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.

Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. Note:
This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Defining primary personality style characteristics
• Determining your own primary personality style and the style of others
• Effectively adapting for improving interactions with various personality styles
• Leveraging strengths and minimizing the negative impact of personality weaknesses
• Applying personality style analysis to real-life situations involving clients, staff, peers and superiors

Who will benefit:

Accountants with responsibilities for effectively interacting with others

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

Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. 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:

• Underlying concepts of internal control
• The importance of control measure interdependency

Who will benefit:

Accounting and other business professionals that would benefit with greater understanding of internal control.

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

One of the most important aspect of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you focus on and invest in. There is an abundance of "low hanging fruit" initiatives that can provide useful benefits quickly and economically. Using Microsoft Teams meeting app is a perfect example. Chances are pretty good that you are already investing in Microsoft 365 subscriptions for your office. This course will show you how to use the Microsoft 365 subscription ROI by fully utilizing the meeting app and eliminate the unnecessary cost of a separate third-party meeting app. 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 using Microsoft Teams for online meetings.
• Detailed review and analyze all the Teams meeting app features.
• Setting up a meeting with all the meeting options available.
• Tips for scheduling meetings with internal and external participants.
• Integrating with Microsoft Outlook.
• Creating a registration page for invitation only meetings.
• Managing your audio/video settings.
• Configuring your "in meeting" features.
• Recording and transcribing a meeting.
• Tips for hosting virtual meetings in Teams.

Who will benefit:

Anyone who uses Microsoft 365 and conducts online meetings.

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

Most Staff Accountants learned Excel in college and many others learned Excel on their own, however most users never learned the important productivity tips that help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with maximum effectiveness. 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:

• Navigating around worksheets
• Selecting cells and ranges
• How to use custom number formatting
• How to leverage Views
• How to build better formulas with referenced variables and defined names
• Learn to quickly format cells with Cell Styles
• Learn proper worksheet structure

Who will benefit:

Any Excel user that wants to learn the "real" basics of Excel that will increase their productivity.

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

The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. 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:

• Securing individual documents
• Protecting information resident in the Cloud
• Securing data stored on or accessed by mobile devices

Who will benefit:

Accounting and other business professionals that need to add security to the electronic content with which they work.

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

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.

In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness. The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business! This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources. 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:

• Virtue Ethics and Mental Health
• Definition, Myths and Bias of Mental Health
• Suicide:
  Facts and Resources
• Recognizing signs of potential mental health challenges
• Empathy and Listening
• Mental Health and Generational Expectations
• Becoming a Mental Health Ally

Who will benefit:

HR staff, hiring managers, or any business leader interested in retaining talent.

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