (23WC-1104)*SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Overview coverage of the amendments to the SSARS contained in SSARS 26 |
| 1/25/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1108: K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (23WC-1108)*Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
| 1/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0968: S Corporations: Built-in Gain Tax (Webinar) (23WC-0968)*Identification of facts that could cause the imposition of the built-in gain tax*The calculation of the tax on "net recognized built-in gain" during the "recognition period"*The meaning of "current mandatory double tax"*The aggregate limitation based on "net unrealized built-in gain"*The limitation based on the "gain" that existed at conversion*The importance of valuation analysis at conversion*The taxable income limitation*Using existing corporate net operating losses and tax credits*Tax planning ideas and strategies to minimize or avoid the tax on the built-in gain |
| 12/19/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1004: New Manager Series: The How To's of Leading (Webinar) (23WC-1004)*Leadership development |
| 12/28/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-0993: Tax Planning with Retirement Plans for 2023 & 2024 (Webinar) (23WC-0993)*An objective look at retirement plan selection*Pros and cons of different plan types |
| 12/26/2023 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0942: Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (23WC-0942)*How parents decide to divide their wealth*Is population growth a blessing or a curse?*Does the government deficit and the trade deficit hurt or help the economy?*Do companies really plan obsolescence?*Why are shopping carts getting bigger?*Should there be a free market in human organs? |
| 12/14/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1259: Business Writing Series: Writing and Revising for Maximum Impact (Webinar) (23WC-1259)*Business writing*Practice development*Editing*Coaching others to write well |
| 3/27/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-0935: Family Law 101 (Webinar) (23WC-0935)*Lifestyle issues: Does the client's lifestyle reflect the level of reported income?*Undisclosed income*Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing*Owner perks*Tax deductions vs. family law deductions*Business entity-related issues such as partnerships, S Corps and corporations |
| 12/13/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1183: Corporate Finance Check-Up: Achieving Competency in Three Basic Tool Categories (Webinar) (23WC-1183)*Financial statement analysis*Integrated strategic and financial planning*Action-oriented business metrics*Activity-based management*Five cases |
| 2/20/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1006: The Generation-Skipping Transfer Tax And Dynasty Trusts (Webinar) (23WC-1006)*Calculation of the GST tax, and how it relates to the estate tax and gift tax*Direct skips, taxable distributions, and taxable terminations*GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts*Calculating the benefit of and designing Dynasty Trusts |
| 12/28/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0912: Not-for-Profit A&A Series Part 2: Revenue Recognition (Webinar) (23WC-0912)*Overview of required financial statements*Unique considerations in the not-for-profit environment*Presentation options for reserves, restrictions, functional expenses and liquidity*Common pitfalls and little-known alternatives |
| 12/8/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1016: Tax Collection Defense (Webinar) (23WC-1016)*Assessment and attachment rules--tax assessment procedures and attachment of the assessment lien to property, including community property*Tax liens--perfection and priority rules in general and for specific assets and relief from liens*Tax levies and seizures--taxpayer rights and defenses; third party rights*Dealing with the collection officers and representatives*Collection appeals and resolutions*Judicial actions: collection due process (CDP), injunctions and IRS suits |
| 1/3/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1255: How Technology Controls Should Be Developed and Implemented (Webinar) (23WC-1255)*Considerations for the maintenance of an internal control system*The types of policies and procedures organizations should utilize*Reviewing and testing control measures*Updating controls and implementing control changes |
| 3/26/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1200: K2's Data Analytics for Accountants and Auditors (Webinar) (23WC-1200)*Understanding the importance of data analytics in modern business environments*Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform*Using regression analysis to create and validate forecasts and projections |
| 2/26/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0982: Foreign Information Returns: Key Forms (Webinar) (23WC-0982)*IRS foreign information returns and Civil Penalties Information Chart*Report of Foreign Bank and Financial Accounts: Form Fin CEN Form 114*FBAR penalty mitigation rules*Statement of Specified Foreign Financial Assets: Form 8938*Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Gifts: Form 3520*Annual Information Return of Foreign Trust With a US Owner: Form 3520-A*Information Return of U.S. Persons concerning Certain Foreign Corporations: Form 5471*Information Return of a 25% Foreign-Owned or a Foreign Corporation Engaging in a US Trade or Business: Form 5472*Return by a US Transfer of Property to a Foreign Corporation: Form 926*Return of U.S. Persons concerning Certain Foreign Partnerships: Form 8865*Information Return of U.S. Persons concerning Foreign Disregarded Entities: Form 8858*Return by Shareholder of a Passive Investment Company or Qualified Electing Fund: Form 8621*Current procedures for participation in the IRS Offshore Voluntary Disclosure Program (OVDP) |
