CPE Catalog & Events

Review of applicable auditing standards for risk assessment Update for SAS #145 Identification and discussion of high-risk audit areas Discussion and analysis of control risk vs. inherent risk Practical approach to auditing companies where controls are minimal or not adequately documented Detailed discussion and examples of risk assessment procedures and alternative approaches

Economic Value Added (EVA) risk-adjusted decision-making Economic profit Investment decisions with value creation Address risk challenges

Robotic Process Automation Accounting

Robotic Process Automation Risk Management

automation for accountants GAAP compliance financial disclosure requirements artificial intelligence in accounting SEC reporting updates emerging technology trends financial reporting

artificial intelligence in accounting automation for accountants emerging technology trends

Introduction, scenario vs sensitivity Why perform sensitivity analysis — how to enhance financial modeling and analysis Scenario analysis in Excel structure, setup and CHOOSE function Sensitivity model integration direct and Indirect methods, data tables Analyzing results sorting and organizing the data Gravity sort table using LARGE and SMALL functions in Excel to auto-sort Tornado charts a visual representation of the results Presenting results making the output presentation ready

The interrelationship of health, happiness, and financial well-being Traditional long-term care insurance, hybrid strategies, or self insure — Medicare Parts A, B, C, and D and Medigap plans Incapacity, elder law, Medicaid, and choosing a long-term care facility Hospice and palliative care

Forensic Accounting in Complex Liquidations Identifying Financial Irregularities and Fraud Schemes Fiduciary Duties and Trustee Responsibilities

The power of keyboard shortcuts Oft used features with more capability than meets the eye New helpful features

Building a Scalable CAS Practice Innovative and High-Value Service Offerings Marketing Strategies to Grow CAS Clients

SQMS 1 A Firm's System of Quality Management SQMS 2 Engagement Quality Reviews SQMS 3 Amendments to SQMS 1 and 2

Digital Strategy Formation Leading Digital Transformation

Study techniques and study plan Tackling complex topics Test- taking strategies Mental preparation and confidence building

Overview of Key Federal Labor and Employment Laws Employee Life Cycle Management: Hiring to Separation Workplace Policies, Compliance, and Documentation Managing Employee Relations and Conflict Resolution Best Practices for HR Risk Management and Employer Accountability

Strategic forecasting Decision tree analysis in strategy Scenario planning

Mindset for impactful feedback How to make feedback actionable Checking in'was the message received —

Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Review of pertinent cases and rulings affecting taxpayers Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance