Professional Development and Event Catalog
Disclosing Managers: Compensation on Core Form 990 & Sch. J
Thursday, April 22nd 5:00pm - 7:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:Review of who is to be reported in Part VII-A as a current or former legally or quasi-legal "in-charge" (i.e., Trustee-Director, Officer, Key Employee -- a group also known as "TDOKEs") or as a High 5Exploration of the challenges in determining: current Key Employees versus Officers; former (relating to "current" status in prior-years) TDOKEs and/or High 5s; and who qualifies as a Trustee-Director in circumstances of limited involvement with the filer's governanceCompensation reporting: the required "dial back" to the calendar year for organizations with a ye other than 12/31; handling of compensation provided from "related organizations"ÿ(including reporting exceptions)ÿversus that coming from certain unrelated payorsReview of compensation "buckets": "reportable compensation" versus "other compensation" and the applicable exceptions for Core Form reportingAdditional compensation detailing that is required on Schedule J's Part II when an individual TDOKE's or High 5's circumstances "trigger" application of that scheduleÿÿComplex reporting situations: individuals procured from management companies or from employee-leasing organizations; common paymaster reporting scenarios; payment to an individual for services they are providing the filer by an unrelated organizationÿ ÿ ÿ ÿDiscussion Leader(s) Eve R. Borenstein, J.D.
Form 990 Parts V (Other Tax Issues) & I (Summary Financials)
Thursday, April 22nd 6:00pm - 7:00pm
Online
1.00 Credits
The major topics that will be covered in this class include:Line-by-line exploration of Part V's regulatory laundry-list of additional tax compliance points the exempt sector is responsible for outside of maintaining exemptionSubstantive background on the underlying line-specific tax issues relating to four key lines:ÿHow the presence of a common paymaster alters the count of "number of employees" [and how the latter does or does not factor into the current mandatory e-filing rules for larger organizations] (Line 2)When a Form 990-T filing is required (Line 3a)The quid pro quo solicitation disclosure mandates (Line 7a/7b)Need to communicate with solicitations that the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)The multiple, often overlapping, disclosures or tax filings required when a filer receives largeÿ tax-deductible contributions or certain types of property toward such contributionsExplanation of the basics behind the excise tax schemes applied to filers:holding "donor-advised funds" (Lines 8 and 9)subject to either of the two new excise tax schemes added by the Tax Cuts and Jobs ActPotholes in culling the current andÿ prior year's tax return information necessary to complete Part I's Lines 8-22Discussion Leader(s) Eve R. Borenstein, J.D.
AI and Ethics: Opportunities and Challenges for CPAs
Friday, April 23rd 9:00am - 10:00am
Online
1.00 Credits
The major topics that will be covered in this course include:First half:Breaking down just what AI isHow AI is different from existing technology optionsWhere AI fits in the current technology conversationÿSecond half:Link together how ethical considerations, potential biases, and what kinds of controls should be integrated into the development of any AI program.ÿNot meant to be an overly technical presentation, this session instead focuses on common sense applications and takeaways for practitioners at all levels.ÿDiscussion Leader(s) Dr. Sean Stein Smith DBA, CPA
Automation Survival Guide for Accountants
Friday, April 23rd 1:30pm - 3:30pm
Online
2.00 Credits
Current VUCA Business environmentÿGartner Hype CycleEmerging TechnologyÿImpact on Accounting ProfessionArtificial intelligenceRecognition technologiesSmart homesInternet of thingsWearable technologiesSmart citiesAutonomous transportation:Augmented AnalyticsÿImmersive RealityKey CPA opportunities/challengesÿPractical tips on how practitioners can optimally respondDiscussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP
Communicating Financial Information to Non-Accountants
Friday, April 23rd 9:00am - 11:00am
Online
2.00 Credits
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphicallyDiscussion Leader(s) John L. Daly, MBA, CPA, CMA, CPIM
Ethics: IRS Tax Advocate Service for Accountants
Friday, April 23rd 3:30pm - 5:30pm
Online
2.00 Credits
TAS operations snapshotTaxpayer Bill of RightsLocal Taxpayer AdvocateLow Income Taxpayer ClinicsReports to CongressTaxpayer Advocacy PanelSystemic Advocacy Management System (SAMS)Discussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP
Foreign Corrupt Practices Act: Practical Compliance
Friday, April 23rd 11:30am - 1:30pm
Online
2.00 Credits
Learn the history of the FCPAUnderstand the fines, penalties and enforcement processBuilding a Risk Assessed Compliance FrameworkFCPA Corporate Enforcement PolicyAvoid FCPA enforcement actionsDiscussion Leader(s) Charles Silvey, CPA
Governance Time! Form 990 Part VI & Schedule O Narrations
Friday, April 23rd 5:00pm - 6:00pm
Online
1.00 Credits
After attending this presentation you will be able to...Drill-down into the complete instructions behind the entirety of Part VI's six key inquiries (Board member independence (Line 1), TDOKEs' connections via business or family relationships (Line 2), use of management companies (Line 3), Board oversight of Form 990's preparation needs (Line 11), conflict of interest policies and management (Line 12), how compensation is set for top officers (Line 15)ÿÿDiscussion of the issues behind the "do you participate in a joint venture" query (Line 16)ÿSummary of disclosure needs when filer has members/stakeholders with certain voting rights (Lines 6-7)ÿUnderstand what likely comprises a "significant change" to organizational documents, and in such presence, what disclosures are required (Line 4)Be aware of what constitutes a "significant diversion of assets" and ramifications that result if same need be reported (Line 5)Understand this part's "Disclosure" Section and the public and/or regulatory reporting it servesExplanation of what 'motivates' additional inquiries (i.e., Lines 8-10, 13-14)Discussion Leader(s) Eve R. Borenstein, J.D.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