| 12/22/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1067: Retirement Distributions: Planning Options (Webinar) (23WC-1067)*Roth IRA: The right choice?*Income tax treatment of distributions from retirement plans of all types*Laws, regulations and IRS rulings concerning plan distributions*Avoiding penalty on distributions that happen too early or too late*Beneficiary choices - eligible or not?* Self-directed IRA investment problems |
| 1/18/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1032: Avoiding Tax Malpractice: Overview (Webinar) (23WC-1032)*Technical definitions of tax malpractice*Risk management techniques: quality control procedures and maintaining professional competence*Aggressive tax strategies*"War stories" dealing with tax-related claims against CPAs*Insurance carrier experiences*Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections |
| 1/9/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1237: New Manager Series: Balancing Leadership and Likeability (Webinar) (23WC-1237)*Leadership development |
| 3/14/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-1111: Asset Protection (Webinar) (23WC-1111)*Planning aspects*Legal theories*Protecting assets*Planning before and after lawsuits*Using business entities, including domestic and foreign corporations, LLCs and LPs*Planning for married couples and community property*Picking correct entities and jurisdictions*Domestic and foreign asset protection trusts |
| 1/29/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1087: Protecting Digital Data: More Important Now Than Ever Before (Webinar) (23WC-1087)*Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices |
| 1/23/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1034: Buying and Selling S Corporations: Tax Planning Opportunities (Webinar) (23WC-1034)*Making the S-election*"Qualified business income" deduction (IRC 199A)*Built-in gain tax, including planning ideas*Net excess passive income tax and planning*Liquidation of S Corporation, including special rules related to installment obligations*Suspended loss rules, including tax planning opportunities*Sect. 338(h)(10) and Sect. 336(e) elections*Qualified subchapter S subsidiary election (QSUB)*ESOPs*Redemption of S Corporation stock, including planning opportunities*Basics of acquisitive reorganizations as applied to S Corporations |
| 1/9/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1172: Leases: Is it a Lease? - ASC Topic 842-10 (Webinar) (23WC-1172)*FASB ASC 842, Leases*All recently released updates to ASC 842, Leases |
| 2/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1144: Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (23WC-1144)*The Numbers: Exemptions, exclusions and discounts*Portability and step-up in basis*Asset valuation*Deductions: Marital, charitable, transmission and administration*Retirement plan assets, annuities and life insurance*Trust funding and administration |
| 2/6/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0967: S Corporations: Allocation of Results (Webinar) (23WC-0967)*The general approach to the allocation of S Corporation tax results to the shareholders*Separately stated and non-separately stated items determination and consequences*Allocation complications and related tax consequences when the stock of the S Corporation is sold*Special allocation rules when new stock is issued or outstanding stock is redeemed*Allocation of taxable income when the S Corporation election is terminated mid-year*Tax compliance responsibilities related to a mid-year termination of the S Corporation status |
| 12/19/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1017: Tax Practitioner's Guide to Accounting and Reporting Issues (Webinar) (23WC-1017)*SSARS review*FASB Update*SPF--measurement and reporting issues*Preparation, compilation and review engagements*Selected litigation issues and cases |
| 1/3/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1152: Identifying, Evaluating and Solving Financial Planning Issues (Webinar) (23WC-1152)*Cash flow management and budgeting*Insurance*Investments*Education*Income tax*Retirement*Estate planning*Closely-held business owners*Marriage, cohabitation and divorce |
| 2/8/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1138: Fundamentals of Outbound US Rules of International Taxation (Webinar) (23WC-1138)*The U.S. Taxing Jurisdiction*Sourcing rules*Foreign Tax Credits*Subpart F*Global-Intangible Low-Taxed Income*Passive Foreign Investment Companies*IC-DISCs |
| 2/5/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1063: Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (23WC-1063)*AICPA Code of Professional Conduct*Fair positions in tax returns*Ethical issues in tax practice*Fairness in financial reporting*Integrity and materiality judgments*Ethics involving related party, pro forma results and accounting change disclosures |
| 1/18/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 23WC-1243: New Corporate Transparency Act: The World is Changing (Webinar) (23WC-1243)*Corporate Transparency Act*Anti-Money Laundering Act*Reporting companies*Beneficial owners*Information reported*FinCEN storage and use of reported information*Civil and criminal penalties*Concerns for lawyers |
