Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits.

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:

• Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.
• Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.
• Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.
• Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance.

Who will benefit:

Any financial statement auditor who wishes to learn how to be more effective and efficient on engagements.

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

ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks.

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:

• Review the history of ChatGPT
• Tour of the ChatGPT app and how to use it
• Setting up a ChatGPT account (free & premium)
• Variety of hands-on case study examples for accounting, finance and tax
• A look under the hood at how ChatGPT works
• Caution - how to avoid risks in using ChatGPT
• A look into the future potential for AI in business

Who will benefit:

Anyone who wants to develop an understanding of how the power of ChatGPT can be put to use in business and accounting through hands-on instruction.

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

This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities.

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:

• Review of current items on the FASB agenda
• Discuss the new revenue recognition standard
• Provide an update on the new lease accounting standard
• Address U.S. GAAP alternatives for certain entities

Who will benefit:

CPAs in public practice or members in industry seeking an update on the latest items on the FASB agenda.

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

The War for Talent is bad, and it's getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant leadership is, as well as what it is not. Also, learn the benefits of having a great culture, the basics for assessing your culture, as well as how to coach your employees using a servant leadership style.

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:

• Assessing your organization’s culture
• The benefits of great cultures
• The basics of what servant leadership is, and is not
• How to coach using a servant leadership style

Who will benefit:

Supervisors or anyone aspiring to be a supervisor

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

Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.

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:

• Fraudulent acts initiated from outside organizations
• Why internal fraud occurs
• The importance of fighting cyber-fraud
• Steps that verify anti-fraud activities are working

Who will benefit:

Accounting and other business professionals with a need to understand ways to thwart fraud.

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 data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making.

Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike.

Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio.

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 PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.
• PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.
• Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.
• Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.
• Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.
• Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.
• Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.

Who will benefit:

Data analysts, business intelligence professionals, and anyone interested in learning how to use Microsoft Power BI to share data analysis.

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

After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.

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:

• Implications for individuals
• Changes to the Saver’s Credit
• Changing the required minimum distribution rules for Roth 401(k)s
• Changes to required beginning dates for required minimum distributions of retirement plans. 
• Penalty-Free Withdrawals for Certain Emergency Expenses
• Special provisions for firefighters and military personnel spouses 
• Increases in catch-up contributions 
• Impact on 529 plans
• Opportunities for student loan payment matching
• Implications for Employers
• Starter § 401(k) plans for small employers
• Requiring automatic 401(k) enrollment
• Improving worker access to emergency savings
• Increasing part-time workers’ access to retirement accounts
• Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
• Multiple employer §403(b) plans
• Automatic portability provisions
• Other changes in the administration of company retirement plans

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 and individuals that have these tax implications.

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

This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes.

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:

• Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.
• Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.
• Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.
• Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.
• Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.
• Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.
• DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.
• Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.
• Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.
• Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Who will benefit:

The course is designed for CPAs and accounting professionals who want to incorporate AI-driven visual data analysis into their financial management processes

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

Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

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:

• Pervasive best practices for effective communication
• Specific strategies for written materials
• Unique considerations for verbal presentations
• The importance of recursive revision
• Tips for success
• Pitfalls to avoid

Who will benefit:

CPAs in public practice, members in industry, and other professionals who want to enhance their communication skills.

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

Who will benefit:

Anyone who wants to enhance their client advisory services by integrating AI into the mix.

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