Do more than check the compliance box! Strengthen core financial accounting, audit and assurance, tax, and ethics competencies at CORECon 2025, where you'll engage in next-level learning with national, state and local thought leaders.

Get the latest updates on:

- Financial reporting and auditing

- State and local tax developments including a legislative update

- Professional standards and responsibilities (ethics)

- The economy and what's ahead in 2025

Don't forget—the larger the group, the bigger the discount!

- 5-9 attendees = 10% off

- 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.

The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. We'll look at the work of the NAC and the impact they've had. We'll then transition to the Accounting Standards Updates (ASUs) issued by the FASB that impact nonprofit entities. We'll review year 2 considerations of the leases standard. We'll also review common nonprofit deficiencies identified in peer review. Once we've wrapped up the accounting update, the course shifts to the audit side of the house with a look at what's going on at the AICPA. We'll review the impact of the changes to group audits as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB.

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 Not-for-Profit Advisory Committee (NAC).
• Accounting Standards Updates (ASUs).
• Year 2 considerations of the leases standard.
• Common nonprofit deficiencies identified in peer review.
• What's going on at the AICPA.

Who will benefit:

Practitioners who audit nonprofits as well as those with financial reporting roles within nonprofit organizations.

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

Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• The authority of IRS in assessing and collecting taxes.
• The common misconceptions when dealing with IRS.
• Common questionable actions by business owners.
• How to prepare for an IRS audit.
• The seven options in IRS collections.
• Possible criminal tax violations by CFOs and small business owners.

Who will benefit:

CFO, controllers, finance professionals, CPAs, and attorneys.

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

This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities.

This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context.

Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights.

While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities.

Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation.

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 Power Query in Power BI: Understanding the interface and basic functionalities.
• Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.
• Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.
• Data Loading: Efficiently loading data into the Power BI data model.
• Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query.

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

In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability, and growth. It also provides hands-on training for implementing these techniques 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.

• Introduction to ChatGPT and its applications in the business advisory context
• In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.
• Practical case studies demonstrating application of ChatGPT in accounting business analysis
• Key challenges faced by accounting firms and how ChatGPT can help overcome these
• Best practices for implementing AI tools in the accounting sector
• Future opportunities and trends in AI-enhanced business advisory services

Who will benefit:

Ideal for business advisors, owners, analysts, accountants and consultants interested in leveraging AI tools to enhance service offerings. Suitable for AI students and researchers, data science, and business administration wanting to explore practical applications of AI in business advisory domains.

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

This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses!

Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business.

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 systems you need to start your own advisory service.
• Information on how to package, price and market your business.
• Transforming accounting knowledge into expertise you can sell.

Who will benefit:

Accountants, CPAs, bookkeepers, and enrolled agents.

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

Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners.

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 ATGs
• Best practices for utilizing ATGs
• Salient provisions of selected ATGs
• Insights auditors may obtain from analytical procedures
• Nuances associated with selected industries

Who will benefit:

CPAs in public practice or members in industry who desire clarity regarding IRS audits of tax returns.

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

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.

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.

• 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.

Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations.

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 subjects that will be covered in this course include:

• Awareness of your mindset entering the conversation
• Tactics to build a pool of meaning
• Clarity around story telling
• Biggest mistakes to avoid

Who will benefit:

Professionals leading a team or project, or will be in the future.

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