CPE Catalog & Events
Yellow Book: Application of GAGAS Principles WEBCAST
Thursday, September 23 1:00pm - 5:00pm
Webinar
8.00 Credits
Foundation and principles for government auditing. General requirements for complying with GAGAS. Ethics. independence. and professional judgment. Competence and CPE. Quality control and peer review.
Advanced Auditing of HUD-Assisted Projects WEBCAST
Friday, September 24 9:00am - 5:00pm
Webinar
16.00 Credits
HUD audit environment. Audit standards for audits of HUD-assisted projects. Fieldwork standards for audits of the HUD-assisted projects. Audits of HUD-regulated lenders. Reporting standards for audits of HUD-assisted projects. Annual financial statement requirements. Mortgagees.
CFO Series: Be the Best WEBCAST Part 2
Monday, September 27 9:00am - 1:00pm
Webinar
4.00 Credits
Risk Management in a Post-COVID World: Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place. Get your organization, and your family, prepared for the next crisis that may affect you! Corporate Ethics - Cases from the Real World: Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. This session provides an opportunity for lively group discussion of real world, ethical dilemmas.
Leadership Mastery 2021 Webcast Series - Coaching for Impact: Resolving Conflict and Confrontation
Monday, September 27 2:00pm - 4:00pm
Webinar
2.00 Credits
Enhance your ability to stay focused, energized and thrive in times of uncertainty.
What is Disruption and How is it Impacting the Finance Function? WEBCAST
Thursday, September 30 10:00am - 12:00pm
Webinar
2.00 Credits
Finance. Business disruption. CFO.
Governmental Auditing Update WEBCAST
Friday, October 1 1:00pm - 5:00pm
Webinar
8.00 Credits
Yellow Book. Government Auditing Standards.
Not for Profit Accounting Update WEBCAST
Friday, October 1 8:30am - 12:30pm
Webinar
8.00 Credits
FASB Accounting Standard Updates. Grants, Contracts. Revenue Recognition.
Finance Data Analytics for Business Results WEBCAST
Thursday, October 7 10:00am - 12:00pm
Webinar
2.00 Credits
Data analytics. CFO. Finance.
Construction Contractors: Accounting and Auditing WEBCAST
Wednesday, October 13 9:00am - 5:00pm
Webinar
8.00 Credits
Contract accounting and revenue from contracts with customers. Contractor financial statements. Working with a surety. Audit planning and procedures. Long-term contracts.
Annual Update for Accountants and Auditors WEBCAST
Thursday, October 14 9:00am - 5:00pm
Webinar
8.00 Credits
Recently issued ASUs. including an update on revenue recognition. financial instruments. and leases. Current FASB exposure draft and projects. Audit and attest engagements update. Recent PCAOB guidance. Latest activity from ARSC.
Human Capital Metrics and Employee Engagement WEBCAST
Thursday, October 14 10:00am - 12:00pm
Webinar
2.00 Credits
Growing employee engagement and why human capital metrics matter.
Common Yellow Book and Single Audit Deficiencies WEBCAST
Friday, October 15 1:00pm - 5:00pm
Webinar
8.00 Credits
Singe Audits. Yellow Book. Internal Controls.
Traps and Pitfalls in Estate Planning WEBCAST
Tuesday, October 19 9:00am - 5:00pm
Webinar
8.00 Credits
The need to properly coordinate the efforts of different advisors, Distinguish and understand life and death planning issues. Distinguish and understand tax and non-tax planning issues. Proper use and funding of trusts. Mistakes made in the disposition of assets. Understand the special issues of the single taxpayer. Understand the special issues of same sex couples. Mistakes made in planning for beneficiaries with special needs. Proper choice of fiduciaries. Understand what needs to be in place beyond the legal documents (properly advising the living from "the grave").
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST
Thursday, October 21 9:00am - 12:30pm
Webinar
4.00 Credits
Common errors made involving the following tax forms: Form 1040. Schedule A. Schedule B. Schedule C. Schedule D. Schedule E. Form 4562. Form 4797
Reviewing Partnership Tax Returns: What Are You Missing? WEBCAST
Thursday, October 21 1:00pm - 5:00pm
Webinar
4.00 Credits
Common errors made involving the following tax forms: Form 1065. Schedules K and K-1. Schedules M-1 and M-2. Form 4562. Form 4797
CFO Series: Key Tax Issues Part 1 WEBCAST
Monday, October 25 9:00am - 1:00pm
Webinar
4.00 Credits
The AB5s of Employees and Independent Contractors: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the severe tax penalties for misclassification. Expensing and Depreciating Business Assets: Recovering the cost of capital is a critical business skill, and Congress is constantly changing the rules to impact the economy. In this session, we will discuss the most recent tax depreciation rules and developments, as well as review the impact of TCJA and CARES Act changes. Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. COVID-19 Losses - Going Backwards and Forwards: 2The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."
Current and Upcoming FASB Issues WEBCAST
Tuesday, October 26 9:00am - 11:00am
Webinar
2.00 Credits
Recently issued ASUs. including broad and narrow topics. Current FASB exposure draft and projects. Private company financial reporting. Other important accounting matters.
Current Audit Environment and ASB Activity WEBCAST
Tuesday, October 26 11:30am - 1:30pm
Webinar
2.00 Credits
Environment and implications affecting audit planning and risk assessment. Key changes in recently issued Statements on Auditing Standards and exposure drafts. Recently issued auditing interpretations. Recently issued SSAEs and proposed changes.
Conducting a Remote Audit WEBCAST
Wednesday, October 27 9:00am - 1:00pm
Webinar
4.00 Credits
SAS 142. Audit Evidence and how it applies to remote audits. Performing audit steps remotely. Risk assessment when performing a remote audit. Navigating difficult conversations with clients when remote auditing.
You Have a SOC 1 Report - Now What? WEBCAST
Wednesday, October 27 1:00pm - 5:00pm
Webinar
4.00 Credits
Common deficiencies in the use of SOC 1 reports in financial statement audits. The importance of a SOC 1 report in a financial statement audit. Sections of a SOC 1 report. roles and responsibilities for each. and key information within each section. Implications of complementary subservice organization controls and user. Entity controls for the financial statement audit.