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 5728 All Results

Finance Transformation: Ignite Change (Part 1)

Wednesday, May 19th 9:00am - 1:00pm

Online

4.00 Credits

* Finance value chain * Key roles and objectives within the Finance value chain. * The capabilities that will be delivered by the Finance function of the future. * The role of business partnering . * Current and future technologies that will enable the Finance function to deliver against its mandate.Instructor Name: Matthew Campbell,David Fourie

Finance Transformation: Ignite Change (Part 2)

Wednesday, May 19th 2:00pm - 6:00pm

Online

4.00 Credits

* Finance value chain * Key roles and objectives within the Finance value chain. * The capabilities that will be delivered by the Finance function of the future. * The role of business partnering . * Current and future technologies that will enable the Finance function to deliver against its mandate.Instructor Name: Matthew Campbell,David Fourie

Financial Storytelling: The Key in Growing Your Organization to the Next Level

Wednesday, May 19th 3:00pm - 5:00pm

Online

2.00 Credits

* Communicating financial information in an impactful way * Telling more effective stories with your financial data * Connecting with your audience through real world examples * Interpreting and presenting complex financial information through storytelling skills * Unlocking the powerful story hidden within the numbersInstructor Name: Peter Margaritis

Fraud Recon: A New Look at Fraud, Data Analytics & Behavior

Wednesday, May 19th 4:00pm - 7:00pm

Online

3.00 Credits

The major topics that will be covered in this class include:Replacing outdated theories and tools of fraud detection and deterrenceSteps for handling suspected fraudEveryday actions that can be taken to detect and deter fraudData and behavioral analysis in fraud detection and deterrenceInstructor Name: Toby Groves, Ph.D.

Intro to Remaining "Most Common" Form 990 Schedules: D & G

Wednesday, May 19th 3:00pm - 5:30pm

Online

2.50 Credits

The major topics that will be covered in this class include:Overview of what comprises a "fundraising event or sale"Explanation of the low receipt thresholds by which Schedule G's Parts II (fundraising events and sales) and III (gaming) are invoked How Schedule G's Part II amplifies summary data inputted on Part VIII, Lines 1c, 8a and 8b Review of what constitutes gaming activityNoting the underlying three tax issues that gaming activities implicate: potential unrelated business income tax, unmet payroll tax if volunteer worker/contractor status is improperly claimed, and wagering excise taxesDiscussion of what makes a provider a "professional fundraiser" and what information filers are responsible to report in Schedule G's Part I related to their useExplanation of the entirety of Schedule D "triggers" employed upon the 990's Core Form Part IV Highlighting the common potholes Schedule D preparers face Instructor Name: Eve R. Borenstein, J.D.

Power BI - Go Beyond PivotTables with Power Pivot

Wednesday, May 19th 12:00pm - 4:00pm

Online

4.00 Credits

The major topics that will be covered in this class include:Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power PivotTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE. This course is #6 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 Advanced Calculations with DAX Formulas

Wednesday, May 19th 11:00am - 3:00pm

Online

4.00 Credits

*Review Power Pivot calculations (column calculations vs. measures) *Create advanced DAX formulas *Using a Date / Calendar table for data analysis *The DAX calculation processInstructor Name: Bryan Smith

Power BI - Use Power Query to Transform Your Data

Wednesday, May 19th 9:00am - 11:00am

Online

2.00 Credits

The major topics that will be covered in this class include:Append filesCombine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a tableThis course is #5 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

Self-Rental Real Estate: How to Integrate the New Rules

Wednesday, May 19th 10:00am - 12:00pm

Online

2.00 Credits

The major topics covered in this class include:Definition of self-rental property, both Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping electionSeveral real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rulesInstructor Name: Steven C. Dilley, CPA, JD, PhD

SSARS Standards Update and Review

Wednesday, May 19th 9:00am - 5:00pm

Online

8.00 Credits

The major topics that will be covered in this class include:Analysis of the SSARS statements and interpretations issued the past 18 months including SSARS 25 that was issued in the spring of 2020. Analysis of the "Preparation of Financial Statements" standards as amended by SSARS 25 with detailed implementation guidance.Analysis of the "Compilation" standards as amended by SSARS 25 with implementation guidance.Analysis of the "Review" standards as amended by SSARS 25 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigationInstructor Name: Walter J. Haig

Surgent's Annual Accounting and Auditing Update

Wednesday, May 19th 9:00am - 5:00pm

Online

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases -- Topic 842 Financial accounting and reporting considerations related to Going Concern Recently issued SASs and other AICPA activity SSARS No. 21, Clarification and Recodification and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters Instructor Name: Richard Daisley, CPA

Surgent's Annual Update for Defined Contribution Plans

Wednesday, May 19th 1:00pm - 3:00pm

Online

2.00 Credits

Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study Instructor Name: Melissa Critcher, CPA, PC

Surgent's What Tax Practitioners Need to Know About Medicare

Wednesday, May 19th 1:00pm - 3:00pm

Online

2.00 Credits

Eligibility for Medicare How to apply for  Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Current and late breaking legislative and regulatory developments Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA

The Best Individual Income Tax Update Course by Surgent

Wednesday, May 19th 9:00am - 5:00pm

Online

8.00 Credits

The SECURE Act, including IRA and RMD changes The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs  Treatment of state and local taxes Virtual currency Opportunity Zones Education-related provisions Depreciation changes Rules on entertainment expenses, including meals Doubling of estate and gift tax exemption for a married couple Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more The latest issues related to any other late-breaking tax law changes Instructor Name: Bob Lickwar, CPA

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

Wednesday, May 19th 12:00pm - 2:30pm

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.

Why Cybersecurity Matters to CPAs

Wednesday, May 19th 11:00am - 1:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their successSpecific cybersecurity controls that help prevent fraud and support data integrity of financial reportsHow an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assetsInstructor Name: Petrina Youhan, CPA, CISSP/Dr. Kenneth W. Cooper,

Avoid Failures: Succeed Through Experimentation

Thursday, May 20th 2:30pm - 4:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:Learning by experimentationThe best leaders want experiments and will accept temporary setbacksHow to fire bullets, not cannonballsDiscussion of how to create enduring progressInstructor Name: Don Minges, MBA

Commodity and Interest Rate Risks: Manage the Unmanageable

Thursday, May 20th 5:00pm - 7:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Why do great leaders focus on risk?Past financial calamities and why market crashes are becoming more commonSteps to better manage interest rate risk and commodity price riskSteps you can take to reduce financial risk in your organizationHow planning helps manage riskInstructor Name: Don Minges, MBA

Compilation and Review Practice Guide

Thursday, May 20th 8:45am - 4:30pm

Online

8.00 Credits

SSARS standards  Compilation performance requirements  Review performance requirements  Documentation for compilations and reviews  Special purpose frameworks financial statements  Legal liability concerns and issues  How to perform and document analytical procedures appropriately, including developing expectations  Independence and the AICPA Code of Professional Conduct  Non-attest services  Common issues raised in peer reviews

Debt or Equity: Which Will Your Organization Need Next?

Thursday, May 20th 6:00pm - 8:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Understand your cost of capitalInterpreting your cost of capital properlyEvaluate the pros and cons of debtHow to raise debt?Understand the pros and cons of equityLearn how to raise equityUnderstand the decision process through several real world organizations examplesInstructor Name: Don Minges, MBA