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Controller Series: Technology - Must Have Excel Competencies

ID: 60198
Wednesday May 29, 2024 11:00AM - 12:00PM
Topics:
Technology
Non-members
$82.00
Members
$71.00
Your price
$82.00

Excel has long been included in the accountant's toolbox. Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a "must have" tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

Learning Objectives:

· Identify the tools that controllers should know, such as Excel's Power Pivot and Big Data

· Identify the relationship between Excel and Lean techniques

· Recognize how Excel complements data analytics

· Recall tricks and shortcuts to improve Excel use for your staff

Who will benefit:

Aspiring leaders and leaders of teams and organizations

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.

Mind the Gap: Embrace Generational Diversity, Maximize Talent

ID: 60200
Thursday May 30, 2024 09:00AM - 10:30AM
Topics:
Talent Management + Human Resources
Non-members
$118.00
Members
$94.00
Your price
$118.00

With 5 generations in the workplace, from the Veteran generation to Gen Z, the generation gap is growing wider. And that is a good place to be! Every generation brings different strengths, values, viewpoints, and ideas. Your organization will be stronger and wiser if you learn how to embrace the differences and bring out the best of each generation. This session is designed to provide participants with an in-depth understanding of the events and circumstances that shaped each generation. In addition, we will address the challenges and opportunities presented by generational diversity in the workplace. The course will explore the unique perspectives, values, and work styles of different generations and how these differences can impact workplace dynamics and communication. You will come away with concrete ideas on how to harness the power and strengths of each generation and learn how we can all work better together!

Learning Objectives:

· Recall the historical, cultural, and economic factors that have shaped the values and work styles of different generations.

· Identify the strengths and weaknesses of each generation and how these can impact workplace dynamics.

· Apply effective strategies for managing intergenerational conflict and enhancing collaboration across generations.

· Expand your skills in cross-generational communication and understand the role that active listening and empathy play in building effective relationships with colleagues from different generations.

Who will benefit:

Anyone who wants to communicate and engage with a variety of generations to create an inclusive and productive culture.

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.

Unleash the Power of AI: A CPAs Guide to ChatGPT

ID: 60204
Thursday May 30, 2024 01:00PM - 02:08PM
Topics:
Technology
Non-members
$82.00
Members
$71.00
Your price
$82.00

Attention all CPAs! Are you ready to step into the future and unleash the power of AI? Join us for a one hour seminar on ChatGPT, the revolutionary tool that’s taking the world by storm!

As you know, the use of generative AI is on the rise, and ChatGPT is leading the way. But what exactly is ChatGPT, and how can it help you increase your productivity? Well, you’re in luck, because we’re here to guide you through everything you need to know to get started!

In this seminar, you’ll learn how to use ChatGPT to streamline your workload, save time, and boost your overall efficiency. Say goodbye to tedious data entry and hello to lightning-fast responses and analysis!

But wait, there’s more. As with any new technology, there are also risks and ethical concerns to consider. Our experts will delve into these topics and provide you with the knowledge and tools you need to use ChatGPT responsibly and effectively.

Don’t miss out on this incredible opportunity to stay ahead of the curve and take your CPA game to the next level. Join us for “Unleashing the Power of AI:
A CPAs Guide to ChatGPT” and discover the amazing benefits of this groundbreaking technology!

Learning Objectives:

· Recall the definitions of Generative AI and ChatGPT

· Identify ways to use ChatGPT to increase productivity

· Recognize the risks and ethical issues of ChatGPT

Who will benefit:

Anyone who loves technology or wants to work smarter not harder.

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.

Business and Government Investigations

ID: 60212
Friday May 31, 2024 02:00PM - 04:00PM
Topics:
Ethics + Professional Standards
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course shows how undisciplined decisions in business can lead to government investigations and prison terms. We profile three entrepreneurs from three separate industries who built billion-dollar enterprises. Despite well-developed infrastructures, simple business decisions led to their being wrapped into government investigations, criminal indictments, and collateral consequences that accompany felony convictions for white-collar crime related to federal election laws, tax fraud, and securities fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major topics covered in this course include:

  • How government investigations for white-collar crimes begin
  • How investigators and prosecutors build cases against business leaders
  • Differences between witnesses, subjects, and targets
  • Civil versus criminal allegations and proceedings
  • Collateral consequences of a criminal charge
  • Understanding the role of defense attorneys
  • Differentiate between challenges in business and allegations of wrongdoing
  • Influence on financial loss amounts and sentencing
  • Lowering risk levels for government investigations or allegations of white-collar crime
Who will benefit: Financial services professionals looking to get ideas on how to create training strategies that will lower risk levels for investigations of white-collar financial crimes.

