CPE Catalog & Events
Accounting Re-imagined: The Future of Our Profession WEBCAST
Your Desk
Wednesday, October 21 7:00am - 9:00am PDT
2 Credits
Identify simple ways you can make your department more innovative, Recognize the ways business information is changing and how it affects your company and your department, Recognize the impact "big data" is having on your department and the accounting profession, Learn how lessons from great innovation success stories can benefit you, your department and your company
Compilations and Reviews: Risks, Procedures and Fraud WEBCAST
Your Desk
Wednesday, October 21 8:30am - 4:30pm PDT
8 Credits
Fraud. Misstatements. Materiality. Revenue recognition. Related parties. Going concern uncertainties. Engagement letters. Documentation and peer review considerations
3 Market Analysis Priorities to Drive Profitability WEBINAR
Your Desk
Wednesday, October 21 6:00am - 8:00am PDT
2 Credits
Take product analysis beyond net margin and volume pricingAnalyze business offerings for more effective bundling or promotional advantage. Discuss how internal efficiency factors influence profitability. Gain better insights into how to classify offerings as core, value-added or for potential elimination. Identify key factors that could shift your market segment priorities, Justify the decision to shift your priority to more profitable customersIdentify geographic pockets for competitive advantage and better strategic decisions. Cases and Group Discussion. This seminar includes six studies and analysis activities to guide this application into your business.
Office 365 - Take Your Office on the Road With Mobile Apps WEBINAR
Your Desk
Wednesday, October 21 11:00am - 1:00pm PDT
2 Credits
The topics that will be presented in this course include: Review of the premium mobile app features with Office 365, How to use the core Office apps on your mobile device: Excel, Word, Outlook, PowerPoint, Integrating the OneDrive cloud storage with your mobile device strategy, Review of all the available mobile apps: Skype for Business, SharePoint and more, Securing your Office 365 mobile apps data, iOS versus Android mobile apps comparison, How to install and activate the Office 365 mobile apps on your device, Subscription plans featuring Office 365 mobile apps.
Washington Ethics and New Developments 2020 WEBCAST
Your Desk
Wednesday, October 21 8:00am - 11:30am PDT
4 Credits
The AICPA Code of Conduct. Washington Board rules. New national and state developments. Conflicts of interest and subordination of judgment. Objectivity and integrity. Washington disciplinary actions.
Member Exclusive: Cutting Edge Tax Survey WEBINAR
Your Desk
Wednesday, October 21 12:00pm - 1:00pm PDT
1 Credits
PPP loans.
Microsoft Word Tips and Tricks WEBCAST
Your Desk
Thursday, October 22 7:00am - 9:00am PDT
2 Credits
Computer Software & Applications
Power BI - Use Advanced Calculations with DAX Formulas WEBCAST
Your Desk
Thursday, October 22 7:00am - 11:00am PDT
4 Credits
DAX forulas, Use a Date, Calendar
Retirement Distributions: Planning Options WEBCAST
Your Desk
Thursday, October 22 8:30am - 4:30pm PDT
8 Credits
Roth IRA: The right choice? Income tax treatment of distributions from qualified plans of all types. Relief for late rollovers and disaster victims. Strategies for distributions before age 59.5. Laws, regulations and IRS rulings concerning plan distributions. Avoiding the 50 percent penalty on deficient distributions. Integration of estate planning with distribution decisions. Surviving spouse opportunities and dilemmas. Self-directed IRA investment problems.
Revenue: Special Implementation Guide (Topic 606-10-55) WEBCAST
Your Desk
Thursday, October 22 11:00am - 1:00pm PDT
2 Credits
FASB ASC 606, Revenue from Contracts with Customers, All recently released updates to ASC 606,Revenue from Contracts with Customers.
