Professional Development and Event Catalog

Excel: New Features That Benefit Excel 2019 & O365 Users

The major topics that will be covered in this class include:The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new featuresDiscussion Leader(s) Bryan L. Smith, CPA.CITP, CISA

Federal Tax Committee Meeting

Financial Accounting for Related Party Transactions

FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.Reviews the tax accounting related taxpayers standards,Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.Discussion Leader(s) Steven C. Dilley, CPA, JD, PhD

Governmental Accounting and Auditing Committee Meeting

Next Step Blockchain: Regulations & Trends CPAs Need to Know

This session will take a deeper dive into what may be the hottest and most discussed topic in the accounting space since the internet; blockchain and blockchain applications. Moving beyond the introductions and overviews, this session drills down into what specific trends, news, and changes that are integrating blockchain into the mainstream financial system.ÿTopics to be covered include, but are not limited to stablecoins, the lightning network, regulatory changes and updates driving change in the cryptocurrency space, and examples of how organizations are already using blockchain at the enterprise and commercial levels.Discussion Leader(s) Dr. Sean Stein Smith DBA, CPA

Office 365: Ready, Set, Go! Developing Your Strategy

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 OutlookÿDefining your user permissions modelDefining your mobile deployment strategy for Office 365Developing a deployment timeline with minimal disruption in your businessDiscussion Leader(s) John H. Higgins, CPA.CITP

Power BI: Analyze Your Data With Excel Pivot Tables

Discussion Leader(s) Bryan Smith

Power BI: Create Excel Dashboards for Maximum Impact

Discussion Leader(s) Bryan Smith

Power BI: Use PBI Desktop to Create Reports and Dashboards

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 SequenceDiscussion Leader(s) Bryan L. Smith, CPA.CITP, CISA

Roadmap to Excel's Data Analysis and PowerBI Strategy (FREE)

The major topics that will be covered in this class include:The importance of data analysis for the CPAA review of Microsoft's Power BI toolsA roadmap to learning how to use Excel for advanced data analysisDiscussion Leader(s) Bryan L. Smith, CPA.CITP, CISA

Single Audit Primer

The major topics that will be covered in this course include:Essential differences between a financial audit and a Single Audit Significant terms and content relevant to the Single AuditDiscussion Leader(s) Leita Hart-Fanta, CPA, CGFM, CGAP

Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

Annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. Best practices for engagement planning, internal controls, risk assessment, and detailed testing How to avoid common mistakes made while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues The new audit standard for employee benefit plans Discussion Leader(s) Melissa Critcher, CPA, PC

Surgent's Ethical Considerations for the CPA

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples Discussion Leader(s) Richard Daisley, CPA

Surgent's Monthly Accounting and Auditing Update

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19–related accounting issues which you are likely to face Insights on best practices in managing new working environments Other topics of importance to all accounting practitioners Instructor Name: Richard Daisley, CPA

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate Discussion Leader(s) Frank Ryan, CPA

The GAO's Green Book: Internal Controls

The major topics that will be covered in this course include:Purpose of the Green Book and COSO modelsMaturity scale for internal controlsApplication of the five elements of internal control to a case studyExplanation of the 17 principlesDiscussion of how to integrate components and principlesDiscussion Leader(s) Leita Hart-Fanta, CPA, CGFM, CGAP

2020 CPA Technology Trends Update

The major topics that will be covered in this course include:The current state of computer technologies such as server infrastructure, PCs, laptops, mobile devices, displays and moreCloud based software update - financial, ERP, workflow and productivity appsEmerging mega technologies at the core of "Industry 4.0" - what they are and potential applicationsIoT (Internet of Things), big data, data analytics, KPI dashboardsArtificial intelligence (AI), robotic process automation (RPA), BlockchainUnderstanding the role of the Office 365 ecosystem in building a cloud-based digital officeDiscussion Leader(s) John H. Higgins, CPA.CITP

American Rescue Plan Act 2021

The major topics that will be covered in this class include: Individual provisions including: Recovery rebates Continuation of COBRA coverage Expanded child tax credit Expanded earned income credit Expanded child and dependent care credit Expanded family and sick leave credits Miscellaneous other individual taxpayer provisions Business provisions including: Employee retention credit changes PPP loan expansion for non-profits Expanded economic disaster injury loan grants (EIDL) Expanded restaurant industry grants Taxability and deductibility of SBA grants Miscellaneous other business tax provisions. Instructor:  Steven C. Dilley, CPA, JD, PhD

An Ethical Framework: How It Works

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 StudiesDiscussion Leader(s) Albert D. Spalding, JD, PhD, CPA/CFF

Employee Benefit Plans Committee Meeting