| 3/19/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1149: Personal Financial Planning Update: Insurance Issues (Webinar) (23WC-1149)*Overall insurance concerns*Various risks surrounding the client and how to manage them*Different types of products in the marketplace |
| 2/7/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1257: Small-Business Financial Statements (Webinar) (23WC-1257)*Special purpose frameworks vs. GAAP*AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs)*Cash and tax bases of accounting*Other Comprehensive Basis Of Accounting (OCBOA)*Revenue recognition*Accounting methods*Financial statements*Disclosures |
| 3/26/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1089: Mergers & Acquisitions Part 1: The Accountant's Role (Webinar) (23WC-1089)*The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow*Working capital adjustments and balance sheet due diligence*The impact of contemplated pricing, earn-outs and holdbacks*The deal timeline and flow of information*Understanding the terms and structure that fit the buyer and seller objectives*Tax and financial accounting treatment of select issues |
| 1/24/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1081: Tax Planning with Retirement Plans for 2023 & 2024 (Webinar) (23WC-1081)*An objective look at retirement plan selection*Pros and cons of different plan types |
| 1/22/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0987: Audit Standards Update: Clarifying Risk Assessment (Webinar) (23WC-0987)*Assessing the risk of material misstatement*Mandatory risk assessment procedures*Evaluating internal controls*Responding to risk assessment with appropriate audit procedures*Complying with revised and expanded documentation requirements |
| 12/26/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1127: Fundamentals of Single Audit (Webinar) (23WC-1127)*Cost principles*Understand and identify federal awards*Pass-through entities and sub-recipients*Schedule of expenditures of the federal awards*Application of Compliance Supplement*Compliance requirements*Test of Internal Control and Test of Compliance attributes*Reporting requirements |
| 2/1/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1136: The New Psychology of Fraud Part 2 (Webinar) (23WC-1136)*The neuroscience of psychopathy*The psychology of skepticism*Psychology and reasoning related to both investigators and perpetrators |
| 2/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0999: Social Security Basics and Strategies for Maximizing Benefits (Webinar) (23WC-0999)*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 |
| 12/27/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1039: Form 1041 Advanced Series Part 2: Issues with Cash & Property Distributions (Webinar) (23WC-1039)*Calculating DNI & the distribution deduction*Determining types of distributions and whether a distribution "carries out" DNI*In-kind distributions & the impact on the distribution deduction*Depreciation and the distribution of in-kind property*Distributions that result in "Kenan Gain"*Funding a pecuniary bequest with depreciated property*IRC Sec. 643(e) |
| 1/10/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1179: K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (23WC-1179)*Understanding the different classes of Artificial Intelligence and when each might materialize*Identify examples of AI options available today*Use AI to address common issues, such as fraud detection |
| 2/16/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1265: New Manager Series: The How To's of Leading (Webinar) (23WC-1265)*Leadership development |
| 3/28/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-0938: Private Foundations and Form 990-PF Basics (Webinar) (23WC-0938)*Private foundation excise taxes, generally*Form 990-PF, including mandatory e-filing requirements*The fair market value of the foundation's assets*Income distribution requirements*Self-dealing and transactions with disqualified persons*Foreign grant-making and grant-making to private foundations and non-charitable entities in the US*Excess business holdings*Program-related investments*Unrelated business income tax |
| 12/13/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1096: Working With the Internal Revenue Manual (Webinar) (23WC-1096)*Internal Manual*IRS examination processes and investigative techniques*IRS appeals processes*IRS collection processes and procedures*Special topics |
| 1/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0921: Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits (Webinar) (23WC-0921)*Generation Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction*Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q*Qualified Conservation Easements, Schedule U*Making Sec. 6166 election and using Graegin loans |
| 12/11/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0924: Staff Tax Training Individual: Advance (Webinar) (23WC-0924)*Taxation of investments*Reporting of business income and losses from pass-through entities including loss limitations*Non-income taxes that impact individual income tax returns*Retirement contributions and planning*Alternative Minimum Tax (ATM)*Social Security taxation*Charitable contribution planning with limitations |
