Professional Development and Event Catalog

Please note: The CPE deadline has been extended to July 31, 2021.

In light of the tax deadline extension, the Connecticut State Board of Accountancy voted unanimously on May 11 to extend the CPE deadline by one month to July 31, 2021. 

Showing 8435 Partner Webinars Results

Surgent's Top Individual Tax Planning Strategies

Monday, June 21st 1:00pm - 3:00pm

Online

2.00 Credits

IRA changes that impact individual tax planning Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation Transfer property to younger family members while the enlarged transfer tax exemption remains in place Rollover 529 plan balances into ABLE Programs Take advantage of 529 plans to fund pre-college education expenses on a tax-advantaged basis Negotiate or renegotiate separation agreements and divorce decrees in light of the changes in the tax rules governing the deductibility of alimony payments Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA

Surgent's Understanding Non-Compete Agreements

Monday, June 21st 1:00pm - 3:00pm

Online

2.00 Credits

Coming soon!Instructor Name: Jason Cornell

The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional

Monday, June 21st 10:00am - 1:37pm

Online

4.00 Credits

What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business Instructor Name: Jonathan Robinson, MA, MFT

The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships

Monday, June 21st 3:00pm - 4:00pm

Online

1.00 Credits

* Understanding what clients want versus accountants * Overcoming the fear of technology and disruption * Defining what a Cherished Advisor is * Learning soft skills to become a Cherished Advisor * Mentoring your team to become advisors * How to build additional value beyond accounting for your clients * The tools to utilize to become a thought leader in your selected niche * Delivering engagements in different ways * Creating a customer experience in your firm * Developing a sales process * Ongoing customer relationship management * Evaluating client happiness * Creating internal staff happinessInstructor Name: Amy Vetter

Understanding the "Most Common" Form 990 Schedules: A,B & C

Monday, June 21st 2:30pm - 5:00pm

Online

2.50 Credits

The major topics that will be covered in this class include:What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status) The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitionsInstructor Name: Eve R. Borenstein, J.D.

Valuing Cannabis 2.0: The Unique Challenges in Marijuana

Monday, June 21st 1:30pm - 3:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:The analytical process required to derive a logical and supportable estimate of value for a regulated marijuana or agricultural hemp/CBD related enterprise Valuing recreational and medical license rights for marijuana cultivation, processing or retailing will be emphasized with a focus on use of the income and market valuation approaches.A sample sanitized appraisal report will be provided and discussed.Instructor Name: Ronald L Seigneur, CPA/ABV, ASA, CVA

When Leadership Fails

Monday, June 21st 11:00am - 12:50pm

Online

2.00 Credits

Auditing Fraud Instructor Name: Dennis F. Dycus

Who Stole My Balance Sheet: the FASB Research Project Continues

Monday, June 21st 2:00pm - 5:50pm

Online

4.00 Credits

Proposed Financial Performance Reporting changes to standard financial package.Instructor Name: William F. O?Brien, MBA, CPA

Accounting & Auditing Update

Tuesday, June 22nd 10:00am - 1:44pm

Online

4.00 Credits

Recently issued Accounting Standard Updates (ASUs) Leases; Financial instruments The new auditors report (SAS 134) Employee Benefit Plan Audits (SAS 136) Materiality  Instructor Name: Melisa F. Galasso

Accounting & Auditing Update for Small Businesses

Tuesday, June 22nd 2:00pm - 5:59pm

Online

4.20 Credits

Small business accounting Small business auditing Recent activites of ASB & ARSC   Instructor Name: Melisa F. Galasso

Advanced Topics in Power BI

Tuesday, June 22nd 4:00pm - 5:51pm

Online

2.00 Credits

Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

Asset Misappropriation- Let Me Count the Ways?

Tuesday, June 22nd 1:00pm - 2:48pm

Online

2.00 Credits

Auditing Fraud Instructor Name: Dennis F. Dycus

Business Ethics: Cases from the Real World

Tuesday, June 22nd 8:00am - 11:36am

Online

4.00 Credits

Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments?  What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues? Instructor Name: Don Minges

Centralized Partnership Audit Rules

Tuesday, June 22nd 10:00am - 11:48am

Online

2.00 Credits

Changes to IRS auditing of Form 1065, including LLCs taxed as partnerships Understanding new CPA rules such as the Imputed Underpayment rule and how that affects partners’ basis Understanding the 199A Pass-Through Deductions and what level these deductions take place Review of prior years’ Partnership Audit Regimes and learning how and why CPAR replaces those regimes and criterion for electing out Instructor Name: Shelli Huston, CPA, MS

Change: Embrace & Enjoy - It Is Inevitable

Tuesday, June 22nd 5:00pm - 7:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of changeInstructor Name: Don Minges, MBA

Choosing Small Business Accounting Solutions

Tuesday, June 22nd 12:00pm - 1:49pm

Online

2.00 Credits

Overview of small business accounting solutions Traditional desktop and SaaS small business products Shortfalls of specific accounting solutions Strengths and weaknesses of various solutions Setup and configuration tips Instructor Name: Brian Tankersley

Coaching Skills for CPAs, Controllers and Financial Managers

Tuesday, June 22nd 11:00am - 2:43pm

Online

4.00 Credits

Coaching Effective Communication Instructor Name: James T. Lindell

Communicating Financial Information to Non-Accountants

Tuesday, June 22nd 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

Data Analytics for Finance Managers (Day 1)

Tuesday, June 22nd 9:00am - 3:00pm

Online

6.00 Credits

*What is Analytics *Finance as a Trusted Advisor *Foundations for Analytics *Executive Management's Finance Focus - Performance Management *Telling an Analytics Story *Performance Driver Framework *Risk AnalyticsInstructor Name: Chris Coigne,Roland Mosimann

Deferred Prosecution Agreements: How to Qualify

Tuesday, June 22nd 4:30pm - 6:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:Government investigations and how they beginWhat prosecutors want to knowRespondeat Superior: What should business owners knowProactive steps to qualify for a deferred-prosecution agreementWhat is the difference between a non-prosecution agreement and a deferred-prosecution agreement?What is a well-designed compliance program?How do business leaders demonstrate a good faith effort when it comes to compliance training?Deferred-prosecution Agreements in real life.Instructor Name: Michael Santos