Professional Development and Event Catalog

There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons?  How can we balance these opposing views?  This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions.

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Artificial Intelligence (AI) is the hottest topic in technology circles today. And for good reason! AI can help all business professionals – including HR professionals – work more efficiently and effectively. AI tools such as ChatGPT, Gemini, and Copilot are proving themselves daily as valuable assets. These tools can help you automate research, draft documents, summarize emails, analyze Excel data, and even create PowerPoint presentations for you. If you haven't yet explored what today's AI tools can do, you'll want to participate in this session to become more productive and efficient with this very practical technology.

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Cloud computing has become a source of cyber-crime. “Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather and preserve evidence in a way that is suitable for presentation in a court of law.” Cloud forensics is a combination of the varied types of accounting forensics including: •    Digital forensics •    Network forensics. •    Hardware forensics In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant.  

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These are uncertain times. With constant economic fluctuation, geopolitical uncertainty and inflation pressures, corporations and their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the change is constant and every evolving, even the simplest of tasks like cash flow and cash forecasting can become difficult.  This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues and forecasting. Of course, there are basic measures that can be employed such as: Proactively managing receivables and payables Automate your accounts payable and receivables process Keep business expenses at a minimum Work with digital methods of payment from vendors Use credit wisely However, this webinar will explore methods used to create and manage your cash flow and forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives and scenarios for the business.

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As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.

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Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. 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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A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and 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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Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

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There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements, and communicate data using traditional vehicles. Good decisions are not the result of the amount of data gathered, but of the quality and understanding of the information. The goal of this program is to explore a number of analytical tools and techniques and identify applications for them within an organization. Analytical techniques will be introduced throughout the discussion, and a significant amount of time will be spent addressing the steps needed to establish a data-driven environment and identifying and discussing potential/specific applications. In this way, participants get experience they can begin to use in their organizations. An expanded list of reference books and next level software is also provided.

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Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.

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While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry.

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Maintaining an ethical climate (bold) Being on prime-time news might seem exciting, but not when the story is an ethics breach you committed. You may say, "that will never happen to me". And those were the words spoken by Wells Fargo, United Airlines, Senator Al Franken, and Steve Wynn. A claim of an ethical failure can stay in the news for almost five years. That's long enough to damage your reputation and lower your profitability. Upholding high ethical standards for yourself and your team requires constant care and feeding.

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Unlock the incredible potential of Artificial Intelligence (AI) and automation tools to revolutionize your business operations. Imagine boosting productivity and accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT and Gemini are your new best friends for conducting research, drafting reports, and crafting correspondence. Meanwhile, Microsof's Power Automate platform and tools, such as Zapier, can elevate your efficiency to levels you never thought possible. Join our session to modernize your workflows and harness these powerful tools. You'll dive into practical applications of today's AI and automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity, and even boost team morale. Additionally, we'll guide you through potential pitfalls and help you avoid common mistakes when using these tools. This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don't miss out on this opportunity to transform your operations and achieve unparalleled efficiency. Sign up today and take the first step towards a smarter, more productive future!

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If you supervise preparation, compilation, and review engagements, this course is designed to assist you in adhering to professional standards. It will inform you of the latest developments and pertinent issues relevant to these engagements as you gain insights into: The U.S. business economy Peer review practices FASB updates Various other aspects that influence preparation, compilation, and review engagements

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This course is designed to demystify AI for teams and give them the confidence to start using it in their day-to-day work. Aimed at professionals across various functions HR, Operations, Marketing, Finance and more, this session guides participants through the practical stages of AI adoption. From easy-to-use tools, to function-specific and advanced AI platforms. Attendees will leave with a clear understanding of what's possible today, what's coming next, and how to get started in a way that delivers immediate value.

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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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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A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. The course uses a highly illustrative and engaging format, featuring 15 focused exercises designed to strengthen practical application and enhance working knowledge.

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This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.

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In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization's IT department, leaving the accounting team out of scope. However, in today's technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently. Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today's digital age and enhance your value as a financial professional.

Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. 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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