CPE Catalog & Events
The SECURE Act 2.0 - Planning Opportunities for Employers WEBCAST
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Your Desk
1.0 Credits
Implications for Employers. Starter 401(k) plans for small employers. Requiring automatic 401(k) enrollment. Improving worker access to emergency savings. Increasing part-time workers' access to retirement accounts. Statute of Limitations on excise taxes imposed on overcontributions to retirement plans. Multiple employer 403(b) plans. Automatic portability provisions. Other changes in the administration of company retirement plans
Inventory, Expense and Payroll Fraud WEBCAST
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Your Desk
2.0 Credits
Methods of committing inventory, expense and payroll fraud. What to look for when observing inventory. Detection of inventory fraud. How to recognize fictitious expenses. How to recognize altered expenses. Indicators of fake documentation. The three main reasons we ask for documentation. Detection and prevention of ghost employees.
The SECURE Act 2.0 - Planning Opportunities for Individuals WEBCAST
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Your Desk
1.0 Credits
Implications for individuals. Changes to the Saver's Credit. Changing the required minimum distribution rules for Roth 401(k)s. Changes to required beginning dates for required minimum distributions of retirement plans. Penalty free withdrawals for certain emergency expenses. Special provisions for firefighters and military personnel spouses. Increases in catch-up contributions. Impact on 529 plans. Opportunities for student loan payment matching.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit WEBCAST
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Your Desk
3.0 Credits
The importance of professional skepticism. The dangers of making assumptions. How to listen and understand the answer to a question. Why it is important to leave all of your expectations at home. Anticipation and why it's so dangerous. Determining materiality. The fraud triangle. Thinking about, given a set of circumstances, how you would steal. Management and the tone at the top.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
ERISA Plans: Planning and Reporting WEBCAST
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Your Desk
2.0 Credits
Pre-engagement, planning, and risk assessment procedures. Standard and modified auditor reports. Effects of new SAS implementation on planning and reporting.
K2's 2023 Mastering Advanced Excel Functions WEBCAST
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Your Desk
4.0 Credits
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use "legacy" features and functions such as AGGREGATE. Creating effective forecasts in Excel.
Tribal Conference 2024 WEBCAST - presented by the New Mexico Society of CPAs
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Your Desk
4.0 Credits
Impact Investing with Native-Owned Businesses – presented by Nichole Johnny, Investment Associate, Raven Indigenous Capital Partners The Economic Dollar in Indian Country: A Look at Economic Development of Tribal Nations – presented by Victor Flores, Principal, REDW LLC A Focus on Native Entrepreneurship in New Mexico – presented by Jake Foreman, Program Director, New Mexico Community Capital
Other Considerations in ERISA Plan Audits WEBCAST
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Your Desk
1.0 Credits
Accounting for and reporting on defined benefit pension and health and welfare plans. Unique audit considerations for ESOPs. Using the work of a specialist.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating PivotCharts.
Women's Leadership Summit 2024 WEBCAST
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Your Desk
8.0 Credits
Grow Your Career, Grow Your Business: Learn actionable lessons from corporate success stories that can propel your professional journey. Unlock Your Full Potential: Dive into nutritional strategies that fuel both mind and body, helping you thrive in all aspects of life. Harmonize Career and Well-Being: Find balance, reduce stress, and enhance productivity by aligning your work life with self-care practices. Embrace Unstoppable Courage: Break free from limitations, conquer fears, and dare to thrive beyond your comfort zone. Create Leaders, Not Leavers: Cultivate leadership skills that empower you to create positive impact and inspire others to stay, not leave.
K2's 2023 Microsoft Teams WEBCAST
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Your Desk
4.0 Credits
Understanding the Teams platform. Communicating and collaborating in Teams. Adding applications and services to Teams. Extending Teams to individuals outside your organization.
Creating A Coaching Culture in Your Company WEBCAST
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Your Desk
3.0 Credits
What is and is not coaching. Definition of culture and a coaching culture. Historical and current views of coaching. Coaching competencies. Solution focused coaching framework. Coaching culture framework. Coaching results. Measuring success of coaching.
K2's 2023 Excel Charting And Visualizations WEBCAST
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Your Desk
4.0 Credits
Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.
K2's 2023 Introduction To Excel Macros WEBCAST
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Your Desk
4.0 Credits
Getting started with Excel macros by using the Macro Recorder. Fundamentals of writing VBA code. Saving and sharing macros. Getting started with User-Defined Functions.
K2's 2022 Data Analytics for Accountants and Auditors WEBCAST
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Your Desk
4.0 Credits
Excel as a data analysis tool. Excel add-ins. Microsoft's Power BI application.
360 Budgeting: A Holistic Approach to Process and Solutions WEBCAST
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Your Desk
8.0 Credits
Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
Excel - Building Powerful Lookup & Reference Formulas WEBINAR
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Your Desk
2.0 Credits
Performing advanced searching and data retrieval with LOOKUP, INDEX & MATCH functions. Speeding up worksheet creation with the INDIRECT function. Testing conditions with the LOGICAL functions (IF, AND, OR, NOT). Using ERROR checking functions.
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them WEBCAST
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Your Desk
4.0 Credits
Learn about the10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives. Create targets and objectives that align with your strategy. Build engagement with your target owners. Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes.
The Top 5 HR Tools To Help You Do The Best Job Possible WEBCAST
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Your Desk
1.0 Credits
Provide an overview of Human Resources Solutions in the market. Understand how to integrate tools if one platform is insufficient. Consideration of team member experience in using HR tools.
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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