Explore the current audit environment, and recognize audit challenges triggered by the current environment. Provide a comprehensive review of recent audit pronouncement and exposure drafts. Understand topics critical to success in today’s rapidly changing regulatory environment. This course provides 4 hours of CPE credit in the Auditing field of study.

Successful organizations, both large and small, must understand the importance of effective internal controls and be able 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. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.

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
• Defining where and why controls, policies and procedures are needed
• Legacy control measures that are still important for businesses today
• Creating control measures that address the use and protection of technology

Who will benefit:

Accounting and other business professionals that would like to have an understanding of internal controls for business entities.

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

In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort.

During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights.

This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel.

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 Copilot in Excel
• Automating Tasks and Enhancing Productivity
• Advanced Data Insights with Copilot

Who will benefit:

Excel users at all skill levels who want to explore AI capabilities using CoPilot.

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

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements.

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:

• Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.
• New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
• Common peer review findings.
• Practice tips for high-quality engagements.

Who will benefit:

Members in Public Accounting

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

Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients.

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:

• Characteristics unique to the gig economy
• Independent contractor and employee classification considerations
• Recordkeeping considerations for independent contractors
• Accounting and reporting issues for gig economy participants
• Audit and attestation for clients who participate in the gig economy
• Tax and regulatory considerations
• The CPA as a trusted advisor for independent contractors

Who will benefit:

CPAs in public practice and members in industry.

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

This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

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 accounting research transformation: Comparing Google vs. AI methodologies
• AI ecosystems and specialized models for accounting applications
• Advanced prompt engineering techniques for financial and tax research
• AI-powered search engines and deep research platforms for accounting professionals
• AI as an ideation and thinking partner for complex accounting problems
• Specialized accounting research tools and AI superstores
• Persona priming and P&P stacking methodologies for optimal AI interactions
• Ethical considerations and limitations of AI in accounting research
• The compliance chess effect: AI's impact on tax planning and regulatory response
• AI-driven automation for regulatory updates and compliance monitoring

Who will benefit:

This course is designed for accountants, tax professionals, financial analysts, and auditors who want to gain a competitive edge by mastering AI-powered research methodologies, enhancing their advisory capabilities, and streamlining complex financial analysis and compliance tasks.

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

If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties.

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:

• The authority of the IRS in assessing tax penalties.
• The types of penalties that can be removed.
• The process the IRS uses to evaluate penalty abatements.
• How to request penalty abatements.
• Best practices in asking for penalty abatement, including using appeals.

Who will benefit:

Tax professionals, including CPAs, EAs, and tax attorneys.

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.

If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them.

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:

• Review of all that Adobe Acrobat has to offer
• Organizing your PDFs  with bookmarks, links, file attachments and more
• Formatting the presentation of PDFs with headers, footers and watermarks
• Creating and processing fillable forms
• Processing documents for e-signature
• Tips for converting email messages, documents and spreadsheets into PDF format
• Combining multiple PDF files into a single binder
• Utilizing the security features of Adobe Acrobat to protect document confidentiality

Who will benefit:

Anyone who uses Adobe Acrobat to work with PDF files.

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

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget.

These areas include:

1. Social media

2. Content development.

3. Email marketing.

4. Text (SMS) marketing.

5. Chatbots and other interactive AI tools.

6. Drip marketing campaigns.

Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease!

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:

• Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
• Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.
• Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
• Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
• Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
• Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
  

Who will benefit:

Firm leaders and marketing specialists working in accounting firms.

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