CPE Catalog & Events
Staff Retention: Attract and Keep the Best People WEBCAST
Wednesday, May 17 6:00am - 9:00am PDT
Your Desk
3.0 Credits
What a massive Gallup study says is the most important factor in employee retention. How to prevent staff turnover. Hear the logical reasons professionals leave. Why exit interviews are a must. What to do when people start defecting.
Audit Analysis: Third-Party Risks & SOC Reporting WEBCAST
Wednesday, May 17 7:00am - 8:00am PDT
Your Desk
1.0 Credits
Third party trends. COIVD-19 changes. Risks of using third parties. Third party controls. How do you gain assurance?
Keeping the IRS out of Your Retirement WEBCAST
Wednesday, May 17 8:00am - 9:00am PDT
Your Desk
1.0 Credits
Repositioning Qualified Money to eliminate growing tax burden. Eliminate Required Minimum Distributions. Use IRS Safe-Harbor Rules unknown to most advisors to save taxes on qualified accounts. Increase legacy.
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous WEB
Wednesday, May 17 10:00am - 12:30pm PDT
Your Desk
2.5 Credits
Character definition. Critical character attributes. Character self-awareness. Additional character identification techniques. Trust definitions. Waves of trust. Four cores of trust. Toxic trust and antibiotics.
What You Need to Know if Your Client is Being Audited and You Think They Committed Fraud WEBCAST
Wednesday, May 17 11:00am - 12:00pm PDT
Your Desk
1.0 Credits
Tax fraud basics. Tax fraud best practices and tips. How the IRS processes fraud claims. IRS investigative techniques.
Tips on Dealing with Revenue Officers for Unpaid Payroll Taxes WEBCAST
Wednesday, May 17 12:30pm - 1:30pm PDT
Your Desk
1.0 Credits
IRS collections process. Field collections assignments. FTD Alerts Programs. In-business repeaters. Pyramiding taxpayers. Trust Fund Recovery Penalty. Liability for 3rd party paying wages. Civil and criminal enforcement.
Advanced Cost Accounting WEBCAST
Thursday, May 18 6:00am - 8:00am PDT
Your Desk
2.0 Credits
Occupancy costs. Depreciation. Utilities. Supervision. Maintenance. Quality control. Material handling. Process engineering. Design engineering. Procurement. Human resources. Information systems. Selling costs. Accounting. Cost of money. Excess capacity
Balance Sheet Management: The Least Understood Risk WEBCAST
Thursday, May 18 6:00am - 10:00am PDT
Your Desk
4.0 Credits
Understanding your balance sheet. Analyze your balance sheet today and in the future. Plan your balance sheet structure. Properly balance debt and equity versus other funding sources. Know the balance sheet pitfalls and risks to avoid. Understand your cost of capital. Interpret your cost of capital. Evaluate the risks, pros and cons of debt. Know how to raise debt. Understand the risks, pros and cons of equity. Examine alternative methods to raise financing. Understand the decision process through real-world examples.
Self-Rental Real Estate: Passive Activity & Section 199A WEBCAST
Thursday, May 18 7:00am - 9:00am PDT
Your Desk
2.0 Credits
Definition of self-rental property - both for Sections 199A and 469. Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1. Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2. Form 8582 (passive activity). The flow-through entity grouping election. Illustrative examples and consequences of failing to comply with the reporting standards. Self-rental property and "former passive activities" rules.
Collaborative Communications: Working with Diverse Styles WEBCAST
Thursday, May 18 9:00am - 11:30am PDT
Your Desk
2.5 Credits
Communications.
New Rules for Research and Experiment Deduction: Section 174 WEBCAST
Thursday, May 18 11:00am - 12:00pm PDT
Your Desk
1.0 Credits
Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs. Comparison of the Sec. 41 R&E credit to the Sec. 174 R&E deduction. Financial accounting for R&E costs. Required change of accounting method and Form 3115. Revised treatment of software development costs. Comprehensive case problems explaining implementation of the law changes.
Preparing for a CFO Role WEBCAST
Friday, May 19 6:30am - 7:30am PDT
Your Desk
1.0 Credits
Why building trust is essential. How trusting relationships makes us more effective. Steps to build trust. The surprising backgrounds of CFOs. Non-technical skills you need to be a CFO. How to improve your skills every day. Recent trends in financial management. Insights from the COVID crisis. Skills you'll need for tomorrow.
Negotiation Strategy: What to do Before, During and After WEBCAST
Friday, May 19 7:00am - 9:00am PDT
Your Desk
2.0 Credits
Negotiation.
Managing the Accounting Department WEBCAST
Friday, May 19 7:00am - 11:00am PDT
Your Desk
4.0 Credits
Accounting. Leadership. Management.
KPI Bootcamp for Small Businesses WEBCAST
Friday, May 19 9:00am - 2:00pm PDT
Your Desk
5.0 Credits
Why measure things? The ROKS Express method. Goals check - identifying your business objectives and Key Results. Selecting your KPI candidates using the KPI Definition Manual. Shortlisting - Picking the very best KPIs from your KPI Candidates. Tuning your KPI definitions. Going live.
Business Consulting for CPAs WEBCAST
Friday, May 19 11:00am - 3:00pm PDT
Your Desk
4.0 Credits
What is business consulting? Identify the types of management services your firm could offer. How to become the trusted advisor - identification of client's needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Prix Fixe: International Tax WEBINAR
Friday, May 19 12:00pm - 1:00pm PDT
Your Desk
1.0 Credits
International taxation.
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them WEBCAST
Friday, May 19 1:00pm - 5:00pm PDT
Your Desk
4.0 Credits
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives..
Cost of Capital: What it is and How to Use it WEBCAST
Saturday, May 20 6:00am - 8:00am PDT
Your Desk
2.0 Credits
Find your organization's cost of debt. Calculate the cost of equity. Understanding your Weighted Average Cost of Capital (WACC). Interpret your cost of capital. Properly use the cost of capital to make decisions. Avoid common cost of capital mistakes.
Business Longevity - Is Your Business Wobbling? WEBCAST
Saturday, May 20 7:00am - 11:00am PDT
Your Desk
4.0 Credits
Business management.
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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