Professional Development and Event Catalog
Advanced Cost Accounting - Assigning Overhead
Tuesday, November 2nd 9:00am - 10:48am
Online
2.00 Credits
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity Instructor Name: John L. Daly
An Ethical Framework - How It Works
Tuesday, November 2nd 11:00am - 1:00pm
Online
2.00 Credits
Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase StudiesInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF
Becoming a Fraud Investigator
Tuesday, November 2nd 12:00pm - 2:00pm
Online
2.00 Credits
The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement lettersInstructor Name: Tracy L. Coenen, CPA, CFF
Communicating Financial Information to Non-Accountants
Tuesday, November 2nd 9:00am - 11:00am
Online
2.00 Credits
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphicallyInstructor Name: John L. Daly, MBA, CPA, CMA, CPIM
CPA to Consultant
Tuesday, November 2nd 2:00pm - 3:00pm
Online
1.00 Credits
Identifying a consulting specialty Building a practice and capturing value Managing consulting projects Building a referral network Professional standards for consultants Instructor Name: Mark Hugh, CPA
Effective Business Communications
Tuesday, November 2nd 9:00am - 1:00pm
Online
4.00 Credits
*Communication and work teams *Communication for leaders *Difficult communication *The power of professional language in business writingInstructor Name: William Harden
Ethical Intelligence with Dr. Toby Groves
Tuesday, November 2nd 9:30am - 10:30am
Online
1.00 Credits
The major topics that will be covered in this class include:How culture affects ethical judgmentThe surprising relationship between empathy and ethicsMindfulness and resilienceEthical transparencyEthical fading and bounded ethicalityThe neuroscience of ethical information-processingThe psychology behind empathy, transparency and trustInstructor Name: Toby Groves, Ph.D.
Ethics for CPAs, the Pragmatic, Practical, and Possible
Tuesday, November 2nd 10:00am - 1:40pm
Online
4.00 Credits
Regulatory Ethics Instructor Name: Mark Hugh, CPA
Finding & Reporting 990 Filers' Related Organizations
Tuesday, November 2nd 11:30am - 1:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is "controlled by" a related organization OR itself "controls" another nonstock entity]Understanding what is considered "control" when a potential related organization is: a stock corporation; a partnership or an LLC taxed as a partnership; or a trustThe challenges of both finding "directly-controlled" related organizations versus imputing related organization status through "indirect control" The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertainedSchedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reachOverview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3)Instructor Name: Eve R. Borenstein, J.D.
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants
Tuesday, November 2nd 1:00pm - 3:00pm
Online
2.00 Credits
*Presenting the Three Principal Statements *Developing Understandable Internal and External Financial Statements *The Six-Step Process for High-Impact Presentations *Positioning the CPA as a Financial Leader and "superb communicator of solutions" *How to feel more confident and comfortable explaining financial information.Instructor Name: Peter Margaritis
Internal Customers: Winning from the Inside Out
Tuesday, November 2nd 5:30pm - 6:30pm
Online
1.00 Credits
The major topics that will be covered in this class include: Steps to move to/improve the internal focus to employees first, customers second and its value proposition in driving better external customer service The psychology and importance of language in communicating employee value Create a journey map of your internal customers to identify all your team's touchpoints within your organization, their motivation and pain points, and their current and desired journey The role of your team's mission, vision and strategy when working with internal customers The role of stakeholders and how to use journey maps to identify and manage them How to maximize the team's touchpoints with your internal customers What consulting skills your team needs to provide excellent internal customer service How to pivot to building trust with your internal customers digitallyInstructor Name: Tammy Daugherty
Inventory, Expense & Payroll Fraud
Tuesday, November 2nd 2:00pm - 3:43pm
Online
2.00 Credits
Auditing Fraud Instructor Name: Dennis F. Dycus
K2's Budgeting and Forecasting Tools and Techniques
Tuesday, November 2nd 10:00am - 5:38pm
Online
8.00 Credits
Computer Software & Applications Accounting Budgeting & Forecasting Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
Tuesday, November 2nd 10:00am - 5:39pm
Online
8.00 Credits
Accounting Business Intelligence Excel Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA
K2's Case Studies in Fraud and Technology Controls
Tuesday, November 2nd 11:00am - 6:41pm
Online
8.00 Credits
Auditing Fraud & Technology Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA
K2's Power Query - Ten Things You Need to Know
Tuesday, November 2nd 2:00pm - 3:47pm
Online
2.00 Credits
What is Power Query Importing data from various sources, including text, Excel, web sites, and databases How to clean-up imported data Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment
Tuesday, November 2nd 10:30am - 6:17pm
Online
8.00 Credits
The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies Instructor Name: Arthur Werner
MBAexpress: Presenting Financial Information- V 2.0
Tuesday, November 2nd 3:00pm - 4:00pm
Online
1.00 Credits
* Presentation Tips * The importance of audience demographics * Winning the trust of your audience * Providing context with your numbers * Tables and chartsInstructor Name: Peter Margaritis,Jennifer Elder
Office 365 - Ready, Set, Go! - Developing Your Strategy
Tuesday, November 2nd 3:00pm - 5:00pm
Online
2.00 Credits
The topics that will be presented in this course include:Review of the key Office 365 deployment issues that need to be addressedWhat data will be stored in OneDrive and/or SharePoint vs. your local servers and PCsWho will be your Office 365 administrator(s)Determining if you will need professional / technical assistanceWhat subscription plans are required for your individual team membersDeveloping a cost-effective end user training planWhat is involved in converting your current email databases to Office 365 Exchange Outlook Defining your user permissions modelDefining your mobile deployment strategy for Office 365Developing a deployment timeline with minimal disruption in your businessInstructor Name: John H. Higgins, CPA.CITP
OMB Update - Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procur
Tuesday, November 2nd 10:00am - 11:46am
Online
2.00 Credits
New and revised definitions Clarification on the use of time periods Emphasis on performance and outcomes Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing New cost principle New prohibitions New procurement preference and refocus on public policy objectives Clarification on sub-recipients with no direct funding Relaxing the rule for NICRA to De Minimis rate usage The flexibility that no “one-size-fits-all” procurement standards Instructor Name: Paul H. Calabrese