Professional Development and Event Catalog

Showing 4650 Partner Webinars Results

Advanced Negotiations: Beyond Getting to Yes

Monday, May 10th 9:00am - 10:00am

Evergreen

1.00 Credits

The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpartInstructor Name: John L. Daly, MBA, CPA, CMA, CPIM

A Question of Balance: Exploring Work Life Challenges

Monday, May 10th 3:30pm - 4:30pm

Evergreen

1.00 Credits

The major topics that will be covered in this course include:The fallacy of the "balance line"The importance of the "million dollar question"The balance "top 10 List"The benefits of a balanced professional lifeInstructor Name: Kevin R. Yeanoplos, CPA/ABV, ASA

Assessing the Impact of COVID-19 Enterprise Value

Monday, May 10th 2:00pm - 3:00pm

Evergreen

1.00 Credits

The major topics that will be covered in this class include:An exploration of the use of a detailed analytical framework assessing the impact of COVID-19 on enterprise valueDiscounted Cash Flow method paired with another framework to estimate enterprise value Instructor Name: Ronald L Seigneur, CPA/ABV, ASA, CVA

Blazing a Digital Trail: Making Friends with Robots

Monday, May 10th 5:00pm - 7:00pm

Evergreen

2.00 Credits

The major topics that will be covered in this class include:Emerging technologiesSpotting opportunities to use automationResources to learn more about specific technologiesInstructor Name: Toby Groves, Ph.D.

COVID-19: Impact on SSARS and Other Attest Engagements

Monday, May 10th 4:00pm - 6:00pm

Evergreen

2.00 Credits

The major topics that will be covered in this class include:Issues and disruptions from the impact of COVID-19 such as financial reporting framework, documentation and understanding of an engagement, non-attest services, performance requirements on review engagements, compilation and preparation engagements and reporting issuesCommon findings identified in connection with Peer Reviews on SSARS engagementsInstructor Name: Allison M. Henry, CPA, CGMA

Ethics: What a CPA in Public Practice Needs to Know

Monday, May 10th 11:30am - 1:30pm

Evergreen

2.00 Credits

Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public PracticeInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF

Financial and Tax Accounting for Partnerships and S Corps

Monday, May 10th 9:00am - 5:00pm

Evergreen

8.00 Credits

The major topics covered in this class include:Review of the Accounting Standard Codification and its application to partnerships, LLCs, and S CorporationsReview of OCBOA and its application to different business entitiesReview of AICPA financial reporting framework for small and medium-sized entitiesIntegration of financial accounting with Form 1065 and Form 1120SSection 704(b) substantial economic effect rules and their relation to financial accountingDeferred tax accounting for partnerships, LLCs and S corporationsReview of AICPA "small" GAAP rulesFinancial accounting impact of the C to S and S to C electionFinancial vs. tax accounting for loans to and from S corporations and their shareholders and S corporation investments in other entitiesFinancial and tax accounting for PPP loan forgivenessInstructor Name: Steven C. Dilley, CPA, JD, PhD

Get Inside the Room Where it Happens

Monday, May 10th 3:00pm - 5:00pm

Evergreen

2.00 Credits

The major topics that will be covered in this class include:What clients wantIdentifying client pain pointsMaking the shift from technical expert to problem solveInstructor Name: Michael Ramos

International Cross Border Transactions

Monday, May 10th 10:00am - 12:00pm

Evergreen

2.00 Credits

The major topics that will be covered in this class include: A basic framework of the different ways companies transact business in different countries and the resulting tax implications.The basic premises of cross-border tax planning and the techniques used to reduce an organization's effective tax rate.Real-life examples drawn from the speaker's extensive experience as a tax practitioner working for large multi-national companies.Instructor Name: Allison M. McLeod, LL.M., CPA

