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(LIAA52/27) Best Practices: Audit Workpapers & Proper Documentation

AU-C Section 230 requires that auditors maintain sufficient audit documentation throughout the engagement. Audit documentation is essential, as it serves as the evidence that auditors performed appropriate procedures to support their opinion on the financial statements. This course will cover the basis and best practices of audit workpapers and proper audit documentation, as well as...

Non Member: $90
Credit Hours: 2

(LIMG05/27) Gaining a Competitive Advantage – Critical Skills for CFOs and Controllers

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the...

Non Member: $65
Credit Hours: 1.4

(LITX55/27) Understanding Partnership Taxation – PTE Elections, 754 Elections, & Selling a Partnership Interest

Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis...

Non Member: $45
Credit Hours: 1

(LITE14/27) Client Data Handling Quick Audit

Quickly assess how client data is collected, stored, shared, and protected across your organization. This course provides a practical, checklist-based audit to identify gaps, reduce risk, and strengthen data handling practices without overcomplicating the process.

Non Member: $45
Credit Hours: 1

(LITE10R/27) MFA + Password Manager Rollout Plan – Rebroadcast

Create a clear, practical roadmap for implementing multi-factor authentication and password managers across your organization. This course outlines best practices, common adoption challenges, and rollout strategies to strengthen security while minimizing user resistance.

Non Member: $45
Credit Hours: 1

(LIAA53/27) Reviewing Workpapers – Embracing Responsibilities for Quality Control

Audit documentation provides the principal support for an auditor's report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that technical, professional, and regulatory standards are met. In addition, the workpaper review process should be used as a tool for professional development and promoting efficient audits. This module will provide...

Non Member: $90
Credit Hours: 2

(LIMG06/27) The Art of Discipline and Getting Things Done – Applying Better Time, Team, and Project Management Techniques

Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline, including time, team, and project management.

Non Member: $90
Credit Hours: 2

(LIOT15/27) Building a Better Team – Being a Better Teammate

While accountants deal with many complicated code sections and analytical issues, perhaps the most difficult thing that every financial professional deals with is how to create a good office environment. Utilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships...

Non Member: $90
Credit Hours: 2

(LIOT16/27) Managing People – Best Practices for a Better Office

You have probably heard the saying that "employees quit managers - not companies." Perhaps this has never been more true than now - when many people are working from home, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important...

Non Member: $90
Credit Hours: 2

(LIOT17/27) Lifecycle Financial Planning – Assessing Client Needs & Building a Plan

True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...

Non Member: $65
Credit Hours: 1.4