CPE + Events Catalog

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, 2024 at the 2024 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, 2024 at the 2024 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 2023-2024 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, 2024 at the 2024 Not-for-Profit Conference.

The 2024 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 2024 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, 2024 at the 2024 Not-for-Profit Conference.

Explore ongoing tax issues that frequently arise during divorce, including uncooperative spouses, inconsistent income reporting, and allocation of RSUs and other compensation. This session also covers innocent spouse relief and key considerations when amending previously filed joint tax returns. Topics covered include dealing with a non-cooperative spouse during separation, inconsistent positions on income, allocating RSUs and other income during and after divorce, the concept of innocent spouse, and the process of amending previously filed joint returns - with or without a former spouse. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.

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.

Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions, and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3 - s implications for individuals and small businesses with greater confidence.

This course provides an overview of procedural writing. This includes a discussion of the scope and list of elements to include in a procedure and how to create a sequence that readers can immediately understand. This course also addresses how to use visual aids that highlight the key points and how to edit instructions precisely to ensure proper task completion. IMPORTANT: This course, previously titled "Perfecting Procedural Writing" has been republished in our current course platform. Please be aware that the content is the same, with only minor updates. If you have already received credit for this course, you cannot receive credit again. Speaker/Author: Philip Vassallo, Ed.D

Not a big fan of insurance - Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.

Your clients rely on your expertise to mitigate risks and secure their financial futures. This course will keep you updated on recent developments, including the impact of new tax laws on financial planning, tax management, and strategies for long-term care. You will gain insights from esteemed specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will navigate you through the intricacies of the long-term care marketplace. They will emphasize the significance of long-term care planning, outline the financial and non-financial repercussions of inadequate planning, and explore various solutions to uphold your clients - independence and dignity as they age.

Exit planning isn't just a service'it's a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what's next, from assessing readiness to building the right advisory team. You'll learn how to start meaningful conversations with clients, identify risks that can derail a deal, and collaborate effectively with other professionals for a smooth exit. Whether you're adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client's business journey. You'll learn how to: Spot the signs of owner and business readiness Address key risks like the - 5 D's - (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process'and stand out doing it. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.

Power BI - Bringing It All Together for Data Analysis is an advanced course for professionals ready to integrate and optimize their use of Power Pivot and Power BI. Building on foundational skills, this session guides you beyond creating models and measures to fully harness these tools for uncovering insights and building impactful visualizations. You'll learn to streamline workflows, optimize model performance, and leverage advanced Power BI Service features to create solutions that go beyond basic reporting. By the end, you'll be equipped to synthesize your Power BI skills into powerful, audience-ready analytics. From presenting to stakeholders and sharing insights across teams to managing enterprise-level reporting, this course helps you bring every piece together into a comprehensive, efficient workflow tailored to real-world business needs.

This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will wo rk through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations. This is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants.

This downloadable PDF course offers more than 100 practical, insightful, and sometimes unconventional tips for accountants in financial leadership roles. Designed for controllers and CFOs, the content goes beyond technical rules and dives into the real-world challenges professionals face every day - from boardroom dynamics and ethical gray areas to team leadership and reporting strategy. Whether you're navigating organizational politics, benchmarking your finance team, defending a close process, or preparing for a career transition, this course offers both wisdom and practicality. You'll also find opportunities to benchmark your own practices against industry norms and peer organizations, helping you lead with greater confidence and clarity.

This on-demand self-study course addresses practical tips to help you, your clients and your organization to get through and manage a cash crisis. It is based upon the popular live webcast "Practical Tips to Get Through a Cash Crisis," originally broadcast in May 2020. During the course, you will receive practical advice and ideas to help manage issues brought on by the pandemic.

Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. Participants will explore how to effectively perform these services through comprehensive lectures. Designed for practitioners in small and medium-sized CPA firms, the course includes detailed explanations and practical examples, with opportunities to deepen understanding through real-world case studies. This on-demand format allows you to retain a focus on practical application to enhance your skills and knowledge.

Your client just informed you of their terminal illness. What do you do from a tax, financial, insurance, investment, retirement, and estate planning point of view? Decisions you make before death lay the groundwork for planning choices after death. Randy Gardner discusses the strategies that will prepare you for the best post-mortem outcomes and help you put your client's mind at ease.

This course is designed to help any professional to learn how to deliver presentations that have an impact. Learn how to create useful slides, prepare your presentation, manage your nerves, set up the room and handle questions and answers. This webcast was originally broadcast on August 3, 2015. Note: There is a minimum passing rate of 70% for this course.

Strong presentation skills in any situation are core to personal and professional success. Great speakers are able to connect with their audience in ways that build trust and credibility in order to share ideas and influence thoughts. This workshop delivers innovative ideas, knowledge and tactics that will help you be a more successful communicator; in stand-up presentations, business meetings and in everyday interactions. Please note that this product will expire either on 06/30/2026 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.