NEW 2020 Stimulus Bill: Tax Provisions You Need to Know NOW

Monday, May 10th 12:30pm - 2:30pm

Evergreen

2.00 Credits

PPP2 - The next round of the Paycheck Protection Program and how it integrates with PPP1PPP1 and PPP2 related deductionsStimulus payments for individuals, including dependentsExpanded and refundable child care creditCredits for child care providersEmployer credit for child care paymentsEmployee retention credit for domestic workersChild and family care for essential workersExtended unemployment period and additional paymentExtensions of prior legislation: mortgage loan forgiveness, interest deduction, energy provisions, depreciation of special assetsAnd much more!Instructor Name: Steven C. Dilley, CPA, JD, PhD

OneNote - Mastering Organization of Your Notes & Correspondence

Monday, May 10th 10:30am - 12:30pm

Evergreen

2.00 Credits

The following topics will be covered in this course:Navigating the OneNote interfaceBest practices for notebook organizationLearn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooksUsing OneNote with OneDrive to share and collaborate with internal and external usersCreating and using templates to streamline your notebook managementIntegrating OneNote with your task managerUsing the power of tags to manage and search your contentUsing OneNote on your tablet and smartphoneInstructor Name: John H. Higgins, CPA.CITP

Power BI - Analyze Your Data With Excel Pivot Tables

Monday, May 10th 12:00pm - 4:00pm

Evergreen

4.00 Credits

The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series SequenceInstructor Name: Bryan L. Smith, CPA.CITP, CISA

Questions of Willful Blindness

Monday, May 10th 9:30am - 11:30am

Evergreen

2.00 Credits

The major topics that will be covered in this class include:What is willful blindness?What is wire fraud?What is mail fraud?What is securities fraud?What influences a prison term. Instructor Name: Justin Paperny

Reporting Managers & Their Compensation: Form 990 Part VII-A

Monday, May 10th 1:00pm - 3:30pm

Evergreen

2.50 Credits

The major topics that will be covered in this class include:Definitions behind the three classes of legally or quasi-legally in-charge managers who are required to be disclosed as current managers relative to each Form 990's tax yearIdentifying what makes someone a "High 5" Drilling into the reportable compensation thresholds by which employees fall into consideration as either "current" Key Employees or High 5s, as well as the relevant compensation thresholds for status as a "former" TDOKE Explanation of the two "buckets" of disclosable compensation - reportable and other - that are required to be reported as having been provided to all current and former managers (and High 5s) disclosed on Part VII-A The two "$10,000" exceptions on Part VII-A that void the need to disclose a related organizations' reporting (based on amounts) of "reportable compensation"; and excepting certain types of "other compensation" Instructor Name: Eve R. Borenstein, J.D.

Surgent's Annual Accounting and Auditing Update

Monday, May 10th 9:00am - 5:00pm

Online

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases -- Topic 842 Financial accounting and reporting considerations related to Going Concern Recently issued SASs and other AICPA activity SSARS No. 21, Clarification and Recodification and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters Instructor Name: Richard Daisley, CPA

Surgent's Annual Update for Defined Contribution Plans

Monday, May 10th 1:00pm - 3:00pm

Online

2.00 Credits

Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study Instructor Name: Melissa Critcher, CPA, PC

Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update

Monday, May 10th 9:00am - 12:30pm

Online

4.00 Credits

Annual update of the changes affecting 401(k) plans Discussion of audit strategy while improving overall efficiency Description of common mistakes as noted in peer reviews and DOL inspections Instructor Name: Melissa Critcher, CPA, PC

Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

Monday, May 10th 1:00pm - 4:30pm

Online

4.00 Credits

AICPA’s Enhancing Audit Quality initiative Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation Instructor Name: Marci Thomas, CPA

Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies

Monday, May 10th 1:00pm - 4:30pm

Online

4.00 Credits

Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk Instructor Name: Art Pulis, MBA

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

Monday, May 10th 2:00pm - 4:00pm

Online

2.00 Credits

Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position Instructor Name: Jason Cornell