Professional Development and Event Catalog

In the "Excel - Formatting Spreadsheets for Beginners" class, you learned basic formatting of a spreadsheet. In this class, we take you to the next level by teaching you how to customize many of the formatting options. Learn to customize cell styles and how to use these styles in other workbooks. Most Excel users know how to select number formats but this class shows how to leverage the Custom Number Formatting option to create special formatting options. Many of the formatting options are applied manually, cell-by-cell or by range. This can be tedious if there is a condition by which you want to apply a format. You will learn to use Conditional Formatting to format based upon a criteria. Have you ever finalized a spreadsheet, only to accidently make changes over the top? This action is something that is very easy to do. This class demonstrates various options to prevent this from happening and will look at various security options within Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT - aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)? This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS' TFRP file, and reconciling requirements in the IRM. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program analyzes and applies the AICPA Code of Professional Conduct and other sources of ethical guidance to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

A significant amount of information is electronically initiated, recorded, processed, or reported and information to be used as audit evidence may be available only in electronic form. During this session, we will look at different types of information commonly presented to an auditor during the audit of an employee benefit plan and identify considerations for auditors when evaluating information to be used as audit evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We then move to the NFP side of the house with a look at the Accounting Standard Updates issued by the FASB that impacts nonprofit entities. Following that, we review the work of the Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on. After the break, we will conduct a deeper dive into Yellow Book and Single Audit engagements. The course closes with a look at the significant changes in the 2024 Compliance Supplement, the changes to the Uniform Guidance and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Want to automatically update the date and time on your spreadsheet? Or pick text strings from other cells to automatically copy and update to a different cell? You will learn how to incorporate text, date and time functions in your spreadsheet that will make data entry a breeze. In this webinar, we will focus on Text functions and Date & Time functions. In the Text function section, you will learn how to use the various Text functions to join and separate text entries as well as formatting the results. In the Date & Time function section, you will learn how to perform various date and time calculations. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Delegation is a leadership must-have as no organization can grow or survive succession without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we're all guilty of one or more of the seven "sins" of delegation. In this session, we'll explore ways to become better delegators and encourage the highest and best use for all team members. Attend this session to gain concrete strategies for empowering and developing others through powerful delegation! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The need for a forensic accountant has grown in the last two decades, with more expected in the future. From oil well spills to divorces - from stealing trust funds to partnership disputes - forensic accountants are needed to find and calculate losses. They are financial detectives that are needed to explain the money story to attorneys, judges, and juries. If you are interested in starting a forensic accounting practice or adding on this service to your existing firm, this course is for you. In this presentation, you will know what service to provide possible clients, how to find those clients, and the cost-effective ways to start the forensic accounting practice. Your instructor has over 20 years of experience as a special agent with IRS-Criminal Investigation where he conducted investigations into tax and money laundering crimes across the globe. After his successful investigative career, he started a CPA firm from scratch that focused on forensic accounting. He shares the successes and failures in starting a forensic accounting practice, including getting the right credentials, various ways of marketing to potential clients, closing the deal with engagement letters, and delivering the service to the client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Leading change now ranks in the top three leader skills of the future. As audit, risk management, and governance are relied on more and more in organizational decision-making, the need to lead change is paramount. Leaders and practitioners at all levels must oversee or manage change in today's environment. Whether you are a CEO, small business owner, or individual practitioner, you lead change in your environment. In this session, learn how to lead change BETTER because everyone is a leader of someone. Build alignment with those you lead and work with, motivate and inspire, and model the behaviors that drive change. This session breaks down strategies into manageable steps that anyone can cultivate. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The Audit Risk Model - Understanding Foundational Principles is a critical foundational course. Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to support that opinion. It is critical for effective and efficient auditors to have a clear understanding of all the important elements and concepts related to properly identifying, evaluating, and deciding how to respond to risk in a financial statement audit. Note: This course is recommended as a part of a 16-hour audit skills curriculum for beginning auditors, while it is also appropriate for anyone who has the need to understand the foundational principles of the audit risk model. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel tables are a fundamental feature that streamlines data organization, analysis, and visualization in Excel. Throughout this course, you will discover how to transform raw data into elegant, efficient, and visually appealing tables. By harnessing the full potential of Excel tables, you will be able to make better data-driven decisions and collaborate more effectively in various professional settings. Join us in "Improve Design and Productivity with Excel Tables" and unlock the full potential of Excel tables to revolutionize the way you manage, analyze, and present data, leading to improved efficiency and better decision-making in your personal and professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Are you comfortable giving presentations and feel good about your performance, or does the experience make you anxious and leave you feeling dissatisfied? In this session, learn how to let your best self shine during interactions with your staff, the auditee, and the governing board. Jim Comer is an accomplished speechwriter and presentations skill coach for executives. Leita Fanta has led over 1500 full-day seminars. Let Jim and Leita help you establish genuine and comfortable professional relationships and avoid mistakes that will detract from your message. *Qualifies for Yellowbook credit This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Accountants in business and industry face ethical conflicts almost daily. This workshop (re-)introduces the revised AICPA Code of Professional Conduct and walks through the five basic rules of conduct and the related professional ethical principles applicable to accountants in business and industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Internal Control Fundamentals - Satisfying Audit Requirements for Evaluating Design and Implementation is a critical foundational course. Obtaining an understanding of the entity and its environment is part of assessing risk of material misstatement, in order to design the nature, timing and extent of further audit procedures necessary to obtain sufficient appropriate audit evidence to support the auditor's report. A critical component of understanding the entity and its environment is to evaluate the design and implementation of internal control over financial reporting. Note: This course is recommended as a part of a 16-hour audit skills curriculum for beginning auditors, while it is also appropriate for anyone who has responsibilities for evaluating the design and implementation of internal controls over financial reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the workings of the payroll returns an employer is required to file. We will cover the various types of federal and state payroll taxes, what various payroll returns an employer may need to file, how to complete the most common types of payroll returns accurately, and real-life illustrations for reconciling at year end and ensuring your payroll returns are correct. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course chronicles the decisions that led to the arrest of Sam Bankman-Fried (SBF), and helps participants understand the consequences that will follow for people charged with business-related crimes. Authorities arrested SBF pursuant to a grand jury indictment that charged him with wire fraud, securities fraud, money laundering, and related conspiracy charges. This lesson chronicles how the former billionaire's business decisions exposed him to criminal charges that include potential penalties of more than 100 years in federal prison for his alleged role in defrauding investors who trusted in his ability to make ethical decisions. Participants will learn about the criminal justice process, including indictments, arrest, extradition, judicial proceedings, mitigation, sentencing, prison, and collateral consequences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.