Professional Development and Event Catalog
Advanced Management and Leadership Essentials - Level V (Micro-course
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $129
Staff Training Levels IV and V are soft skills training courses that benefit both the person attending and their organization. These two courses are applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. These concepts apply to all individuals with significant supervision and management responsibilities. Topics covered include: time/priority management leadership communication skills motivation supervision helping the organization grow coaching and developing staff leading others career advising mentoring others adding new clients through referrals AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others and increase the organization's bottom line. Also, as these courses often include professionals from other industries, participants have an opportunity to work with and network with professionals from a variety of industries.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
8:45am - 12:15pm
Online
4.00 Credits
Member Price: $160
The effective date of FASB ASC 606, Revenue from Contracts with Customers, is here! Do you know which contracts are within the scope of the standard and when revenue should be recognized at a point in time of over time? This course answers those questions by providing a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know. Recent updates to this course include the latest guidance from FASB, industry-specific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition, as well as disclosure illustrations
The Complete Guide to Preparing Forms 706 and 709
8:45am - 4:15pm
Online
8.00 Credits
Member Price: $274
Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the decedent's final federal income tax return, Form 1040.
The Bottom Line on the New Lease Accounting Requirements
12:45pm - 4:15pm
Online
4.00 Credits
Member Price: $160
Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this new major standard. Discussion includes basic identification, recognition, measurement, presentation and disclosure requirements. Case study exercises are included to illustrate application of the standard. This course discusses the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. This course also discusses the lessor accounting model, including profit recognition and collectability.
Analytical Procedures Workshop
8:45am - 12:15pm
Online
4.00 Credits
Member Price: $160
Analytical procedures (APs) are utilized for different purposes and can be the most cost-efficient of accounting procedures. Interestingly, they are the least utilized, and efficiencies are lost. Understanding the types uses, and purposes are misunderstood by many accountants, as evidenced by continual peer review deficiencies. This course is a must for anyone needing to understand analytical procedures' use, application, and benefits. This course will provide participants with hands-on techniques for performing analytical procedures as required by the standards in an engagement. Participants will develop the skills and knowledge to utilize analytical procedures.
How to Settle a Client's Estate
9:00am - 4:30pm
Online
8.00 Credits
Member Price: $309
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.
Technology Conference (VIRTUAL)
Online
16.00 Credits
Member Price: $544
IMPORTANT: Please be aware this is a 2 day, 16 credit conference and you must register for both days. This Conference is filled with 16 hours of fast-paced presentations designed to maximize your time and enhance your learning. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in computer technology. This conference is designed for CPAs in public practice or industry who want to take better advantage of technology to improve efficiency and effectiveness.
Supervisory Staff Training Level 4 - Management and Leadership Essentials
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $530
Staff Training Levels IV and V are soft skills training courses that benefit both the person attending and their organization. These two courses are applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. These concepts apply to all individuals with significant supervision and management responsibilities. Topics covered include: time/priority management leadership communication skills motivation supervision helping the organization grow coaching and developing staff leading others career advising mentoring others adding new clients through referrals AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others and increase the organization's bottom line. Also, as these courses often include professionals from other industries, participants have an opportunity to work with and network with professionals from a variety of industries. Discount Pricing is available for groups of 2 or more: 2-4 participants $465 each 5-9 participants $435 each 10-14 participants $405 each 15-19 participants $375 each 20+ $345 each Please contact Lisa Bugryn for more details.
Blockchain Essentials - Impact on Modern Accounting
8:45am - 12:15pm
Online
4.00 Credits
You may think of bitcoin as another investment currency, but its underlying technology has much wider implications. Since its 2008 inception, blockchain has threatened to upend the accounting profession by offering unprecedented reliability and transparency to standard transactions. Blockchain adoption is growing steadily among multinational organizations and is now poised to revolutionize the entire financial industry. In this course, participants will learn the history behind blockchain technology and its major components and how blockchain is shaking up industries and revolutionizing how transactions are performed.
Preparing Not-for-Profit Financial Statements
9:00am - 4:30pm
Online
8.00 Credits
Member Price: $309
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including revenue recognition, contributions, and leases. The course materials utilize a highly illustrative and innovative format, including over 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.
The Complete Guide to the Preparation of Form 1041
8:45am - 4:15pm
Online
8.00 Credits
Member Price: $309
Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $160
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as those relating to adoption of new accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.
Advanced Management and Leadership Essentials - Level V
Online
16.00 Credits
Member Price: $710
Staff Training Levels IV and V are soft skills training courses that benefit both the person attending and their organization. These two courses are applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. These concepts apply to all individuals with significant supervision and management responsibilities. Topics covered include: time/priority management leadership communication skills motivation supervision helping the organization grow coaching and developing staff leading others career advising mentoring others adding new clients through referrals AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others and increase the organization's bottom line. Also, as these courses often include professionals from other industries, participants have an opportunity to work with and network with professionals from a variety of industries. Discount Pricing is available for groups of 2 or more: 2-4 participants $635 each 5-9 participants $595 each 10-14 participants $565 each 15-19 participants $535 each 20+ $495 each Please contact Lisa Bugryn for more details.
Governmental Accounting and Auditing Conference (IN-PERSON)
8:20am - 4:25pm
Rocky Hill
8.00 Credits
Member Price: $274
*IMPORTANT: This is the in person registration option. This CTCPA conference is designed to update practitioners and government finance officers in the area of governmental accounting and auditing.
Governmental Accounting and Auditing Conference (VIRTUAL)
8:20am - 4:25pm
Online
8.00 Credits
Member Price: $274
*IMPORTANT: This is the virtual registration option. This CTCPA conference is designed to update practitioners and government finance officers in the area of governmental accounting and auditing.
Preparation, Compilation, and Review Engagements: Update and Review
8:45am - 12:15pm
Online
4.00 Credits
Member Price: $160
If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements. Learn about the U.S. business economy, peer review, FASB updates, and other areas affecting preparation, compilation, and review engagements.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
9:00am - 4:30pm
Online
8.00 Credits
Member Price: $309
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
AICPA's Code of Professional Conduct, and Ethics Requirements for Connecticut CPAs
8:30am - 12:00pm
Online
4.00 Credits
Member Price: $160
This session will explore all areas of the Code of Professional Conduct (The Code). It includes those applicable to CPAs in both public practice and industry. There is a focus on commonly encountered topics and new interpretations. This session also covers the laws and regulations of the State of Connecticut.
Cryptocurrency Accounting
8:45am - 10:45am
Online
2.00 Credits
Member Price: $79
This course provides an overview of cryptocurrency basics and uses cases. Learn the latest trends in crypto applications and the current state of accounting applications of cryptocurrency. It will cover the appropriate accounting for cryptocurrency and address some of the challenges in accounting for cryptocurrency.
Top Ten Questions from Partnership Clients Regarding the Section 754 Election
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $140
This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. In this webinar, our expert panel will cover the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.