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Excel - Fundamentals, Data Entry and Basic Formulas

ID: 63838
Tuesday January 14, 2025 02:30PM - 04:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. 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.

Implementation Challenges with the New FASB Lease Standard

ID: 63839
Tuesday January 14, 2025 04:00PM - 06:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

Learn the basics of FASB's Accounting Standard Update for Leases (ASC Topic 842), the key differences between ASC Topic 842 and ASC Topic 840, Leases, and the practical challenges and complexities within the new standard and how they apply to you. We will focus on lessee accounting, and will discuss key issues within the standard, required analyses, critical judgments, policy elections, disclosures, and the lessons learned from public filings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Simplify Outlook Meeting Scheduling with Office 365 Bookings

ID: 63840
Tuesday January 14, 2025 05:00PM - 06:00PM
Topics:
Technology
Non-members
$68.75
Members
$55.00
Your price
$68.75

Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

SAS 134: Exploring the New Audit Report

ID: 63841
Wednesday January 15, 2025 09:00AM - 10:00AM
Topics:
Audit + Assurance
Non-members
$68.75
Members
$55.00
Your price
$68.75

The standard audit report will soon receive an overhaul. This course investigates major changes to the contents and format of audit reports for private entities while exploring the influence of changes to audit reports for public companies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

You Don't Know What You Don't Know About Microsoft Excel

ID: 63842
Wednesday January 15, 2025 09:00AM - 05:00PM
Topics:
Technology
Non-members
$298.75
Members
$239.00
Your price
$298.75

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Engagement Management with the Microsoft 365 Planner App

ID: 63843
Wednesday January 15, 2025 09:30AM - 11:30AM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app that takes too much time or requires too much information to keep your task completion progress up to date? Worst of all, are you relying primarily on email communications to keep track of your engagement task completion progress? If any of these scenarios apply to your practice, this course will show you a better way to manage engagements from simple 1040 tax preparation to comprehensive audits. The Microsoft 365 Planner app, which you are likely already paying for as part of your Microsoft 365 subscription, provides a comprehensive, yet simple solution for all of your client engagements and internal projects. John Higgins, a nationally recognized strategic accounting technology advisor will guide you through the process of how to deploy this app to effectively manage all your projects. This app is effective for sole practitioners and firms of all sizes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Contract Accounting, Lease Accounting, and their Impact on Construction Contractors

ID: 63650
Wednesday January 15, 2025 10:00AM - 11:30AM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$118.00
Members
$94.00
Your price
$118.00

Construction accounting is not just about revenue, but it is a lot about revenue. Leases too. Diving deep into the five-step approach for revenue recognition in the construction industry, this course has all of the rules and interpretations that you might need. Further, practical examples help to drive home the learning. Additionally, leases are critical for contractors. From equipment to warehouse space, leases appear prominently on many contractors’ book. Review the current guidance and begin to understand the new guidance under ASC 842.

Program features:

- Detailed discussion of the guidance under FASB ASC 606, Revenue from Contracts with Customers.

- Examples and exercises to understand the five-step recognition process.

- Detailed discussion of the guidance under FASB ASC 842, Leases.

- Reasons why leases are so important to contractors.

- A walkthrough of both current and future lease guidance.

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

ID: 63651
Wednesday January 15, 2025 10:00AM - 12:00PM
Non-members
$142.00
Members
$118.00
Your price
$142.00

Are you familiar with the five workbook design principles that help us build reliable recurring-use workbooks? This session covers them, as well as workbook and worksheet organization ideas. We also discuss how, why and when to hide administrative worksheets. The importance of highlighting input cells, using selection groups and building formulas with nested functions are also explored. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the webcast, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

The Choice of Entity Decision: What is Best for Your Client

ID: 63844
Wednesday January 15, 2025 10:30AM - 12:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Audit 207: Sampling - Avoiding Common Mistakes on Audits

ID: 63845
Wednesday January 15, 2025 11:00AM - 01:00PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits. Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has sampling responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.