| 12/11/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0947: Corporate Income Tax Return Fundamentals (Webinar) (23WC-0947)*Corporate structure entity choice comparisons*Form 1120 and Schedule M-1 or M-3*Items for book-tax differences*Tax accounting methods*Uniform capitalization rules, overview*Minor discussion on depreciation: capitalization, gain, loss and recapture*Carrybacks, carryforwards and credit*Case Study and presentation in return*Mergers and Acquisitions impact on the returns |
| 12/15/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-0943: New Manager Series: Balancing Leadership and Likeability (Webinar) (23WC-0943)*Leadership development |
| 12/14/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WC-0963: Accounting Industry Update: Stock Compensation and Financial Instruments (Webinar) (23WC-0963)*An overview of stock compensation*New Accounting Standards Updates (ASU's)*Long duration insurance*Hedging*Fair Value (FV) Disclosures*Reference rate reform |
| 12/19/2023 | 12:15 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WC-1094: The Need to Focus On Cybersecurity (Webinar) (23WC-1094)*Understanding cybersecurity*Policies, procedures and control measures to secure and enhance digital operations |
| 1/24/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1211: Government OPEB Accounting and Financial Reporting (Webinar) (23WC-1211)*Accounting and financial reporting for total and net OPEB liability*Key GASB statements for OPEB*Determining measurement date*Using alternative measurement method for the total OPEB liability*Defined benefit and defined contribution OPEB plans*Actuarial valuation of total and net OPEB liability |
| 2/28/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1192: Deep Dive of GASB Statements No. 87 & 96 (Webinar) (23WC-1192)*GASB 87 Lease Accounting for State and Local Governments |
| 2/22/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0998: Retirement Plan Tax Strategies for 2022 & 2023 (Webinar) (23WC-0998)*An objective look at retirement plan selection*Pros and cons of different plan types |
| 12/27/2023 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-0971: Accounting Fraud (Webinar) (23WC-0971)*The elements of fraud and the Fraud Triangle Theory*Types of fraud with a focus on management fraud*Best practices in fraud detection and deterrence |
| 12/20/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WC-1010: Retirement Penalties and Rollover Issues (Webinar) (23WC-1010)*History of the 60-day Rule and recent developments*Rulings and self-certification*Exceptions to the ten percent penalty*What the IRS knows: Forms 1099R and 5498*Form 5329 use and strategies |
| 12/29/2023 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1023: Case Studies in Accounting Fraud (Webinar) (23WC-1023)*Major financial statement frauds including, among others, sales and other types of revenue, estimates, earnings management and cut-off*Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts*Review of cases involving common fraud schemes. New cases will be discussed in 2023 including FTX |
| 1/5/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-1055: Buying and Selling Corporate Businesses: Asset Sales (Webinar) (23WC-1055)*Stock sale vs. asset sale: tax and non-tax differences*Compensating the selling shareholders for services performed*Covenants not to compete*Personal goodwill*Built-in gain planning for S Corporations*Installment sales*Allocation of the purchase price among the assets |
| 1/16/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0917: Understanding Internal Control Constructs (Webinar) (23WC-0917)*Underlying concepts of internal control*The importance of control measure interdependency |
| 12/8/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WC-0961: Accounting Industry Update: FASB Agenda, Changing Risks and NFP Changes (Webinar) (23WC-0961)*Key upcoming accounting standards update (ASU) adoption dates*FASB agenda*PCC activity & standards*New risks in 2023*Recent ASU's in the last year |
| 12/19/2023 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WC-1207: Small Business Stock Gains: Exclusion and Deferral Opportunities (Webinar) (23WC-1207)*IRC 1202--The benefit of the exclusion*IRC 1202--The requirements that must be met*IRC 1202--Limitation on the amount of the exclusion*Comparison of the IRC 1202 exclusion to making S Corporation election*IRC 1045--The benefit of the deferral*IRC 1045--The requirements that must be met*The basics of Employee Stock Ownership Plans (ESOP)*IRC 1042--The benefit of the deferral*IRC 1042--The requirements that must be met |
| 2/27/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WC-1189: Lease Implementation for Private Entities (Webinar) (23WC-1189)*Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations*Analysis of internal control and fraud risk aspects*Identification of high-risk areas of lease accounting and reporting*Suggested audit and review procedures for identified risks |
| 2/21/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1240: The Best Federal Tax Update Course by Surgent (Webinar) (23WS-1240)*Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*The Independent Contractor vs. Employee Conundrum continues*An overview of virtual currency, including recent developments*State of the IRS*Section 162(m) Executive Compensation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
| 12/18/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1391: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (23WS-1391)*Major 2023 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2023 and how they impact the 2023 tax forms |
