Professional Development and Event Catalog

Showing 686 Partner Webinars Results

Ethics: IRS Criminal Investigations: Key Lessons for Accountants

Wednesday, February 24th, 3:30pm - 5:30pm

Online

2.00 Credits

Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crimeDiscussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP

Next Step Blockchain: Regulations & Trends CPAs Need to Know

Wednesday, February 24th, 4:00pm - 6:00pm

Online

2.00 Credits

This session will take a deeper dive into what may be the hottest and most discussed topic in the accounting space since the internet; blockchain and blockchain applications. Moving beyond the introductions and overviews, this session drills down into what specific trends, news, and changes that are integrating blockchain into the mainstream financial system.ÿTopics to be covered include, but are not limited to stablecoins, the lightning network, regulatory changes and updates driving change in the cryptocurrency space, and examples of how organizations are already using blockchain at the enterprise and commercial levels.Discussion Leader(s) Dr. Sean Stein Smith DBA, CPA

Red Collar Crime: When Clients, Staff and CPAs Turn Violent

Wednesday, February 24th, 4:30pm - 6:30pm

Online

2.00 Credits

10 cases you won't believe actually happenedTax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed businessCorporate accountant kills witnessDiscussion Leader(s) Gary Zeune, CPA MAcct

Capitalizing and Depreciating Assets: Review and Update

Thursday, February 25th, 1:00pm - 3:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Recent tax legislation and administrative developments related to capitalization and eligible property for Section 179 and Section 168(k).Discussion of the Section 179 and Section 168(k) deductions and their use to depreciate real property.Disposition of segments of real property.Exchanges of tangible personal property after repeal of the like-kind exchange rules.Luxury auto depreciation.Standard mileage rate and when to use it.Discussion Leader(s) Steven C. Dilley, CPA, JD, PhD

Delivering Bad News? Don't Be the Messenger Who Gets Shot!

Thursday, February 25th, 11:30am - 1:30pm

Online

2.00 Credits

Improving the communication skills of financial professionals: What is the message?Who will receive the message.How to convey the message.Formats, timing and approaches.Pros and cons of each method.How to make the point(s) clearly.How to avoid the crucial and common mistakes when delivering bad news.ÿWhich words to use, and which words to avoidDecision criteria to help choose a better approach for each situation.How to make this a positive outcome for you.Discussion Leader(s) Don Minges, MBA

Depreciating and Expensing Business Assets

Thursday, February 25th, 10:30am - 12:30pm

Online

2.00 Credits

The major topics that will be covered in this course include:Recent tax legislation and developments related to depreciation and capitalizationSection 179 qualified real property and deductionSection 168(k) bonus deductionDepreciation of automobiles, full size trucks and SUVsLuxury auto limitsADS depreciation for electing farm and real estate businessRev. Proc. 2019-13 Safe HarborRev. Proc. 2019-8Discussion Leader(s) Douglas J. Van Der Aa, CPA, JD

Emotional Intelligence: The Critical Factor in Success

Thursday, February 25th, 9:00am - 11:00am

Online

2.00 Credits

What is 'Emotional Intelligence'Understand emotions, your emotions and othersUtilize appropriate social skillsUnderstand the value of a timely pauseWhy should you forgive and forget?Properly manage emotionsKnow how to handle pressure and setbacksDiscussion Leader(s) Don Minges, MBA

Ethics: 10 CPAs Behaving Badly

Thursday, February 25th, 10:00am - 2:00pm

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

Excel: Advanced Defined Names & Excel Tables

Thursday, February 25th, 11:00am - 1:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Using the INDIRECT function with Defined NamesThe importance of Consistent Column CalculationsWays to create Consistent Column CalculationsUsing Structured Table References in formulasDiscussion Leader(s) Bryan L. Smith, CPA.CITP, CISA

