CPE Catalog & Events
Internal Control Development That Balances Risk with Strategy WEBCAST
Your Desk
Tuesday, February 16 8:30am - 4:30pm PST
8 Credits
An overview of COSO ERM concepts, The steps needed to build and maintain strategies, Understanding and control risk added by changes in direction
Presentation Skills for Auditors WEBINAR
Your Desk
Tuesday, February 16 9:00am - 11:00am PST
2 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.
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting WEBCAST
Your Desk
Wednesday, February 17 8:00am - 10:00am PST
2 Credits
Data Validation and Formatting
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization WEBCAST
Your Desk
Thursday, February 18 8:00am - 10:00am PST
2 Credits
Workbook Design Principles and Organization
Excel - Advanced Financial and Statistical Calculations WEBINAR
Your Desk
Thursday, February 18 11:00am - 1:00pm PST
2 Credits
Financial functions best practices for creating amortization schedules and calculating annual interest payments, Calculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
Governance Time! Form 990 Part VI & Schedule O Narrations WEBINAR
Your Desk
Thursday, February 18 2:00pm - 3:00pm PST
1 Credits
After attending this presentation you will be able to: Drill-down into the complete instructions behind the entirety of Part VI's six key inquiries (Board member independence (Line 1), TDOKEs' connections via business or family relationships (Line 2), use of management companies (Line 3), Board oversight of Form 990's preparation needs (Line 11), conflict of interest policies and management (Line 12), how compensation is set for top officers (Line 15) Discussion of the issues behind the "do you participate in a joint venture" query (Line 16), Summary of disclosure needs when filer has members/stakeholders with certain voting rights (Lines 6-7), Understand what likely comprises a "significant change" to organizational documents, and in such presence, what disclosures are required (Line 4), Be aware of what constitutes a "significant diversion of assets" and ramifications that result if same need be reported (Line 5), Understand this part's "Disclosure" Section and the public and/or regulatory reporting it serves, Explanation of what 'motivates' additional inquiries (i.e., Lines 8-10, 13-14).
Partnerships: How to Calculate and Report Partner's Basis WEBINAR
Your Desk
Thursday, February 18 6:30am - 8:30am PST
2 Credits
How to calculate tax basis capital accounts, 2020 new reporting rules on Form 1065, Schedule K-1Calculation of basis when the entity is formed, including the impact of contributed property, Explanation of the use of both "inside" and "outside" basis determination, Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis, Comprehensive example illustrating the mechanics of the basis determination processDiscussion on how basis is impacted by distributions of partnership property, Explanation of how basis is impacted by sale and/or liquidation of the partnership interest.
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups WEBCAST
Your Desk
Friday, February 19 8:00am - 10:00am PST
2 Credits
Conditional Summing, VLOOKUP
Fraud: Practical Approaches to Prevention & Detection WEBCAST
Your Desk
Friday, February 19 12:30pm - 4:30pm PST
4 Credits
Nature and characteristics of fraud, Profile of the fraud perpetrator, Internal controls for fraud prevention, Fraud detection.
Critical Thinking for Financial Professionals WEBINAR
Your Desk
Friday, February 19 6:00am - 7:00am PST
1 Credits
Two Systems of Thinking System 1 System 2, How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions.
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups WEBCAST
Your Desk
Monday, February 22 8:00am - 10:00am PST
2 Credits
VLOOKUP with MATCH, Value/Text and IFERROR
Excel for Accounting Professionals Session 6: List Comparisons and Indenting WEBCAST
Your Desk
Tuesday, February 23 8:00am - 10:00am PST
2 Credits
Perform list comparisons, ISERROR, COUNTIFS, and SUMIFS
COSO: ERM for Small and Medium-Sized Enterprises WEBCAST
Your Desk
Tuesday, February 23 8:30am - 4:30pm PST
8 Credits
Enterprise risk management fundamentals, Importance of ERM, Benefits and challenges of implementing ERM, ERM fundamentals in the SME implementation.
Money Laundering Awareness for Accountants WEBINAR
Your Desk
Tuesday, February 23 1:00pm - 3:00pm PST
2 Credits
Money laundering overview, Role of tax examiners and auditors, Tax return examination, Pre-audit indicators, Audit flags, Real estate issues, Cash indicators, International trade signals, Loan considerations, Professional service provider concerns, Money laundering and ethics.
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation WEBCAST
Your Desk
Wednesday, February 24 8:00am - 10:00am PST
2 Credits
EOMONTH, MONTH & YEAR funchtions, CONCATENATE function
Individual Tax Update 2020 WEBINAR
Your Desk
Wednesday, February 24 10:30am - 12:30pm PST
2 Credits
2020-21 tax legislation and developments related to individual taxpayers, 2020 tax rates and inflation-adjusted figures, Review and update of Section 199A deduction, Changes in Form 1040 and its related forms and schedules, Rental real estate and other passive activities losses, Capital gains and lossesKey rulings, regulations and cases affecting individual taxpayers.
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check WEBCAST
Your Desk
Thursday, February 25 8:00am - 10:00am PST
2 Credits
Headers, Reports, Mapping Tables, Data Validation
Managing Your Time As If It Was Your Money WEBCAST
Your Desk
Thursday, February 25 10:00am - 12:30pm PST
2 Credits
Time management, Prioritization, Productivity, Self leadership
Analytical Procedures - Methods and Evaluation WEBCAST
Your Desk
Friday, February 26 8:30am - 12:30pm PST
4 Credits
Review of the appropriate audit and review standards. Identifying appropriate analytical procedures in the circumstances. Developing expectations. Designing and performing analytical procedures. Investigating results of the procedures performed. Introduction to data analytics.
Prix Fixe: Organization Tips WEBINAR
Your Desk
Friday, February 26 12:00pm - 1:00pm PST
1 Credits
Organization
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