CPE Catalog & Events
Financial Statement Disclosures 26-27
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Online
8.0 Credits
Member Price: $329
Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses. Attention is also paid to the Statement of Cash Flows.
K2's Business Intelligence with Microsoft Power BI Tools 26-27
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Online
8.0 Credits
Member Price: $329
Business intelligence efforts continue to grow, and Microsoft's Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.
World Class Cost Accounting: A Practical Application—Part 1 26-27
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Online
4.0 Credits
Member Price: $175
Enhance your career with an invaluable skill set in this two-part series, where you'll explore the cost system of a real company from the ground up. Learn how to link variable and base costs, identify fluctuating and semi-fixed direct costs, and accurately trace direct materials, labor, and labor burden to products. Gain practical tools for budgeting, setting standard costs, and seamlessly embedding Activity-Based Costing (ABC) into a comprehensive cost system. Be sure to also register for Part 2: World Class Cost Accounting: A Practical Application - Part 2
Financial Statement Disclosures 26-27
-
Online
8.0 Credits
Member Price: $329
Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses. Attention is also paid to the Statement of Cash Flows.
K2's Business Intelligence with Microsoft Power BI Tools 26-27
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Online
8.0 Credits
Member Price: $329
Business intelligence efforts continue to grow, and Microsoft's Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Online
8.0 Credits
Member Price: $329
Join us for a comprehensive annual update of promulgations of the FASB and AICPA and will include the latest ASU, SAS and Ethics interpretations.
World Class Cost Accounting: A Practical Application—Part 2 26-27
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Online
4.0 Credits
Member Price: $175
Build on the foundation from Part 1 and deepen your expertise by mastering the treatment of manufacturing overhead. Using the cost system of a real company, you'll learn to distinguish overhead costs that can be directly traced versus directly assigned, and how to structure inventory cost pools for accurate product costing. Explore methods for handling deviations from normal manufacturing processes and see how all overhead costs can be systematically integrated into a comprehensive cost system. Completing Part 1 is highly recommended, as its principles carry forward into this advanced application. World Class Cost Accounting: A Practical Application - Part 1
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Online
8.0 Credits
Member Price: $329
Join us for a comprehensive annual update of promulgations of the FASB and AICPA and will include the latest ASU, SAS and Ethics interpretations.
Quality Management: My System is Set Up -- Now What?
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Online
2.0 Credits
Member Price: $89
With the design and implementation of your firm's system of quality management complete, the firm now focuses on operating, maintaining, and continuously improving that system. This webcast explores the ongoing post-implementation requirements of SQMS No. 1, including: Understanding engagement performance responsibilities Performing and documenting monitoring activities Identifying and evaluating findings and deficiencies Implementing, evaluating, and tracking remediation Conducting the required annual evaluation of the system and periodic performance evaluations of those assigned ultimate and operational responsibility for the system Learn how to keep your firm's system responsive, current, and effective in maintaining and promoting quality.
Auditing Standards Update & Best Practices 26-27
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Online
4.0 Credits
Member Price: $175
In every audit, the auditor must identify and assess the risks of material misstatement in the financial statements, whether due to fraud or error. This process includes understanding the entity and its environment, including its internal control, thereby providing a basis for designing and implementing responses to the assessed risks of material misstatement. This program explores efficient ways to conduct audits (primarily for private companies), including discussing the applicable standards and their requirements.
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Online
8.0 Credits
Member Price: $329
Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
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Online
8.0 Credits
Member Price: $329
Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations. Along with covering the status of the not-for-profit organizations, an update on recent ASC updates affecting nonprofit entities is covered. QuickBooks 2024 Desktop will be used to demonstrate how its tools provide more efficient and effective financial management for your not-for-profit entity. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar not-for-profit organizations.
Form 706 Preparation Part 1: Overview Including Portability 26-27
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Online
2.0 Credits
Member Price: $99
This section of the four-part series will cover basic Form 706 preparation and help participants develop a solid foundation in preparing the federal estate tax return. It will also cover running the engagement, administration issues and completing pages 1-4 of the form, including the portability election. For example, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Online
8.0 Credits
Member Price: $329
Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
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Online
8.0 Credits
Member Price: $329
Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations. Along with covering the status of the not-for-profit organizations, an update on recent ASC updates affecting nonprofit entities is covered. QuickBooks 2024 Desktop will be used to demonstrate how its tools provide more efficient and effective financial management for your not-for-profit entity. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar not-for-profit organizations.
Form 706 Preparation Part 2: Reporting Assets 26-27
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Online
2.0 Credits
Member Price: $99
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
Are You Ready for Your Peer Review?
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Online
3.0 Credits
Member Price: $109
Be ready for your peer review! The peer review process is an effective way to monitor practice quality, ensuring that your firm meets high standards while protecting the public interest. Gain a better understanding of the overall peer review process and learn how to fully prepare for your triennial review. This webcast will help you: Understand and compare the system and engagement review processes Address recently issued peer review guidance and quality control requirements Learn how both guidance and requirements affect your firm You'll also discover the most common areas of noncompliance with professional standards and how to avoid them well before your review is due. Participants will leave this session with the resources and tools to enhance their firm's peer review quality.
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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Online
6.0 Credits
Member Price: $259
This 6-hour program covers recent promulgations of the FASB and AICPA with broad applicability. In addition, the course includes the 2-hour Tax Basis Financial Statements, and 2-hour SSARS Highlight Reel, programs available as stand-alone courses.
Estate Planning: A Comprehensive Overview 26-27
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Online
8.0 Credits
Member Price: $329
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.
IRAs—Traditional, Roth, SEP & SIMPLE 26-27
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Online
8.0 Credits
Member Price: $329
This comprehensive training is designed to get you quickly up to speed with the different types of Individual Retirement Accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the Health Savings Account (HSA) as well as any newly enacted tax legislation related to IRAs.