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Professional Development and Event Catalog

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Showing 175 Seminars & Conferences Results

AI and Data Analytics for Auditing - The Big Picture

Tuesday, November 26th,
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $99

This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations, easy delivery of video presentations, and fillable PDF for online note-taking in the course materials.

Level V: Advanced Management and Leadership Essentials

Tuesday, November 26th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $129

This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations, easy delivery of video presentations, and fillable PDF for online note-taking in the course materials.

Surgent's Federal Tax Camp (In-Person)

Monday, December 2nd,
 8:30am - 4:10pm

Rocky Hill

8.00 Credits

Member Price: $274

Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.

Surgent's Federal Tax Camp (Virtual)

Monday, December 2nd,
 8:30am - 4:10pm

Online

8.00 Credits

Member Price: $274

Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.

Reviewing Partnership Tax Returns: What Are You Missing?

Tuesday, December 3rd,
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $140

The partnership section of the Internal Revenue Code is arguably one of the most complicated. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing your client's LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed, including income, deductions, K-1 reporting, and K-2 and K-3 reporting. This course follows a highly illustrative case study format to increase participant comprehension and retention.

K2's QuickBooks for Accountants

Wednesday, December 4th,
 10:00am - 5:30pm

Online

8.00 Credits

Member Price: $274

The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.

Comprehensive SSARSs Update and Practical Applications with Renee Rampulla

Thursday, December 5th,
 8:30am - 4:30pm

Online

8.00 Credits

Member Price: $274

This comprehensive update will assist you in the application of Statements on Standards for Accounting and Review Services (SSARSs). Participants who attend this update will learn about recently issued SSARSs and other related developments impacting a SSARSs practice.

K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection

Thursday, December 5th,
 10:00am - 5:30pm

Online

8.00 Credits

Member Price: $274

Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.

The Complete Guide to the Preparation of Form 1041

Friday, December 6th,
 8:45am - 4:15pm

Online

8.00 Credits

Member Price: $274

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

Latest Developments in Nonprofit Accounting and Auditing

Monday, December 9th,
 9:00am - 4:30pm

Online

8.00 Credits

Member Price: $274

This is another year of significant change in the world of nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in nonprofit accounting and auditing.

K2's Excel Essentials for Staff Accountants

Monday, December 9th,
 10:00am - 5:30pm

Online

8.00 Credits

Member Price: $274

Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.

Level V: Advanced Management and Leadership Essentials

Monday, December 9th, 10:00am - Thursday, December 12th, 2:00pm

Online

16.00 Credits

Member Price: $710

Develop your soft skills in training courses that benefit both the person attending and their organization. This course, the final course of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. The Level V course highlights leadership skills and situations that are common for managers and senior managers of organizations. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.

Understanding the New Risk Assessment Standard with Renee Rampulla

Tuesday, December 10th,
 8:30am - 12:00pm

Online

4.00 Credits

Member Price: $140

Understand your professional responsibilities when performing risk assessment procedures. The American Institute of Certified Public Accountants (AICPA) issued Statements on Auditing Standards (SASs) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, along with other related SASs. Participants who attend this course will learn about the new, revised, and enhanced requirements.

CFO Series: Management Superpowers

Tuesday, December 10th,
 8:30am - 4:30pm

Online

8.00 Credits

Member Price: $274

The Complete Trust Workshop

Tuesday, December 10th,
 9:00am - 4:30pm

Online

8.00 Credits

Member Price: $274

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans in light of recent and proposed legislation.

K2's Technology for CPAs - Don't Get Left Behind

Tuesday, December 10th,
 10:00am - 5:30pm

Online

8.00 Credits

Member Price: $274

How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively! In this fast-paced, update-style course, you will survey today's IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this "don't miss" opportunity to get the skills required to enhance the value of your IT investment.

Learn About the New Quality Management Standards with Renee Rampulla

Tuesday, December 10th,
 1:00pm - 4:30pm

Online

4.00 Credits

Member Price: $140

The new quality management standards will significantly impact most accounting firms with an assurance practice. Is your firm ready for these robust changes? Participants who attend this course will learn about these changes and available resources

K2's Excel PivotTables for Accountants

Wednesday, December 11th,
 10:00am - 5:30pm

Online

8.00 Credits

Member Price: $274

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables - including grouping options for fiscal periods - and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

The Complete Guide to Preparing Forms 706 and 709

Thursday, December 12th,
 8:45am - 4:15pm

Online

8.00 Credits

Member Price: $274

Navigating the intricacies of tax forms 706 and 709 demands expertise and attention to detail. This comprehensive course equips tax professionals with the essential knowledge and skills required to proficiently prepare these forms, ensuring accurate reporting and compliance with tax regulations.

Level III: Beginning in Charge Training

Thursday, December 12th, 8:45am - Friday, December 13th, 4:30pm

Online

16.00 Credits

Member Price: $560

Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality and learn to make non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.