| 1/19/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1253: Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (23WS-1253)*The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act |
| 12/19/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1149: Surgent's Industry Accountant Toolkit (Webinar) (23WS-1149)*Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
| 12/5/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1399: Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Webinar) (23WS-1399)*Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision |
| 1/23/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1386: Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (23WS-1386)*Coverage of the Inflation Reduction Act of 2022*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more |
| 1/18/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1319: The Best Federal Tax Update Course by Surgent (Webinar) (23WS-1319)*Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*The Independent Contractor vs. Employee Conundrum continues*An overview of virtual currency, including recent developments*State of the IRS*Section 162(m) Executive Compensation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
| 1/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1436: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (23WS-1436)*Major 2023 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2023 and how they impact the 2023 tax forms |
| 1/31/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1567: Surgent's Project Management: Tips, Tricks and Traps (Webinar) (23WS-1567)*Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders |
| 3/29/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1456: Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (23WS-1456)*Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses |
| 2/6/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1257: Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (23WS-1257)*Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*The mechanics of Form 8824 and how to complete this form by performing a couple of case studies |
| 12/19/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1244: Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (23WS-1244)*Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse |
| 12/18/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1247: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (23WS-1247)*Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections |
| 12/19/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1398: Surgent's What CPAs Should Know About Trust Instruments (Webinar) (23WS-1398)*Legal definitions & principals involving estates & trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests |
| 1/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1192: Surgent's Food, Beverage and Entertainment Expensing (Webinar) (23WS-1192)*Special rules for 2021 and 2022 allow 100% deductibility for meals*IRS rules relating to the nondeductibility of activities considered entertainment or amusement*What constitutes entertainment for tax purposes?*When are meals deductible and at what rate once the special rules applicable to 2021 and 2022 no longer apply*When employers may deduct food and beverages provided to employees*Special rules for per diem meal payments for 2021 and 2022 |
| 12/11/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1241: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (23WS-1241)*Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
| 12/18/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1433: Surgent's Ethics for Tax Professionals (Webinar) (23WS-1433)*What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
| 1/31/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WS-1207: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (23WS-1207)*Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
| 12/13/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 23WS-1504: Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (23WS-1504)*What is delegation?*Why is delegation important?*When and to whom should tasks be assigned?*How can you delegate effectively?*How do you deal with problems and issues when they arise? |
| 2/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WS-1457: Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (23WS-1457)*Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
| 2/6/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WS-1239: Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Webinar) (23WS-1239)*Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit entity*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give *Auditing how a not-for-profit entity gets from natural expenses to functional expenses *Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits |
| 12/18/2023 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1315: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (23WS-1315)*Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation*Reporting Requirements for Schedules K-2 and K-3*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporation forms and content*The most frequently used forms and schedules, including some form "oddities" |
| 12/29/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1317: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (23WS-1317)*Timely coverage of breaking tax legislation*Review an error-prone "staff-prepared" Form 1040 from client-provided information.Were do you start? Get to know your client and ask the questions*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness"*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally |