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

The Bookkeeper Goes to Prison

ID: 60408
Saturday June 01, 2024 11:30AM - 01:30PM
Topics:
Ethics + Professional Standards
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed. Listen and learn from Brenda's experience. 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:

  • Career choices
  • Ethical dilemmas
  • Judicial proceedings
  • Mitigation strategies
  • Creating tools to help make better decisions
  • Atonement and reconciliation
Who will benefit: People who want to explore how personal pressures can cloud their judgment.

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

Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials

ID: 60349
Monday June 03, 2024 09:00AM - 05:00PM
Topics:
Tax
Non-members
$403.00
Members
$332.00
Your price
$403.00

Most U.S. businesses are formed as a pass-through entity, which includes partnerships. If you are new to the subject, or if you have worked in this area for years but need a quick review, this course will provide a firm grasp of the fundamental concepts, help you to build a strong foundation of knowledge, and freshen up your analytical skills. Talking about tax can sometimes sound like you're speaking a foreign language in front of your clients. You can leverage the tone of the course materials to explain complex issues with accuracy and confidence.

Learning Objectives:

· Identify the effects of investor contributions and distributions on their basis in a partnership or LLC interest.

· Calculate the tax basis of assets transferred to a partnership or LLC at formation.

· Recognize the tax consequences of a transfer of liabilities to a partnership or LLC in connection with property transfers at formation.

· Calculate the partner’s or member’s remaining basis in their interest following a distribution of cash or property from the partnership or LLC.

· Calculate the amount of the guaranteed payment when the partner is to receive the lesser of a fixed dollar amount or a fixed percentage of partnership income.

· Distinguish between “book” allocations required under Section 704(b) and “tax” allocations required under Section 704(c).

· Identify the potential economic consequences of a special allocation to a partner or LLC member.

Who will benefit:

· Public accounting staff and seniors

· Tax professionals in company finance or tax departments

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.

Like-kind Exchanges in Real Estate Transactions

ID: 60409
Monday June 03, 2024 09:00AM - 11:00AM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying and selling real property. We cover the basic structure of a LKE, and ways a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants or other tax professionals. 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:

  • Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.
  • These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.
  • These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.

Who will benefit: CPAs, EAs, Lawyers, Real Estate Professionals, Accountants or other tax professionals

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

Spring Tax Update with Steve Dilley

ID: 60410
Monday June 03, 2024 09:00AM - 05:00PM
Topics:
Tax
Non-members
$298.75
Members
$239.00
Your price
$298.75

This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. 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:
  • Update and integration of the most recent tax legislation impacting individual and business taxpayers.
  • Review of individual and business provisions of the Inflation Reduction Act.
  • Update on significant individual and business tax developments related to cases and rulings.
  • Update on earned income credit, child credit, and child and dependent care credit.
  • Crypto reporting update.
  • Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.
  • Tax issues impacting "gig" workers, including Form 1099-K.
  • Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Who will benefit: CPAs and members in the accounting industry seeking a legislative update on the most recent individual and business tax provisions.

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

Next Steps Series – Client Needs: Beyond Best Practices in Client and Customer Service

ID: 60350
Monday June 03, 2024 10:00AM - 11:00AM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Competition is no longer just down the street. Clients are demanding more value, and wanting a shift from reactive reporting to real time services. In the future, the customer experience will be measured by value, contribution, impact and sustainability.

Learning Objectives:

· Differentiate between customer service and customer experience

· Recall the three levels of customer relationships

· Recognize core organizational and cultural decisions that build a sustainable culture of good customer experience

· Recall key points of the Herzberg’s Motivational Theory

· List techniques for delivering great customer experiences

Who will benefit:

· Professionals in a leadership, supervisory or managerial position

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.

How to Innovate When Your Boss Says ’No’

ID: 60351
Tuesday June 04, 2024 08:00AM - 09:30AM
Topics:
Essential Skills + Professional Development
Non-members
$82.00
Members
$71.00
Your price
$82.00

Innovate or die

You may have been told this, or something along those lines. So, you burn the midnight oil coming up with great ideas for how your organization can beat the competition to the punch. You present your innovative ideas and projects to your boss, who answers with the dreaded, “No.”

You know your organization’s future depends on its ability to do things differently, but how do you innovate when leadership blocks your path?

Learning Objectives:

· Recognize major disruptions that are affecting the accounting and finance world

· Identify steps for pursuing innovative projects despite skepticism from managers and executives

· Identify ways to convince skeptical managers that innovative projects are worth pursuing

· Identify a three-step plan for becoming future-ready

Who will benefit:

Forward-thinking accountants and finance professionals who want to help their organizations remain relevant in a changing and complex world

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.