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CPE Catalog & Events

Showing 1602 Online CPE Results

10 Ways to Create Delighted Clients and More Referrals WEBCAST

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Your Desk

4.0 Credits

Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super-successful communicators use. How to persuade people without them knowing they are being persuaded. The three most important keys all successful communicators use. Why great service is better for your business in the long run. How to know what's most important to your client or boss-so you can focus on that.

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.

Key Considerations For Setting Up A Crypto Payment System WEBINAR

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Your Desk

1.0 Credits

Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mind. Specific steps, the opportunities, and the challenges connected with implementing a crypto payment system. Documenting accounting implications. External resources will be provided in order additional context and information.

Power BI - Use Power Query to Transform Your Data WEBINAR

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Your Desk

2.0 Credits

Append files. Combine multiple files from a folder. Add custom columns. Unpivot a table. Create a lookup table from a table.

Introduction to Sustainability Accounting WEBCAST

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Your Desk

1.0 Credits

History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.

Tax Implications of Cryptocurrency WEBINAR

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Your Desk

2.0 Credits

Blockchain basics. Classification of cryptocurrency. IRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency. Gift tax rules for donating, gifting or bequeathing cryptocurrency. Traps for the unwary.

Transactions with Interested Persons: Form 990 Schedule L WEBINAR

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Your Desk

2.5 Credits

Reviewing both: (a) the methodology that Schedule L employs in Parts II - IV to cast sunlight on the fact that an "Interested Person" (IP) engaged with the filer in loan arrangements; or was the beneficiary of grants or assistance from the filer; or had business transactions with the filer that exceeded de minimis thresholds; and (b) the five categories by which IP status vests for purposes of these three parts. Explanation of the dollar-amount thresholds applicable in Schedule L's Part IV when disclosing "business transactions", and preparation tips for applying these thresholds. Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP, and overview of the special rule educational institutions have that allows them to not withhold the names of scholarship or fellowship recipients. Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips. Quick intro to the Code section 4958 excise tax scheme that 501(c)(3) and (c)(4) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations in play with Schedule L's Part I reporting.

Creating Rapid Rapport for Increased Business WEBCAST

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Your Desk

4.0 Credits

How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.

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.

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.

Become Rich Without Selling Your Soul WEBCAST

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Your Desk

4.0 Credits

How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and 3 methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.

Audit 307: Client and Profitable Engagement Management WEBINAR

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Your Desk

2.0 Credits

Importance of quality control on audits. Why engagement budgets are not used, and how to overcome the barriers to success. Determining useful budget amounts to use as a tool. Better engagement scheduling tips for improved efficiency. Making sure the client is ready on the first day of the audit. Delegating for professional development and leveraging audit hours. Handling difficult delegation scenarios. Better engagement wrap-up tips and techniques.

K2's 2023 Ripped From The Headlines WEBCAST

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Your Desk

2.0 Credits

Malware, ransomware, data breach, and incident response tips. Internal control failures that resulted in the theft of assets or unauthorized manipulation of data. User authentication and security awareness training.

Audit & Attestation Update: What's Going on at the AICPA 2023 WEBCAST

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Your Desk

4.0 Credits

Audit evidence. Risk assessment. Auditing estimates. Examination engagement. Quality management.

An Exhaustive Look At Fraud and Ways To Control It WEBINAR

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Your Desk

8.0 Credits

Fraudulent acts initiated from outside organizations. Why internal fraud occurs. The importance of fighting cyber-fraud. Steps that verify anti-fraud activities are working.

K2'S 2022 Privacy Issues And Solutions - What You Need to Know! WEBCAST

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Your Desk

1.0 Credits

The most significant privacy threats today. Your browser and search engine and why they matter. Privacy policies - the fine print.

Why Cybersecurity Matters to CPAs WEBINAR

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Your Desk

2.0 Credits

Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their success. Specific cybersecurity controls that help prevent fraud and support data integrity of financial reports. How an effective cybersecurity course is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets.

Are Those Independent Contractors Really Independent Contractors? WEBCAST

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Your Desk

1.0 Credits

Classification of workers as employees or independent contractors.

Promoting Mental Health in the Workplace to Prevent Violence WEBCAST

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Your Desk

1.0 Credits

Mental health awareness.

IRS Penalties and Abatements WEBCAST

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Your Desk

2.0 Credits

Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement: Requirements and procedures. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.

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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