CPE Catalog & Events

Showing 1347 Online CPE Results

At Capacity: The Tough Questions WEBINAR

Wednesday, October 6 9:30am - 10:30am PDT

Your Desk

1.0 Credits

What is diminished capacity/incapacity. What to do if you have concerns. How to prepare your files while clients are competent.

Cost of Capital Determinations for Business Appraisal WEBINAR

Wednesday, October 6 6:00am - 7:00am PDT

Your Desk

1.0 Credits

Receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements.

Financial Accounting for Related Party Transactions WEBINAR

Wednesday, October 6 12:30pm - 2:30pm PDT

Your Desk

2.0 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.

Power BI - Analyze Your Data With Excel Pivot Tables WEBCAST

Wednesday, October 6 8:00am - 12:00pm PDT

Your Desk

4.0 Credits

The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating PivotCharts.

Risk Is Increasing - and Risk Management Is Evolving WEBCAST

Wednesday, October 6 7:00am - 8:00am PDT

Your Desk

1.0 Credits

The session contains lists highlighting trends that can increase risk.

Roles and responsibilities in Risk Management WEBCAST

Wednesday, October 6 11:00am - 12:00pm PDT

Your Desk

1.0 Credits

This course identifies the skills and traits of an anticipatory leader and the vital role they play in an organization.

The CFO Who Went to Prison WEBINAR

Wednesday, October 6 7:00am - 9:00am PDT

Your Desk

2.0 Credits

The importance of values. Identifying success. Ethical dilemmas. Mitigation strategies. Creating tools to help make better decisions. Personal accountability strategies.

Transform Your Organization With Office 365 and Teams WEBINAR

Wednesday, October 6 6:00am - 2:00pm PDT

Your Desk

8.0 Credits

Orientation to the Office 365 ecosystem. Strategic value of deploying Office 365. Using the Teams app as the central hub for your online communications and collaboration. Setting up your file management system with SharePoint and OneDrive. Leveraging the Office 365 mobile apps to take your office on the road. Using the Planner app to track and manage team projects. Harnessing the Forms app to convert your forms to digitally fillable online forms. Orientation to the Office 365 Admin app. Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer. Tips and best practices for developing your Office 365 deployment strategy.

Excel - Building Powerful Lookup and Reference Formulas WEBINAR

Thursday, October 7 11:00am - 1:00pm PDT

Your Desk

2.0 Credits

Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functions. Speeding up worksheet creation with the INDIRECT function. Testing conditions with the LOGICAL functions (IF, AND, OR, NOT). Using ERROR checking functions.

Finance Data Analytics for Business Results WEBCAST

Thursday, October 7 9:00am - 11:00am PDT

Your Desk

2.0 Credits

Data analytics. CFO. Finance.

Get the Right Work Done (In Less Time): The Future of Time Management WEBCAST

Thursday, October 7 10:00am - 12:00pm PDT

Your Desk

2.0 Credits

Time management. Working smarter, not harder. Utilizing your strengths to be productive. 32 techniques to power-up productivity. 3 biggest time-wasters.

Introduction to Fraud Case Work WEBINAR

Thursday, October 7 7:30am - 9:30am PDT

Your Desk

2.0 Credits

How to begin working in the area of fraud case work utilizing the same exact tools you currently know, but just changing the way you analyze what you are looking at. Learn how to create a simple case plan and checklist including tax return vs. accounting files. The importance of source documents. How to read a complaint.

Legal Planning for Care Giving of Elderly or Disabled Clients WEBINAR

Thursday, October 7 9:00am - 10:00am PDT

Your Desk

1.0 Credits

Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance. Review caring for the individual at home by family caregivers, outside agencies and others. When care is no longer feasible in the home: various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes. how to protect family assets in such situations.

Office 365 Teams App - Optimizing Your Setup and Configuration WEBINAR

Thursday, October 7 6:00am - 10:00am PDT

Your Desk

4.0 Credits

Defining your teams and channel structure - best practices. Step-by-step guide on how to create and manage teams and channels. How to organize your Teams navigation panel. Configuring your notification settings. Connecting Teams to external apps. Understanding how Teams integrates with SharePoint, OneNote and Planner apps. Tracking your Teams app usage analytics. Archiving and deleting Teams and related content.

Remote Auditing: Management and Supervision WEBINAR

Thursday, October 7 1:00pm - 3:00pm PDT

Your Desk

2.0 Credits

Challenges of working remotely. Best practices for remote supervision of individuals. Remote team management.

Tools To Get Your Clients Organized WEBINAR

Thursday, October 7 10:00am - 11:00am PDT

Your Desk

1.0 Credits

Taking an inventory of finances. Settling affairs at the end of life. How to work with the client during this time.

Annual Tax Update: C Corporations and Pass-Through Entities WEBCAST

Friday, October 8 9:00am - 11:00am PDT

Your Desk

2.0 Credits

Latest changes to federal tax statutes, regulations, cases, and rulings for pass-through entities and C Corporations. Passive loss, at-risk and basis developments for flow-through entities. The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members. New developments in the capitalization versus expense debate. Property transactions: depreciation and amortization, gains and losses. Planning for the use of nontaxable transactions to defer tax liability. Accounting methods and periods. Compensation issues: fringe benefits, pensions, and profit-sharing plans. Practical, time-saving return preparation tips from leading tax practitioners. Late-breaking tax legislation.

Change the Way You Work: Success as a Virtual CFO WEBCAST

Friday, October 8 6:00am - 10:00am PDT

Your Desk

4.0 Credits

Virtual CFO role overview. Potential service models. Virtual CFO readiness. Outsourced bookkeeping vs. virtual CFO roles. Technology platforms

Competencies and Skills Required by Virtual CFOs WEBCAST

Friday, October 8 12:00pm - 1:00pm PDT

Your Desk

1.0 Credits

This course will walk you through preferred vs. required skills and experience in becoming a virtual CFO.

Excel - Formatting Spreadsheets for Beginners WEBINAR

Friday, October 8 7:30am - 9:30am PDT

Your Desk

2.0 Credits

Cell formatting basics. Using quick formatting tools. Printing your spreadsheets. Creating and using templates. Create a default layout.

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