CPE & Event Calendar

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help you u nderstand the latest on virtual currency.

CPAs, bankers, CFOs, controllers, financial analysts, credit underwriters and other financial professionals use financial ratios, but do not leverage them for maximum effectiveness. Understand a five-step key financial ratio analysis model-liquidity, activity, leverage, operating performance and cash flow analysis-that will help clarify and unify this often confusing subject. Additionally, consider the lendable real estate equity model, including case studies that illustrate key concepts and apply the models outlined in this course. The webcast was originally broadcast on July 17, 2017. Note: There is a minimum passing rate of 70% for this course.

Today's competitive environment requires you to lead your company or team through diverse and often complex scenarios. This course will help attendees determine importance of sound leadership skills, differentiating between a leader and a manager, and learn how to identify and eliminate roadblocks to successful leadership. Also, using leadership scenarios, address common workforce issues and learn techniques to best handle workforce diversity. The webcast was originally broadcast on July 18, 2017. Note: There is a minimum passing rate of 70% for this course.

Acknowledging the diversity, equity, and inclusion (DE&I) challenges that exist in society and within the corporate sector, IMA (Institute of Management Accountants), the California Society of Certified Public Accountants (CalCPA), and the International Federation of Accountants(IFAC) began a journey to empirically assess the state of DE&I within the global accounting profession.

With recent high-profile cybersecurity breaches and increased practitioner and regulatory attention, organizations are under pressure to consider the accounting implications of these attacks and develop appropriate responses. Specifically, cybersecurity events may affect organizations' operations, financial and non-financial performance, and ultimately its stakeholders. To address how cybersecurity issues may affect accounting, this paper presents an Event, Impact, Response Framework to discuss current research and consider implications for both practitioners and researchers. The Framework highlights how practitioners may rely on research findings to better assess cybersecurity threats, understand their impact, and develop response strategies. Results encourage additional research examining how (1) organizations identify cybersecurity threats, incidents, and breaches, (2) cybersecurity affects different risks, and (3) management responses to cybersecurity risks and events. The Framework also suggests the need for cybersecurity research to extend beyond the Accounting Information Systems (AIS) community to areas such as financial accounting, managerial accounting, and auditing.

Learn how to apply, implement and evaluate the strategic tax aspects of marital and financial setbacks. This course will examine property transfers, asset divisions, alimony, filing status, exemptions and child support. We'll also discuss the cancellation of indebtedness income inclusion rules in debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in 108. The tax treatment of property repossession under 1038 and bad debt treatment under 166 is reviewed.

Many people wait until they receive promotion to start managing others. However, you can get ahead faster by understanding the importance of creating an upward influence instead of solely focusing on colleagues and subordinates. Learn the definition of managing up, specific methods that can be used in your workplace and reap the benefits of shifting your focus upward. If you are looking to be promoted or want to maximize your positive impact in a new role, this course will help you build a presence above you in your organization hierarchy that can set you apart. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on June 8, 2015.

The offshoring of external audit work to so-called low-cost countries is prevalent among the Big 4 professional services firms. Despite this, our understanding of how this form of offshoring influences audit practitioners and the audit process is limited. This course examines how and why offshoring emerged as an organizational matter that changed the way audit work is organized in a Big 4 firm context. Study findings demonstrate how changes in the design of offshoring processes influence interactions between onshore and offshore auditors. We'll: Uncover how individual ``boundary spanners'' struggle to coordinate audit work across the multiple boundaries that separate onshore and offshore auditors. Show how the institutionalization of ``boundary spanning'' functions in organizational structures and processes can have the unintended consequence of widening the boundaries between onshore and offshore auditors. Offer evidence of the effect of offshoring on the learning process of onshore and offshore auditors.

Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return. The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Most accounting studies use only public enforcement actions (SEC cases) to measure accounting fraud. However, private cases (securities class actions) also play an important enforcement role. We discuss the legal standards and processes for both public and private enforcement regimes, emphasize the importance of screening cases for credible fraud allegations, and show both yield credible fraud measures. Further, we demonstrate these research design choices affect inferences from prior research and a hypothetical research setting. Finally, we show common measures of accounting irregularities using Audit Analytics to proxy for fraud result in significant false positives and negatives and develop a fraud prediction model for use in future research. We recommend using both public and private enforcement with appropriate screening when examining accounting fraud to reduce Type I and II errors, or reporting the sensitivity of findings across regimes. This is particularly important given the reduction in accounting-related enforcement after 2005.

We may all confront issues that directly impact how much we can deduct. This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility. The emphasis is examining a wide variety of situations related to these items and the extent to which they may or may not result in a deduction and what limitations on deductibility may be imposed.

This course explains the wine industry market trends and activities in that environment, such as the Global Beverage Alcohol merger, Acquisition Advisory firm?, Pre-transaction valuation, and Strategic Advisory Services.

Self-improvement and the ability to motivate others is a cornerstone of great leadership. Learn about the importance of good feedback, recognition and rewards; explore the need to lead authentically by getting past simple labels to understand people as unique individuals; and understand the role of status differentials and how leaders must break down perceived communication barriers. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

Today's competitive environment requires the CPA to be a strong negotiator. Attend this proactive webinar and learn to ask for the business and close the deal. Topics emphasize negotiation skill building, effective communications, telephone techniques and the negotiation "process." Also, cover the importance of the "human" side of negotiations including "empathy," "ego" and "needs." The webcast was originally broadcast on April 21, 2017. Note: There is a minimum passing rate of 70% for this course.

The third in a four-part series takes a deeper dive into the keys to becoming an effective leader. You'll understand the components of self-awareness-understanding who you are, how others perceive you, and how to course-correct when necessary. We'll also cover the ability to effectively communicate and influence others, how to drive achievement and results and learn about the willingness and the ability to develop others. View all of the courses in the New Manager Series.

Second, in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-understanding who you are, how others perceive you and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Identify your reactive leadership tendencies and how they show up, especially under pressure. Recognize what is driving your desire to be liked and where you're giving away your power. Learn the importance of building trust and relationships with team members and develop tools to get started. Learn steps to gain influence with your team to generate results. Visit Series Page

First, in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-understanding who you are, how others perceive you, and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Recognize the impact of your leadership on those around you. Create the shift from 'Me' to 'We' and utilize a growth mindset. Identify what kind of leader you want to be. Set Intentions and Goals for your development through the series. Visit Series Page

Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-knowing who you are, how others perceive you, and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally. Visit Series Page

Did you miss the conference? Don't worry! Here's an excellent opportunity to stay up-to-date with timely updates related to the nonprofit market from industry and public accounting experts at your convenience. This year's sessions are packed with valuable insights, covering a wide range of topics including emerging tax issues, efficient controls, and managing private endowments. You'll enhance your knowledge of crucial updates in accounting, auditing, legal matters, taxation, and regulations that are specifically relevant to the nonprofit sector.

Not-for-profit organizations are one of the fastest-growing sectors of our economy, making it increasingly important that auditors, attorneys, CFOs and other advisers understand the unique accounting principles and challenges that apply. Examine the core principles and practices of not-for-profit accounting; review the general characteristics and operational environment of not-for-profit organizations; and discuss how to apply generally accepted standards and principles. Also, learn risk management best practices and common accounting errors.