Do more than check the compliance box! Strengthen core financial accounting, audit and assurance, tax, and ethics competencies at CORECon 2024, where you'll engage in next-level learning with national, state and local thought leaders.

Get the latest updates on:

- Financial reporting and auditing

- State and local tax developments including a legislative update

- Professional standards and responsibilities (ethics)

- The economy and what's ahead in 2024

And you know what they say—the larger the group, the bigger the discount!

- 5-9 attendees = 10% off

- 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.

Keep up with FASB changes

Learn about changes in accounting, including relevant pronouncements, exposure drafts, and projects. Identify recently issued FASB standards and guidance that cover broad and narrow issues and understand how to apply them. Learn about upcoming standards that will be effective in the near future.

Learning Objectives:

· Identify recently issued FASB accounting standards updates that cover broad issues, other than those related to financial instruments and leases.

· Identify recently issued FASB accounting standards updates that cover narrow issues.

· Recognize ongoing FASB projects.

Who will benefit:

· Accounting professionals

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING 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.

Comply With All Standards As You Prepare, Compile and Review Engagements

This webcast is a go-to reference for staying in compliance with all professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).

Learning Objectives:

· Recall scope and definition of preparation, compilation and review engagements.

· Identify elements and performance and documentation requirements of preparation, compilation and review engagements

Who will benefit:

· CPA firm staff

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING 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.

Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. 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:

• Decision Making Theory
• Compensation & Employee Satisfaction
• What benefits do employees care about?
• Retirement Plan Basics
• Health Insurance Basics
• Disability Insurance Basics
• Life Insurance Basics
• Fringe Benefits
• Summing It Up

Who will benefit:

Financial leaders who are involved in the employee benefits function of their company, as well as tax practitioners and financial advisors who advise clients on employee benefits issues.

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

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. 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:

• How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
• How to use analytical procedures to identify misstatements in financial information
• Techniques for developing a "workable" business plan
• Recasting GAAP financial statements into powerful management tools
• Developing and using benchmarks to identify profitability problems
• Identifying profitability key factors
• The relationship of internal controls and the health of an entity
• Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
• How to create "goal" statements that achieve results

Who will benefit:

This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.

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

What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how.

The major topics covered in this course include:

• What is the function of Marketing?
  • Creating demand, building reputation.
  • Inform and educate customers and potential customers.
• Marketing plans
  • What must be in a top-quality plan?
  • Coordination with strategy and financial ability.
• Products and services
  • Why do customers buy, or not buy, your offerings?
  • Core products, actual products, augmented products?
• Price
  • Pricing is market driven, not cost driven!
  • Cost leaders vs differentiators?
  • When to increase price when to reduce price?
• Place or channels
  • Effective and efficient channels?
  • Alternative channels?
• Promotion
  • Promotion alternatives and cost effectiveness.
• Coordinating the 4Ps to gain maximum results.

Who will benefit:

Corporate Financial Leaders, CEOs, CFOs, Controllers, CPAs, Accountants, Board members, advisors, and Consultants and any professionals interested in enhancing the bottom line by working in an effective partnership with the marketing function.

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

Internal Control Deficiencies and Other Matters - Adding Value Through Required Auditor Communications will help the auditor with understanding how to improve required internal control communications to be more value-added from the perspective of the client. Professional and regulatory audit standards require communication of internal control matters noted in a financial statement audit. This assists management and those charged with governance with satisfying responsibilities for designing, implementing, maintaining, and monitoring internal controls. In addition, in order to retain existing clients, lower fee pressures and gain invaluable referral sources, financial statement auditors must place a priority on being a value-added business advisor. Note:
This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has responsibilities for communicating internal control related matters to the client. 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 course include:

• The required communication of internal control matters noted on an audit
• Evaluating the severity of identified deficiencies, including consideration of qualitative considerations
• Importance of placing a priority on being a value-added business advisor
• Anticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or compliance
• Components of a well-written internal control comment
• Better writing tips and techniques

Who will benefit:

Accountants who are responsible for drafting internal control related matters noted in an audit

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

NOTE – This ethics course has not been approved by the Accountancy Board of Ohio therefore does not count towards your mandatory 3 Hours of Professional Standards & Responsibilities credit per renewal period. This course does count towards your 120 CPE Hours.

The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. 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:

• Money laundering overview
  
• Role of tax examiners and auditors
  
• Tax return examination
  
• Pre-audit indicators
  
• Audit flags
  
• Real estate issues
  
• Cash indicators
  
• International trade signals
  
• Loan considerations
  
• Professional service provider concerns
  
• Money laundering and ethics

Who will benefit:

Practitioners who want to explore how to better detect illicit money, and combat corrupt acts in the world that revolve around money including drugs, human trafficking, terrorism and more.

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

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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:

• Defining Federal Income Taxes
• Computing federal income tax liability
• Calculating adjusted gross income
• Defining Qualifying Child
• Determining filing status
• Calculating the Kiddie Tax
• Standard deduction
• Tax Rates for ordinary income, capital gains, and qualified dividend income
• Cash v. Accrual Method
• Filing deadlines and obtaining extensions

Who will benefit:

This course is ideal for CPAs, CFPs, EAs and other tax preparers

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 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.