Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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:

• Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.
• Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.
• XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.
• SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.
• SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.
• Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.
• Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.
• Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.
• Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.
• PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.

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

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

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

Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you pull back the curtain, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on various government forms. This course will provide a general introduction to the payroll cycle of life, including real life examples of how to process payroll, the withholding and payroll tax deposit regime, common payroll forms, and tips and tricks for tying it all together. 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:

• A general review of compensation and payroll taxes from a broad perspective
• A walk through of the payroll process
• Explanations and examples of payroll processing, payroll tax deposits, and payroll returns
• Resources, recommendations, and guidance on compensation, payroll and payroll related topics

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

This course explores the FASB codification provisions and AICPA financial reporting framework for transaction with related parties, including business owners and special purpose entities. Real-life examples are used to illustrate the various authoritative standards and discuss the consequences of failing to comply. 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:

• FASB codification provisions for transactions with related parties, including business owners and special purpose entities.
• Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.
• Review the tax accounting related taxpayer standards.
• Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.

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

Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." 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:

• ChatGPT and generative AI technology primer
• Building your generative AI vocabulary
• Dig deeper into your engagement research to develop a higher quality advisory service
• Polish your client reporting with the help of ChatGPT
• Developing your ChatGPT client advisory services
  • Start with client education. You don’t need to be a technical expert to be an educator
  • Use AI to help your clients automate their workflows / business processes
  • Build better spreadsheets with ChatGPT and Excel
  • Help your clients identify, evaluate and select applications for their business

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

Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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:

• Lightning round review of the following apps, with an explanation and demonstration of what each of them offers
• Teams - the foundation of all that you do in Microsoft 365
• SharePoint / OneDrive - secure cloud storage
• Power BI - the new financial reporting model
• Stream - the YouTube for your organization
• Bookings - streamline your appointment scheduling
• OneNote - get your content organized for quick retrieval
• Lists - create custom list tracking reports
• To Do - consolidate all your Outlook, Planner and general "to do's" in one app
• Planner - manage simple and complex engagements and projects in an intuitive app
• A quick look at many of the remaining apps

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

This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
• Review and discuss information systems' headaches that slow you down
• Work through examples of close cycle "time killers" and how to resolve them
• Get inventory and cost of sales under control
• Identify the improvement projects that will yield the biggest benefit
• Review what leading edge finance managers are doing to close more quickly

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

Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill. 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:

• Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.
• Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.
• Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.
• Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.
• Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.
• Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.
• Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.
• Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

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

Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing 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:

• Differentiating between managing and leading, while highlighting the importance of each
• Assessing your own natural management and leadership style
• Adapting management and leadership styles to the specific circumstances
• Becoming a catalyst for positive change
• Overcoming barriers to successfully managing and leading
• Successfully engaging in difficult conversations to minimize performance issues and conflict

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