An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Limitations in roles and responsibilities an auditor can accept without impairing independence
• Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances
• Evaluating your auditor's time and project management stills
• Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Who will benefit:

Anyone who manages the external auditor relationship

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Modern data governance requires a holistic approach across finance, risk, IT and other departments.

Although it can seem daunting, the right methodology and a value-focused approach can break it into manageable phases that deliver ROI at every step.

This webcast is a rebroadcast from the 2024 AICPA & CIMA ENGAGE conference.

Learning Objectives:

- Identify how to take a value-based approach to data governance.

- Recognize how to operationalize data governance across people, processes and technology.

Who will benefit:

Accounting and finance professionals

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

Realistic Excel training for skill development

Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel.

This webcast will focus on the following essential functions:

- EOMONTH

- MONTH and YEAR

- DATE

- CONCAT

- SUMIFS with CONCAT

Practical hands-on Excel learning exercises taught by a highly engaging expert

In this webcast, you’ll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you’ll gain in-depth knowledge of the following:

- Adding helper columns

- Distinguishing key function differences

- Combining values

*Session 7 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*

Learning Objectives:

- Determine the last day of the month with the EOMONTH function.

- Use the MONTH and YEAR functions.

- Use your own date with DATE function.

- Use the CONCAT function.

- Apply the use of SUMIFS with CONCAT.

Who will benefit:

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The topics that will be covered in this class include:

• New concepts due to the issuance of SAS No. 145
• Revised requirement to separately assess inherent risk and control risk
• A new definition of significant risk
• New emphasis on IT controls and risk of material misstatement
• New guidance on maintaining professional skepticism
• Revised requirements to evaluate the design of certain controls
• Revised requirements regarding audit documentation
• New guidance on scalability

Who will benefit:

Practitioners who perform audit engagements

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

• CECL for nonfinancial institutions.
• Accounting for Paycheck Protection Program loans.
• Accounting for web-hosting services.
• Revenue recognition.
• Leases.
• FASB projects in progress.

Who will benefit:

Members in Public and Members in Business

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

The volume of individual tax returns requiring preparation can create an environment that leads to errors or omissions. Identify common errors practitioners make on individual tax returns for single filers.

Learning Objectives:

- Identify potential errors or omissions of Information on tax returns.

- Recognize Planning opportunities for your clients based upon Information reported on A tax return.

- Determine the proper tax treatment for certain rental property activities.

- Determine the proper tax treatment for various start-up costs by A new business.

Who will benefit:

CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Overview of the IRS collection process.
• Taxpayer rights and the Taxpayer Bill of Rights.
• Collection due process and appeals.
• Installment agreements and offers in compromise.
• Wage garnishments, levies, and liens.
• Penalties and interest.

Who will benefit:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting cleitns with tax resolution

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

• An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments
• Executive compensation components, including the valuation of non-qualified plans and restricted stock units

Who will benefit:

Practitioners that encounter questions and needs to evaluate the propriety of reasonable owner-employee compensation

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Relevant Excel methods for accounting experts

In Excel, there are several opportunities to apply features, functions and methods to build a dynamic workbook. In this hands-on demonstration of several Excel skills, you’ll review the following topics through engaging expert-led instruction:

- Dynamic headers

- Horizontal reports

- Mapping Tables

- Data Validation

Excel error checking skill development

Designed with time for you to work along with the facilitator, this webcast examines the importance of automating reporting workbooks in Excel.

You will review various topics, including:

- Horizontal or crosstab reports

- Mapping tables and how they are the key to unlocking major efficiency gains.

- Data validation in digital reports

- Error Check

*Session 8 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching other parts of the bundle. [Excel for Accounting Professionals Webcast Series] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-webcast-series-bundle) to further prepare to tackle real-world issues and build powerful workbooks.*

Learning Objectives:

- Apply dynamic headers and horizontal orientation for reports.

- Use mapping tables to automate formula-based reports.

- Use data validation to provide dynamic reports.

- Apply error checking for worksheets.

- Determine appropriate use of features, functions, and techniques in single user Excel workbook.

Who will benefit:

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life.

The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.
• Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.
• Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.
• Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.
• Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

Who will benefit:

This course is ideal for data analysts, business intelligence professionals, and anyone looking to enhance their skills in creating and validating measures using DAX in Power BI.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.