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CPE Catalog & Events

All Events 2443 Centennial Events 0 Conferences 5 GWSCPA Originals 17 On Demand 547 Section Meetings 8 Webinars 1881

Showing 2443 All Events Results

Streamlined Excel Reporting Series Session 2: Working with PivotTables

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Virtual

2.00 Credits

Report type comparison Customizing PivotTable options Format and design options Calculated fields and items Multiple value fields

Yellow Book: Staying Compliant With Government Auditing Standards

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Virtual

8.00 Credits

Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements and reviews of financial statements Fieldwork and reporting standards for performance audits

Building Resiliency: The Upside of Stress

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Virtual

1.00 Credits

How your view of stress determines its effect on you Think of stress differently so that it is beneficial rather than harmful The benefits of stress How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it

Risk Is Increasing - and Risk Management Is Evolving

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Virtual

1.00 Credits

Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events

Reviewing Individual Tax Returns: What Are You Missing?

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Virtual

4.00 Credits

Qualified business income deduction Hobby losses Self-employment health insurance Business start-up costs Depreciation Schedule C issues Like-kind exchanges Clean vehicle credit

Current and Upcoming FASB Issues

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Virtual

1.00 Credits

FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects

Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials

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Virtual

8.00 Credits

Basic tax structure of partnerships and LLCs Check-the-box elections to be taxed as a partnership Partnership distributions Compensatory payments to partners At-risk and passive activity limits Profit and loss allocations: general rules and restrictions

Regulatory Ethics 2025 (VBOA-Approved)

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Virtual

2.00 Credits

Laws and regulations governing the CPA profession. Code of Professional Conduct and ethical decision making. Maintaining licensure for individuals and firms. Enforcement.

Ethics: Critical Thinking, Case Studies and Fraud

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Virtual

4.00 Credits

AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession

Current Audit Environment and ASB Activity

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Virtual

2.00 Credits

Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)

Advanced Tax Planning S Corporations - Tax Staff Essentials

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Virtual

8.00 Credits

-Basis in S corporation stock -Distributions -Compensation planning -Qualified subchapter S subsidiaries -Liquidations, reorganizations and redemptions -Estate planning and the use of trusts -Section 199A

Ask About QM Series

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Virtual

1.00 Credits

Schedule of sessions: Ethics, Resources; Governance and Leadership Wednesday, April 2 Identify and optimize resources necessary to build a strong QM framework. Learn best practices for leveraging resources to support the quality management objectives, including assessing and responding to risk. ----- Client Acceptance, Engagement Performance, and Communication Tuesday, June 17 This session will emphasize the practical steps for implementing QM standards effectively. Get insights into the challenges and strategies of transitioning from planning to action in quality management. ----- Documentation, peer review and the QM standards Tuesday, August 12 Understand how peer review intersects with the new QM standards, how to address common questions on compliance, and gain insights on preparing for peer reviews. You will learn to align your QM processes to meet peer review expectations. ----- Policies Ready? Leadership Responsibilities, Evaluation, and Conclusion Tuesday, September 30 With the new QM standards' effective date just a few weeks away, this session helps you assess your readiness. Join a live walk-through of a final checklist to ensure your policies and procedures are robust and responsive to quality risks.

Audits of Employee Benefit Plans Subject to ERISA

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Virtual

8.50 Credits

Audit planning and pre-engagement activities Risk assessment, including consideration of internal control Auditing the statement of net assets available for benefits Auditing the statement of changes in net assets available for benefits Other auditing considerations, including prohibited transactions and tax compliance The auditor's report Financial statement disclosures Supplemental schedules

Ethics without Fear for Accounting and Finance Professionals

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Virtual

2.00 Credits

Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.

Preparation, Compilation, and Review Engagements: Update and Review

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Virtual

4.00 Credits

Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects

Next Steps Series - Development: Moving From Employee to Manager to Leader

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Virtual

1.00 Credits

The differences between being an employee versus a manager or leader New skills needed Letting go of your old role Building a coaching culture Motivating people Goal setting Leader credibility Delegating tasks Handling feedback Managing friends Aligning Leadership with Strategy

The Bottom Line on the New Lease Accounting Requirements

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Virtual

4.00 Credits

Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions

Risk Management Techniques and Tools

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Virtual

2.00 Credits

Enterprise risk management ISO 31000:2018 principles COSO ERM framework Tools and techniques in risk awareness and management Value stream perspective for enterprise risk management

Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties

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Virtual

2.00 Credits

Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties

Thanks for the Feedback - Lessons in Giving and Receiving Feedback

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Virtual

1.00 Credits

Definition of feedback Types of feedback Emotions triggered by feedback Barriers to feedback How to be comfortable with being uncomfortable Blind spots SBI Method