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ChatGPT Vision for Financial Analysis

ID: 66123
Tuesday May 20, 2025 01:30PM - 03:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case…

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Yellow Book Independence and Single Audit Fundamentals

ID: 66124
Tuesday May 20, 2025 01:30PM - 05:30PM
Topics:
Audit + Assurance
Non-members
$186.25
Members
$149.00
Your price
$186.25

This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and…

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Retirement Planning: Next Stage for You or Your Client

ID: 66125
Tuesday May 20, 2025 02:00PM - 04:00PM
Non-members
$111.25
Members
$89.00
Your price
$111.25

If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more…

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Internal Control - Testing for Operating Effectiveness

ID: 66126
Tuesday May 20, 2025 02:30PM - 04:30PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit…

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1040 Tax Prep Automation with AI Tools

ID: 66127
Tuesday May 20, 2025 03:00PM - 05:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040…

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ChatGPT and Complex Financial and HR Conversations

ID: 66128
Tuesday May 20, 2025 04:00PM - 06:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to…

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Business Partnerships: Managing Supplier Relationships

ID: 66129
Tuesday May 20, 2025 05:00PM - 06:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$68.75
Members
$55.00
Your price
$68.75

As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss…

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2025 Annual Update for Governmental Accountants & Auditors

ID: 66130
Wednesday May 21, 2025 09:00AM - 05:00PM
Topics:
Audit + Assurance
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

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. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are…

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Create Measures in Power BI that Define Your Metrics

ID: 66131
Wednesday May 21, 2025 09:00AM - 01:00PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is…

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Donating Cryptocurrency and Avoiding Traps for the Unwary

ID: 66132
Wednesday May 21, 2025 09:00AM - 11:00AM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will…

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