| 1/2/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1382: The Best Federal Tax Update Course by Surgent (Webinar) (23WS-1382)*Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*The Independent Contractor vs. Employee Conundrum continues*An overview of virtual currency, including recent developments*State of the IRS*Section 162(m) Executive Compensation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
| 1/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1526: Surgent's Update on the SECURE 2.0 Act (Webinar) (23WS-1526)*Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
| 3/7/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1372: Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (23WS-1372)*An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S Corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill |
| 1/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 23WS-1446: Surgent's Taking Advantage of Installment Sales (Webinar) (23WS-1446)*How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? |
| 2/2/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1290: Surgent's Mastering the Basics of Inventory Accounting (Webinar) (23WS-1290)*Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting |
| 12/26/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1252: Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (23WS-1252)*Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases*How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements*Additional recently issued GASB standards |
| 12/19/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1556: Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (23WS-1556)*ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*Feedback from the public company adoption of Topic 842 |
| 3/22/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1147: Surgent's Ethics for Tax Professionals (Webinar) (23WS-1147)*What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
| 12/5/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WS-1341: Surgent's Advanced Individual Income Tax Return Issues (Webinar) (23WS-1341)*New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example |
| 1/9/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1343: Surgent's What CPAs Should Know About Trust Instruments (Webinar) (23WS-1343)*Legal definitions & principals involving estates & trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests |
| 1/9/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1346: The Best Federal Tax Update Course by Surgent (Webinar) (23WS-1346)*Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*The Independent Contractor vs. Employee Conundrum continues*An overview of virtual currency, including recent developments*State of the IRS*Section 162(m) Executive Compensation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
| 1/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1435: Surgent's The CMA's Guide to Project Management (Webinar) (23WS-1435)*Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations |
| 1/31/2024 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 23WS-1549: Surgent's Industry Accountant Toolkit (Webinar) (23WS-1549)*Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
| 3/20/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1449: The Best Individual Income Tax Update Course by Surgent (Webinar) (23WS-1449)*Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements and transiional filing relief*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*An overview of virtual currency, including recent developments*The Independent Contractor vs. Employee Conundrum continues*State of the IRS*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
| 2/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1420: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (23WS-1420)*Filing requirements for Schedules K-2 and K-3*Form 7203*IRS Tax Pro Account*IRS challenges, urgency for modernization*Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting*IRS guidance for the marijuana industry*"Recycled" Form 1099-NEC to report nonemployee compensation*Form 1065 steps for reporting capital*Centralized audit regime; late filing penalties and small partnership relief*What is terminating S Corporations today?*"Substance over Form" argument of shareholder loans*Advanced study of "At-Risk" loans*Employer W-2 correction requests*White House 2024 Budget Points*Reporting eligible Section 1231 gains from Qualified Opportunity Zone Business Property?*Don't get caught watching the paint dry -- What is hot and new*What is terminating S Corporations today?*Special allocation issues of Section 704*Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/26/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1272: Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (23WS-1272)*The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
| 12/21/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 23WS-1155: Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (23WS-1155)*What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools |
| 12/6/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1230: Surgent's Choosing the Right Business Entity (Webinar) (23WS-1230)*Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Converting to a C Corporation in 2022*How and why to adopt S Corporation status*Tax and business situations that impact entity selection |
