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Finance Business Partnering: The Essentials

ID: 60861
Monday July 15, 2024 09:00AM - 05:00PM
Topics:
Business Management + Strategy
Non-members
$403.00
Members
$332.00
Your price
$403.00

Critical Competencies

This webcast builds on your current knowledge and experience to help you successfully navigate and drive value for your business during a time of disruptive, technology-led change.

You will learn how to stay relevant and future-focused while building your competencies in critical areas including communication,

influencing, and business acumen.

This webcast also delivers strategies and best practices to support your ability to enable strategic decisions to drive business forward.

Learning Objectives:

· Recognize the importance of successful finance business partnering to an organization's success and sustainability.

· Identify the core finance business partnering competencies necessary for today�s finance and accounting professionals.

· Recognize the importance of the interconnectivity of technical, business, people, and leadership competencies.

· Identify how an organization or the finance function can prepare to deal with key challenges to business partnering success.

Who will benefit:

· Finance professionals of any level who would like more insight into developing skills required for finance business partnering.

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.

Leadershift: Drive Results Through Ethical Performance Mgmnt

ID: 60957
Monday July 15, 2024 09:00AM - 01:00PM
Topics:
Ethics + Professional Standards
Non-members
$186.25
Members
$149.00
Your price
$186.25

Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. 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:

  • How Inspirational leadership is the foundation that ethically drives results.
  • Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.
  • Hacks for getting great results with specific examples you can leverage in your business:
    • The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.
    • The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
Who will benefit: CFO, CEO, leaders, and aspiring leaders.

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

Power BI - Advanced Data Analytics with Power Pivot

ID: 60958
Monday July 15, 2024 09:00AM - 05:00PM
Topics:
Technology
Non-members
$298.75
Members
$239.00
Your price
$298.75

This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data such as: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other Power BI Tools including: Power Query (Get & Transform), Power BI Desktop and Power BI Services (PowerBI.com). NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. 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 Excel Power BI Tools
  • Loading data into Power Pivot using data modeling
  • Creating "measures" using DAX functions and formulas
  • Using a date table to create time-intelligent measures
  • The DAX calculation process

TO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE

Who will benefit: Anyone who wants to analyze data in Excel

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

Activity-Based Costing: Is it Right for Your Organization?

ID: 60959
Monday July 15, 2024 10:30AM - 12:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization. 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:

  • ABC versus traditional costing
  • First-stage allocation
  • Determining predetermined overhead rates
  • Second-stage allocation
  • Activity-based reporting
  • Activity-based management
Who will benefit: Accountants who have not recently considered ABC but want to revisit the cost-benefit prospects of ABC for potential utilization for their clients or their employing organization.

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

Understanding Internal Control Constructs

ID: 60960
Monday July 15, 2024 11:00AM - 03:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. 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:

  • Underlying concepts of internal control
  • The importance of control measure interdependency
Who will benefit: Accounting and other business professionals that would benefit with greater understanding of internal control.

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

Audit 301: Code of Professional Conduct - Key for Auditors

ID: 60961
Monday July 15, 2024 11:30AM - 01:30PM
Topics:
Ethics + Professional Standards
Non-members
$111.25
Members
$89.00
Your price
$111.25

Professional Requirements for Assurance Providers, Including Independence - Understanding Critical Code of Professional Conduct Concepts will dig deeper into important foundational principles, primarily focusing on threats to independence and how to avoid or appropriately safeguard them. The AICPAs Code of Professional Conduct provides guidance for ethical business conduct, as well as other potentially relevant ethical requirements from the PCAOB and international bodies. An important pillar of any Code of Professional Conduct is the rules governing independence when performing attest services, particularly when both attest and non-attest services are provided. 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 audit or attest engagement responsibilities. 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:

  • Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional Conduct
  • Familiarity, self-interest, self-review and other independence threats
  • General requirements and management responsibilities when performing both attest and non-attest services for the same client
  • Safeguards for common independence threats
Who will benefit: Anyone who provides audit and attest services requiring independence

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

Mastering the Excel Lookup Functions

ID: 60962
Monday July 15, 2024 12:00PM - 02:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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:
  • A review of the various lookup functions, beyond VLOOKUP
  • Learn which lookup works best for your situation
  • How to apply the many lookup functions
  • Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively
  • An in-depth review of the following functions:
    • VLOOKUP / HLOOKUP
    • XLOOKUP
    • MATCH / INDEX
    • XMATCH
    • INDIRECT
    • FILTER
    • SORT / SORTBY
    • UNIQUE
  • An overview of some newer functions
Who will benefit: Any Excel user that wants to learn how to use the LOOKUP functions

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

Communication Skills for Introverts

ID: 60963
Monday July 15, 2024 12:30PM - 02:30PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. The five areas to improve your communication that will be presented are:

  • Listening
  • Writing
  • Understanding your audience
  • Virtual communication
  • Non-verbal Communication

Who will benefit: All who want to improve their communication skills

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

ChatGPT for Accountants: 50+ Use Cases

ID: 60964
Monday July 15, 2024 01:00PM - 03:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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:

  • Introduction to ChatGPT and artificial intelligence chatbot technologies
  • Automating frequently asked questions and the onboarding process
  • Verifying and reviewing financial records
  • Providing real-time support to clients
  • Generating financial reports
  • Automating tax return preparation and financial planning
  • Providing guidance on financial decision making
Who will benefit: This course is ideal for accountants and other financial professionals who are looking to incorporate ChatGPT and artificial intelligence chatbot technologies into their work.

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

Peer Reviews of SSARS Engagements

ID: 60965
Monday July 15, 2024 01:30PM - 03:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. 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:

  • Basic requirements of an engagement review.
  • Qualifications for serving as a peer reviewer.
  • Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.
  • Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.
  • Common engagement review findings and tips for passing peer review.
Who will benefit: Members in Public Accounting

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