Auditing Contingencies and Going Concern Uncertainty - Testing for Completeness and Proper Disclosure will provide tips and techniques for obtaining sufficient appropriate audit evidence to support conclusions related to contingencies and going concern uncertainty. Financial statements may contain significant uncertainties requiring special audit consideration for evaluating proper accounting and financial reporting treatment. Note:
This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for evaluating loss contingencies and substantial doubt about going concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Overview of contingencies and related disclosures
• Identifying and determining proper accounting treatment for litigation, claims and assessments
• Evaluating the sufficiency of attorney's letter responses for audit evidence
• Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time
• Auditing managements assumptions in making the going concern evaluation
• Proper application of the liquidation basis of accounting

Who will benefit:

Accountants responsible for auditing contingencies and going concern uncertainties

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

Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make analyzing data an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features. This session is presented using Excel 2013. Regardless of the version you are using, ALL 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:

• The advantages of PivotTable for Data Analysis
• Step-by-Step PivotTable creation
• Creating PivotCharts

Who will benefit:

All CPAs and Accounting Professionals that want to learn how to analyze data

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

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• A review of the various lookup functions, beyond VLOOKUP
• Learn which lookup works best for your situation
• How to apply the many lookup functions
• Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively
• An in-depth review of the following functions:
  
  • VLOOKUP / HLOOKUP
  • XLOOKUP
  • MATCH / INDEX
  • XMATCH
  • INDIRECT
  • FILTER
  • SORT / SORTBY
  • UNIQUE
• An overview of some newer functions

Who will benefit:

Any Excel user that wants to learn how to use the LOOKUP functions

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

A discussion of the latest 2021/222 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. 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:

• 2021/22 legislation impacting business taxpayers
• Extenders legislation update
• Meals and entertainment expense reporting
• Partnership and S corporation update
• Income and deductions

Who will benefit:

CPAs in public practice and industry seeking an update on the latest tax developments affecting individual taxpayers.

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

Supervisor Skills - Coaching Staff to Stay on the Right Track provides tips and techniques for critical coaching responsibilities. Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. Note:
This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for coaching 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 major topics covered in this course include:

• Different ways to appropriately motivate others for performance, including nonmonetary awards
• Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success
• Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients
• Giving constructive negative feedback to staff, including creating an action plan for improvement

Who will benefit:

Accountants with responsibilities for coaching staff for higher performance on audit engagements

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

The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power. 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:

• Why Advanced Search Skills Are So Critical for Accountants
• Why You Need More than Google to Search the Internet
• GARP:
  Generally Accepted Research Principles
• Alternatives to Google
• Advisory Search
• Social Search
• Specialty search
• Search Engine resources
• What's Ahead in Search

Who will benefit:

Practitioners who want to go beyond Google and explore alternative search platforms that can be used to diversify their online due diligence and sharpen their digital intelligence gathering.

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

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.

The major topics covered in this course include:

• Overview of the Bookings app functionality
• Step by step demonstration of how to setup your private Bookings web page
  • Defining your meeting types / services
  • Configuring text message reminder notifications
  • Setting your scheduling policies
  • Customize your Bookings page form to capture important information while booking an appointment.
  • Integrate with Microsoft Teams Meetings

Who will benefit:

Anyone who uses Outlook to manage their appointment calendar.

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

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.

This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The topics that will be covered in this course include:

• Preparing a personal financial statement following U.S. GAAP
• Recasting U.S. GAAP personal financial statements into powerful management tools
• Identifying key financial factors that must be managed in order to achieve financial self-sufficiency
• Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death
• How to create "goal" statements that achieve results

Who will benefit:

This course is designed for practitioners who are involved in personal financial statement preparation engagements and personal financial planning and individuals who desire to become or remain financially self-sufficient.

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

Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?

• Dealing with people
  • Dealing with people issues the right way
• Conflict management issues
• How to truly empower your employees
• Organizational culture and how to be a part of positive change
• What are some of the 'other' employee issues that go unsaid
• What does work/life balance mean today
  • What do employees want and care about now
  • What are their priorities

Who will benefit:

Managers who want to optimize the effectiveness of their staff. Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, CPAs, Controllers, Accountants, Board members, advisors, and Consultants. Business owners, entrepreneurs, and professionals.

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