Sort by

Become a member

Join/Renew

Become a member

Join/Renew
116
28
12
5
11
19
21
9
5
6
20
24
116
13
1
16
4
8
3
1
18
9
2
1
8
1
4
15
13
2
114
116
0
21
71
24
116
Showing 116 results
Sort by

Employee Benefit Plan Audit Conference

ID: 63603
Tuesday April 22, 2025 08:30AM - 04:30PM
Topics:
Audit + Assurance
Non-members
$486.30
Members
$399.04
Your price
$486.30

Whether you’ve been in the EBPA world for eons or you’re an eager rookie—this conference will get you up to speed on what’s around the bend for employee benefit plans and audits. We have a specially designed boot camp that’s the bee’s knees for beginners, and everyone will have the opportunity to hear from the DOL and peer review experts on the latest updates and top audit issues through interactive learning focused on the EBP sector and enhancing audit quality.


Topics to be covered:

- A U.S. Department of Labor update

- Accounting and auditing update

- Retirement legislation update

- Fiduciary responsibilities, ERISA compliance and best practices

- Initial plan audit overview

- Peer review update

- Form 5500

- Audit technology

- Risk management best practices

- EBP audit beginner boot camp


And don't forget —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.

Financial & Tax Accounting for S Corporations & Partnerships

ID: 65419
Tuesday April 22, 2025 09:00AM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Mail Fraud and Wire Fraud: Why Business Owners go to Prison

ID: 65420
Tuesday April 22, 2025 09:30AM - 11:30AM
Topics:
Ethics + Professional Standards
Non-members
$111.25
Members
$89.00
Your price
$111.25

When federal prosecutors contemplate charges against business owners, two of their most potent and readily available tools include charges for mail fraud and wire fraud. The elements to convict for these crimes are clear: 1) The defendant devised or intended to devise a scheme or artifice to defraud, and, 2) in executing or attempting to execute the scheme, the defendant used or caused the use of mail or an interstate wire or wireless transmission. Mail, emails, cell phone calls, text messages, Internet transmissions, and even tweets could form the basis for charges of wire fraud or mail fraud. The crime of wire fraud is a reason that many business owners go to prison. In this course, we'll learn about a few people who've experienced a conviction for wire fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Audit 401: Critical Traits of a Thinking Auditor

ID: 65421
Tuesday April 22, 2025 11:00AM - 01:00PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

Critical Traits of a Thinking Auditor - Stretching Experienced Auditors Beyond the Basics will provide tips and best practices for stretching experienced auditor past the basics in each of the three pillars of success. Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaining clients through superior client service, and developing other professionals. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory and managerial auditors, while it is also appropriate for anyone who has responsibilities by finding creative audit solutions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Enterprise-Wide Risk Management in Accounting and Finance

ID: 65422
Tuesday April 22, 2025 11:00AM - 03:00PM
Topics:
Business Management + Strategy
Non-members
$186.25
Members
$149.00
Your price
$186.25

Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

A Review of the Uniform Guidance Requirements

ID: 65423
Tuesday April 22, 2025 11:30AM - 01:30PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

The Uniform Guidance present unique challenges to auditors of governmental organizations and not-for profit organizations receiving federal financial assistance. This Guidance requires auditors to take a risk-based approach to the audit, including a methodology of determining which federal programs are considered major and therefore subject to Single Audit compliance requirements. A significant challenge facing many auditors is determining the Uniform Guidance requirements in a Single Audit. All professional involved in Single Audits must have a working knowledge of the requirements imposed by the Uniform Guidance. We will cover the issues that all auditors need to know about the Uniform Guidance requirements, including how to determine major federal programs. This course will provide example about how to comply with these requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Microsoft Teams Features Every User Should Know

ID: 65424
Tuesday April 22, 2025 12:00PM - 02:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Microsoft Teams is one of the most widely used applications for communications, collaboration and knowledge sharing in business today. Most users are unaware of many time saving features available to help you manage your conversations, files and related content on a daily basis. John Higgins, a strategic advisor to the profession on Microsoft 365, will teach you how to leverage all the functionality Teams has to offer to compose, organize and retrieve your conversations, files and related content for maximum effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 Single Audit Update

ID: 65425
Tuesday April 22, 2025 01:00PM - 03:00PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Audit 402: Audit Quality Control - Avoid Peer Review Issues

ID: 65426
Tuesday April 22, 2025 01:30PM - 03:30PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

Audit Quality Control - Avoiding Peer Review Deficiencies highlights the most important considerations for those at all levels of the engagement team with quality control responsibilities on audit engagements. Upper-level reviewers have significant responsibilities for ensuring high-quality audit engagements. Unfortunately, deficient audits have serious negative consequences for both the CPA firm and the profession as a whole. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has quality control responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

What's New in Excel

ID: 65427
Tuesday April 22, 2025 02:30PM - 04:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this session, we look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. Content like this is valuable to anyone that regularly works with Excel - We hope you will attend! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.