More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We'll also review the recent changes to quality management in Yellow Book. We'll close with a reminder of common deficiencies found in Yellow Book engagements.

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:

• Yellow Book engagements.
• Independence requirements in GAGAS.
• Quality management in Yellow Book.
• Common deficiencies found in Yellow Book engagements.

Who will benefit:

Practitioners serving nonprofit or governmental entities.

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

This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified.

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:

• CECL for nonfinancial institutions.
• Accounting for Paycheck Protection Program loans.
• Accounting for web-hosting services.
• Revenue recognition.
• Leases.
• FASB projects in progress.

Who will benefit:

Members in Public and Members in Business

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

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.

Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable.

The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams.

Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs.

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:

• Building Reports Workflow: Understand the steps for creating professional and functional reports.
• Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.
• Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights.
• Format and Structure Report: Use formatting tools to create visually appealing and structured reports.
• Review and Validate: Verify data accuracy and troubleshoot potential errors.
• Share the Report: Learn methods for distributing reports effectively within your organization.

Who will benefit:

Any Excel user that wants to maximize Excel's potential to build reports, saving time and improving the quality of your outputs.

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

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.

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:

• Required minimum distributions for a deceased’s heirs
• 2025 retirement plan contribution limits
• Required minimum distributions and contributions to charity
• Key provisions of Secure Act 2.0

Who will benefit:

CPAs and members in industry seeking an in-depth review of required minimum distribution rules.

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

This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits.

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:

• Review of the impact of the 2024 Compliance Supplement on Single Audits
• Review of the changes to the Uniform Guidance
• Review of common audit deficiencies found in Single Audits

Who will benefit:

Practitioners serving nonprofit or governmental entities that are receiving federal funds.

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

Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators."

This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents.

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 IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.
• Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.
• Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.
• Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.
• Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.
• Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.

Who will benefit:

CPAs, forensic accountants, tax professionals

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.

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.

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.