CPE Catalog & Events
2023 Washington State CPA Ethics by Jim Rigos WEBCAST
Tuesday, March 7 8:00am - 12:00pm PST
Your Desk
4.0 Credits
This course covers the Public Accountancy Act, along with the related Rules and Policies of the Washington State Board of Accountancy with specific application of RCWs and WACs to the practice of public accounting in the state of Washington. We will also review major provisions of the AICPA Code of Professional Conduct. This seminar uses actual case examples to illustrate how a CPA may inadvertently violate one or more of our four core professional values of independence, conflicts of interest, and confidentiality.
The Washington Capital Gains Tax WEBCAST
Friday, March 10 12:00pm - 1:00pm PST
Your Desk
1.0 Credits
Washington capital gains tax coming in April 2023. Returns and payments required.
Governmental Accounting & Auditing Conference 2023 WEBCAST
Tuesday, April 25 8:00am PDT - Wednesday, April 26 4:00pm PDT
Your Desk
16.0 Credits
Governmental accounting and auditing.
Women's Leadership Summit 2023 WEBCAST
Thursday, May 25 8:00am - 5:00pm PDT
Your Desk
8.0 Credits
This event is designed to equip you with new leadership tools and provide you with inspiration to lead and empower others.
Are You the Leader You Think You Are? WEBINAR
Monday, February 6 6:00am - 7:00am PST
Your Desk
1.0 Credits
Engaging disengaged team members. The power of engagement. The smarter way. Why caring matters.
Advanced Excel: Hidden Secrets and Gems WEBINAR
Monday, February 6 6:00am - 8:00am PST
Your Desk
2.0 Credits
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. Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox. Enhance creativity in your approach to developing Excel models.
Excel - Functions and Formula Shootout WEBINAR
Monday, February 6 7:00am - 9:00am PST
Your Desk
2.0 Credits
Review of formula creation best practices. Demonstration of various Excel functions to enhance calculations. Using Excel functions to perform advanced calculations.
Monetize Your Knowledge as an Accounting Influencer WEBINAR
Monday, February 6 7:00am - 11:00am PST
Your Desk
4.0 Credits
Step-by-step process to create a business plan and execute it. Monetize your skills and knowledge in the accounting channel.
Werner-Rocca's 2022 Federal Business and Individual Income Tax Update WEBCAST
Monday, February 6 8:00am - 4:00pm PST
Your Desk
8.0 Credits
Use and disclosure statements. Due diligence issues. Status issues. Income issues. Deduction issues. Various supplements. Inflation Reduction Act – individual issues. Expiring tax items. Hobby loss rules. Business health insurance issues. Depreciation issues. Employee vs. independent contractor. Reasonable compensation. Vehicle issues. Business use of home. IRC Section 199A issues. Capitalization and Repair Regulations. Remaining PPP and ERC issues.
Best Practices of Data Management & Migration WEBINAR
Monday, February 6 8:30am - 9:30am PST
Your Desk
1.0 Credits
Data management pitfalls. Tips to clean up data and maintain it. Steps to take to prepare data for migration to new platforms.
Complying with Audit Documentation Requirements WEBINAR
Monday, February 6 8:30am - 10:30am PST
Your Desk
2.0 Credits
Proper documentation as a means of audit quality. Factors impacting the nature and extent of documentation. Sample workpaper index and other organization tips. Use of audit programs as a means of audit documentation. Checklist for self-review of workpapers and clearing review notes. Multiple exercises on identifying workpaper deficiencies.
Finding & Reporting 990 Filers' Related Organizations WEBINAR
Monday, February 6 9:00am - 11:00am PST
Your Desk
2.0 Credits
The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is "controlled by" a related organization OR itself "controls" another nonstock entity]. Understanding what is considered "control" when a potential related organization is: a stock corporation; a partnership or an LLC taxed as a partnership; or a trust. The challenges of both finding "directly-controlled" related organizations versus imputing related organization status through "indirect control" . The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories . Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertained. Schedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reach. Overview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3).
Better Forecasts: Be a Better Predictor WEBCAST
Monday, February 6 10:00am - 12:00pm PST
Your Desk
2.0 Credits
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.
Implementation Challenges with the New FASB Lease Standard WEBINAR
Monday, February 6 10:00am - 12:00pm PST
Your Desk
2.0 Credits
FASB's Accounting Standard Update for Leases (ASC Topic 842). Key differences between ASC Topic 842 and ASC Topic 840. Commitments that are on the balance sheet: operating leases and finance leases. Allocation consideration to lease and nonlease components. Lease payments, discount rate, inception date, commencement date, lease term. Impairments of right-of-use asset, modifications, subleases. Policy elections and disclosures.
Accounting's Perfect Storm Update WEBCAST
Monday, February 6 10:00am - 1:30pm PST
Your Desk
3.5 Credits
The current status of Accounting's Perfect Storm. Business issues involving these changes. 10 thoughts for the road.
Decentralized finance (DeFi): Implications for Practitioners WEBINAR
Monday, February 6 11:00am - 12:00pm PST
Your Desk
1.0 Credits
Specifics of various DeFi applications, including decentralized exchanges, yield farming, staking, and providing liquidity to liquidity pools. Discussion and examination around the accounting implications and impact of DeFi applications on the audit process. What practitioners need to know about the wide array of types of DeFi and how these different use cases changing the crypto-accounting conversation. External resources provided for extra contextual information.
Power BI - Introduction to MS Power BI Tools WEBINAR
Monday, February 6 12:00pm - 2:00pm PST
Your Desk
2.0 Credits
The challenge of using Excel for Data Analysis. An overview of the various Power BI Tools. An overview of when and why to use each Power BI Tool. A tour of each tools interface.
Build Your Personal Net Worth WEBCAST
Tuesday, February 7 7:00am - 9:00am PST
Your Desk
2.0 Credits
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.
Doing Debt Differently - Your Roadmap to Changes & Choices for Success WEBCAST
Tuesday, February 7 7:00am - 11:30am PST
Your Desk
4.5 Credits
A new philosophy on doing debt differently. Key concepts that lead to success in becoming debt free. Facing your debt problem and creating relief. Creating your personal plan for debt freedom. Review and tips for continued success.
KPI Bootcamp for Small Businesses WEBCAST
Tuesday, February 7 7:00am - 12:00pm PST
Your Desk
5.0 Credits
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.
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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