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Excel - From a Blank Sheet to a Finished Workbook

ID: 62346
Tuesday October 15, 2024 04:00PM - 06:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Have you ever opened a blank workbook in Excel and just stared at it, wondering where to begin? Or, do you spend most of your time just formatting cells to make your spreadsheet look pretty? Or, do you just wonder if there is a better way to create your spreadsheets? This course is designed to take you from a blank worksheet to a completed report. Our example will be a financial statement but you can use the knowledge gained in the course and apply it to your specific job function. You will learn to import data instead of manually entering it. Learn that you can use functions and formulas to build calculations that will eliminate the need to manually manipulate your data. Our goal is to make sure you have all the information needed to build reports without having to manually enter it every month. You will learn techniques to use your data to build your reports. This will include building formulas that are flexible with your changing data. You will learn techniques to validate your report calculations so you can improve the accuracy of your reports. You will also learn how to quickly format reports and techniques that allow you to efficiently change the format. Lastly, you will learn how PivotTables can provide a more dynamic reporting option instead of using pre-defined report formats. Obviously, we will be covering a lot of ground, so to enhance your learning experience all examples will be provided to each participant along with instructions. This will allow you to follow along and use as you apply your new knowledge to your spreadsheets. 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:

  • Best practices for creating a report in Excel
  • Getting data into Excel
  • Techniques to efficiently create reports in Excel
  • Using PivotTables to create interactive reports in Excel

Who will benefit:

Anyone who wants to improve their Excel skills

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

Key Considerations For Setting Up A Crypto Payment System

ID: 62347
Tuesday October 15, 2024 05:00PM - 06:00PM
Non-members
$68.75
Members
$55.00
Your price
$68.75

Key factors and considerations for organizations seeking to implement a cryptocurrency-based payment system. 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:

  • Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mind
  • Specific steps, the opportunities, and the challenges connected with implementing a crypto payment system
  • Documenting accounting implications
  • External resources will be provided in order additional context and information

Who will benefit:

Practitioners at all levels of the accounting function

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

Finance Business Partnering: The Essentials

ID: 61778
Wednesday October 16, 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.

Yellow Book: Application of GAGAS Principles

ID: 61779
Wednesday October 16, 2024 09:00AM - 02:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$261.00
Members
$213.00
Your price
$261.00

Gain the essentials Engaging with chapters 1–5 of *Government Auditing Standards, 2018 Revision,* gain the essentials for performing engagements in accordance with generally accepted government auditing standards (GAGAS). Build an excellent foundation of the principles of GAGAS as it relates to understanding Yellow Book requirements and application guidance.

Learning Objectives:

· Identify the guidance found in

· Government Auditing Standards, 2018 Revision.

·

· Recognize the relationship between Government Auditing Standards and other professional standards.

· Recognize the Yellow Book guidance regarding independence as found in

· Government Auditing Standards, 2018 Revision.

·

Who will benefit:

· Government auditors and public accountants that will be planning or conducting engagements in accordance with *Government Auditing Standards, 2018 Revision (Yellow Book).*

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.

Technology Trends Update for CPAs with John Higgins

ID: 62348
Wednesday October 16, 2024 09:00AM - 01:00PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business. 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:

  • Role of cloud computing as the foundation for all tech trends
  • Big data and data analytics the new frontier for CPAs
  • Workflow automation with RPA, ML and AI with a focus on ChatGPT
  • Blockchain technology, the revolutionary data storage model
  • Cryptocurrency 15 years later, an update on the market and technology
  • Metaverse - what's it all about
  • Cloud based financial and ERP software market update

Who will benefit:

Anyone who wants to upskill their knowledge of the digital technologies that are transforming business and accounting.

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

Audit 305: Strengthening Substantive Analytic Procedures

ID: 62349
Wednesday October 16, 2024 11:30AM - 01:30PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

Substantive Analytic Procedures - Strengthening Evidence to Satisfy Audit Objectives will provide the tips and best practice techniques for strengthening substantive analytic procedures in order to reduce over-reliance on tests of details. One of the ways to perform a more effective and efficient audit is to maximize the use of substantive analytic procedures in the detailed audit plan. 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 responsibilities for analytical procedures. 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:
  • How analytic procedures enhance audit quality
  • Elements of strong analytic procedures
  • Selecting the proper analytic, and altering the strength for the intended purpose
  • Disaggregating data to make more informed expectations
  • Evaluating the data used in generating expectations, including corroborating inquiry
  • Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
  • Resolving significant differences resulting from analytic procedures and concluding on audit results

Who will benefit:

Accountants responsible for strengthening analytic procedures for a more effective and efficient audit

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

Lessee and Lessor Accounting

ID: 61780
Wednesday October 16, 2024 12:00PM - 02:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$142.00
Members
$118.00
Your price
$142.00

What you need to know about the lessee and lessor accounting models This course explains the lessee accounting model, including

- Lease and non-lease components

- Lease classification

- Amortization of the right-of-use asset

- Interest on the lease liability

This course also explains the lessor accounting model, including

- Transfer of risk

- Profit recognition

- Collectibility

Included in this course are detailed and illustrated examples with amortization tables and journal entries.

Learning Objectives:

· Recognize lessee accounting requirements for operating leases and finance leases under FASB ASC 842.

· Recognize lessor accounting requirements for sales type, direct financing, and operating leases under FASB ASC 842.

Who will benefit:

· Accountants and finance professionals

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.

Implementing System Changes: Success Planning & Leadership

ID: 62350
Wednesday October 16, 2024 12:00PM - 02:00PM
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.

Excel - Feature Review in 100 minutes

ID: 62351
Wednesday October 16, 2024 01:30PM - 03:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to enhance your ability to create spreadsheets more efficiently and with more accuracy. However, if you aren't aware of these new features, how can you use them? This class will focus on walking through each ribbon (menu) to explain the capability of various features in Excel. It is a great overview for both new and advanced Excel users to make sure you know all the capabilities of Excel. You may have seen many of the features but had no idea what they could do for you. This class will help you to understand these features and determine how you might take advantage of their capabilities. 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:

  • Review of Excel's features and functions
  • Walk-through of Excel's ribbons
  • What the Excel features and functions can do for you

Who will benefit:

Anyone who wants to improve their Excel skills

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

The Aftermath of Government Investigations: Varsity Blues

ID: 62352
Wednesday October 16, 2024 01:30PM - 03:30PM
Topics:
Ethics + Professional Standards
Non-members
$111.25
Members
$89.00
Your price
$111.25

NOTE – This ethics course has not been approved by the Accountancy Board of Ohio therefore does not count towards your mandatory 3 Hours of Professional Standards & Responsibilities credit per renewal period. This course does count towards your 120 CPE Hours.

Learn the inner workings of a government investigation from people who've gone through them. In 2019, the U.S. Attorney's office in Boston brought charges against more than 50 people in a single case. Those people did not have any idea that law-enforcement officers would have an interest in them. They were movie stars, business owners, CEOs, and professionals. Yet each of those people retained Rick Singer, a man who claimed that he could help their children get accepted into elite colleges. Although the parents thought they were making a donation to a nonprofit, they unintentionally implicated themselves in serious criminal charges that would expose them to the possibility of many years in federal prison. 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:

  • Securities Laws and College Admissions Scandal
  • Undercover investigations
  • Prosecutors and Plea Agreements
  • Justice and Convictions
  • Cooperation Agreements
  • Costs of Contesting the Charge
  • Relevant Conduct and Sentencing

Who will benefit:

Law-abiding citizens who want to learn more about the reasons why non-criminogenic people go to prison.

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