Professional Development and Event Catalog

Not finding the class you're looking for?

The circled number on the tabs below indicate the number of programs that match your search in each medium. Click on the tabs to find the perfect program!

Showing 482 On-Demand & Certificates Results

Robotic Process Automation (RPA) for Tax

Available Until Sunday, April 30th, 2023

Online

5.00 Credits

Overview of the basic concepts behind robotic process automation Potential uses for robotic process automation within the tax function Benefits and considerations of current RPA uses. Decision criteria involved in RPA implementation. Creativity, innovation, and exploration Use cases that show how RPA can be applied within the tax function

Robotic Process Automation Strategy for Business Leaders Certificate Program

Available Until Sunday, April 30th, 2023

Online

7.00 Credits

The definition of Robotic Process Automation The business value of automation The RPA market landscape The importance of RPA in a digital strategy The employee value proposition for RPA Key components that are integral to a successful RPA implementation strategy The process of creating an RPA strategy How to prioritize use cases How to address change management and culture challenges

S Corporations: Key Issues, Compliance, and Tax Strategies

Available Until Sunday, April 30th, 2023

Online

10.50 Credits

Advantages vs. disadvantages of S Corporations S Corporation Qualifications Electing S Corporation status Termination of S Corporation Status S Corporation Tax on Built-in Gains S Corporation Pass-Through to Shareholders, Basis and Losses S Corporation Distributions Taxable Year of S Corporations S Corporation Passive Activity Rules, Fringe Benefits, and Other Considerations

SOC for Cybersecurity Certificate Program

Available Until Sunday, April 30th, 2023

Online

14.50 Credits

Cyberthreat landscape and the terminology used to describe various aspects of cybersecurity Various SOC services Components of cybersecurity risk management program How to use the description criteria How to use the control criteria to assess an entity's controls over cybersecurity Key considerations prior to accepting a cybersecurity examination engagement and key planning considerations Key steps involved in performing the cybersecurity risk management examination Key factors to consider while forming the opinion and preparing the practitioner's report

Split-Interest Agreements and Endowments

Available Until Sunday, April 30th, 2023

Online

2.00 Credits

NFP reporting standards Management of donor-restricted endowments under the Uniform Prudent Management of Institutional Funds Act (UPMIFA) Application of an endowment spending policy Accounting for common split-interest agreements used by NFPs, such as charitable trusts, pooled (life) income funds, and gift annuities Revenue recognition and subsequent valuation of split-interest agreements Financial statement presentation and disclosures related to endowments and split-interest agreements

Statement of Activities

Available Until Sunday, April 30th, 2023

Online

1.50 Credits

Comparative information Contributions and Donor-imposed restrictions Distinguishing revenues from gains Expense reporting by function Net asset classification Presentation options Industry best practices

Statement of Cash Flows

Available Until Sunday, April 30th, 2023

Online

1.50 Credits

GAAP industry-specific guidance Industry best practices Direct and indirect method Classification (operating, investment, and financing activities) Reconciliation of change in net assets to cash balances Effect of donor restrictions on cash flow reporting

Statement of Financial Position

Available Until Sunday, April 30th, 2023

Online

1.00 Credits

Restricted cash Promises to give Investments Assets held in charitable trusts Endowments Net assets Agency liabilities Obligations under split-interest agreements Classified financial statements

Statement of Functional Expenses

Available Until Sunday, April 30th, 2023

Online

1.50 Credits

Financial statement preparation Expense allocation methodology Program and supporting activities Fundraising expenses Joint costs Voluntary health and welfare organizations Common errors and pitfalls

Strategic Analysis - Current Position of the Organization Analysis

Available Until Sunday, April 30th, 2023

Online

1.00 Credits

Forecasting and the various techniques used: trend analysis, system modelling, in-depth consultation with experts (e.g., Delphi method). Scenario planning and long-range planning as tools in strategic decision making. Game theory approaches to strategic planning and decision making. Real options as a tool for strategic analysis.

Strategic Analysis - External Environmental Analysis

Available Until Sunday, April 30th, 2023

Online

1.00 Credits

Global economic, political, social and competitive forces impacting strategy. Different organization contexts (including profit and not-for-profit organizations). The key environmental drivers of organizational change and their prioritization.

Strategic Analysis - Internal Environmental Analysis

Available Until Sunday, April 30th, 2023

Online

1.00 Credits

Audit of key resources and capabilities needed for strategy implementation. Value-chain analysis. Value drivers (including intangibles) of business and the data needed to describe and measure them.

Strategic Analysis - Mission, Vision, and Stakeholders

Available Until Sunday, April 30th, 2023

Online

1.50 Credits

Non-market strategy and forms of corporate political activity. Stakeholder management (stakeholders to include internal stakeholders, government and regulatory agencies, non-governmental organizations and civil society, industry associations, customers and suppliers). Vision and mission statements and their use in orientating the organization's strategy. Building strategic alliances with stakeholders.

Strategic Analysis - Options and Choices

Available Until Sunday, April 30th, 2023

Online

2.00 Credits

The identification and evaluation of strategic options, including the application of the suitability, acceptability and feasibility framework. Strategic options generation (e.g., using Ansoff's product/market matrix and Porter's generic strategies). Acquisition, divestment, rationalization and relocation strategies and their place in the strategic plan. Management of the product portfolio.

Sustainability Assurance Engagements

Available Until Sunday, April 30th, 2023

Online

7.00 Credits

Sustainability Greenhouse gas emissions Attestation engagements Reporting on sustainability information

Tax Accounting for Inventories

Available Until Sunday, April 30th, 2023

Online

2.00 Credits

Inventory methods Financial statement conformity Switching inventory methods IRC Section 263A, Uniform Capitalization Rules (UNICAP) Direct costs, indirect costs, burden rates Estimating inventory shrinkage

Taxation of Corporations

Available Until Sunday, April 30th, 2023

Online

10.00 Credits

Formation of corporation and Section 1244 stock Income: dividends, interest, rentals, capital gains Salaries, employee benefits and retirement plans Economic performance and other deductions Net operating losses Personal Service Corporations Tax rates, AMT, and tax credits Case studies for tax return preparation

Taxation of Property Transactions

Available Until Sunday, April 30th, 2023

Online

5.00 Credits

IRC sections 1231, 1245, 1250 Depreciation Recapture Capital gains and losses Non-recognition transactions

Tax-Exempt Status

Available Until Sunday, April 30th, 2023

Online

2.00 Credits

The meaning of tax-exempt status Exempt organizations in the NFP sector 501 (c)(3) charitable organizations Public charities Public support test requirement Private foundations Other tax-exempt entities Eligibility to receive tax-deductible contributions Life cycle of an exempt organization Applying for exemption Required filings Ongoing compliance requirements

Tax Fundamentals of LLCs and Partnerships

Available Until Sunday, April 30th, 2023

Online

10.50 Credits

Basic Tax Structure of Partnerships and LLCs Electing to be Taxed as a Partnership: The "Check-the-Box" Rules Tax Consequences of Partnership or LLC Formation Partnership Distributions Compensatory Payments to Partners At-Risk and Passive Activity Limits Profit and Loss Allocations: General Rules and Restrictions Reporting Taxable Income for Partnerships and LLCs