A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101

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 Cyber Threats and Risks in Finance
• Cybersecurity Frameworks and Best Practices for Financial Professionals
• Financial Data Security and Encryption Techniques
• Cybersecurity Auditing and Forensic Investigations
• Emerging Technologies and Trends in Financial Cybersecurity
• Leadership and Governance in Cybersecurity for Financial Executives

Who will benefit:

CFOs, CPAs, IT Auditors, Finance Directors, Managers, and Individual Contributors

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.

Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server.

In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel.

The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts.

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:

• Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).
• Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.
• Comparative Analysis:
  • Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.
  • Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.

Who will benefit:

Anyone who wants to enhance their analytical skills and embrace the advanced capabilities of Power BI, setting them apart in a data-driven business environment.

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

As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity.

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:

• Summary of the impact of fraud on entities worldwide.
• Common fraud schemes and typical median losses that result.
• How smaller entity fraud risk differs from those of larger entities.
• The statistical profile of the most common fraud perpetrator.
• The most effective methods for preventing and detecting fraud.
• Cybersecurity risk management trends and best practices.

Who will benefit:

Anyone interested in fraud risk management.

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

This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.

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:

• Examination of actual frauds
• Discussion of internal controls that could have prevented the frauds
• Contemplation of epiphanies for your own professional scenarios

Who will benefit:

Accounting professionals seeking a deeper insight regarding the role of internal controls for detecting and preventing 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 your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life.

The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence.

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:

• Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.
• Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.
• Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.
• Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.
• Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

Who will benefit:

This course is ideal for data analysts, business intelligence professionals, and anyone looking to enhance their skills in creating and validating measures using DAX in Power BI.

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 a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.

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:

• Explain the use of both "inside" and "outside” basis determination.
• How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.
• Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.
• Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.
• Comprehensive example to illustrate the mechanics of the basis determination process.

Who will benefit:

CPAs working in public accounting firms and/or working for partnerships.

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

If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message.

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:

• Using Quick Parts to streamline message composition.
• Eliminating inefficient back and forth appointment scheduling with the Bookings app.
• Using category codes and contacts to send bulk emails.
• Sending emails to Teams and OneNote.
• Organizing your inbox with custom views, rules and folders.
• Mastering the search tools to find emails quickly.
• Review of key option settings to maximize email productivity.

Who will benefit:

Anyone who uses Outlook.

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

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner.

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:

• Current individual tax issues
• Current business entity tax issues
• Any current tax legislation occurring during the period
• Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

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.

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.