Leverage resources for optimal QM performance (bold)

Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.

In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.

These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.

Second in a four-part webcast series (bold)

This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards (ital).

Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec. 8, 2022, at 2pm ET.

Learning Objectives:

- Identify the four kinds of resources needed to maintain Quality management systems.

- Recognize who is included and excluded on an engagement team.

- distinguish between internal and external human resources.

- Recognize service providers and What they offer firms.

- Assess the engagement partner’s responsibility for Quality management at the engagement level.

Who will benefit:

- CPAs

- peer reviewers

- QM directors

- AICPA members

- Auditors

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 cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence.

The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact.

By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill.

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:

• Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.
• Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.
• Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.
• Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.
• Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.
• Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.
• Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.
• Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

Who will benefit:

This course is ideal for business analysts, data analysts, project managers, and any professionals keen on enhancing their data visualization and analysis skills using Microsoft Power BI. It is suitable for beginners as well as those with some experience in data analytics tools.

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

ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks.

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:

• Review the history of ChatGPT
• Tour of the ChatGPT app and how to use it
• Setting up a ChatGPT account (free & premium)
• Variety of hands-on case study examples for accounting, finance and tax
• A look under the hood at how ChatGPT works
• Caution - how to avoid risks in using ChatGPT
• A look into the future potential for AI in business

Who will benefit:

Anyone who wants to develop an understanding of how the power of ChatGPT can be put to use in business and accounting through hands-on instruction.

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

Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system.

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 IRS Power of Attorney (POA) rules.
• Form 2848: Authority to Represent Clients before the IRS.
• Form 8821: Accessing Tax Information Without Representation.
• Identifying errors and compliance risks in POA filings.
• Rules for revoking or updating POA authorizations.
• Managing authorizations through the CAF system.
• Electronic submissions and the IRS online authorization process.
• Ethical responsibilities when holding a POA.

Who will benefit:

CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation

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

A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.

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:

• 2021/22 legislation impacting individual taxpayers
• Extenders legislation update
• Child tax and dependent care credits
• Section 199A deduction
• Capital gains and losses
• Rental real estate
• Other passive activities losses

Who will benefit:

CPAs in public practice and industry seeking an update on the latest tax developments affecting individual taxpayers.

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

This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes.

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:

• Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.
• Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.
• Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.
• Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.
• Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.
• Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.
• DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.
• Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.
• Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.
• Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Who will benefit:

The course is designed for CPAs and accounting professionals who want to incorporate AI-driven visual data analysis into their financial management processes

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

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

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:

• Learn best practices when designing your spreadsheets 
• How to create a proper worksheet structure
• Learn to use Excel's built in features to find errors
• How to create your custom controls to prevent and find errors
• Using links to quickly move to controls
• Using Conditional Formatting to highlight errors

Who will benefit:

Any Excel user that wants to learn how to create controls within Excel to improve accuracy

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

How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids.

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:

• The need to fund for long-term care in America
• Client's attitudes and misconceptions
• Innovative long-term care solutions and funding

Who will benefit:

CPAs

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

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We then move to the NFP side of the house with a look at the Accounting Standard Updates issued by the FASB that impacts nonprofit entities. Following that, we review the work of the Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on. After the break, we will conduct a deeper dive into Yellow Book and Single Audit engagements. The course closes with a look at the significant changes in the 2024 Compliance Supplement, the changes to the Uniform Guidance and the common deficiencies identified by the federal agencies and peer reviewers.

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

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:

• New GASB standards
  • GASB 100, Accounting Changes and Error Corrections
  • GASB 101, Compensated Absences.
• Accounting Standard Updates issued by the FASB
• Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.
• Yellow Book and Single Audit engagements.
• Changes in the 2024 Compliance Supplement
• Changes to the Uniform Guidance
• Common deficiencies identified by the federal agencies and peer reviewers.

Who will benefit:

Practitioners and members in industry responsible for accounting & financial reporting for nonprofit or governmental entities.

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

Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence.

The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact.

By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill.

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:

• Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.
• Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.
• Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.
• Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.
• Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.
• Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.
• Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.
• Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

Who will benefit:

This course is ideal for business analysts, data analysts, project managers, and any professionals keen on enhancing their data visualization and analysis skills using Microsoft Power BI. It is suitable for beginners as well as those with some experience in data analytics tools.

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