July 17, 2025, 9:00 a.m. – 3:00 p.m., CPE: 6 MU

Discover the power of change at the 2025 Women, Wealth and Wellness Conference. Join hundreds of your peers and hear from inspirational thought leaders across multiple industries as we embrace our power to overcome setbacks, break boundaries, and build the lives and careers we want.

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 considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• GASB 100, Accounting Changes and Error Corrections.
• GASB 101, Compensated Absences.
• Yellow Book and Single Audit engagements.
• Yellow Book independence requirements.
• Changes to the Uniform Guidance.
• 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

Who will benefit:

Practitioners with governmental clients and those working for governmental entities.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Target profit and Break-even analysis.
• Relevant costs and decision-making.
• Standard costs and variances.
• Activity-based costing.
• Segment reporting and analysis.
• Budgeting.

Who will benefit:

This session is appropriate for any business professional who makes managerial decisions. Accountants who have not recently considered managerial accounting techniques will benefit from a refresher. Even proficient managerial accountants should appreciate fresh, practical illustrations of managerial

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Overview of the IRS collection process and enforcement actions.
• Initial notices, taxpayer rights, and IRS timelines.
• When to use Forms 433-A or 433-B and required documentation.
• Offer in Compromise (OIC): criteria, process, and practical considerations.
• Payment options: installment agreements, partial payment plans, and OIC.
• Advising clients on IRS collections and avoiding penalties.
• Compliance strategies for minimizing tax liabilities.
• Real-world scenarios and examples for tax debt resolution.

Who will benefit:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals advising clients on IRS collections and resolving tax liabilities

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Understand the basics of remote auditing and how it can be used in your engagements

Remote auditing has become increasingly popular in recent years. Learn how to apply auditing standards to real-life examples of remote auditing in this all-new webcast. Join us to explore ways to overcome the challenges of remote auditing and conduct efficient engagements for your clients.

Learning Objectives:

- Recognize the differences between conducting A traditional audit and A remote audit.

- Identify engagement-wide considerations under A remote audit, including Client acceptance, risk assessment, Fraud, and documentation.

- Identify considerations related to remote Auditing within specific areas of the audit, including material asset and liability account, walk-throughs of internal controls, and Inventory procedures.

Who will benefit:

- Auditors

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

Look beneath the surface of S corporation taxation in this discussion of special topics concerning S corporations.

Learning Objectives:

'-Interpret the rules relating to the adjustment of basis in stock by S corporation shareholders.

-Calculate gain and loss on the distribution of property.

-Apply the distribution ordering rules when an S corporation has accumulated earnings and profits.

-Evaluate the rules concerning fringe benefits received and expenses incurred by S corporation shareholder-employees.

-Apply the rules relating to qualified subchapter S subsidiaries (QSubs).

-Assess the corporate reorganization rules on S corporations.

-Calculate the Section 199A deduction.

Who will benefit:

- managers and partners in public accounting firms

- CPA sole proprietors specializing in taxation of S corporations

- tax Planning professionals

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

Drive business success forward

This webcast offers finance professionals an advanced application-based approach to finance business partnering. You will:

- Acquire essential problem-solving skills that can positively affect all areas of the business

- Learn how to leverage analytics tools and techniques to aid in decision-making

- Become accomplished in presenting and influencing key business decision-makers

You also will enhance your interpersonal, communication, and leadership skills, so you are more proficient in executing strategic visions.

Learning Objectives:

- Determine the appropriate skills and techniques to effectively communicate and Influence business decisions according to audience

- apply holistic and Strategic thinking within the entire business

- analyze the Key tools and techniques used to aid in Strategic decision-making

- apply interdependent consulting skills to Influence Key partnerships

Who will benefit:

- experienced professionals who would like more insight into developing skills required for finance business partnering in preparation for senior roles

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals.

Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization.

To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• How to recognize burnout and evaluate where you are on the burnout scale.
• How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.
• How mindfulness can reduce stress and save time.
• Silencing the critical inner voice.
• Tools to help you become more attuned to your needs and emotions.
• How attending to and regulating your nervous system impacts your mood and well-being.

Who will benefit:

This course is for any CPA that wants to improve their health and well-being. This course is especially for the female CPA that feels especially stressed and overwhelmed and wants concrete solutions to change the way they work and care for themselves.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner's interest, Section 751 and the Section 754 election.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Property distributions in liquidation of a partner’s interest
• Section 751 and its impact on property distributions from a partnership
• Mechanics of completing Form 7217 – new for 2024
• The Section 754 election and its role in partnership property distributions

Who will benefit:

CPAs and members in industry seeking an in-depth review of partnership property distributions.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Developments at the PCAOB.
• Recent trends in SEC comment letters.
• Enforcement actions and administrative proceedings.
• Conclusions and predictions for the future.

Who will benefit:

Anyone interested in public company accounting and auditing issues.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.