Upcoming Events

This program has the information and sources of authority you need to understand complex transactions and advise your most precious clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for f...

To review and better understand common deficiencies identified by the AICPA and state boards of accountancy, better understand the profession’s response to these deficiencies, and identify ways to overcome them by employing best practices.

For a more in-depth look at the new leases standard (ASC 842), which covers identification, recognition, measurement, presentation, and disclosure requirements. A variety of scenarios will be explored in a practical, case-based learning environment.

This session will provide you with information and knowledge to strengthen your detection and prevention of specific occupational fraud schemes from occurring in your organization. 

To many clients, CPA firms all look the same.  While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door.  Is there an...

Even in the age of automation, the most valuable resource any company has is its employees.  Finding the right person who fits the skills needed for the job and the personality of the organization is a challenge, especially in a competitive mark...

The role of finance leaders within an organization has changed considerably in more recent years.  CFO’s and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization.  Using recen...

Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization.  Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry.  However, what keeps us from ridd...

Your clients are looking for the same thing you are when it comes to their financial future: confidence, security, and peace of mind. As their most trusted advisor, they need and want your guidance beyond tax advice. So what can you do to help your c...

A check, a monthly transfer, a dollar in a donation box. These are the most common ways for people to “do good” with their money. If simple donations are not satisfying your clients’ needs for donatable giving they should be able to turn to ...

This course will cover the Accounting Standards Updates (ASUs) issued recently by the FASB as well as those that will be effective soon. The course starts with ASU 2020-05, which delays the effective dates of revenue recognition and leases. We then r...

To better understand the auditor’s responsibilities for detecting fraud and to review audit procedures for responding to the fraud risk analysis

For a review of ethics related regulatory changes and recent interpretation from the PEEC as well as practical discussion of implementation methods. 

This course will review focus areas for peer review of Single Audits and Yellow Book engagements.

The 2018 Yellow Book made significant changes to the independence rules for auditors.

This course will look at the impact of COVID-19 on both accounting and auditing.

Do you want to learn best practices and guiding principles as it pertains to grant writing? THEN, this course is for you.  It will give concrete principles on writing winning proposals. Although virtual this course will be practical and interactive.

Virtually every business that pays federal income tax owns “depreciable property” that is used in the business. It’s really important for the tax return preparer to know the rules for claiming all or part of the cost of that property at the ...