CPE Catalog & Events
Personal Financial Planning Update: Investment Issues and Today's Follow-Up! WEBCAST
Thursday, June 2 8:00am - 10:00am PDT
Your Desk
2.0 Credits
Develop, design and monitor client investment portfolios. Determine how to assess a client's risk tolerance and manage expectations by understanding risk/return relationships. Determine how to assess market conditions in a very unique and different environment. Examining how clients need to potentially re-shape their investing strategies post-COVID and determining whether this process continue. Determine how investment vehicles work together to managing risk/return relationships. Determine how to build, monitor, evaluate and re-design an investment portfolio.
Family Law 101 WEBCAST
Thursday, June 2 8:00am - 12:00pm PDT
Your Desk
4.0 Credits
Behavior indicators dealing with real estate, control of money and other community property. Lifestyle issues: Does the client's lifestyle reflect the level of reported income? Undisclosed income. Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing. Owner perks. Tax deductions vs. family law deductions. Business entity-related issues such as partnerships, S corps and corporations.
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
Thursday, June 2 8:00am - 2:00pm PDT
Your Desk
6.0 Credits
President Biden's campaign promises and historical positions on estate planning. The gift, estate, and income tax treatment of irrevocable trusts. The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
Robotic Process Automation (RPA) for Accountants WEBINAR
Thursday, June 2 8:30am - 10:30am PDT
Your Desk
2.0 Credits
RPA overview. Technology pros and cons. Implications for the accounting profession. Case studies . Leading vendors . Lessons learned to date. Key resources and communities online. Starter strategy for accountants.
7 Essentials For Effective Online Meetings and Trainings WEBINAR
Thursday, June 2 9:30am - 10:30am PDT
Your Desk
1.0 Credits
Presentation skills. Managing technology. Communication skills.
Controller Series: The Biggest Mistakes That Will Get You Fired WEBCAST
Thursday, June 2 10:00am - 11:00am PDT
Your Desk
1.0 Credits
Career setbacks. Top mistakes to avoid. How to recover from a mistake. How do you avoid these mistakes. Career best practices.
Personal Financial Planning Update: Income Tax, Retirement and Estate Update WEBCAST
Thursday, June 2 10:00am - 12:00pm PDT
Your Desk
2.0 Credits
The personal financial planning process and its relevance to income tax, retirement and estate planning. Income tax, retirement and estate planning concerns and solutions.
Steps to Stop External Fraud WEBCAST
Thursday, June 2 10:00am - 12:00pm PDT
Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators.
Bitcoin Fundamentals - What Every CPA Should Know WEBINAR
Thursday, June 2 10:00am - 1:00pm PDT
Your Desk
3.0 Credits
The evolution of money: barter, gold, paper, digital, cryptocurrency. Bitcoin defined: technology, currency, payment system, store of value. How Bitcoin works: origin, network, nodes, miners, transactions. Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin. Introduction to Ethereum, a substantial alternative to Bitcoin. Income tax implications of Bitcoin and other cryptocurrencies. Analysis of the current market value of Bitcoin and Ethereum.
Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success WEBCAST
Thursday, June 2 11:00am - 12:00pm PDT
Your Desk
1.0 Credits
Training. Development. Employee development. Teaching. Learning. Virtual training.
Online Presence Awareness WEBCAST
Thursday, June 2 12:00pm - 1:00pm PDT
Your Desk
1.0 Credits
What you post online and why. What your employees/employer post about you can hurt. A path to online presence leading to a company compromise.
Crypto 101 - How Smart Money Participates in Cryptocurrencies WEBINAR
Thursday, June 2 12:30pm - 2:30pm PDT
Your Desk
2.0 Credits
The basic journey clients take to participate smartly in cryptocurrencies. Selecting exchanges and wallets. Discovering the resources needed for researching quality projects and avoiding costly common mistakes. Navigate the next evolution of the internet and its impact.
Don't Let Your Schedule Get Away From You WEBINAR
Friday, June 3 6:00am - 8:00am PDT
Your Desk
2.0 Credits
Identify your own particular time wasters and adopt strategies for eliminating them. Reduce stress. Reduce time spent in meetings. Clarify and prioritize objectives and goals. Manage email, VM and IM. Delegate more effectively. Adopt appropriate strategies for dealing with interruptions. Use practical techniques for organizing work. Learn to delegate and work more effectively. Learn how to manage your energy during the day. Put an end to multi-tasking.
Complex Manager Comp Scenarios: Core Form VII-A & Schedule J WEBINAR
Friday, June 3 6:00am - 8:30am PDT
Your Desk
2.5 Credits
Exploration of the challenges in determining a filer's: current Key Employees versus Officers; and those who need be disclosed as "formers" - individuals with "current" status in prior years but NOT in the current year, who then are to be tested for either "former" Officer/Key Employee/High 5 status or "former" Trustee/Director status. Why and how all of this matters (including the additional compensation detailing that is required on Schedule J's Part II when a manager's circumstances "trigger" that schedule's application). Handling the recalcitrant Trustee-Director who claims limited involvement with the filer's governance and Officers and other managers who may refuse to return questionnaires. Further exploration of key compensation reporting challenges: Required "dial back" to the calendar year for organizations with a year other than 12/31; 990-instructions-defined "deferred comp" overall and via examples; Compensation disclosures (and reporting exceptions) in BOTH cases of related organization's pay and when compensation is paid by an UNrelated organization to an individual who is serving the filer; and comparison of 990 reporting of compensation with IRC section 4960's "remuneration"-based excise tax. Complex third-party payor reporting situations: procuring services of an individual from a management company or employee-leasing organization; common paymaster reporting scenarios; and when an individual's services to the filer are paid by an Unrelated organization.
Revenue Recognition: Identifying the Contract and Performance Obligations WEBCAST
Friday, June 3 6:00am - 9:00am PDT
Your Desk
3.0 Credits
Principles of revenue recognition. Steps 1 and 2 in the process for revenue recognition, identifying a contract and identifying performance obligations in a contract.
Accounting's Perfect Storm Update WEBCAST
Friday, June 3 7:00am - 10:30am PDT
Your Desk
3.5 Credits
The current status of Accounting's Perfect Storm. Business issues involving these changes. 10 thoughts for the road.
Critical Thinking Masterclass WEBINAR
Friday, June 3 8:00am - 10:00am PDT
Your Desk
2.0 Credits
Cognitive bias. Conducting a "thinking audit". Metathinking. Professional skepticism. Decision mapping. Habit replacement. Emotional intelligence. Memory enhancement.
Combating Internal Fraud WEBCAST
Friday, June 3 10:00am - 12:00pm PDT
Your Desk
2.0 Credits
Understand why internal fraud occurs. Review policies, procedures and control measures designed to fight fraud.
Revenue Recognition: Determining and Allocating the Transaction Price WEBCAST
Friday, June 3 10:00am - 12:00pm PDT
Your Desk
2.0 Credits
Requirements for determining a transaction price. Requirements for allocating a transaction price.
Debt or Equity: Which Will Your Organization Need Next? WEBINAR
Friday, June 3 10:30am - 12:30pm PDT
Your Desk
2.0 Credits
Understand your cost of capital. Interpreting your cost of capital properly. Evaluate the pros and cons of debt. How to raise debt? Understand the pros and cons of equity. Learn how to raise equity. Understand the decision process through several real world organizations examples.
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