Professional Development and Event Catalog
How to Handle an IRS Civil Audit
Saturday, April 24th 9:00am - 11:00am
Online
2.00 Credits
The major topics that will be covered in this class include:Overview of what to do in the case of a client auditEngagement, forms, and overall management of an IRS auditDiscussion Leader(s) Dawn W. Brolin, CPA, CFE
Microsoft Excel: Hidden Secrets and Gems
Saturday, April 24th 11:30am - 1:30pm
Online
2.00 Credits
The major topics that will be covered in this course include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel modelsDiscussion Leader(s) Chris Harper, CPA, MBA
Upskilling for Accountants
Saturday, April 24th 10:00am - 12:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:What is upskilling?Importance of continuous learning in an era of increasing automation and changing business prioritiesCritical skills accountants need for the futureUpskilling case studiesNew competency frameworksKey lessons and best practices learned to dateHow to upskill yourself and your own operationsDiscussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP
Don't Let Your Schedule Get Away From You
Monday, April 26th 11:30am - 1:30pm
Online
2.00 Credits
You will learn strategies and tactics to:Identify your own particular time wasters and adopt strategies for eliminating themReduce stressReduce time spent in meetingsClarify and prioritize objectives and goalsManage email, VM and IMDelegate more effectivelyAdopt appropriate strategies for dealing with interruptionsUse practical techniques for organizing workLearn to delegate and work more effectivelyLearn how to manage your energy during the dayPut an end to multi-taskingDiscussion Leader(s) Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman
Ethics: What a CPA in Public Practice Needs to Know
Monday, April 26th 9:00am - 11:00am
Online
2.00 Credits
Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public PracticeDiscussion Leader(s) Albert D. Spalding, JD, PhD, CPA/CFF
Interested Person Sunshine: 990 Schedule L, Parts II-IV
Monday, April 26th 5:00pm - 7:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IVTips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member status or as a "35% controlled entity" of IPsHandling Part IV's "business transactions" reportable thresholds and working with the exceptions from "business transaction" characterization"Yes this means you!" -- addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this partReporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VIDiscussion Leader(s) Eve R. Borenstein, J.D.
Microsoft Excel: Moving Beyond the Basics
Monday, April 26th 4:00pm - 6:00pm
Online
2.00 Credits
The major topics that will be covered in this course include:Using formulas to manipulate and transform dataUsing formulas to summarize dataUsing lookup and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Goal SeekUsing Solver to perform multivariate analysisDiscussion Leader(s) Chris Harper, CPA, MBA
Office 365: What You Need to Know Before You Subscribe
Monday, April 26th 2:00pm - 4:00pm
Online
2.00 Credits
The topics that will be presented in this course include:Overview of the Office 365 ecosystemThe strategic impact of Office 365Understanding the impact of Office 365 on your Office desktop software licensingOverview of all of the Office 365 cloud applicationsReview of the alternative Office 365 subscription plansConfiguration worksheet for selecting the appropriate combination of subscription plansReview of Office 365 frequently asked questionsDiscussion Leader(s) John H. Higgins, CPA.CITP
Outlook: Mastering Email Composition from A to Z
Monday, April 26th 9:00am - 1:00pm
Online
4.00 Credits
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationDetailed review of the Outlook email composition ribbonSelecting email recipients and understanding address booksFormatting message text from A to ZTagging messages for follow-upAttaching files, business cards and your calendar to messagesDiscussion Leader(s) John H. Higgins, CPA.CITP
Partnership/LLC Taxation: Recent Developments
Monday, April 26th 10:00am - 12:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one anotherHow to determine a partner's share of the partnerships liabilitiesDistinguishing "recourse" loans from "nonrecourse" loansWhat are the "qualified nonrecourse financing" loans and how they affect partnersReview of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingReview of the Sec. 464 "at risk" rules and how they impact Schedule K-1 reportingDiscussion Leader(s) Steven C. Dilley, CPA, JD, PhD
Power BI: Introduction to MS Power BI Tools
Monday, April 26th 10:00am - 12:00pm
Online
2.00 Credits
Discussion Leader(s) Bryan Smith
Power BI: Prepare Your Data Efficiently for Excel Analysis
Monday, April 26th 1:00pm - 3:00pm
Online
2.00 Credits
Discussion Leader(s) Bryan Smith
Section 199A: Review and Recent Developments
Monday, April 26th 1:00pm - 3:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate - "safe harbor" rule and aggregation rulesSelf-rental rule for Section 199A compared to self-rental rule for passive activitiesDiffering impact on the sole proprietorship, partnerships and S CorporationsForms reporting on Forms 8995 and 8995-ASection 199A flowchartDiscussion Leader(s) Steven C. Dilley, CPA, JD, PhD
Smart Contracts for Accountants
Monday, April 26th 3:00pm - 5:00pm
Online
2.00 Credits
Smart contracts overviewTechnology pros and consImplications for the accounting professionCase studiesÿLeading vendorsÿLessons learned to dateKey resources and communities onlineÿStarter strategy for accountantsDiscussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP
Surgent's Business Writing: Professional & Effective Emails
Monday, April 26th 1:00pm - 3:00pm
Online
2.00 Credits
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails Discussion Leader(s) Margaret Uhrich
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis
Monday, April 26th 9:00am - 5:00pm
Online
8.00 Credits
ASC Topic 606, Revenue from Contracts with Customers The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance Presentation and disclosure requirements and examples Industry specific implementation issues and guidance Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward Other operational issues related to implementation Discussion Leader(s) Richard Daisley, CPA
Talent Apocalypse: Helping Clients Win the War for Talent
Monday, April 26th 1:30pm - 2:30pm
Online
1.00 Credits
The major topics that will be covered in this course include:Overview of the talent market and how it has changedWhy the next wave of corporate failures will be related to their inability to attract, retain and develop critical talentTools and strategies that are necessary to win the war for talent Discussion Leader(s) Jim Bitterle
Advanced Googling for Accountants
Tuesday, April 27th 4:00pm - 6:00pm
Online
2.00 Credits
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: ÿHow Google Can Literally Read, Hear and See You.Googling to Your Own Devices: ÿHow Results Vary By ComputerÿHiding in Plain Sight: ÿWhat You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: ÿThree Key StrategiesDiscussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP
Catch Her If You Can: Detect and Prevent Pink Collar Crime
Tuesday, April 27th 10:30am - 12:30pm
Online
2.00 Credits
Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminalsConsiderations for interviewing the female suspectDiscussion Leader(s) Gary Zeune, CPA MAcct interviews Kelly Paxton
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
Tuesday, April 27th 9:30am - 11:30am
Online
2.00 Credits
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crimeDiscussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP