Events Search and Views Navigation

Event Views Navigation

Today

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

(LITE25/27) Creating More Effective Financial Reports in Excel

Effective financial reports should be consistent, easy to interpret, and simple to update. In this practical session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to improve recurring reports with reusable templates, visual cues, interactive features, and modern Excel tools.You’ll learn how to create workbook and worksheet templates that reduce...

Non Member: $45
Credit Hours: 1

(LITE12/27) Incident Response Checklist for Finance

Be prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear, finance-focused incident response checklist to help limit damage, meet reporting obligations, and support an effective recovery.

Non Member: $45
Credit Hours: 1

(LITE13/27) Phishing Simulation Follow-Up Actions

Reinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities, improve employee awareness, and strengthen your organization's overall security posture.

Non Member: $45
Credit Hours: 1

(LIAA38/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: Segment 4: Linking Assesse

This series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in "real-life" circumstances. Practical understanding of principles and standards can result in a high-quality, insightful, and profitable engagement.

Non Member: $90
Credit Hours: 2

(LIAA39/27) PCAOB and SEC Update

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.

Non Member: $90
Credit Hours: 2

(LIAA40/27) Sampling – Avoiding Common Mistakes on Financial Statement and Compliance Audits

Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing...

Non Member: $90
Credit Hours: 2

(LITX50/27) Exploring Client Advisory Services – Independent Contractors vs Employees

As gig workers, remote employees, and hybrid working environments have become more commonplace, the tax rules pertaining to independent contractors and employees have become more complex. If someone can work whenever they want, are they still an employee? How are expense reimbursements reported? And most importantly, what happens if a contractor should really be classified...

Non Member: $45
Credit Hours: 1

(LIOT14/27) Seeing Beyond the Numbers – Financial Statement Analysis for CFOs & Controllers

Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization's financial standing. However, the interpretation of financial statements can vary widely depending on the user's perspective. This course is designed to help you refine your financial statement analysis skills...

Non Member: $180
Credit Hours: 4

(LITX52/27) Lifecycle Financial Planning: Education Planning – 529 Plans

With the rising cost of college, education planning has become an increasingly greater need for clients. 529 plans continue to be a valuable way to save for college in a tax-efficient way. However, are there any costs that 529 plans cannot be used to cover? What about using 529 plans to cover student loan payments?...

Non Member: $45
Credit Hours: 1