CPE Catalog & Events
Navigating Difficult Conversations with Clients WEBCAST
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Your Desk
1.0 Credits
Communication. Negotiation. Conflict. Persuasion. Management. Leadership. Customer service.
KPI Bootcamp for Small Businesses WEBCAST
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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.
Navigating Difficult Conversations with Coworkers WEBCAST
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Your Desk
1.0 Credits
Communication. Negotiation. Conflict. Persuasion. Management. Leadership.
Introduction to Forensic Data Analytics WEBCAST
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Your Desk
2.0 Credits
Data analytics. Key fraud risk management guidance documents. Data analytics frameworks. Leading techniques and innovations for preventing and detecting fraud.
Avoiding Budget People Issues: Managing Budgeting's Soft Side WEBCAST
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Your Desk
2.0 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.
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.
Avoid Merging: Transformation Strategies to Stay Independent WEBINAR
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Your Desk
2.0 Credits
Share national benchmark data on firm KPIs. List attributes for a unified partner group.
Social Security and Medicare: Planning for You and Your Clients WEBCAST
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Your Desk
8.0 Credits
Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage. Income taxation of Social Security: avoidance tactics. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits. When to start Social Security benefits: Advantages and disadvantages at ages 62. full retirement age. and 70. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later. or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits. IRAs: Is it time to convert to a Roth? Medicare. Part D prescription drugs: what retirees need to know. Looking forward: Are changes ahead?
Budgeting: Presenting and Communicating your Numbers WEBCAST
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Your Desk
2.0 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.
Improve Design and Productivity with Excel Tables WEBINAR
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Your Desk
2.0 Credits
What Excel Tables are and why they are important. Learn how to create Excel Tables from scratch. Master the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers. Learn how Excel Tables uses structured reference formulas to create accurate calculations. How Excel Tables increase spreadsheet creation productivity.
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.
Business Intelligence and Business Analytics WEBCAST
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Your Desk
2.0 Credits
The rise of business intelligence (BI), business analytics (BA), and Big data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of artificial intelligence (AI) on the accounting profession.
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.
Understanding and Preventing Budget Calamities WEBCAST
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Your Desk
2.0 Credits
Tactical budget issues. Ideas for budget solutions and process solutions.
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.
Power BI - OLAP Formulas and More Time Intelligent Functions WEBINAR
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Your Desk
2.0 Credits
OLAP functions to create custom calculations on an Excel worksheet. Measures that help determine the date of your refreshed data. Advanced time intelligent functions to create date-based measures.
Fraud in the Nonprofit Environment WEBCAST
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Your Desk
2.0 Credits
Prevalence of fraud in nonprofit organizations. Misappropriation and strategies for prevention. Misuse of government funds: how to identify and impact on revenue recognition. Cyber-related fraud targeting nonprofit organizations.
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers WEBCAST
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Your Desk
2.0 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 - Advanced Spreadsheet Troubleshooting Techniques WEBINAR
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Your Desk
2.0 Credits
Learning the art of nesting formulas. Techniques to troubleshoot complex formulas Review of the 9 built-in error checking options. Techniques to resolve rounding errors.
Planning in an Uncertain World WEBCAST
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Your Desk
2.0 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.
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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