Conduct a compliant audit Identify proper audit procedures to test the line items of the statement of net assets available for benefits, including investments. Identify proper...
Business ethics is not something “nice to do” but can mean the difference between success, failure and survival in today’s competitive environment. Being trustworthy, having...
AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session...
This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits as well as the changes to the Uniform Guidance. We will also review common...
Quality management will have a big impact on CPA firms. This course will cover both SQMS 1 and 2 as well as the related engagement level standards (SAS 146 and SSARS 26). The new...
This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership...
Are you aware there are 470+ formula functions in Excel? Do you realize that they add new functions in every major version of Excel? Did you know that Microsoft adds new...
ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts...
Over 9 billion data records have been lost or stolen since 2013. With a frequency of almost 5.5 million records exposed every day, it is no longer a question of whether a firm has...
The QuickBooks platform - including the desktop and online environments - is one of the leading accounting solutions for small and growing businesses. Further, Intuit has...
Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact...
Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some...