CPE Catalog & Events
Office 365 Teams App - Optimizing Your Setup & Configuration WEBINAR
Tuesday, April 18 10:00am - 2:00pm PDT
Your Desk
4.0 Credits
Defining your teams and channel structure - best practices. Step-by-step guide on how to create and manage teams and channels. How to organize your Teams navigation panel. Configuring your notification settings. Connecting Teams to external apps. Understanding how Teams integrates with SharePoint, OneNote and Planner apps. Tracking your Teams app usage analytics. Archiving and deleting Teams and related content.
Financial Statements Display: Form 990 Parts VIII, IX,X & XI WEBINAR
Tuesday, April 18 11:00am - 1:30pm PDT
Your Desk
2.5 Credits
Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue), including characterization of passive investment-type revenues as "program-related investments" . Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines) . Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-excepted. Statement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructions. Balance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule L.
Financial & Tax Accounting for S Corporations & Partnerships WEBINAR
Wednesday, April 19 6:00am - 2:00pm PDT
Your Desk
8.0 Credits
Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership/LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships/LLCs and S corporations. Financial accounting for the operations of a partnership/LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
Excel - Auditing Your Spreadsheets for Maximum Accuracy WEBINAR
Wednesday, April 19 7:00am - 9:00am PDT
Your Desk
2.0 Credits
Proofing techniques. Excel Auditing Tools. Using the Data Validation feature. Techniques to cross-foot and validate your spreadsheets.
Performance Management in Challenging Times WEBINAR
Wednesday, April 19 7:30am - 9:30am PDT
Your Desk
2.0 Credits
Building trust. Providing valuable feedback. Techniques for active listening.
Forgotten Managerial Accounting Tools for CPAs WEBINAR
Wednesday, April 19 8:00am - 10:00am PDT
Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
Power BI - Use PBI Desktop to Create Reports and Dashboards WEBINAR
Wednesday, April 19 9:00am - 1:00pm PDT
Your Desk
4.0 Credits
Tour of the Power BI Desktop interface. Using Power BI Desktop to connect to data sources. Available visualizations in Power BI Desktop. Building interactivity into visualizations.
International Tax Treaties WEBINAR
Wednesday, April 19 10:00am - 12:00pm PDT
Your Desk
2.0 Credits
Permanent establishment. Limitations on benefits. Territorial v. non-territorial. Researching treaties. Interpreting treaty provisions. Model treaty provisions. Compliance issues.
Program Services & Governance: Form 990 Parts III & VI WEBINAR
Wednesday, April 19 11:00am - 1:30pm PDT
Your Desk
2.5 Credits
Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period. Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program. Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon. Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation. Function (and methodology) of Part VI, with emphasis on its six most important inquiries. Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI. Common 'foot-faults' in answering Part VI's key questions.
Aligning Budgets to Strategy: The Key to Long-Term Profit WEBINAR
Thursday, April 20 6:00am - 8:00am PDT
Your Desk
2.0 Credits
A Proper Practical Planning Process (P4). The steps to planning. The results of strategic planning. Examples of budgets.
Excel - Fundamentals, Data Entry and Basic Formulas WEBINAR
Thursday, April 20 8:30am - 10:30am PDT
Your Desk
2.0 Credits
Review of the Excel interface. Basic data entry tasks using the fill command, range selection and copy & paste. Basics to creating formulas (absolute/relative reference, auto-computer, functions).
Current Issues in Performing Yellow Book Audits WEBINAR
Thursday, April 20 9:30am - 11:30am PDT
Your Desk
2.0 Credits
Latest developments relevant to Yellow Book audits. Be prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards.
IRS Exams with Indications of Fraud WEBINAR
Thursday, April 20 10:00am - 12:00pm PDT
Your Desk
2.0 Credits
How to handle an audit where there are indications of fraud by the taxpayer the IRS has not found, yet. Navigating issues involved including associated problems. Clarity on involving attorneys.
Change: Embrace & Enjoy - It Is Inevitable WEBINAR
Thursday, April 20 11:00am - 1:00pm PDT
Your Desk
2.0 Credits
Examples of how the rate of change has morphed over time. Examples of the many changes in accounting. How to enhance your adaptability so you can thrive in a world of change.
Internal Control Fundamentals - Design and Implementation WEBINAR
Thursday, April 20 11:30am - 1:30pm PDT
Your Desk
2.0 Credits
Responsibilities for gaining an understanding of the entity and its environment. The inter-relationship of the five foundational components of the COSO Internal Control - Integrated Framework. Various methods for documenting and evaluating the design and implementation of internal control over financial reporting. Identifying critical elements of entity-level and transactional-level controls. Case studies related to identifying deficiencies in internal control documentation.
International Cross Border Transactions WEBINAR
Thursday, April 20 12:00pm - 2:00pm PDT
Your Desk
2.0 Credits
A basic framework of the different ways companies transact business in different countries and the resulting tax implications. The basic premises of cross-border tax planning and the techniques used to reduce an organization's effective tax rate. Real-life examples drawn from the speaker's extensive experience as a tax practitioner working for large multi-national companies.
FASB ASC 842, Leases: A Deep Dive into Implementation Issues WEBINAR
Thursday, April 20 1:00pm - 3:00pm PDT
Your Desk
2.0 Credits
Accounting Standard Update for Leases (ASC Topic 842). Key differences between ASC Topic 842 and ASC Topic 840. Implementation options, entries, practical expedients, and remeasurement triggering events.
Financial Statement Shenanigans: Stop Them from Fooling You WEBINAR
Friday, April 21 6:00am - 8:00am PDT
Your Desk
2.0 Credits
Factors that cause people to commit financial statement fraud. The seven most common ways of "cooking the books". Specific corporate scandals which highlight "financial shenanigans". Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud.
Change the Way You Work: Success as a Virtual CFO WEBCAST
Friday, April 21 6:00am - 10:30am PDT
Your Desk
4.5 Credits
Virtual CFO role overview. Potential service models. Virtual CFO readiness. Outsourced bookkeeping vs. virtual CFO roles. Technology platforms.
Presentation Skills for Auditors WEBINAR
Friday, April 21 6:30am - 8:30am PDT
Your Desk
2.0 Credits
How to connect with your audience. What to do when the unexpected happens. How to use your natural resources to enhance your message. How to narrow your message for maximum impact. What to avoid in a PowerPoint presentation.
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