Financial and Tax Accounting for Business Entities WEBINAR
Your Desk
Thursday, October 22 6:00am - 2:00pm PDT
8 Credits
Review of the Accounting Standards Codification and its application to partnerships, LLCs and S corporations. Review of OCBOA and its application of difference business entities. Review of the AICPA financial reporting framework for small and medium-sized entities. The integration of financial accounting with the Form 1065 and Form 1120S. Review of Section 704(b) substantial economic effect rules and their relation to financial accounting. Deferred tax accounting for partnerships, LLCs and S corporations. Financial accounting for the operations of a partnership/LLC. Review of the new AICPA "small" GAAP rules. Required S status financial accounting disclosures. Financial accounting impact of the C to S election and the S to C election. Financial vs. tax accounting for loans to and from S corporations and their shareholders and S corporation investments in other entities.
Yellow Book Standards for CPAs in Public Practice WEBINAR
Your Desk
Thursday, October 22 10:30am - 12:30pm PDT
2 Credits
Requirements of the Yellow Book applicable to financial audits and the single audit, Unique requirements of the GAO's Yellow Book that go beyond AICPA standards.
Prix Fixe: Securing a Comfortable Retirement In the age of Spending Teaser WEBINAR
Your Desk
Thursday, October 22 12:00pm - 1:00pm PDT
1 Credits
Retirement, savings, planning
Succession Planning for Business (and Real Estate, Farm and Ranch) Update - Saving the Goose that Lays the Golden
Your Desk
Friday, October 23 10:00am - 2:00pm PDT
4 Credits
Basic questions to be addressed for effective succession planning, Developing a plan (step-by-step format), Recent developments worthy of attention and action, When to begin planning, how often to revisit an existing plan, Transfer and income tax considerations, Protection maneuvers against creditors, predators and in-laws, Capital structure devices: family partnerships, family LLCs, S corps, Direct lifetime vs. testamentary gifts, transfers and intra-family sales, Liquidity considerations, Symptoms of a plan in trouble, possible solutions, How CPAs may enter the succession planning fray to build their own businesses
Power BI - Share Your Data Analysis using PowerBI.com WEBCAST
Your Desk
Friday, October 23 12:00pm - 2:00pm PDT
2 Credits
Power BI Tools
Power BI - Use PBI Desktop to Create Reports and Dashboards WEBCAST
Your Desk
Friday, October 23 7:00am - 11:00am PDT
4 Credits
Power BI Desktop
Deal Structure for Mergers and Acquisitions WEBCAST
Your Desk
Friday, October 23 8:30am - 4:30pm PDT
8 Credits
Mechanics and timelines of M&A deals, Structures of taxable asset acquisitions and stock acquisitions, Triangular and reverse triangular mergers, Structuring and pricing an acquisition, Tax-free reorganizations, Tax planning for divestitures, Key sections of purchase and sale documents, Case studies with schedules, Tax return forms and elections to be aware of.
Avoiding Death by PowerPoint: Creating Better Presentations WEBINAR
Your Desk
Friday, October 23 6:00am - 7:00am PDT
1 Credits
Choosing a PowerPoint template. Set up the presentation template. Using PowerPoints' less obvious capabilities. Tell a storyHow to beginLess is more. Make your presentation visually appealing. Cropping and aligning objects. ResourcesCreating voiced presentations. Getting the details right.
Excel - From a Blank Sheet to a Finished Workbook WEBINAR
Your Desk
Friday, October 23 1:30pm - 3:30pm PDT
2 Credits
Best practices for creating a report in Excel, Getting data into Excel, Techniques to efficiently create reports in Excel, Using PivotTables to create interactive reports in Excel.
Washington Ethics and New Developments 2020 WEBCAST
Your Desk
Saturday, October 24 8:00am - 12:00pm PDT
4 Credits
Review the AICPA Code of Professional Conduct and key Washington differences. Discuss new developments at the national and state level in ethics in the last three years. Explore best practices for CPAs in public accounting and industry. Highlight emerging issues.
The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org