By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning...
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment...
One of the most important aspect of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you focus on and...
This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the...
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud...
The newest acronym in the business community is ESG (Environmental, Social and Governance)Investors’ demand enhanced information about how companies are approaching environmental...
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's...
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this...
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial...
The Not-for-Profit Advisory Committee has been busy discussing several projects that the FASB is working on and their impact on nonprofits. In this course, we will review the key...
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance...
Many individuals make contributions to religious, educational, scientific, literary, or other 501(c)(3) charities. For the purposes of tax savings, some forms of giving are more...