CPE Catalog & Events
The ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of integrated planning (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
More Money: Strategic Ways to Improve Cash Flow WEBINAR
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Your Desk
4.0 Credits
How do I optimize cash flow? Qualitative evaluations - core earnings and sustainable growth. Quantitative evaluations - liquidity ratios. Increasing customer base vs. Payment terms. Business cycle and cash. Investing company cash. What keeps companies from becoming streamlined? Behavioral finance biases. Information processing biases. Emotional biases. Dealing with behavioral biases.
Project Management: Employ Best Practices and Mindset WEBINAR
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Your Desk
2.0 Credits
The science of project management: reporting and analytics, documentation, forecasting and scoping. The art of project management: the mindset and influencing change.
GAAP Alternatives: The Perfect Storm of Accounting Updates WEBINAR
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Your Desk
1.0 Credits
Review of special purpose frameworks. Discussion of non-GAAP options for financial reporting. U. S GAAP alternatives for certain entities.
2024 Annual Update for Accountants and Auditors WEBCAST
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Your Desk
8.0 Credits
Leases. Accounting standards. Tax disclosures. Quality management. Group audits.
How AI Is Automating Internal Control WEBINAR
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Examining ASC 842, Leases: More Than Meets the Eye WEBCAST
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Your Desk
4.0 Credits
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. FASB guidance on accounting for COVID-19-related rent concessions. Feedback from the public company adoption of Topic 842.
Key Cybersecurity Controls for CPAs WEBINAR
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Your Desk
2.0 Credits
The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, Recover. Review specific cybersecurity controls within each of the five cybersecurity tenets. How to appropriately assess key cybersecurity controls.
Power BI - Create Excel Dashboards for Maximum Impact WEBCAST
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Your Desk
2.0 Credits
Dashboard design guidelines. Using Excel features to create visuals. Using visuals to create dashboards. Introduce new Power BI tools that enhance visual and dashboard creation.
The Single Audit from Beginning to End Update WEBCAST
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Your Desk
8.0 Credits
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.
2024 Design Flexible Work Options To Attract and Retain Your Workforce WEBCAST
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Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
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.
Mastering the Excel Lookup Functions WEBINAR
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Your Desk
2.0 Credits
A review of the various lookup functions, beyond VLOOKUP. Learn which lookup works best for your situation. How to apply the many lookup functions. Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively.
Introduction to Forensic Accounting WEBCAST
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Your Desk
1.8 Credits
Forensic accounting. Accounting. Auditing. Finance.
The Dark Web and Cybersecurity for Tax and Accounting Pros WEBINAR
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Your Desk
2.0 Credits
Understanding the Dark Web. Differences between the Deep Web and the Dark Web. Potential threats from the Dark Web. Case studies of Dark Web exploitation in accounting. Strategies for mitigating Dark Web threats. Implementing effective cybersecurity measures. Role of accountants in addressing Dark Web threats.
Introduction to the Property and Casualty Insurance Industry WEBINAR
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Your Desk
1.0 Credits
The unique regulatory world of insurance. Differences from other industries. Differences within the industry. Types of accounting. Involvement of specialists. Tax considerations.
2024 All About Fraud - Examples, Prevention and Auditing WEBCAST
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Your Desk
4.0 Credits
Fraud. Professional skepticism. Report to the nation. Fraud schemes. Prevention.
2024 Comprehensive Estate Planning: Administration and Postmortem Strategies WEBCAST
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Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration of the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Postmortem opportunities on the estate income tax return. Available postmortem estate tax elections. Portability election. Disclaimers.
Presentation Skills for Auditors WEBINAR
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Your Desk
2.0 Credits
How to connect with your audience. What to do when the unexpected happens. How to use your natural resources to enhance your message. How to narrow your message for maximum impact. What to avoid in a PowerPoint presentation.
Reporting the Results of a Fraud Investigation WEBINAR
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Your Desk
2.0 Credits
Written reports and supporting documentation. Methods of presenting evidence to help non-accountants understand the numbers. Evaluating reports of opposing experts. Responding to a motion in limine or Daubert challenge as an expert witness. Common lines of questioning for financial experts. Preparing for deposition and trial. Effectively testifying at deposition and trial.
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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