CPE Catalog & Events
Transforming from Technically Talented to Strategically Savvy - FLEXCAST
Available Until Wednesday, May 31
Your Desk
5.0 Credits
Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.
Trust Tax Return Preparation - FLEXCAST
Available Until Wednesday, May 31
Your Desk
2.0 Credits
"Income" for Distribution Purposes. Simple Trusts. Deductions. Interest and Dividends. Rental Income. Partnerships and other Pass-throughs.
Turbocharging Small Business Reporting with Power Query - FLEXCAST
Available Until Wednesday, May 31
Your Desk
2.0 Credits
Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications Advanced Power Query techniques
Types of Business Insurance - FLEXCAST
Available Until Wednesday, May 31
Your Desk
1.0 Credits
Boiler and Machinery Insurance. Business Interruption Insurance. Commercial Automobile Insurance. Commercial Crime Insurance. Commercial General Liability Insurance. Cyber Risk Insurance. Directors and Officers Liability Insurance. Life Insurance. Medical Insurance. Political Risk Insurance. Professional Liability Insurance. Property Insurance. Surety Bonds. Surplus Lines Insurance. State Unemployment Insurance. Workers' Compensation Insurance. Reinsurance. Insurance for the Home Business.
Understanding Workflow and Automation Essentials - FLEXCAST
Available Until Wednesday, May 31
Your Desk
2.0 Credits
Process documentation. Software options. Practical tools you can use today and may already own. Tips on optimizing workflow. Demonstration of workflow concepts.
Understanding the Roth IRA - FLEXCAST
Available Until Wednesday, May 31
Your Desk
1.0 Credits
Roth Contributions. Key Benefits. Roth Conversions. Income Tax Details. Five Year Rule. Back Door Roth Contribution.
Value Pricing, Step-by-Step - FLEXCAST
Available Until Wednesday, May 31
Your Desk
2.0 Credits
Value pricing defined. Sales Cycle. Proposals. Value Pricing. Sales. Buying.
What Advisors Need to Know About the New Stimulus Bill - FLEXCAST
Available Until Wednesday, May 31
Your Desk
2.0 Credits
December Coronavirus Relief Bill Overview. Additional Eligible Expenses. New Statutory Language. Second Draw Loans. Farmers and Ranchers. Other Provisions. Disaster Tax Relief.
Why Insurance is the Center of the Financial Planning Universe - FLEXCAST
Available Until Wednesday, May 31
Your Desk
5.0 Credits
Managing Risks. Selecting Insurance Companies. Transferring Client Risk. Marketplace Products. Insurance Client Needs. Insurance Contracts. Life Insurance Policy.
Worlds Liveliest Accounting Update with Ray Thompson - FLEXCAST
Available Until Wednesday, May 31
Your Desk
5.0 Credits
Financial Reporting Overview. Financial Reporting Issues in the Great Recovery. Lease Accounting. Debt, Covenants, Loans and Forgiveness. Current and Recent FASB Activity. Revenue Recognition Retrospective. Not-for-Profit Update.
Yellow Book: What Can Go Wrong? - FLEXCAST
Available Until Wednesday, May 31
Your Desk
2.0 Credits
Yellow Book and Other Professional Requirements. Explanatory and Best Practices. Proper Use of Government Information, Resources, and Positions. Government Auditing Standards (Yellow Book). Identification of Significant Threats to Independence. Applying Safeguards to Eliminate or Reduce Threats. What Services You Can't Perform. Nonaudit Services Requirements. Quality Control and Assurance.
Your System of Quality Management - FLEXCAST
Available Until Wednesday, May 31
Your Desk
2.0 Credits
SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.
Not finding what you're looking for? Click the Online CPE tab above for more options!
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