CPE + Events Catalog

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.

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.

Explore the transformative potential of ChatGPT and other large language models in forensic accounting at our session. Delve into an introduction to ChatGPT and similar models, tailored for forensic accounting professionals, litigation services experts, emerging FVS professionals, and senior financial executives. This session was recorded on March 19, 4 at the 4 Fraud & Forensic Accounting Virtual Conference.

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.

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.

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. We'll also 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.

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

Nonprofit organizations must provide their donors with tax receipt letters (written acknowledgment) to comply with IRS rules and help donors get their tax deductions. Preparing tax letters is a deceptively simple task with many tricky points. In this course, we'll discuss the elements that should go into each type of tax letter, the mechanics of quid pro quo contributions, how to determine donor benefits, and how donor-advised funds fit in. This training will be valuable for nonprofit staff and tax professionals to know what to expect from their clients' tax receipt letters.

This bonus conference session enhances a CPA's understanding of financial reporting within not-for-profit organizations. Gain actionable insights to navigate disclosure requirements, revenue recognition challenges, and compliance hurdles, ensuring your organization maintains transparency and fiscal integrity. This session was recorded on May 30, 4 at the 4 Not-for-Profit Conference.

This course provides CPAs with a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) relevant to not-for-profit organizations. In this session, the FASB's lead staff person for not-for-profits will guide you through recent and potential upcoming changes to GAAP affecting not-for-profits. We'll focus on some recent ASUs (including ones on common control leases and on crypto assets), implementation matters on the new credit losses (CECL) standard, and some noteworthy current FASB projects (including ones on software costs and on environmental credit programs). This session was recorded on May 30, 4 at the 4 Not-for-Profit Conference.

Explore the critical role of the nonprofit sector in shaping public policy (and why elections matter!). This session will cover the power and purpose of nonprofits. Current federal issues such as donor disclosure rules, the Johnson Amendment, and Donor Advised Funds (DAFs) will be addressed. Learn about key developments in Sacramento, and legislation that affects nonprofits in the current 3-4 session. We'll also discuss how nonprofits can engage in policy-making to drive positive change and address pressing issues. This session was recorded on May 30, 4 at the 4 Not-for-Profit Conference.

The 4 Not-for-Profit Conference: Single Audit Update aims to deepen CPAs' understanding of the changing landscape of single audits in the nonprofit sector by providing the most current information on compliance requirements. This session will provide a comprehensive update on the Single Audit, focusing on the 4 compliance supplements, the current status of uniform guidance updates, and the latest developments with the federal audit clearing house. Gain crucial insights to ensure compliance and streamline audit processes, empowering your organization to navigate regulatory changes effectively in the ever-evolving landscape. This session was recorded on May 30, 4 at the 4 Not-for-Profit Conference.

Examine valuation techniques for private and public entities of all sizes and types of industries from the perspective of a Wall Street analyst. Gain valuation skills to assist your clients. *There is a case study associated with the course exam.

This course addresses the practical aspects of Section 469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under Section 469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.