CPE Catalog & Events
Power BI - Introduction to MS Power BI Tools WEBINAR
Monday, August 8 11:00am - 1:00pm PDT
Your Desk
2.0 Credits
The challenge of using Excel for Data Analysis. An overview of the various Power BI Tools. An overview of when and why to use each Power BI Tool. A tour of each tools interface.
Business Intelligence and Data Analytics WEBCAST
Monday, August 8 11:00am - 3:00pm PDT
Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA. The changing accountant roles: data analyst, data scientist and data storyteller. Obtaining datasets to compare and contrast with their organization's data. Robotic Process Automation (RPA). BI tools.
Retirement Planning: IRAs WEBINAR
Tuesday, August 9 6:00am - 7:00am PDT
Your Desk
1.0 Credits
IRA Types and basic requirements. MAGI thresholds for traditional and Roth IRAs. IRA distributions. Handling coronavirus distributions. Handling Roth IRA distributions. Required minimum distributions. Qualified Charitable Distributions (QCD's).
Cash Management Skills: Strategies for Long-Term Success WEBCAST
Tuesday, August 9 6:00am - 8:00am PDT
Your Desk
2.0 Credits
Understand how much cash your organization will need. Where will you get cash? Set cash management policy. Prevent cash management surprises.
Financial Accounting for Related Party Transactions WEBINAR
Tuesday, August 9 6:00am - 8:00am PDT
Your Desk
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities. Review the tax accounting related taxpayer standards. Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.
Cost of Capital Determinations for Business Appraisal WEBINAR
Tuesday, August 9 6:30am - 7:30am PDT
Your Desk
1.0 Credits
Receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements.
Nonprofit A&A Series: Session 2-Financial Statement Presentation & Disclosure WEBCAST
Tuesday, August 9 8:00am - 10:00am PDT
Your Desk
2.0 Credits
Overview of required financial statements. Unique considerations in the nonprofit environment. Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives.
Fundamentals of Outbound U.S. Rules of International Taxation WEBCAST
Tuesday, August 9 8:00am - 12:00pm PDT
Your Desk
4.0 Credits
The U.S. taxing jurisdiction. Sourcing rules. Foreign tax credits. Subpart F. Global intangible low-taxed income. Passive foreign investment companies. IC-DISCs.
Getting Ahead: The Art of Marketing for CPAs WEBCAST
Tuesday, August 9 8:00am - 12:00pm PDT
Your Desk
4.0 Credits
Why marketing and self promotion are so important today. What keeps people from learning this skill, and how to overcome those obstacles. How to get people (your boss, co-workers or clients) to like working with you. How to sell someone on your services in a single minute. How to attract more clients or the attention of your boss in a way that "wows" them. How to get referrals from your clients or glowing reviews from your boss. The 3 communication skills every business person needs to master, and why. The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career.
S Corporations: Tax Planning Ideas and Strategies WEBCAST
Tuesday, August 9 8:00am - 4:00pm PDT
Your Desk
8.0 Credits
Overview of the taxation of corporations and shareholder including making the S corporation election. The decision to elect S corporation status-factors to consider. Explanation and analysis of the application of the "qualified business income deduction (IRC 199A). Self-employment tax and S corporations. Distribution tax planning. Planning to minimize the impact of loss limitations. Tax planning for years with both distributions and losses. Termination planning. Tax planning regarding the transfer of appreciated assets to an S corporation. Buying and selling S corporations-tax planning ideas. Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections. Tax Issues to consider at the death of S corporation shareholder. Stock redemptions as a tax planning tool. Accommodating a "non-qualified" investor. Trusts and tax-exempt exempt shareholders. The second class of stock risks. S corporation election compared to Section 1202 stock incentive.
Reporting Bond Premiums on Taxable and Tax-Exempt Securities WEBCAST
Tuesday, August 9 10:00am - 12:00pm PDT
Your Desk
2.0 Credits
History of current 1099 reporting of fixed income securities. Elections versus required reporting. Examples using actual 1099 forms.
Power BI - Prepare Your Data Efficiently for Excel Analysis WEBINAR
Tuesday, August 9 11:00am - 1:00pm PDT
Your Desk
2.0 Credits
Getting data into the correct structure. Data sources that you can access. Working with multiple tables and data sources. Steps to import data for analysis. Introduction to Power Query and Get and Transform.
Achieving Balance in Work and Life Part 1 WEBCAST
Tuesday, August 9 11:00am - 3:00pm PDT
Your Desk
4.0 Credits
Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.
Complying with Audit Documentation Requirements WEBINAR
Tuesday, August 9 1:00pm - 3:00pm PDT
Your Desk
2.0 Credits
Proper documentation as a means of audit quality. Factors impacting the nature and extent of documentation. Sample workpaper index and other organization tips. Use of audit programs as a means of audit documentation. Checklist for self-review of workpapers and clearing review notes. Multiple exercises on identifying workpaper deficiencies.
Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient WEBCAST
Tuesday, August 9 4:00pm - 5:00pm PDT
Your Desk
1.0 Credits
Leadership. Management. Meetings. Productivity.
Achieving Balance in Work and Life Part 2 WEBCAST
Tuesday, August 9 4:00pm - 8:00pm PDT
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.
Driving Performance with Metrics WEBCAST
Wednesday, August 10 6:00am - 8:00am PDT
Your Desk
2.0 Credits
Using metrics in a balanced scorecard framework. Learn to measure output of your business activities. Creating metrics for profit and cost centers. Benchmarking your metrics. Using metrics for planning and control. Tips for success.
Revenue Recognition: Identifying the Contract and Performance Obligations WEBCAST
Wednesday, August 10 6:00am - 9:00am PDT
Your Desk
3.0 Credits
Principles of revenue recognition. Steps 1 and 2 in the process for revenue recognition, identifying a contract and identifying performance obligations in a contract.
Criminal Tax For Accountants WEBINAR
Wednesday, August 10 7:00am - 9:00am PDT
Your Desk
2.0 Credits
Basic tax crimes. Investigatory techniques. Privilege issues. Tax loss issues.
Strategic Career Management: Only You Have Sleepless Nights Over Your Career WEBCAST
Wednesday, August 10 7:00am - 9:30am PDT
Your Desk
2.5 Credits
Career ownership. Career planning. Personal marketing plan. Strategic career considerations. Opportunity insights. Networking. Character.
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