- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend.

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:

• Appreciate the full potential of Microsoft 365 to drive efficiency in your business
• Learn best practices for harnessing the power of Microsoft 365
• Design your Teams app setup to meet the unique attributes of your business
• Use SharePoint and OneDrive to organize your files and share them securely internally and externally
• Organize your thoughts, meeting notes and other content centrally in OneNote
• Manage your projects, large and small, with the Planner app
• Deploy the Stream app to document processes efficiently and effectively

Bonus Content: Understand how to harness the power of AI with Microsoft Copilot

Who will benefit:

Anyone working with Microsoft 365 and wants to learn how to get more out of it.

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

Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Identify time wasters and adopt strategies for eliminating them
• Recognize the variety of causes of procrastination and apply techniques to overcome them
• Use practical techniques for prioritizing work
• Delegation strategies
• Incorporate wellness and stress management into your day in short increments
• Understand their energy cycles and use it to manage your schedule
• Learn techniques to decrease stress in the moment (based on neuroscience)

Who will benefit:

Professionals leading a team or project, or will be in the future.

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

The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

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:

• Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits.
• Review year 2 implications of the leases standard including modification accounting.
• A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

Who will benefit:

Practitioners and members in industry responsible for accounting and financial reporting.

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

Are you responsible for presenting financial information to your organization, business associates, or clients? If you’re a CEO, CFO, CPA, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application.

Learning Objectives:

- Determine how to translate accounting/Financial language into plain English through similar and understandable context

- Identify Key Financial and operational Metrics

- Determine how to find the story behind the numbers

- analyze the value of Using charts and pictures in your in Financial presentations

- design your PowerPoint Presentation to let the audience see only What you want them to see at that moment

- Identify and explain why storytelling is an effective method of getting your recommendations and next steps across to your audience

Who will benefit:

CPAs, /Professionals from Managers up to Managing Partners and CFOs wanting to enhance their skills and abilities to explain financial information to associates and 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.

This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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:

• GASB 100, Accounting Changes and Error Corrections.
• GASB 101, Compensated Absences.
• Yellow Book and Single Audit engagements.
• Yellow Book independence requirements.
• Changes to the Uniform Guidance.
• 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

Who will benefit:

Practitioners with governmental clients and those working for governmental entities.

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

This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities.

This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context.

Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights.

While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities.

Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation.

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:

• Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.
• Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.
• Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.
• Data Loading: Efficiently loading data into the Power BI data model.
• Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query.

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

Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs.

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:

• Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits
• Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements
• Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates
• New definitions and requirements related to identifying and evaluating risks of material misstatement
• Other important matters contained in recent SASs 

Who will benefit:

Anyone who provides attest services on financial statements

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

Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental 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 course include:

• Accounting as a foreign language
• Commonly misunderstood concepts
• Communicating tax matters
• Client-practitioner interactions
• Interacting with tax authorities

Who will benefit:

CPAs in public practice or members in industry who want to simplify complicated tax concepts.

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