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Steps to Stop External Fraud

ID: 67521
Wednesday July 09, 2025 03:00PM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks.

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:

  • Types of external fraud
  • Considerations as organizations work to reduce fraud risk
  • External fraud and known parties/External fraud unknown perpetrators

Who will benefit:

Accounting and other business professionals that would benefit by understanding how pervasive external fraud can be and wish to work to mitigate the risk associated with it.


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

Understanding the New Forms K-2 and K-3

ID: 67522
Wednesday July 09, 2025 03:30PM - 05:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course discusses each part of these schedules and explain these new reporting obligations in detail.

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:

  • Introduction to Schedules K-2 and K-3
  • Review the filing requirements
  • Discuss the different parts of the schedules and what needs to be included

Who will benefit:

This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses.


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

How to Double Your Firm's Revenue Through CFO and Advisory

ID: 67523
Wednesday July 09, 2025 05:00PM - 06:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$68.75
Members
$55.00
Your price
$68.75

In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space.

Does this sound familiar? If so, this webinar is for you.

This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.

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:

  • The average revenue of most accounting firms.
  • The number of advisory clients you'll need to double your firm's revenue.
  • How much you should be charging for advisory services.
  • How we define CFO and advisory services.
  • What business owners really want from their advisor.
  • The three types of CFO/Advisory firms.
  • How to get clients to pay you approximately $2,500 per month for advisory services.
  • The three systems you'll need to add a CFO/Advisory service to your firm.

Who will benefit:

Accountants, CPAs, bookkeepers, enrolled agents.


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

How Changes in Business Methods Affects Internal Control

ID: 67524
Thursday July 10, 2025 09:00AM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible.

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:

  • How is business changing.
  • What is driving the change and how long will it last.
  • How specifically is an organizations control system important.
  • What steps are needed to “keep up” with the upheaval.

Who will benefit:

Accounting and other business professionals with a need to understand internal control changes business operation updates.


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

Leveraging Marketing Automation for Accounting Firm Growth

ID: 67525
Thursday July 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.

The major topics that will be covered in this course include:

  • Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
  • Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.
  • Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
  • Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
  • Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
  • Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!

Who will benefit:

Firm leaders and marketing specialists working in accounting firms.


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

More Money: Strategic Ways to Improve Cash Flow

ID: 67526
Thursday July 10, 2025 09:00AM - 01:00PM
Topics:
Business Management + Strategy
Non-members
$186.25
Members
$149.00
Your price
$186.25

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

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:

  • How do I optimize cash flow?
  • Qualitative Evaluations – Core Earnings & Sustainable Growth
  • Quantitative Evaluations – Liquidity Ratios
  • Increasing Customer Base vs. Payment Terms
  • Business Cycle & Cash
  • Investing Company Cash
  • What keeps companies from becoming streamlined?
  • Behavioral Finance Biases
  • Information Processing Biases
  • Emotional Biases
  • Dealing with Behavioral Biases

Who will benefit:

CPAs in management roles who are looking to improve their company's cash flow.


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

Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations

ID: 68218
Thursday July 10, 2025 09:00AM - 01:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$269.00
Members
$225.00
Your price
$269.00

The construction industry stands out in its need to adhere to a diverse range of accounting standards. This course explores the essential knowledge required for success in construction accounting, as well as the key issues influencing this field. Discover the implications of recent developments for yourself, your business, or your clients. In addition, we will examine the relationship between contractors and sureties. Given the construction industry's significant and ever-expanding share of the economy, staying up to date with the latest accounting updates in this sector is critical. Note: This course does not address FASB ASC 606, Revenue from Contracts with Customers, or FASB ASC 842, Leases. The AICPA offers a companion course which focuses on revenue and lease accounting for construction contractors. See Contract Accounting and Lease Accounting and Their Impact on Construction Contractors (CCREVL).

Learning Objectives:

- Recall Key considerations regarding the construction industry and the players who Take part.

- Identify Key concepts related to up-to-date GAAP accounting methods applicable to construction contractors.

- Recall the Key portions of construction contractor Financial statements.

- understand What A surety is and how they assist in the overall construction process.

Who will benefit:

- new staff to experienced staff with construction clients.


This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center 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.

Get started with Power BI

ID: 67527
Thursday July 10, 2025 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server.

In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel.

The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts.

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:

  • Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).
  • Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.
  • Comparative Analysis:
    • Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.
    • Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.

Who will benefit:

Anyone who wants to enhance their analytical skills and embrace the advanced capabilities of Power BI, setting them apart in a data-driven business environment.


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

Deep Dive Into Common Auditing Deficiencies

ID: 67528
Thursday July 10, 2025 11:00AM - 03:00PM
Topics:
Audit + Assurance
Non-members
$186.25
Members
$149.00
Your price
$186.25

This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices.

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:

  • Review common deficiencies identified by the AICPA and state boards of accountancy.
  • Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.
  • Review of the areas of concern and how you can overcome them by employing best practices.


Who will benefit:

Accountants in public practice,


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

Beyond the Numbers: Success Strategies for Female CPAs

ID: 67529
Thursday July 10, 2025 11:30AM - 01:30PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level.

It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together.

In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally.

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 to increase your visibility instead of flying under the radar.
  • Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.
  • How your inner critic operates and how to silence it.
  • How to build a network of community support and mentoring.
  • What impostor syndrome is and how it may be holding you back.

Who will benefit:

This workshop is for emerging and established female finance leaders that feel stuck and want to improve their performance and strategic impact.


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