CPE Catalog & Events
Advanced Financial Skills
Thursday, September 9 8:00am - 11:30am PDT
Bellevue
4.0 Credits
Skills for the 21st century finance department. Strategic planning using the Back casting method. The Balanced Scorecard Method for aligning goals and objectives to strategy. Risk identification. assessment. and mitigation. How to use social styles to build stronger relationships. Methods for effectively implementing change and minimizing the human pushback. Preparing a financial analysis that is insightful to the users. driving improvements to the organization. Hiring. managing. and retaining high-achieving employees.
Controller's Update: Today's Latest Trends
Thursday, September 9 12:00pm - 4:00pm PDT
Bellevue
4.0 Credits
Economic and Human Resource trends. Driving employee engagement and the employee value proposition. Best practices to manage working capital. Leading-edge financial management tools and techniques. New issues in treasury management and controllership. Big Data. Predictive analytics. Current trends in information systems and technology. Current trends in leading and developing staff to increase productivity and profitability.
Change the Way You Work: Success as a Virtual CFO
Friday, September 10 8:00am - 11:30am PDT
Bellevue
4.0 Credits
Virtual CFO role overview. Potential service models. Virtual CFO readiness. Outsourced bookkeeping vs. virtual CFO roles. Ethical considerations. Technology platforms.
Risk, Cost, and Cash Management for Controllers and Financial Managers
Friday, September 10 12:00pm - 4:00pm PDT
Bellevue
4.0 Credits
Techniques and ideas to establish and maintain an effective organization. Examples of successful and failed companies as a source of learning. Identification of broad measures that provide insights into the direction of the economy. Practical ideas to improve forecasting. Framework and methods to uncover and manage risk.
The New Auditors' Reporting Standards
Thursday, September 16 8:00am - 4:00pm PDT
Bellevue
8.0 Credits
Forming an opinion and reporting on financial statements. Communicating key audit matters in the independent auditor's report. Modifications or additions to the auditor's report. Other or supplementary information in the auditor's report.
Preparation, Compilation and Reviews
Friday, September 17 8:00am - 12:00pm PDT
Bellevue
4.0 Credits
Compilation and review.
CFO Series: Key Tax Issues Part 1
Monday, September 20 8:00am - 12:00pm PDT
Bellevue
4.0 Credits
The AB5s of Employees and Independent Contractors: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the severe tax penalties for misclassification. Expensing and Depreciating Business Assets: Recovering the cost of capital is a critical business skill, and Congress is constantly changing the rules to impact the economy. In this session, we will discuss the most recent tax depreciation rules and developments, as well as review the impact of TCJA and CARES Act changes. Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. COVID-19 Losses - Going Backwards and Forwards: 2The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."
Real Frauds Found in Not-for-Profits
Thursday, September 23 8:00am - 11:30am PDT
Bellevue
4.0 Credits
Misappropriation of benefits. Pledges and contributions. Cyber fraud. Overtime fraud. Grant expense allocations.
Washington Ethics and New Developments 2021
Thursday, September 23 8:00am - 12:00pm PDT
Bellevue
4.0 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.
Yellow Book: Application of GAGAS Principles
Thursday, September 23 12:00pm - 4:00pm PDT
Bellevue
4.0 Credits
Foundation and principles for government auditing. General requirements for complying with GAGAS. Ethics. independence. and professional judgment. Competence and CPE. Quality control and peer review.
Advanced Auditing of HUD-Assisted Projects
Friday, September 24 8:00am - 4:00pm PDT
Bellevue
8.0 Credits
HUD audit environment. Audit standards for audits of HUD-assisted projects. Fieldwork standards for audits of the HUD-assisted projects. Audits of HUD-regulated lenders. Reporting standards for audits of HUD-assisted projects. Annual financial statement requirements. Mortgagees.
CFO Series: Key Tax Issues Part 2
Monday, September 27 8:00am - 12:00pm PDT
Bellevue
4.0 Credits
Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. We will examine how the new rules apply to partnerships, S and C corporations and their owners. This session will discuss reporting on Form 8990, as well as the 2022 problem. COVID-19 Losses - Going Backwards and Forwards: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."
Governmental Auditing Update
Friday, October 1 12:00pm - 4:00pm PDT
Bellevue
4.0 Credits
Yellow book. Government auditing standards.
Not-for-Profit Accounting Update
Friday, October 1 7:30am - 11:30am PDT
Bellevue
4.0 Credits
FASB accounting standard updates, grants, contracts, revenue recognition.
Financial Reporting Update for Tax Practitioners
Monday, October 4 8:00am - 4:00pm PDT
Bellevue
8.0 Credits
ASC 740 considerations related to the CARES Act. Recent standard setting and consulting activities at the FASB. Proposed updates to income tax accounting and financial statement disclosures. Tax-basis financial statements. Recently issued Statements on Auditing Standards and other audit related hot topics. SSARS No. 21. Clarification and Recodification. and other recently issued and proposed SSARS.
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Tuesday, October 5 8:00am - 4:00pm PDT
Bellevue
8.0 Credits
Fraud's cost. Current economy. COSO's Internal Control Framework: Principle #1 - Integrity/Ethics and Principle #8 - Fraud Risk Assessment. Power of morale. Why good folks go bad. Red flags. Combating fraud with controls. Fraud prevention checklists. The Dark web.
Construction Contractors: Accounting and Auditing
Wednesday, October 13 8:00am - 4:00pm PDT
Bellevue
8.0 Credits
Contract accounting and revenue from contracts with customers. Contractor financial statements. Working with a surety. Audit planning and procedures. Long-term contracts.
Annual Update for Accountants and Auditors
Thursday, October 14 8:00am - 4:00pm PDT
Bellevue
8.0 Credits
Recently issued ASUs. including an update on revenue recognition. financial instruments. and leases. Current FASB exposure draft and projects. Audit and attest engagements update. Recent PCAOB guidance. Latest activity from ARSC.
Common Yellow Book and Single Audit Deficiencies
Friday, October 15 12:00pm - 4:00pm PDT
Bellevue
4.0 Credits
Singe audits. Yellow book. Internal controls.
The Complete Guide to Washington Death Taxation
Monday, October 18 8:00am - 4:00pm PDT
Bellevue
8.0 Credits
How to prepare the Washington estate tax return. Various postmortem estate planning issues involved in the preparation of the Washington Estate Tax Return. Coordination with the Federal Estate Tax Return (Form 706). Coordination with estate administration issues. Probate issues. Non-probate issues. Valuation issues. Joint tenancy 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