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The Role of Internal Control in the Risk-Based Audit

ID: 64295
Monday February 10, 2025 09:00AM - 01:00PM
Topics:
Audit + Assurance
Non-members
$186.25
Members
$149.00
Your price
$186.25

This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.

Leveraging Marketing Automation for Accounting Firm Growth

ID: 64296
Monday February 10, 2025 09:00AM - 10:00AM
Topics:
Business Management + Strategy
Non-members
$68.75
Members
$55.00
Your price
$68.75

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Power BI - Advanced Data Analytics with Power Pivot

ID: 64297
Monday February 10, 2025 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.

Ethics Case Studies: Remaining Ethical in the Age of Oversharing

ID: 64298
Monday February 10, 2025 09:00AM - 11:00AM
Topics:
Ethics + Professional Standards
Non-members
$111.25
Members
$89.00
Your price
$111.25

In an era when sharing a photo of lunch can be considered an "update," the ethical standards that define the CPA profession are not always as intuitive as they once were. Our expert helps you navigate this new realm by using real-world examples to help illustrate the dos and don'ts in ethical social situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Forgotten Managerial Accounting Tools for CPAs

ID: 64299
Monday February 10, 2025 09:30AM - 11:30AM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Analyzing Financial Statements

ID: 64300
Monday February 10, 2025 10:00AM - 12:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. 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 Changing in A&A for Governmental Entities (2024)

ID: 64301
Monday February 10, 2025 11:00AM - 03:00PM
Topics:
Audit + Assurance
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common 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 201: Fraud Risk - Minimum Audit Requirements

ID: 64302
Monday February 10, 2025 11:30AM - 01:30PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

Fraud Risk - Complying with Minimum Audit Requirements will highlight the audit procedures most effective in identifying, assessing and responding to fraud risk. The financial statement auditor's overall responsibility is to obtain sufficient appropriate audit evidence to provide reasonable assurance as to whether the financial statements are materially misstated due to fraud or error. The difficulty is that there are inherent limitations related to detecting fraud due to deliberate schemes to conceal the intent to deceive, such as collusion. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The 10 Must Know Excel Features

ID: 64303
Monday February 10, 2025 01:00PM - 03:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Project Management: Getting the Best Out of Your Team

ID: 64304
Monday February 10, 2025 01:00PM - 03:00PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value, and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as, manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team.