This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards, and the basis for any potential changes on the horizon.

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:

Who will benefit:

Anyone who is responsible for preparing financial statements or performs financial statement or Single Audits

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

This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.

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:

• Advantages of budgeting
• The role of budgeting
• Master budgeting
• Flexible budgeting
• Standards and variances
• Capital budgeting

Who will benefit:

CPAs in public practice or members in industry who want to enhance budgeting skills.

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

A discussion of the latest 2021/222 tax developments impacting business 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 business taxpayers
• Extenders legislation update
• Meals and entertainment expense reporting
• Partnership and S corporation update
• Income and deductions

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.

This course explores 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 from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.

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

The major topics covered in this course include:

• Examination of actual frauds
• Discussion of internal controls that could have prevented frauds
• Contemplation of epiphanies for your own professional scenarios.
• The AICPA Code of Professional Conduct
• Other elements of professional conduct and compliance with professional standards

Who will benefit:

CPAs in public accounting, members in industry, and other business professionals who seek practical insight regarding fraud prevention and ethical behavior.

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.

This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools.

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:

• Financial Modeling with ChatGPT Integration
• Advanced Ratio Analysis Techniques
• Risk Assessment and Scenario Analysis
• Valuation Methods and ChatGPT Applications
• Utilizing Performance Metrics in Financial Analysis
• Data Analysis and Interpretation with AI
• Investment Analysis Enhanced by ChatGPT

Who will benefit:

Accountants and financial analysts seeking to deepen their expertise in financial analysis through the integration of AI and ChatGPT tools will greatly benefit from this course.

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

Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals.

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:

• Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.
• The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.
• Coordinating risk management efforts, including the required involvement of corporate governance.
• How to embed risk management into day-to-day accounting and finance activities.

Who will benefit:

Anyone interested in risk management.

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.

Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening.

How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders.

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:

• Three levels of listening
• Strategies to remain focused
• Building trust through listening
• Tactics to practice the Titanium Rule
• Delegating with confidence
• Establishing an accountability system

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.

Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending 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.

• Control design basics
• Areas or segments of an enterprise to control
• Controls to reduce risk
• Controls to drive operations

Who will benefit:

Accounting and other business professionals that would benefit by understanding how to strengthen an internal control system.

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