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

Thursday, February 25th, 11:00am - 1:00pm

Online

2.00 Credits

Discussion Leader(s) Jeff Lenning

Keeping Retirement SECURE: New Act.New Opportunities

Thursday, February 25th, 9:30am - 10:30am

Online

1.00 Credits

Review the maximum period over which an inherited IRA can be withdrawnChanges to Required Minimum Distributions (RMD)Estate planning considerationsDiscussion Leader(s) Leon LaBrecque, JD, CPA, CFPr, CFA

Office 365: Ready, Set, Go! Developing Your Strategy

Thursday, February 25th, 3:30pm - 5:30pm

Online

2.00 Credits

The topics that will be presented in this course include:Review of the key Office 365 deployment issues that need to be addressedWhat data will be stored in OneDrive and/or SharePoint vs. your local servers and PCsWho will be your Office 365 administrator(s)Determining if you will need professional / technical assistanceWhat subscription plans are required for your individual team membersDeveloping a cost-effective end user training planWhat is involved in converting your current email databases to Office 365 Exchange OutlookÿDefining your user permissions modelDefining your mobile deployment strategy for Office 365Developing a deployment timeline with minimal disruption in your businessDiscussion Leader(s) John H. Higgins, CPA.CITP

Power BI: Advanced Data Analytics with Power Pivot

Thursday, February 25th, 9:00am - 5:00pm

Online

8.00 Credits

The major topics that will be covered in this class include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measuresThe DAX calculation processTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS,ÿCLICK HEREDiscussion Leader(s) Bryan L. Smith, CPA.CITP, CISA

Single Audit Primer

Thursday, February 25th, 12:30pm - 2:30pm

Online

2.00 Credits

The major topics that will be covered in this course include:Essential differences between a financial audit and a Single Audit Significant terms and content relevant to the Single AuditDiscussion Leader(s) Leita Hart-Fanta, CPA, CGFM, CGAP

Surgent's Ethical Considerations for the CPA

Thursday, February 25th, 9:00am - 12:30pm

Online

4.00 Credits

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples Discussion Leader(s) Richard Daisley, CPA

Surgent's QuickBooks: Internal Controls for Online and Desktop Tips & Tricks

Thursday, February 25th, 1:00pm - 3:00pm

Online

2.00 Credits

The security of your records starts with the security of your network and physical environment Configuring preferences & user rights to enhance security and financial reporting Work flow can affect and improve financial reporting QuickBooks date driven transactions and how they can improve or degrade the integrity of the company file Recording activity from other sources Reports and tools to manage the file easily Discussion Leader(s) Ilene Eisen, CPA, CITP, MBA

Surgent's QuickBooks Online: Streamline Accounting with Dynamic Software!

Thursday, February 25th, 4:00pm - 6:00pm

Online

2.00 Credits

Overview of QuickBooks Online vs. Desktop Options QuickBooks Online Independent Contractor (Self-Employed) QuickBooks Online Small Business Editions Apps that increase the functionality of QuickBooks Online Discussion Leader(s) Ilene Eisen, CPA, CITP, MBA

The GAO's Green Book: Internal Controls

Thursday, February 25th, 2:30pm - 4:30pm

Online

2.00 Credits

The major topics that will be covered in this course include:Purpose of the Green Book and COSO modelsMaturity scale for internal controlsApplication of the five elements of internal control to a case studyExplanation of the 17 principlesDiscussion of how to integrate components and principlesDiscussion Leader(s) Leita Hart-Fanta, CPA, CGFM, CGAP

Advanced Budgeting: Balance Sheet and Cash Flow Projections

Friday, February 26th, 9:00am - 10:00am

Online

1.00 Credits

Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash FlowDiscussion Leader(s) John L. Daly, MBA, CPA, CMA, CPIM

Avoiding Death by PowerPoint: Creating Better Presentations

Friday, February 26th, 12:00pm - 1:00pm

Online

1.00 Credits

Choosing a PowerPoint templateSet up the presentation templateUsing PowerPoints' less obvious capabilitiesTell a storyHow to beginLess is moreMake your presentation visually appealingCropping and aligning objectsResourcesCreating voiced presentationsGetting the details rightDiscussion Leader(s) John L. Daly, MBA, CPA, CMA, CPIM