CPE Catalog & Events
Audit Risk Assessment in Plain English WEBCAST
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Your Desk
2.0 Credits
Overview of audit risk assessment. AICPA's clarified risk assessment standards. SAS 145. Assessing the entity's environment.
Leadershift: How to Embrace Disruption and Lead Change WEBINAR
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Your Desk
1.0 Credits
Why it is critical to lead change in your company now. The seven steps of leading change. How to set expectations. How to create a vision that achieves buy-in. How to form a coalition, an essential component of any change effort. How to create and mobilize change networks to accelerate change. The best of the best communication strategies. How to establish simple 360 feedback. Managing yourself.
Negotiation Strategy: What to do Before, During and After WEBCAST
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Your Desk
1.8 Credits
Negotiation.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227: an overview. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
The Future of Communication: How AI and Synthetic Media Can Transform Your Business WEBCAST
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Your Desk
1.2 Credits
Communication. Technology. AI. Synthetic media. Strategy. Leadership. Management. Time management. Productivity.
Collaborative Communications: Working with Diverse Styles WEBCAST
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Your Desk
2.5 Credits
Communications.
Estate Planning for 2024 and Beyond WEBCAST
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies in 2024 and beyond. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.
Creating a Culture of Trust: Build Loyal and Engaged Teams WEBCAST
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Your Desk
1.5 Credits
Culture. Trust.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results WEBCAST
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Your Desk
1.2 Credits
Relationships.
The Social Media Blueprint for Accounting Firms WEBINAR
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Your Desk
1.0 Credits
An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy. Current trends in lead generation using social platforms. Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.
Keeping Organization Assets Safe WEBCAST
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Your Desk
2.0 Credits
What assets are most important for business. Protecting important assets.
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences WEBCAST
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Your Desk
1.0 Credits
Emotional intelligence. Communication. Teamwork.
Social Media: The Bare Necessities WEBCAST
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Your Desk
1.0 Credits
Communication. Social media. Marketing. Publicity. Public relations. Business strategy.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
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Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
CFO Solutions to IRS Problems WEBINAR
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Your Desk
4.0 Credits
The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
A Better Way to Choose Your KPIs WEBCAST
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Your Desk
1.0 Credits
KPIs. Performance measures. Metrics.
Aligning Analytics to COSO's Fraud Risk Management Principles WEBCAST
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Your Desk
1.0 Credits
COSO Fraud Risk Management Guide. Aligning data analytics considerations to an effective fraud risk management program. How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program.
Building Your Own Library of Anti-fraud and Continuous Monitoring Tests WEBCAST
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Your Desk
1.0 Credits
Build your own forensic data analytics tests around vendors, customers or employees. Expand your knowledge and library of available anti-fraud tests and behavioral algorithms. Align the right tests to the appropriate risks. Practical applications and use cases.
Navigating Difficult Conversations with Clients WEBCAST
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Your Desk
1.0 Credits
Communication. Negotiation. Conflict. Persuasion. Management. Leadership. Customer service.
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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