| 12/15/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1264: Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (23WS-1264)*Preparing for the implementation of the new FASB ASU on grants, contracts, and contributions (i.e., ASU No 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made)*Developing a deeper understanding of the requirements in ASU No. 2016-02, Leases, and how not-for-profit entities will implement the standard*A review of additional key challenges in not-for-profit accounting today |
| 12/20/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1285: Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (23WS-1285)*Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired |
| 12/22/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1329: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (23WS-1329)*Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot, hidden, or miscellaneous developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 1/5/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1286: Surgent's Performing Single Audits Under the Uniform Guidance for Federal Awards (Webinar) (23WS-1286)*Core concepts involved in the single audit*The current requirements relating to the schedule of expendituresof federal awards (i.e., the SEFA) and how the auditor provides an in relation to opinion on the SEFA*An in-depth, commonsense look at the four-step major program determination process and common problems encountered in its application*Performing the compliance audit of federal awards (i.e., theauditor's responsibilities related to internal control andcompliance for major programs and how the auditor utilizes theCompliance Supplement)*Auditee and auditor responsibilities related to the corrective actionplan and the summary schedule of prior audit findings*The auditor's reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs*Other significant issues (e.g., key sampling considerations, pass-through entities, and program-specific audits) |
| 12/22/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1320: Surgent's Guide to Partner Capital Account Reporting (Webinar) (23WS-1320)*How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis |
| 1/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1430: Surgent's Individual and Financial-Planning Tax Camp (Webinar) (23WS-1430)*Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
| 1/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1416: Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (23WS-1416)*Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid |
| 1/25/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1136: Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (23WS-1136)*Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards |
| 12/4/2023 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New 23WS-1535: Surgent's Lessons Learned from Recent Accounting Malpractice Actions (Webinar) (23WS-1535)*Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area |
| 3/14/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| 23WS-1469: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (23WS-1469)*Major 2023 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2023 and how they impact the 2023 tax forms |
| 2/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1333: Surgent's Ins and Outs of Health Savings Accounts (Webinar) (23WS-1333)*Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution |
| 1/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1164: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (23WS-1164)*Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Overview of the economics and tax consequences of crowdfunding campaigns*The Centralized Audit Regime*Selected Practice and Reporting Issues: What's new?*A review of recent cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues*Partnership Agreements - qualified income offset and unlimited deficit restoration clauses*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Carried interest*Accounting method reform*Special basis adjustments, including comprehensive examples*Impact of the net investment income tax on the owners of pass-through entities*Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 12/7/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1510: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (23WS-1510)*Annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc.*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*How to avoid common mistakes made while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues*The new audit standard for employee benefit plans |
| 2/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1494: Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (23WS-1494)*ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*Feedback from the public company adoption of Topic 842 |
| 2/16/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WS-1527: Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (23WS-1527)*Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
| 3/7/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WS-1176: Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (23WS-1176)*The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The new requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more |
| 12/8/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WS-1328: Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (23WS-1328)*The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages |
| 1/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WS-1412: S |
