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Entertainment, Meals and Travel Expenses: Review and Update

Monday, Aug. 18
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

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Microsoft Outlook "Must Know" Email Tips

Monday, Aug. 18
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $89

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If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Global Internal Audit Standards (GIAS) Domain III - Part 1

Monday, Aug. 18
 3:00pm - 5:14pm

Online

2.50 Credits

Member Price: $79

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The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE and the board, as well as joint responsibilities. The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service

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Best Non-Google Search Tools for Accountants

Monday, Aug. 18
 3:30pm - 5:30pm

Online

2.00 Credits

Member Price: $89

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The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization

Monday, Aug. 18
 4:00pm - 5:01pm

Online

1.00 Credits

Member Price: $39

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Many employees with ADHD struggle with productivity. It’s heart-breaking to feel you have to let a team member go due to lack of performance. This course is for HR Professionals and Team Leaders who want more tools in their tool belt to help improve retention with ADHD team members. You will learn whole brain strategies to help your team members with ADHD improve performance, so they can not only survive but thrive. This innovative science-based approach is designed to help people with ADHD get more done in less time with a process designed with their creative brain in mind.

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When Leadership Fails

Monday, Aug. 18
 4:00pm - 5:48pm

Online

2.00 Credits

Member Price: $79

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When the leadership in any organizations carries out their responsibilities of establishing, maintaining and monitoring internal controls, it significantly reduces the possibility of fraud occurring.  When and if it does occur, a good system of internal controls will often detect it early on.  This presentation is an illustration of what can happen when top management fails to carry out their responsibility of protecting an entity’s assets through a good system of internal controls.

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Keeping Up with the FASB

Monday, Aug. 18
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $89

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Tactics to Find Work Life Balance in a Complex World

Monday, Aug. 18
 5:00pm - 6:00pm

Online

1.00 Credits

Member Price: $55

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Internal Control Fundamentals

Monday, Aug. 18
 5:00pm - 6:48pm

Online

2.00 Credits

Member Price: $79

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AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls. 

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Learning to Teach "Tax" as a Second Language

Tuesday, Aug. 19
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

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Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Financial Statement Fraud

Tuesday, Aug. 19
 9:00am - 10:45am

Online

2.00 Credits

Member Price: $79

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Get started with Power BI

Tuesday, Aug. 19
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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The New AICPA Statements on Standards for Tax Services

Tuesday, Aug. 19
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $79

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The SSTS are tax standards that apply to all members who provide tax services and provide the framework for the AICPA ethical guidance for tax practitioners.  This program explores the revised AICPA Statements on Standards for Tax Services, effective January 1, 2024.    

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Operations Level Internal Control

Tuesday, Aug. 19
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

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Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Managing Current Fraud Trends in a Shifting Environment

Tuesday, Aug. 19
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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The Best Individual Income Tax Update Course by Surgent

Tuesday, Aug. 19
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

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ChatGPT and IRS Taxation Law Research

Tuesday, Aug. 19
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

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The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Communication Miracles At Work and In Life - Part 1

Tuesday, Aug. 19
 9:30am - 1:04pm

Online

4.00 Credits

Member Price: $129

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Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.

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Coping With the Growth of Online Fraud

Tuesday, Aug. 19
 9:30am - 1:30pm

Online

4.00 Credits

Member Price: $149

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Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Embracing Neurodiversity in the Workplace

Tuesday, Aug. 19
 10:00am - 11:03am

Online

1.00 Credits

Member Price: $39

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