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GPT Builder for Accountants

ID: 66004
Saturday May 10, 2025 09:00AM - 11:00AM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications.

custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.

This course is designed to guide accountants on how to leverage these enhanced ChatGPT

functionalities to streamline financial workflows, analyze data, and engage in more dynamic,

multi-modal interactions.

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 Builder platform and interface for accounting professionals
  • Creating accounting-specific custom instructions and knowledge bases
  • Implementing financial data analysis capabilities through GPTs
  • Designing GPTs for tax preparation assistance and compliance checking
  • Building client communication tools with accounting terminology
  • Enhancing bookkeeping efficiency with automated GPT workflows
  • Security and confidentiality considerations for financial data

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and tax specialists who want to leverage AI to enhance productivity, accuracy, and client service while reducing time spent on repetitive tasks.


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

How SAS Nos. 134-145 Improve Risk-Based Audits

ID: 66005
Saturday May 10, 2025 09:00AM - 01:00PM
Topics:
Audit + Assurance
Non-members
$186.25
Members
$149.00
Your price
$186.25

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 SAS Nos. 134-145.

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:

  • 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 SAS Nos. 134-145

Who will benefit:

Anyone with financial statement audit responsibilities


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

Installment sales: Maximize Tax Benefits and Stay Compliant

ID: 66006
Saturday May 10, 2025 09:00AM - 10:00AM
Topics:
Tax
Non-members
$68.75
Members
$55.00
Your price
$68.75

This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits.

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:

  • Installment sale treatment eligibility
  • When to elect out of installment sale treatment
  • Installment sale of business assets
  • Installment sale default and the rules for personal property versus real property
  • Installment sales and depreciation recapture

Who will benefit:

CPAs and members in industry seeking an in-depth review of installment sales.


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

Operations Level Internal Control

ID: 66007
Saturday May 10, 2025 10:00AM - 02:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.

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:

  • An overview of controls that drive procedures
  • Considerations for procedural control development
  • Understanding and controlling risk that arises when organizations change

Who will benefit:

Accounting and other business professionals that wish to know more about measures that control organization operations.


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

Guide Strategy, Attract Investments with Financial Forecasts

ID: 66008
Saturday May 10, 2025 11:00AM - 01:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth.

- Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management.

- Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth.

- Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth.

Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios.

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 Financial Statement Forecasting
  • Overview of the importance and benefits of forecasting for strategic planning and investment attraction.
  • The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.
  • Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.
  • Incorporating Market Trends: How to integrate market insights into financial forecasts.
  • Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.
  • Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure

Who will benefit:

Finance and accounting professionals interested in a better understanding of financial analysis


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

Mastering the Excel Lookup Functions

ID: 66009
Saturday May 10, 2025 11:30AM - 01:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities.

Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs.

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:
  • A review of the various lookup functions, beyond VLOOKUP
  • Learn which lookup works best for your situation
  • How to apply the many lookup functions
  • Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively
  • An in-depth review of the following functions:
    • VLOOKUP / HLOOKUP
    • XLOOKUP
    • MATCH / INDEX
    • XMATCH
    • INDIRECT
    • FILTER
    • SORT / SORTBY
    • UNIQUE
  • An overview of some newer functions

Who will benefit:

Any Excel user that wants to learn how to use the LOOKUP functions


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

Business Partnerships: Managing Supplier Relationships

ID: 66010
Saturday May 10, 2025 01:00PM - 02:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$68.75
Members
$55.00
Your price
$68.75

As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist.

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:

  • Overview of supplier contracts
  • Case studies of successful and not-so-successful supplier relationships
  • Risk potentials

Who will benefit:

CPAs who manage relationships with outside contractors or vendors for their organization


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

Cryptocurrency 15 Years Later - A Market Update

ID: 66011
Monday May 12, 2025 09:00AM - 10:00AM
Non-members
$68.75
Members
$55.00
Your price
$68.75

Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it.

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:

  • Update on the cryptocurrency marketplace
  • Cryptocurrency exchanges - the good, the bad and the ugly
  • Overview of cryptocurrency taxation regulations
  • The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more
  • Blockchain technology update

Who will benefit:

Anyone who is interested in getting up to speed on the current state of the cryptocurrency marketplace.


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

Financial & Tax Accounting for S Corporations & Partnerships

ID: 66012
Monday May 12, 2025 09:00AM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these 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 that will be covered in this class include:

  • Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations
  • Financial accounting issues arising from changes in ownership
  • Financial vs. tax accounting for partnership/LLC capital accounts
  • Section 704(b) substantial economic effect rules and their relation to financial accounting
  • The integration of financial accounting with Forms 1065 and 1120S
  • Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests
  • Deferred tax accounting for partnerships/LLCs and S corporations
  • Financial accounting for the operations of a partnership/LLC
  • Financial accounting impact of the C to S election and the S to C election
  • Financial and tax accounting for S corporation shareholder equity and partner capital accounts
  • Financial vs. tax accounting for loans to and from S corporations and their shareholders

Who will benefit:

CPAs working with partnerships and LLCs and members in business and industry seeking to keep their knowledge current.


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

Forensic Accounting: When The Office Is A Crime Scene

ID: 66013
Monday May 12, 2025 09:00AM - 01:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice.

What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls?

This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence.

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:

  • A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued
  • How to advise your client in approaching an allegation of embezzlement
  • What pitfalls may arise in finding the truth
  • The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Who will benefit:

Forensic Accountants and CPAs who want to learn the best practices to help their client when the client's employee is embezzling from their business.


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