Professional Development and Event Catalog

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Showing 5433 Partner Webinars Results

K2's Improving Communications With Effective Visualizations

Tuesday, October 19th, 2:00pm - 3:51pm

Online

2.20 Credits

Understanding the importance of visualizations in Microsoft Office and other applications Best practices associated with creating charts, graphs, and other visualizations How to add interactivity and animations to your charts and graphs Common mistakes to avoid when building visualizations Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

K2's Password Management Tools - Why And How You Should Use Them

Tuesday, October 19th, 12:00pm - 1:48pm

Online

2.00 Credits

Identify why passwords are a critical element of information technology controls List the key characteristics of “long-and-strong” passwords and the new NIST guidelines Differentiate between leading password management tools Enumerate alternatives to passwords to improve authentication controls Instructor Name: Randolph (Randy) Johnston

K2's Power BI - Advanced Reporting

Tuesday, October 19th, 10:00am - 11:50am

Online

2.20 Credits

Data relationships KPI graphics Adding measures and calculations Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

K2's Ten Teams Features You Can't Afford To Miss

Tuesday, October 19th, 4:00pm - 5:51pm

Online

2.00 Credits

Collaboration options in Teams Using Teams to share information with people outside your organization Adding apps into Teams Securing Teams Instructor Name: Thomas Stephens

K2's Testing and Auditing Excel Workbooks

Tuesday, October 19th, 3:00pm - 6:40pm

Online

4.00 Credits

Causes of spreadsheet errors Real-world examples of spreadsheet errors Best practices for spreadsheet design Tools to assist in identifying and addressing risk factors in Excel spreadsheets Instructor Name: Thomas Stephens

K2's Testing and Auditing Excel Workbooks

Tuesday, October 19th, 8:00pm - 11:39pm

Online

4.40 Credits

Causes of spreadsheet errors Real-world examples of spreadsheet errors Best practices for spreadsheet design Tools to assist in identifying and addressing risk factors in Excel spreadsheets Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

K2'S The Power Of Array Formulas In Excel

Tuesday, October 19th, 10:00am - 11:50am

Online

2.00 Credits

Understanding arrays of data and how they are useful Distinguishing between “legacy” array formulas and array formulas in “dynamic array-aware” versions of Excel Using Excel’s new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE Applied examples of array formulas Instructor Name: Thomas Stephens

Leading & Inspiring Teams

Tuesday, October 19th, 10:00am - 10:59am

Online

1.00 Credits

Leadership Recognition Total Rewards Employee Engagement Instructor Name: Kelly Simants

Mad Men to #MeToo - Moving Beyond Sexual Harassment Training to Culture Change

Tuesday, October 19th, 12:00pm - 1:00pm

Online

1.20 Credits

Why we need to talk about this as organizations An overview of workplace history and sexual harassment Employee concerns Gray areas What to do before, during and after sexual harassment from an organizational perspective Instructor Name: Sarah J. Gibson

No Thanks...I Took Another Offer

Tuesday, October 19th, 1:00pm - 2:00pm

Online

1.00 Credits

Talent Management Recruitment Instructor Name: Jeff Kortes

Organizational Effectiveness and Communication

Tuesday, October 19th, 10:00am - 11:59am

Online

2.00 Credits

Redefining Leadership Communication in Crisis Self Leadership Instructor Name: Tish Times

Payroll Help For New or Small Business Entities

Tuesday, October 19th, 11:30am - 1:20pm

Online

2.20 Credits

Entity Selection Schedule C Partnership — 1065 Regular/C Corp 1120 S-Corp/1120S LLC Tax IDs Federal EIN State Withholding State Unemployment Compensation Local Taxes Employment Documents W-4 I-9 Application Payroll Instructor Name: Arthur Werner

Performing Preparation, Compilation, and Review Engagements

Tuesday, October 19th, 2:00pm - 4:00pm

Online

2.00 Credits

 Definition of an engagement to prepare financial statements  Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements  Difference between compilation and preparation engagements  What constitutes a compilation engagement and for what type of entities compilations can be performed  What constitutes a review engagement Changes in level of serviceInstructor Name: Daryl Krause

Power BI - Use Advanced Calculations with DAX Formulas

Tuesday, October 19th, 9:00am - 1:00pm

Online

4.00 Credits

The major topics that will be covered in this class include:Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series SequenceInstructor Name: Bryan L. Smith, CPA.CITP, CISA

Power BI - Use PBI Desktop to Create Reports and Dashboards

Tuesday, October 19th, 1:00pm - 5:00pm

Online

4.00 Credits

The major topics that will be covered in this class include:Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizationsThis course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series SequenceInstructor Name: Bryan L. Smith, CPA.CITP, CISA

Preparation, Compilation, and Review Engagements: Update and Review

Tuesday, October 19th, 9:00am - 1:00pm

Online

4.00 Credits

 Overview of preparation, compilation, and review guidance  Accounting and reporting issues  Current practice issues  Common deficiencies in peer reviews  Current and future standard setting projectsInstructor Name: Daryl Krause

Professional Fiduciary Duty

Tuesday, October 19th, 1:30pm - 2:30pm

Online

1.00 Credits

Fiduciary relationship in general Problematic fiduciary engagements  Corporate and charitable organization directorships  Suggested director fiduciary safeguards Instructor Name: James Rigos

Program Services & Governance: Form 990 Parts III & VI

Tuesday, October 19th, 9:30am - 12:00pm

Online

2.50 Credits

The major topics that will be covered in this class include:Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing periodHandling public relations needs when the size measures for "largest three" result in omission of a 'top 3' programFunction of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported uponProperly reporting upon new or changed programmatic efforts and appropriate reporting on program cessationFunction (and methodology) of Part VI, with emphasis on its six most important inquiriesRole of Schedule O in providing mandated narration of governance practices inquired of in Part VICommon 'foot-faults' in answering Part VI's key questionsInstructor Name: Eve R. Borenstein, J.D.

QuickBooks at Tax Time - Compliance and Client Onboarding

Tuesday, October 19th, 4:00pm - 6:00pm

Online

2.00 Credits

The major topics that will be covered in this class include: 1. How to spot common mistakes in your client's QuickBooks and how to fix them.Beginning Balances - Understand how to correctly enter the beginning balances for a new data fileCash Position/Bank Reconciliations - Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. Undeposited Funds and Receiving Payments - Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. Inventory - Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. Accounts Receivable and Accounts Payable - Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. Credit Cards - Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. Sales Tax - Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. Payroll Tax - Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution2. The 1099 Tracking System - Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. 3. Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow.Instructor Name: Dawn W. Brolin, CPA, CFE

Real Estate Tax Update

Tuesday, October 19th, 3:00pm - 6:49pm

Online

4.00 Credits

Section 179 for qualified real property Section 179 for nonresidential roofs, HVAC fire protection, and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones Recent tax updates resulting from TCJA Instructor Name: Doug Van Der Aa, CPA, JD