CPE Catalog & Events
Excel - From a Blank Sheet to a Finished Workbook WEBINAR
-
Your Desk
2.0 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.
Achieving Balance in Work and Life - Part 1 WEBCAST
-
Your Desk
4.0 Credits
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.
Promoting Mental Health in the Workplace to Prevent Violence WEBCAST
-
Your Desk
1.0 Credits
Mental health awareness.
Why Auditors Fail To Detect Fraud WEBCAST
-
Your Desk
2.0 Credits
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 determine intent. If you expect it, you will see it.
Fiduciary Duty Problems by Jim Rigos WEBCAST
-
Your Desk
2.0 Credits
Fiduciary duty relationship requirements. AICPA position. Legal standard aggravator. Problematic fiduciary engagements. Elderly /probate/trust engagements. Trustee tax and ERISA. Competition with client. Investment advice in financial planning. Directorships corporate and charitable. For profit corporations. Not-for-profit entity. Suggested CPA director fiduciary safeguards. Table of reported cases presented.
Governmental Accounting and Auditing Update WEBCAST
-
Your Desk
8.0 Credits
GASB updates. Updated Statements on Auditing Standards (SASs). Yellow Book & OMB updates affecting single audits. Updates for governments and not-for-profit entities.
Preparing for and Conducting Discharge Meetings WEBCAST
-
Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit Interviews. Reference checks.
When Leadership Fails WEBCAST
-
Your Desk
2.0 Credits
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.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
-
Your Desk
8.0 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
International Taxation WEBCAST
-
Your Desk
2.0 Credits
Income tax treaties. Residence tests. Effectively connected income. FDAP and FIRPTA withholding. Avoiding transfer taxation of foreign investors. Pre-immigration tax planning.
What Does Fraud Look Like? WEBCAST
-
Your Desk
2.0 Credits
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.
Coaching and Counseling - Performance Management WEBCAST
-
Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Asset Misappropriation - Let Me Count the Ways WEBCAST
-
Your Desk
2.0 Credits
Identifying opportunity. 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.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
-
Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227: an overview. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
Leases: Mastering the New FASB Requirements WEBCAST
-
Your Desk
8.0 Credits
Lease classification. Amortization of the lease asset. Derecognition of the underlying asset. Recognition of lease receivables. Lease modifications. Sale and leaseback transactions. Presentation and disclosure requirements.
Management and Leadership Essentials Training Condensed Course WEBCAST
-
Your Desk
8.0 Credits
Expectations of the Supervisor. Managing Self and Priorities. Improving Communication Skills. Human Motivation Supervising, Evaluating, and Coaching Staff Helping Your Organization Grow.
AI and RPA: The Transformation is Now WEBINAR
-
Your Desk
2.0 Credits
Trends driving business model changes. AI technologies changing the way you work and creating capacity.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
-
Your Desk
2.0 Credits
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
K2's 2023 Accessing And Managing Data In Excel WEBCAST
-
Your Desk
4.0 Credits
Using Power Query to link data into Excel. Manipulating Excel data with data transformations. Creating data models using Power Query. Examples of common and useful transformations.
Not finding what you're looking for? Click the Change Category bar above for more options!
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