Designed to provide you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance and the Single Audit Act, this course examines how the Single Audit Act relates to OMB Uniform Guidance, as well as the different types of guidance and requirements found in the Uniform Guidance. The course also covers responsibilities and requirements of the auditor and the auditee, how to identify federal assistance and how to determine a nonfederal entity’s major programs. Make sure your skills are up to date with the latest information in this challenging audit area.

Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples.

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:

• Auditing Cash
• Audit assertions, risks, and threats to the cash balance
• Auditing procedures to perform

Who will benefit:

Accountants who may need to audit cash.

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

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.

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.

Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency.

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:

• Understanding Cost Behavior and Its Impact on Decision-Making
• Contribution Margin and Break-Even Analysis
• Margin of Safety and Its Role in Risk Management
• Operating Leverage and Financial Sensitivity
• Analyzing Asset Turnover for Operational Efficiency
• Cash Conversion Cycle and Working Capital Insights
• Free Cash Flow Yield as a Valuation Tool

Who will benefit:

Financial Analysts and Accountants enhancing their financial analysis skills. Business Leaders seeking insights into operational efficiency and cash flow. Investors and Analysts applying advanced ratios for better valuations.

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

This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools.

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:

• Balance sheet analysis
• Income statement analysis
• Cash flow statement analysis
• Clues in the notes and MD&A
• Industry nuances

Who will benefit:

Anyone with a basic understanding of financial statements

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

Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously.

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:

• Fundamentals of GPT Builder and AI agent customization techniques
• Integration of specialized knowledge bases and domain-specific expertise
• Security and privacy considerations in AI chatbot deployment
• Custom GPT development without coding expertise
• Implementation of AI agents for customer support and workflow automation
• Multi-bot interactions and content creation strategies
• Best practices for maintaining and scaling AI assistants

Who will benefit:

This course is ideal for professionals, business owners, and tech enthusiasts who want to harness the power of AI chatbots to automate tasks, enhance customer interactions, and streamline operations, regardless of their technical background.

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

In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently.

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:

• The urgency of leading change now & the steps in leading change
• The power of crafting a vision that encourages buy-in
• The art and science of building strong partnerships
• Accelerating change through relationship networks
• Communication strategies for change
• Establishing a feedback culture for successful change
• Managing self in times of change
• Case studies and real-world scenarios

Who will benefit:

CFOs, CPAs, solo practitioners, staff, policy makers, executives, legal representatives, and others interested in leading change better.

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

This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends.

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:

• Industrial hemp vs. marijuana.
• Income definitions under I.R.C. §61.
• Tax code restrictions: §280E and §471.
• State-specific marijuana laws.
• Cash management in cannabis businesses.
• Federal court case analysis.

Who will benefit:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Financial Professionals

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

The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs.

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:

• Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.
• IRS procedural updates on passthrough entities.
• New developments on conservation easements.

   

Who will benefit:

This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications.

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