CPE Catalog & Events
Recognizing Revenue When a Performance Obligation has Been Satisfied WEBCAST
Friday, October 7 1:00pm - 2:00pm PDT
Your Desk
1.0 Credits
Transfer of control performance obligations satisfied at a point in time performance obligations satisfied over time. Measuring progress toward complete satisfaction of a performance obligation.
Debt or Equity: Which Will Your Organization Need Next? WEBINAR
Friday, October 7 1:00pm - 3:00pm 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.
Advanced Negotiations: Beyond Getting to Yes WEBINAR
Monday, October 10 6:00am - 7:00am PDT
Your Desk
1.0 Credits
What happens when you are in a negotiation. Preparing to negotiate. Get your counterpart to solve the problem. Negotiation Jujitsu. Reading your counterpart.
Data Analytics: Practical Insights for Today's Accountant WEBINAR
Monday, October 10 6:30am - 8:30am PDT
Your Desk
2.0 Credits
Explore new tools and client engagement techniques using data analytics. Introduction of popular software tools. Examine the AICPA's Five-Step Approach to data analytics in an audit engagement.
Build Your Professional Practice: Effective Selling Skills WEBINAR
Monday, October 10 7:00am - 8:00am PDT
Your Desk
1.0 Credits
Creating a sales mindset. Establishing the foundation for sales success. How to sell without selling. Preparing for the meeting. Building relationships by actively listening. Overcoming objections. Closing the sale.
How to Reopen and Challenge an Assessed Tax WEBINAR
Monday, October 10 7:00am - 9:00am PDT
Your Desk
2.0 Credits
The means that CPAs can reopen closed assessments. Doubt-as-to-liability offers. Audit reconsideration. Amended returns. Refunds.
Crypto 101 - How Smart Money Participates in Cryptocurrencies WEBINAR
Monday, October 10 7:30am - 9:30am 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.
The Impact of SAS No. 145 on Risk-Based Audits WEBINAR
Monday, October 10 8:00am - 10:00am PDT
Your Desk
2.0 Credits
New definitions and requirements related to identifying and evaluating risks of material misstatement per SAS No. 145. Improved application of risk-based audit concepts for a higher-quality audit.
CFO Series: Preparing for Growth WEBCAST
Monday, October 10 8:00am - 4:00pm PDT
Your Desk
8.0 Credits
Advanced Capital Budgeting2 Finance creditsSince we operate in a dynamic, ever-changing market, why do we typically use static capital budgeting models? Traditional, static models are not enough. An integrated capital budgeting approach will result in greater overall returns and stronger impact to the bottom line.• Identify impacting working capital level• Describe policies associated with working capital management• Ten ways to collect your money• Make AP a tool to enhance your Supply Chain’s potential• Use benchmarking metrics to manage and track the effectiveness of AR and AP in cash management Optimizing Working Capital Management2 Finance creditsCash is “King”, but it does not manage itself. This session will explore short-term, mid-term, and long-term cash management techniques and attempt to answer these issues:• How can we shorten the cash conversion cycle? • How can we use technology to improve receipts?• How working with vendors and customers can help cash management efforts.• How working capital loans depend on our collateral and overall debt capacity.• How banks and other lenders fit into our long-term cash and capital needs. Preparing For the Unexpected: Look at What Has Happened!2 Auditing creditsRecently we all have experienced dramatic changes in business, society, and life. Were we really prepared? Have you ever heard the phrase, “What you don’t know can’t hurt you”? Nassim Nicholas Taleb, in his book The Black Swan, postulates that it is exactly what we do not know that can hurt us the most. The risks we need to be most concerned about are the risks we cannot identify or predict. Taleb calls these risks “Black Swans.” This session will discuss some historical black swan events, understanding the biases that we all have, how statistics and heat maps can lead us to incorrect conclusions, and, more importantly, discuss how financial professionals and their organizations can prepare for a future we cannot even envision. Closing Best Practices: Shorten Month-End2 Accounting creditsSurveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You do not have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better, and cheaper.
Nonprofit Taxation: Key Tax Rules WEBINAR
Monday, October 10 8:30am - 10:30am PDT
Your Desk
2.0 Credits
Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits. A discussion of the basics of unrelated business income tax. Excise tax on salaries exceeding $1 million. Denial of fringe benefits and taxation of their value as UBIT. Separating businesses for purposes of UBIT. Excess parachute payments.
Power BI - Create Excel Dashboards for Maximum Impact WEBINAR
Monday, October 10 9:00am - 11:00am PDT
Your Desk
2.0 Credits
Dashboard design guidelines. Using Excel features to create visuals. Using visuals to create dashboards. Introduce new Power BI tools that enhance visual and dashboard creation.
Was It Fraud or Just Poor Audit Quality? WEBCAST
Monday, October 10 11:00am - 12:30pm PDT
Your Desk
1.5 Credits
Financial statement manipulation. Auditor conflicts of interest.
Excel - Feature Review in 100 minutes WEBINAR
Monday, October 10 11:30am - 1:30pm PDT
Your Desk
2.0 Credits
Review of Excel's features and functions. Walk-through of Excel's ribbons. What the Excel features and functions can do for you.
Emerging and Evolving Issues in Marijuana and Hemp/CBD WEBINAR
Monday, October 10 12:00pm - 2:00pm PDT
Your Desk
2.0 Credits
The growing acceptance of CBD products and formulations. The historical background of the cannabis plant. The evolution of laws and regulations related to marijuana and industrial hemp.
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
Monday, October 10 1:00pm - 2:30pm PDT
Your Desk
1.5 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Tales from the Darkside: IRS Enforcement of Cryptocurrency WEBINAR
Monday, October 10 1:00pm - 3:00pm PDT
Your Desk
2.0 Credits
Overview of Bitcoin and cryptocurrencies. Definition of proof of work and proof of stake. Tax laws regarding cryptocurrency transactions. Definition of common money laundering laws involving cryptocurrencies. Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations. Real life examples of cryptocurrency used in criminal activities.
Payroll Essentials: Getting to Know Payroll Taxes WEBINAR
Monday, October 10 2:00pm - 4:00pm PDT
Your Desk
2.0 Credits
Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits. A discussion of the basics of unrelated business income tax. Excise tax on salaries exceeding $1 million. Denial of fringe benefits and taxation of their value as UBIT. Separating businesses for purposes of UBIT. Excess parachute payments.
Cybersecurity 101 for CPAs WEBINAR
Monday, October 10 3:00pm - 5:00pm PDT
Your Desk
2.0 Credits
The typical IT architecture and technology components that reside in an IT environment. Specific cybersecurity controls that are applied at each layer within an IT environment. An overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls.
Risk Management in a Post-COVID World WEBINAR
Tuesday, October 11 6:00am - 7:30am PDT
Your Desk
1.5 Credits
Black swan risks. Role of finance, Internal and external auditors. COSO's risk management standards. The COSO cube. The COSO double helix. Risk management definitions. Event identification. Expected value analysis. The heat map. The World Economic Forum global risk reports. Alternative risk responses. Avoidance. Reduce/increase. Share. Accept. Lessons from the great by Choice Research. Personal risk management.
Bots, Bots, Bots - Embracing Your Best Friend WEBINAR
Tuesday, October 11 6:30am - 7:30am PDT
Your Desk
1.0 Credits
Understand what bots are. Areas to deploy bots. Tools that can be used to deploy bots.
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