CPE Catalog & Events
K2's Excel's Best New Features WEBCAST
Your Desk
Friday, August 21 6:00am - 8:00am PDT
2 Credits
New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS, Creating Data Models and the importance of doing so, Enhanced collaboration tools in Excel, How to take advantage of Power Query
Estate & Trust Primer WEBCAST
Your Desk
Friday, August 21 10:00am - 2:00pm PDT
4 Credits
How trusts and estates are taxed under the internal revenue code, What is a trust, a simple trust and a complex trust, How the income of a trust or estate is defined for tax purposes, What the ordinary deductions are and what credits are allowed, How the deduction for distributions to beneficiaries are determined, How trust and estate beneficiaries are taxed, What a "grantor trust" is and how it is taxed, How Form 1041 is prepared.
Addressing Conflicts of Interest and Errors on Tax Returns WEBCAST
Your Desk
Friday, August 21 8:30am - 10:30am PDT
2 Credits
Overview of the rules pertaining to the discovery of an error in a return either when rendering future preparation services or during representation in an administrative proceeding. Discussion of the duty to 'advise' clients with regard to potential taxpayer penalties associated with the discovery of an error or omission. Discussion of the Circular 230 requirements when a conflict of interest exists in an client engagement. Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority.
Due Diligence Requirements: Circular 230 and Other Professional Standards WEBCAST
Your Desk
Friday, August 21 10:30am - 12:30pm PDT
2 Credits
Due diligence requirements under Treasury guidance including supervisory responsibilities. Due diligence requirements under professional standards. Increased expectations for inquiry and analysis? Meeting increased expectations: informing clients and defensive measures for practitioners. Due diligence for preparer advice responsibilities.
How Fraud Can Affect Smaller Organizations WEBCAST
Your Desk
Friday, August 21 9:30am - 1:30pm PDT
4 Credits
The reasons for fraud, Fraudulent acts that are initiated against smaller organizations, Methods to stop fraud attempts against small businesses
IRS Ethics and Best Practices for Tax Professionals WEBCAST
Your Desk
Saturday, August 22 9:00am - 11:00am PDT
2 Credits
Review the rules for practice with and before the IRS.
Controller's Update: Today's Latest Trends WEBCAST
Your Desk
Monday, August 24 10:00am - 2:00pm PDT
4 Credits
Economic and Human Resource trends. Best practices to manage working capital. Leading-edge financial management tools and techniques. New issues in treasury management and controllership. Big Data. Current trends in information systems and technology. Current trends in leading and developing staff to increase productivity and profitability.
Data Visualization for Audits WEBCAST
Your Desk
Monday, August 24 10:00am - 12:30pm PDT
2 Credits
Common data sets, How to visualize data sets and interpret results, How to replace manual audit procedures with technology.
Excel - Advanced Formatting to Improve Your Spreadsheets WEBINAR
Your Desk
Monday, August 24 9:00am - 11:00am PDT
2 Credits
Customizing cell formatting and cell styles, Using number and custom number formatting, Using Conditional Formatting to format cells based upon a defined criteria, Protecting a worksheet and workbook to prevent changes.
Financial Accounting for Related Party Transactions WEBINAR
Your Desk
Monday, August 24 7:00am - 9:00am PDT
2 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. Reviews the tax accounting related taxpayers standards, Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
Single Audit Primer WEBINAR
Your Desk
Monday, August 24 12:30pm - 2:30pm PDT
2 Credits
Essential differences between a financial audit and a Single Audit, Significant terms and content relevant to the Single Audit.
Aligning Budgets to Strategy - The Key to Long Term Profitability WEBCAST
Your Desk
Tuesday, August 25 11:00am - 12:50pm PDT
2 Credits
Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget, Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology, Drive a living planning process that permeates throughout the entire organization, Provide a real life example of a successful twelve step process implementation, Examine the pitfalls of poorly supported or designed planning process implementations
Succession Planning for Business (and Real Estate, Farm and Ranch) Update - Saving the Goose that Lays the Golden
Your Desk
Tuesday, August 25 10:00am - 2:00pm PDT
4 Credits
Basic questions to be addressed for effective succession planning, Developing a plan (step-by-step format), Recent developments worthy of attention and action, When to begin planning, how often to revisit an existing plan, Transfer and income tax considerations, Protection maneuvers against creditors, predators and in-laws, Capital structure devices: family partnerships, family LLCs, S corps, Direct lifetime vs. testamentary gifts, transfers and intra-family sales, Liquidity considerations, Symptoms of a plan in trouble, possible solutions, How CPAs may enter the succession planning fray to build their own businesses
Limited-Scope Audits of 401(k) Plans WEBCAST
Your Desk
Tuesday, August 25 8:30am - 4:30pm PDT
8 Credits
Requirements to meet when the client selects the 'limited-scope' audit option, Testing participant data, AICPA Audit and Accounting Guide 'Employee Benefit Plans', AICPA SAS 136Forming An Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA.
Pension and Profit-Sharing Plan Strategies WEBCAST
Your Desk
Tuesday, August 25 8:30am - 4:30pm PDT
8 Credits
Types of documents: advantages and disadvantages, where they fit and plan termination issues, Types of retirement plans, The SECURE Act, Plan selection and design, Contribution and deduction limits and timing, Reporting and disclosure: Form 5500 and participant communications, Legislative environment, In-plan Roth conversions.
Office 365 - Ready, Set, Go! - Developing Your Strategy WEBINAR
Your Desk
Tuesday, August 25 8:30am - 10:30am PDT
2 Credits
The topics that will be presented in this course include: Review of the key Office 365 deployment issues that need to be addressed. What data will be stored in OneDrive and/or SharePoint vs. your local servers and PCs. Who will be your Office 365 administrator(s). Determining if you will need professional / technical assistance. What subscription plans are required for your individual team members. Developing a cost-effective end user training plan. What is involved in converting your current email databases to Office 365 Exchange Outlook Defining your user permissions model. Defining your mobile deployment strategy for Office 365. Developing a deployment timeline with minimal disruption in your business.
Developing a Leadership vs. Managership Approach WEBCAST
Your Desk
Wednesday, August 26 11:00am - 1:00pm PDT
2 Credits
Leadership vs. "Managership", Leadership Techniques and the Diverse Workforce, Traits, Skills, and Style Approach of Leadership, Psychodynamic Leadership Theory and Strategic Leadership Concepts, Principles of Leadership Ethics.
Social Media Do’s and Don’ts For (Accounting) Professionals Virtual Everett and Bellingham Chapter Event
Your Desk
Thursday, August 27 3:30pm - 4:30pm PDT
1 Credits
How to maximize your social media presence in order to drive new business and connections.
A CPAs Guide to Due Diligence WEBCAST
Your Desk
Thursday, August 27 10:00am - 2:00pm PDT
4 Credits
Due Diligence
Effective Management Accounting WEBCAST
Your Desk
Thursday, August 27 9:00am - 11:00am PDT
2 Credits
Fact-based Data with Activity Based Costing (ABC ), Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels, Learn to use ABC to manage product, service-line, channel, and customer profitability, Understand two views of costs: (1) process view versus (2) product view, Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques, Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction, Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)", The Shift in ROI's Source from Tangible to Intangible Assets, Increasing the ROI from information - with Corporate Performance Management (CPM) as a Value-Multiplier, Accelerating the Rate of Adoption for Implementing and CPM, Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural, How to overcome behavioral resistance to change
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