CPE Catalog & Events
Audit Risk Assessment in Plain English WEBCAST
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Your Desk
2.0 Credits
Overview of audit risk assessment. AICPA's clarified risk assessment standards. SAS 145. Assessing the entity's environment.
Project Management: Making Ideas a Reality WEBINAR
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Your Desk
2.0 Credits
Applying project management templates to a sample initiative. Leveraging project management tools for effective communication.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
How to design charts for the 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
Designing a Work Program for Your Financial Planning Practice WEBCAST
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Your Desk
2.0 Credits
Cash flow management and budgeting. Planning for insurance. Investing. Income tax. Education. Retirement and estate planning. Employee benefits.
Create Measures in Power BI that Define Your Metrics WEBINAR
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Your Desk
4.0 Credits
Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI. Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures. Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods. Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures. Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Implementation of AICPA Quality Management Standards WEBCAST
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Your Desk
4.0 Credits
Overview of the new standards, including discussion of relevant changes to existing quality control requirements. Implementation guidance for a risk-based approach to quality management that is customized to small and medium firms, including sole proprietors. Analysis and determination of root causes for quality risk determination. Examples of responses to identified quality risks. Guidance on approaches to monitoring and remediation.
CFO - The Effective CFO WEBCAST
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Your Desk
8.0 Credits
Understanding the sales function and sales team. Differing backgrounds, expectations, and motivations. Developing strong relationships. How to ascertain what Sales really needs. Effective incentive plans that are understood by the sales team. Tools and information for how CFOs can transition from bean counters to bean growers. Becoming the multi-skilled CFO companies are looking for. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? Defining sustainability. Defining and measuring environmental, social and governance metrics (ESG). Reporting on ESG metrics and your organization's efforts.
Federal Tax Update - Individual and Business Current Developments with Pat Garverick WEBCAST
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Your Desk
8.0 Credits
Most recent individual and business income tax legislation passed to date. Major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules. Numerous business income tax provisions. Individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax). Other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit). The 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 and real estate professionals and self-employment taxes.
Imagining a World Without Non-Competes WEBCAST
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Your Desk
1.0 Credits
Federal non-compete law. State non-compete law.
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT WEBCAST
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Your Desk
2.0 Credits
AI and ChatGPT. Machine learning and predictive transaction tagging. Profiles of an improper or corrupt vendor payment. Data Sharing Consortium and Split Learning Techniques. Cryptocurrency trends and applications from an accountant's perspective.
Forensic Data Analytics Supercourse for Fraud Prevention and Detection WEBCAST
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Your Desk
8.0 Credits
Forensic data analytics. Fraud prevention and detection. Data validation and methodologies. COSO's Fraud Risk Management Guide principles. Innovations in anti-fraud technology.
Navigating Leaves of Absence WEBCAST
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Your Desk
1.0 Credits
Family Medical Leave Act - full time and intermittent. Americans With Disabilities Act . Special rules for managers . Handling fraud, abuse, and performance issues in connection with a leave of absence.
Networking Works: Build Relationships to Build Your Business WEBCAST
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Your Desk
1.2 Credits
Communication. Relationship-building. Active listening. Public speaking.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners WEBCAST
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Your Desk
1.8 Credits
Communication. Leadership. Character. Behavior.
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them WEBCAST
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Your Desk
4.0 Credits
Learn about the10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives. 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.
Financial Statement Preparation: Compilation and Review Update WEBCAST
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Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Hot GAAP topics. New quality management standards.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
Business Communication Essentials - Dynamic Communication in the Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Feedback. Management. Leadership.
Top Employment Tools to Protect Your Business and Recommend to Business Clients WEBCAST
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Your Desk
1.0 Credits
Arbitration agreements. Confidentiality agreements. Restrictive covenants. Training. Severance agreements.
Digging Deep with Excel Pivot Tables WEBINAR
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
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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