Friday, April 23rd 9:00am - 1:00pm
Online
4.00 Credits
Topics Discussed - Background, purpose, and main provisions of new standard - Transition guidance - 5-step process for recognizing revenue - Disclosure requirements - Implementation guidance contracts, tax matters, internal controls, ITDiscussion Leader(s) Renee Rampulla
Introduction to Fraud Case Work
Friday, April 23rd 12:30pm - 2:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:How to begin working in the area of fraud case work utilizing the same exact tools you currently know, but just changing the way you analyze what you are looking at.ÿLearn how to create a simple case plan and checklist including tax return vs. accounting filesThe importance of source documentsÿHow to read a complaintDiscussion Leader(s) Dawn W. Brolin, CPA, CFE
Office 365: Take Your Office on the Road With Mobile Apps
Friday, April 23rd 3:00pm - 5:00pm
Online
2.00 Credits
The topics that will be presented in this course include:Review of the premium mobile app features with Office 365How to use the core Office apps on your mobile device: Excel, Word, Outlook, PowerPointIntegrating the OneDrive cloud storage with your mobile device strategyReview of all the available mobile apps: Skype for Business, SharePoint and moreSecuring your Office 365 mobile apps dataiOS versus Android mobile apps comparisonHow to install and activate the Office 365 mobile apps on your deviceSubscription plans featuring Office 365 mobile appsDiscussion Leader(s) John H. Higgins, CPA.CITP
Office 365 Teams App: Start Transforming Your Organization
Friday, April 23rd 10:00am - 1:00pm
Online
3.00 Credits
The major topics that will be covered in this course include...Orientation to the Teams app and how it can transform the way your organization communicates, collaborates and shares knowledgeIntroduction to the various Teams apps: desktop, browser and mobileComposing messages from A to ZAttaching files, links and other content to your conversation postsSearching your Teams postsWorking with SharePoint files in TeamsDiscussion Leader(s) John H. Higgins, CPA.CITP
Partnerships: How to Calculate and Report Partner's Basis
Friday, April 23rd 1:00pm - 3:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:How to calculate tax basis capital accounts2020 new reporting rules on Form 1065, Schedule K-1Calculation of basis when the entity is formed, including the impact of contributed propertyExplanation of the use of both "inside" and "outside" basis determinationClarifies the importance of partnership capital accounts and partnerships debt on partner's tax basisComprehensive example illustrating the mechanics of the basis determination processDiscussion on how basis is impacted by distributions of partnership propertyExplanation of how basis is impacted by sale and/or liquidation of the partnership interestDiscussion Leader(s) Steven C. Dilley, CPA, JD, PhD
S Corporation Essentials: Review and Update
Friday, April 23rd 11:00am - 1:00pm
Online
2.00 Credits
Recent tax legislation, rules and developments impacting S corporations.Form 1120S Schedule K-1 reporting.Guide to applying the new Section 199A deduction.Filing deadlines and extensions.Discussion Leader(s) Douglas J. Van Der Aa, CPA, JD
Succession Planning and Knowledge Capture/Transfer
Friday, April 23rd 2:00pm - 3:00pm
Online
1.00 Credits
Creating complete succession plansIdentifying the "right" successorsCreating and implementing development plans to ensure the successors will succeedCapturing and transferring critical knowledge that must be transitioned to the successorsDiscussion Leader(s) Jim Bitterle
Surgent's Annual Accounting and Auditing Update
Friday, April 23rd 9:00am - 5:00pm
Online
8.00 Credits
Private company standard setting activities Recently issued FASB Accounting Standards Updates Leases -- Topic 842 Impairment -- Topic 326 Lessons learned from the adoption of Topic 606 Other items on the FASB’s Technical Agenda Recently issued SASs and other AICPA and PCAOB activity SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS Peer review and other audit quality issues Other important A&A practice matters Discussion Leader(s) Richard Daisley, CPA
Surgent's Controllership Skills Update: Budgeting, Forecasting, and Big Data
Friday, April 23rd 1:00pm - 3:00pm
Online
2.00 Credits
Why Forecasts and Budgets are Frequently Wrong: Behavioral finance Improper goal setting Games Continuing the status quo Traditional budgeting techniques Incorporating Strategy into Budgets: Improving measurement systems Common errors Developing strategic measurements Strategies vs. non-strategies Expanding the Budgeting Framework: Quarterly and rolling forecasts Mission-based budgeting Zero-based budgeting Post-completion evaluations Contingency planning Identifying improvements Big Data: Definition Challenges Goals Current uses/examples Sources of information Analytical Tools: Ratio analysis Benchmarking Pareto analysis What If analysis Trend analysis Regression Simulation Discussion Leader(s) Tony La Russo, BA, MBA, CMA
Surgent's Negotiating Unmasked
Friday, April 23rd 10:00am - 12:00pm
Online
2.00 Credits
Understanding the process and art of negotiating Analyzing the component parts of negotiating Positioning yourself for success Practical steps to improve results Discussion Leader(s) Eugene Grace, Esq.
The Changing Role of the Controller: Advancing from Tactical to Strategic
Friday, April 23rd 1:00pm - 5:00pm
Online
4.00 Credits
Topics Discussed - Leadership vs. Management - Business and strategic planning processes - Corporate culture - Lean management techniques and processes - Recruiting, retaining and developing employees - Communications, listening and presentation skills - Managing "up" and how to master it - Business Strategy and the Controller - The need for increased efficiency and the application of Lean techniques - Application of best practices in the Accounting DepartmentDiscussion Leader(s) James Lindell
Ethics: 10 CPAs Behaving Badly
Saturday, April 24th 9:00am - 1:00pm
Online
4.00 Credits
A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.Discussion Leader(s) Gary Zeune, CPA MAcct