This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed!

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:

• Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.
• Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.
• Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.
• Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.

Who will benefit:

This course is designed to enable participants to understand and implement the pronouncements, interpretations and technical practice aids that apply to SSARS engagements

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

Critical Competencies

This webcast builds on your current knowledge and experience to help you successfully navigate and drive value for your business during a time of disruptive, technology-led change.

You will learn how to stay relevant and future-focused while building your competencies in critical areas including communication,

influencing, and business acumen.

This webcast also delivers strategies and best practices to support your ability to enable strategic decisions to drive business forward.

Learning Objectives:

- Recognize the importance of successful finance business partnering to an organization's success and sustainability.

- Identify the core finance business partnering competencies necessary for today�s finance and accounting professionals.

- Recognize the importance of the interconnectivity of technical, business, people, and leadership competencies.

- Identify how an organization or the finance function can prepare to deal with key challenges to business partnering success.

Who will benefit:

- finance professionals of any level who would like more insight into developing skills required for finance business partnering.

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.

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.

Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead.

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:

• Budgets vs. Forecasts
• Cyclicality
• Core Earnings & Sustainable Growth
• Identifying Key Forecast Drivers
• Reasonableness in Forecasting
• Approaches to Budgeting
• Budgeting Variances
• Horizontal Analysis
• Flexible Budgeting

Who will benefit:

CFOs & Controllers who are involved in the budgeting process.

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.

Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals.

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:

• Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.
• The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.
• Coordinating risk management efforts, including the required involvement of corporate governance.
• How to embed risk management into day-to-day accounting and finance activities.

Who will benefit:

Anyone interested in risk management.

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

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed.

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:

• Defining Federal Income Taxes
• Computing federal income tax liability
• Calculating adjusted gross income
• Defining Qualifying Child
• Determining filing status
• Calculating the Kiddie Tax
• Standard deduction
• Tax Rates for ordinary income, capital gains, and qualified dividend income
• Cash v. Accrual Method
• Filing deadlines and obtaining extensions

Who will benefit:

This course is ideal for CPAs, CFPs, EAs and other tax preparers

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.

We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling.

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:

• Ways in which data and information can be misleading
• Common pitfalls when encountering data
• How to re-evaluate the data to avoid those pitfalls

Who will benefit:

Anyone who receives and interprets data in any form (statements, evidence, studies, headlines, etc.)

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

Boost quality management through improved processes (bold)

With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.

The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.

Third in a four-part webcast series (bold)

This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital).

Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec. 13, 2022, at 2:00pm ET.

Learning Objectives:

- Recognize the Changes to Quality management standards and why they were implemented.

- Identify the Changes to Monitoring and remediation.

- analyze how deficiencies are identified and Learn how to evaluate their severity.

- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.

Who will benefit:

- CPAs

- peer reviewers

- QM directors

- AICPA members

- Auditors

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.