Professional Development and Event Catalog

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Showing 6292 Partner Webinars Results

Acts Discreditable: A Powerful Ethics Rule

Monday, September 27th, 5:30pm - 6:30pm

Online

1.00 Credits

AICPA Rules-Based EthicsA Narrow View of Acts DiscreditableCompare: A Principled View of Acts DiscreditableCaseConclusionInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF

Advanced Cost Accounting - Assigning Overhead

Monday, September 27th, 10:00am - 11:48am

Online

2.00 Credits

Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity Instructor Name: John L. Daly

Advanced Topics in Power BI

Monday, September 27th, 12:00pm - 1:51pm

Online

2.00 Credits

Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

Balance Sheet Management: The Least Understood Risk

Monday, September 27th, 9:00am - 12:37pm

Online

4.00 Credits

Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples Instructor Name: Don Minges

Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation

Monday, September 27th, 10:00am - 1:05pm

Online

3.50 Credits

Communication Leadership Character Behavior Instructor Name: Shannon T. White, MSW, LCSW

Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workpl

Monday, September 27th, 2:00pm - 3:07pm

Online

1.40 Credits

Communication Leadership Character Behavior Instructor Name: Shannon T. White, MSW, LCSW

Cash Management Essentials

Monday, September 27th, 12:00pm - 1:01pm

Online

1.00 Credits

Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow Instructor Name: Richard A. Karwic, MBA

Choosing Small Business Accounting Solutions

Monday, September 27th, 4:00pm - 5:49pm

Online

2.00 Credits

Overview of small business accounting solutions Traditional desktop and SaaS small business products Shortfalls of specific accounting solutions Strengths and weaknesses of various solutions Setup and configuration tips Instructor Name: Brian Tankersley

Common Yellow Book & Single Audit Deficiencies

Monday, September 27th, 10:00am - 1:44pm

Online

4.00 Credits

Governmental Auditing  Instructor Name: Melisa F. Galasso

Communicating Financial Information to Non-Accountants

Monday, September 27th, 9:00am - 11:00am

Online

2.00 Credits

The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphicallyInstructor Name: John L. Daly, MBA, CPA, CMA, CPIM

Complex Manager Comp Scenarios: Core Form VII-A & Schedule J

Monday, September 27th, 11:30am - 2:00pm

Online

2.50 Credits

The major topics that will be covered in this class include:Exploration of the challenges in determining a filer's: current Key Employees versus Officers; and those who need be disclosed as "formers" - individuals with "current" status in prior years but NOT in the current year, who then are to be tested for either "former" Officer/Key Employee/High 5 status or "former" Trustee/Director statusWhy and how all of this matters (including the additional compensation detailing that is required on Schedule J's Part II when a manager's circumstances "trigger" that schedule's application)Handling the recalcitrant Trustee-Director who claims limited involvement with the filer's governance and Officers and other managers who may refuse to return questionnairesFurther exploration of key compensation reporting challenges: (1) required "dial back" to the calendar year for organizations with a year other than 12/31; (2) 990-instructions-defined "deferred comp" overall and via examples; (3) compensation disclosures (and reporting exceptions) in BOTH cases of related organization's pay and when compensation is paid by an Unrelated organization to an individual who is serving the filer; and (4) comparison of 990 reporting of compensation with IRC section 4960's "remuneration"-based excise taxComplex third-party payor reporting situations: procuring services of an individual from a management company or employee-leasing organization; common paymaster reporting scenarios; and when an individual's services to the filer are paid by an Unrelated organizationInstructor Name: Eve R. Borenstein, J.D.

CPA Super Search: A New Research Checklist System for Google

Monday, September 27th, 10:30am - 12:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupationsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace

Monday, September 27th, 3:00pm - 3:54pm

Online

1.00 Credits

Employee Retention Employee Engagement Leadership Instructor Name: Jeff Kortes

Effective LEADER-COACH Certification Course Preview

Monday, September 27th, 1:00pm - 2:07pm

Online

1.00 Credits

Leadership Personal development Communication Interpersonal relationships Coaching  Instructor Name: Kristine Conway, MS, PCC

Essential Skills for the Next 10 Years

Monday, September 27th, 10:00am - 11:00am

Online

1.00 Credits

Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow Instructor Name: Don Minges, John L. Daly, Richard A. Karwic, MBA

Everything that You Need to Know About the New Pass-Through Entity Rules (IRC 199A)

Monday, September 27th, 1:30pm - 5:21pm

Online

4.00 Credits

Definition of a Pass-Through Entity The “20% Deduction” Computation Eligible (Qualified) Business Income Limitation Taxable Income Limitation  Excess Income Limitation Specified Service Trade or Business (“SSTB”) issues Regulation issues Planning opportunities Instructor Name: Arthur Werner

Excel for Accounting Professionals Session 6: List Comparisons and Indenting

Monday, September 27th, 12:30pm - 2:30pm

Online

2.00 Credits

Instructor Name: Jeff Lenning

Financial Reporting Frameworks for SMEs Update and Review

Monday, September 27th, 9:00am - 5:00pm

Online

8.00 Credits

The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program Update and review of the tax and cash special purpose frameworks Update and review of the AICPA Financial Reporting Framework for SMEs Update on common errors and deficiencies as identified in peer reviews and in litigation Detailed analysis of the lease accounting standard Practical guidance in accounting for COVID-19 issues including the accounting for PPP loan programsInstructor Name: Walter J. Haig

K2's Advanced Excel

Monday, September 27th, 9:30am - 5:08pm

Online

8.00 Credits

Excel Accounting Computer Software & Applications Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

K2's Advanced Excel Data Magic - Managing, Analyzing, and Reporting

Monday, September 27th, 12:30pm - 8:08pm

Online

8.00 Credits

Excel Accounting Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA