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Create Measures in Power BI that Define Your Metrics

ID: 61005
Monday July 22, 2024 09:00AM - 01:00PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life. The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence. 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 DAX: Understanding the fundamentals of DAX and its role in Power BI.
  • Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.
  • Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.
  • Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.
  • Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Who will benefit: This course is ideal for data analysts, business intelligence professionals, and anyone looking to enhance their skills in creating and validating measures using DAX in Power BI.

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

Transform Your Organization With Office 365 and Teams

ID: 61006
Monday July 22, 2024 09:00AM - 05:00PM
Topics:
Technology
Non-members
$298.75
Members
$239.00
Your price
$298.75

We are now officially in the era of digital communications, collaboration and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications with the Teams app at the core. Office 365 provides the tools to digitally transform your workflows to increase efficiency, as well as to provide the ability for your team to work from anywhere, at any time, on any device. We will review how you can leverage specific Office 365 apps to foster online communication, collaboration and knowledge sharing among your team members, as well as externally with clients, customers and service providers. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital. 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:

  • Orientation to the Office 365 ecosystem
  • Strategic value of deploying Office 365
  • Using the Teams app as the central hub for your online communications and collaboration
  • Setting up your file management system with SharePoint and OneDrive
  • Leveraging the Office 365 mobile apps to take your office on the road
  • Using the Planner app to track and manage team projects
  • Harnessing the Forms app to convert your forms to digitally fillable online forms
  • Orientation to the Office 365 Admin app
  • Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer
  • Tips and best practices for developing your Office 365 deployment strategy
Who will benefit: Anyone who wants to understand how to get the most out of Office 365 to maximize productivity and enhance communication and collaboration

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

Advanced Excel: Hidden Secrets and Gems

ID: 61007
Monday July 22, 2024 09:30AM - 11:30AM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. 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:

  • Awareness of advanced functions
  • Creative methods for data manipulation
  • Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
  • Real-life examples of innovative ways to analyze and report data with Excel
  • Using Excel to perform e-mail merges
  • Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
  • Enhance creativity in your approach to developing Excel models
Who will benefit: Practitioners, members in industry and other accounting professionals seeking an advanced understanding of Microsoft Excel.

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

Implementing System Changes: Success Planning & Leadership

ID: 61008
Monday July 22, 2024 10:00AM - 12:00PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

What actions can financial professionals take to increase the odds of a successful system implementation? This session will show you how to be a key player on the team by focusing on specific areas in the project planning and delivery process that improve results. Learn how to use components of a project plan to transparently manage a project from the planning phase through embedment. These actions can be applied to small system changes, system upgrades, or large ERP systems. 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:

  • Setting the stage for a successful implementation
  • Assigning the right resources
  • Creating and utilizing a project plan
  • Communicating effectively
  • Providing post implementation support
  • Recognizing the wins
  • Capturing lessons learned
Who will benefit: Business leaders, CEOs, CFOs, accountants, corporate financial managers, business owners, risk managers, Controllers, entrepreneurs, consultants, and the professionals who advise them. If you have ever worked on a new system, this will help make your next implementation better!

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

Monthly Federal Tax Updates - July 2024

ID: 61009
Monday July 22, 2024 11:00AM - 01:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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:

  • Current individual tax issues
  • Current business entity tax issues
  • Any current tax legislation occurring during the period
  • Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Who will benefit: This course is suitable for corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications.

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

Blockchain Technology: What Every CPA Should Know

ID: 61010
Monday July 22, 2024 12:00PM - 02:00PM
Non-members
$111.25
Members
$89.00
Your price
$111.25

One of the most talked about emerging technologies that has the potential to significantly disrupt the accounting profession is blockchain. This course is designed to bring you up to speed on what this revolutionary technology is all about. You will learn about the concepts, nomenclature, technology and potential applications related to blockchain. This will prepare you to participate in conversations about blockchain technology with your colleagues, peers and others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. The specific topics that will be presented include:

  • An explanation of what blockchain is
  • Review of the nomenclature associated with blockchain technology
  • Thorough review of the components of a blockchain application
  • Review of current and potential applications for blockchain and its impact on commerce
  • Potential impact on the CPA profession in accounting and auditing

Who will benefit: Anyone who wants to become familiar with this rapidly evolving technology

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

Introduction to the Property & Casualty Insurance Industry

ID: 61011
Monday July 22, 2024 12:30PM - 01:30PM
Topics:
Audit + Assurance
Financial Accounting, Reporting + Analysis
Non-members
$68.75
Members
$55.00
Your price
$68.75

The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs. GAAP accounting, non-admitted assets, special treatment of taxes, and more! 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:

  • The unique regulatory world of insurance
  • Differences from other industries
  • Differences within the industry
  • Types of accounting
  • Involvement of specialists
  • Tax considerations
Who will benefit: All levels of staff and professionals

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

New Quality Management Standards: A Practical Approach to Risk Assessment and Response

ID: 60870
Monday July 22, 2024 01:00PM - 03:00PM
Topics:
Audit + Assurance
Non-members
$142.00
Members
$118.00
Your price
$142.00

Create a robust QM system based upon your firm’s needs (bold)

Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm’s circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses — policies and procedures — to the quality risks facing the firm.

Learning Objectives:

· Recognize the steps to perform a quality risk assessment.

· Determine a firm’s risk assessment plan.

· Select responses to quality risks.

· Identify how to monitor results.

Who will benefit:

· CPAs

· Peer reviewers

· QM directors

· AICPA members

· Auditors

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.

Tax Depreciation: Review and Update

ID: 61012
Monday July 22, 2024 01:30PM - 03:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. 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:

  • Recent tax legislation and developments related to capitalization
  • Eligible property for Section 179 and Section 168(k)
  • Discussion of the Section 179 deduction and its use to depreciate real property
  • The Section 168(k) deduction and its use to depreciate real property
  • Disposition of segments of real property
  • Exchanges of tangible personal property after repeal of the like-kind exchange rules
  • Other related topics
Who will benefit: CPAs in public practice and industry seeking an update on the latest tax developments affecting capitalization, depreciation, and disposition.

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

Using e-Signature Software to Process Agreements-Updated

ID: 61013
Monday July 22, 2024 04:00PM - 06:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital. 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:

  • Review of the digital document signing process.
  • Key features to evaluate in selecting a solution.
  • Review and distinguish top selling e-signature applications.
  • Best practices for deploying e-signature software in your practice or business.
Who will benefit: Anyone who uses email or postal email to process documents for signature and counter signature.

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