A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

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 covered in this course include:

• An overview of control frameworks and concepts
• Strategic considerations that can be incorporated into control development
• Understanding and controlling risk that arises when organizations change or choose not to
• The COSO Internal Control Framework and the COSO ERM Framework

Who will benefit:

Accounting and other business professionals that wish to know more about controls that drive all entity objectives.

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

This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and expertise.

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:

• Fundamentals of accounting policy manuals in traditional and AI contexts
• The PRIME Method framework for AI-assisted policy development
• Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
• Internal control and risk management policy creation
• AI and generative AI usage policies for accounting firms
• Sustainability and ESG reporting policy frameworks
• Predictive analytics and forecasting policy development
• Regulatory compliance considerations in AI-generated policies

Who will benefit:

This course is designed for accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization.

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

Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence.

The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact.

By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill.

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 class include:

• Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.
• Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.
• Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.
• Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.
• Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.
• Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.
• Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.
• Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

Who will benefit:

This course is ideal for business analysts, data analysts, project managers, and any professionals keen on enhancing their data visualization and analysis skills using Microsoft Power BI. It is suitable for beginners as well as those with some experience in data analytics tools.

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

Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.

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:

• Auditing Inventory.
• Related Audit assertions, risks, and threats to inventory.
• Substantive auditing procedures that staff should perform.

Who will benefit:

Auditors who may need to audit inventory.

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

How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids.

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:

• The need to fund for long-term care in America
• Client's attitudes and misconceptions
• Innovative long-term care solutions and funding

Who will benefit:

CPAs

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

Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession.

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 covered in this course include:

• Overview of the current landscape for AI in business
• History of ChatGPT and generative AI
• Fundamentals of generative AI technology and related nomenclature
• ABC's of how to use ChatGPT
• Demonstration of practical ChatGPT applications for accounting, finance and tax
• A word of caution: What you should be concerned about
• Developing a ChatGPT usage policy for your firm / business

Who will benefit:

Anyone who wants to develop a fundamental understanding of ChatGPT and its potential impact on accounting, finance and tax.

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

Auditing entities that hold or transact digital assets (bold)

Would you like to better understand the environment of digital asset transactions? Have you ever wondered if you should accept or continue a client engagement?

This webcast will help you identify challenges, risks and factors to consider when deciding to accept or continue with a client who holds or transacts with digital assets.

During the webcast and discussion, you will learn:

- The Digital Assets Working Group's mission and the process through which nonauthoritative guidance is developed

- What private keys are and ways to safeguard them and the digital assets to which they enable access

- About the rapidly evolving nature of the digital asset ecosystem that may lead to challenges when performing required procedures surrounding laws and regulations

You will gain:

- Insight into the unique aspects of the risk assessment process when involved in the digital assets space

- Awareness of the pseudo-anonymous nature of digital asset transactions that may lead to challenges in performing required procedures surrounding related-party relationships and transactions with related parties

You will also gain access to valuable resources:

- Accounting for and Auditing of Digital Assets Practice Aid

- Blockchain Universal Glossary

- Webcast: Accounting for Digital Assets under U.S. GAAP

- Digital Asset Resources

Learning Objectives:

- Recognize the terminology associated with auditing entities within the digital asset ecosystem.

- Identify applicable auditing standards and unique audit challenges related to: client acceptance and continuance; risk assessment and processes and controls; and laws, regulations and related parties.

- Identify potential factors to consider and procedures to perform in response to the challenges identified.

Who will benefit:

- accounting and finance professionals

- CPAs

- 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.

Whether it's changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make or break your organization. This intensive seminar on crisis management and business continuity planning will equip you with the knowledge and skills to manage crises confidently and ensure that your organization stays resilient. Resilient organizations recover faster from crises. Failing to plan for the next crisis is planning to fail.

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

• The need for crisis management and business continuity plans.
• Risk assessment and identification.
• How to develop a crisis management framework.
• Crisis communication strategies.
• Business continuity planning essentials.
• Keys to crisis leadership and decision making in a crisis.

Who will benefit:

Corporate financial leaders, financial managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in enhancing their ability to manage in a crisis!

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

This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence.

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:

• Google Gemini Quick Start
• Gemini Standalone Chatbot
• Mobile App
• Gemini integration with:
• Workspace
• Gmail
• Docs
• Sheets
• Slides
• User Tips

Who will benefit:

This course is designed for accounting professionals looking to enhance efficiency and accuracy through AI-powered tools integrated into Google products like Gmail, Docs, Sheets, and Slides.

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.