Calendar of Events
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16 events,
Surgent’s Using the...
Surgent’s Using the Work of a Specialist and Internal Audit (SSAA730/24)
During the audit of the financial statements, an auditor will obtain evidence from many sources to support the account balances, transactions, and events that occurred during the period, as well as the financial statement disclosures. This course dis...
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1 event,
The Risk Management Proce...
The Risk Management Process & Insurance Fundamentals (LIOT07/25)
Whether you are new to the risk management processor you are a seasoned pro, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a common sense approach, ...
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1 event,
Tax Research Part 1 ̵...
Tax Research Part 1 – Fundamentals (LITX22/25)
The sheer number of sources of tax law can be overwhelming when you are first starting off as a practitioner. How do you differentiate between each one? What does each of them do? And what happens when there are conflicts between them? Through simple...
2 events,
How To Be a Better CFO (...
How To Be a Better CFO (LIOT08/25)
Gone are the days in which the CFO was just in charge of keeping the books. Today's CFOs are involved in all parts of a company's operations. Utilizing case studies,research, and discussion questions, this course will explore how to look at topics su...
1 event,
Governmental GAAP Update ...
Governmental GAAP Update (LIAA01/25)
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies.
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1 event,
Lifecycle Financial Plann...
Lifecycle Financial Planning – IRAs (LITX29/25)
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stati...
1 event,
Using Data Analytics to G...
Using Data Analytics to Give You a Competitive Advantage – Data Types, Data Inquiries, and Data Integrity (LIOT09/25)
Through case studies and discussion, this course will explore what data analytics is and how to approach it. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. ...
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1 event,
Thinking Like an Auditor ...
Thinking Like an Auditor When Preparing Your Financial Statements (LIAA02/25)
External auditors understand concepts like materiality, reasonableness, and risk of material misstatement. This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures.
2 events,
Effectively Driving Chang...
Effectively Driving Change (LIOT01/25)
9-Session Leadership Program
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership...
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1 event,
The Essential Multistate ...
The Essential Multistate Tax Update (NEXUS) (LITX01/25)
Learn how the landscape for NEXUS is rapidly changing for different types of taxes, especially sales and income. Enrolled Agent Approved.
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2 events,
Improving Your Profits: I...
Improving Your Profits: Identifying Cost Cutting Opportunities (LIOT10/25)
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 acompany's competitive position in the industry.However, what keeps us from ridding our organizati...
2 events,
A Culture of Regulatory E...
A Culture of Regulatory Ethics: Making Ethics a Competitive Advantage (LIET11/25)
In a competitive market, every company is looking for anyway to differentiate itself from its competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to cus...
3 events,
How to Audit: Cash (LIAA...
How to Audit: Cash (LIAA18/25)
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. <br ...