CPE Catalog & Events

Alteryx terminology The complementary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool

Value Pricing Client Needs Firm Impact

Learn the contents of an annual report. Understand a company's operations and business strategy. Realize the many risk factors a company must navigate. Analyze company financial statements, as well as its different business segments. Read and comprehend the Management Discussion & Analysis (MD&A) section. Review the notes to the financial statements for additional detail.

Certification Regulation Occupational licensing Tax preparation

Major regulators Other influencing bodies and considerations in the regulatory environment Corporate governance principles Internal control

Tax proposals Estate planning Valuation discounts

History of 1099 reporting of securities dividends, interest, OID and gain/loss Elections versus required reporting of amortization/accretion Examples using actual 1099 forms

How Non-Profits are Navigating the Great Resignation Best Practices to Effectively Train Your Board/Finance Members Due Diligence for M&A in the Non-Profit Space Single Audit Update Implementation of New Standards Audit Standards Update

The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning

Roth IRA: The right choice — Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not — Self-directed IRA investment problems

What the IRS knows: Forms 1099R and 5498 Exceptions to the ten percent penalty Secure 2.0 changes to the late payment penalty History of the 60-day Rule and Recent Developments Rulings and self-certification Form 5329 use and strategies

Surviving spouse distribution rule updates RMDs required after owner's death Beneficiaries named by will or trust

Core Principles of ASC 606 in the Construction Industry Identifying and Defining Performance Obligations Contract Modifications and Change Orders under ASC 606 Variable Consideration and Estimation Challenges Allocating Transaction Price to Performance Obligations Best Practices and Case Studies for Implementation and Compliance

Analysis of requirements for revenue recognition under ASC 606 Discussion of the requirements for auditing revenue transactions Analysis of internal control and fraud risk aspects Identification of high-risk areas of revenue recognition Suggested procedures for identified risks

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