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Generative AI Strategy for Accountants

ID: 66000
Friday May 09, 2025 02:30PM - 04:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement.

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:

  • Evolution and current state of AI technologies in accounting
  • Development of comprehensive AI usage policies and guidelines
  • Implementation frameworks for integrating AI into accounting workflows
  • Strategic approaches to AI-driven process automation and optimization
  • Methods for identifying and capitalizing on AI opportunities
  • Best practices for human-AI collaboration in accounting
  • Risk management and ethical considerations for AI implementation

Who will benefit:

This course is designed for accounting professionals seeking to develop and implement effective AI strategies within their organizations, including partners, managers, and senior staff interested in leading AI transformation initiatives.


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

Individual Tax Update: Recent Developments

ID: 66001
Friday May 09, 2025 03:00PM - 05:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.

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:

  • 2021/22 legislation impacting individual taxpayers
  • Extenders legislation update
  • Child tax and dependent care credits
  • Section 199A deduction
  • Capital gains and losses
  • Rental real estate
  • Other passive activities losses

Who will benefit:

CPAs in public practice and industry seeking an update on the latest tax developments affecting individual taxpayers.


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

AI Revolution: The Big Picture for CPAs

ID: 66002
Friday May 09, 2025 03:30PM - 05:30PM
Non-members
$111.25
Members
$89.00
Your price
$111.25

Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role.

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 AI and its evolution in business
  • Deep dive into generative AI and its applications
  • Impact of AI on accounting, tax and finance sectors
  • Future trends and opportunities for CPAs
  • Preparing for the AI-driven business environment

Who will benefit:

Anyone who wants to develop a foundational understanding of artificial intelligence and its impact on CPA professionals working in accounting, tax and finance.


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

Improve Spreadsheets by Building Controls in Excel

ID: 66003
Friday May 09, 2025 04:00PM - 06:00PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

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:

  • Learn best practices when designing your spreadsheets 
  • How to create a proper worksheet structure
  • Learn to use Excel's built in features to find errors
  • How to create your custom controls to prevent and find errors
  • Using links to quickly move to controls
  • Using Conditional Formatting to highlight errors

Who will benefit:

Any Excel user that wants to learn how to create controls within Excel to improve accuracy


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

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.