You Suspect Fraud? Now What?

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

This on-demand course is designed for staff accountants, auditors, and bookkeepers who might encounter fraud during the normal course of their duties. We will review some of the basic issues involved in investigating fraud and determining if there is a predication for a fraud investigation. 

Travel & Entertainment Best Practices: Prevent Fraud and Comply with IRS Regs

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

This session will start with a review of IRS requirements and show how you can incorporate them into your policy. The session will then delineate the different games some employees play when attempting to get reimbursed for more than they actually spent along with tactics you can use to stop this problematic behavior.

Sarbanes Oxley (SOX) Overview

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

See Sarbanes Oxley (SOX) Overview 

This on-demand course will provide an overview of the legislation as well as the proper processes, controls and tests companies must use to determine adequate internal and financial controls. We discuss how to recognize components of SOX and the Internal Control Framework, the requirements for Top-Down Risk Assessment, as well as how to identify legislation changes and challenges, Auditing Standard 2 and Auditing Standard 5, and how to discover the SOX Sequence of process (documentation, design, evaluation).

QuickBooks 101

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

Topics Covered

  • Compare the differences between QuickBooks Pro, Premier, Accountant, and Enterprise.
  • Create a new QuickBooks company from scratch.
  • Regain access to QuickBooks companies when you don’t remember the password.
  • Manage your QuickBooks chart of accounts.
  • Add list items, such as customers, vendors, inventory items, employees, as well as supporting lists.
  • Customize QuickBooks by using custom fields.
  • Compare customer invoices versus sales receipts.
  • Understand the nuances of the Quick Add feature.
  • See how to maximize the Undeposited Funds account.
  • Save time by memorizing transactions.
  • Get an overview of processing payroll within QuickBooks.
  • Reconcile your bank and credit card statements.
  • See two different ways to find transactions.
  • Run reports, such as a Profit & Loss and Sales by Customer.
  • Get an overview of managing budgets within QuickBooks.
  • See how to back-up and restore your QuickBooks company.

Private Foundation Update & Form 990-PF

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

This timely two-hour CPE course will provide you with an updated practical review of the Form 990-PF, discuss common transactions, pitfalls to watch for, and little understood reporting complexities. You will be lead in this discussion by Jane Searing, shareholder and leader of the exempt organization tax group at Clark Nuber, the award-winning CPA and consulting firm as well as one of the co-authors from Clark Nuber of the Form 990 Compliance Guide published by Wolters Kluwer.

Private Foundations and Self-Dealing

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

This on-demand course will cover recent rulings, updates, and best practices in policies and procedures for preventing self-dealing.

Topics Covered

  • Impact transactions between private foundations and their disqualified persons
  • Status of current IRS rulings and the Priority Guidance Plan regarding self-dealing
  • How to correct and report acts of self-dealing when the occur

Not-for-Profit Organizations: Accounting and Audit Update

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

Join CPA, Andrew Prather while he walks you through the recently issued accounting standards and how they impact not-for-profit organizations.

Topics Covered

  • New FASB standard to significantly change the financial reporting model for not-for-profit organizations
  • New FASB standards on revenue recognition, fair value disclosures, debt issuance costs, and other topics
  • New AICPA standards for review, compilation, and preparation engagements