In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently.

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 urgency of leading change now & the steps in leading change
• The power of crafting a vision that encourages buy-in
• The art and science of building strong partnerships
• Accelerating change through relationship networks
• Communication strategies for change
• Establishing a feedback culture for successful change
• Managing self in times of change
• Case studies and real-world scenarios

Who will benefit:

CFOs, CPAs, solo practitioners, staff, policy makers, executives, legal representatives, and others interested in leading change better.

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

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided.

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:

• How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
• How to use analytical procedures to identify misstatements in financial information
• Techniques for developing a "workable" business plan
• Recasting GAAP financial statements into powerful management tools
• Developing and using benchmarks to identify profitability problems
• Identifying profitability key factors
• The relationship of internal controls and the health of an entity
• Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
• How to create "goal" statements that achieve results

Who will benefit:

This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.

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

This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office!

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:

• Target profit analysis
• Break-even analysis
• Relevant costs and decision-making
• Standard costs and variances
• Activity-based costing
• Segment reporting and analysis

Who will benefit:

Accountants who have not recently considered managerial accounting techniques and proficient managerial accountants who desire fresh, practical illustrations of managerial accounting analysis and related decisions.

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

In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.

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 other AI (Artificial Intelligence) language models
• Discussion of best practices for using ChatGPT with Excel
• Use ChatGPT to create, debug and explain formulas
• Use ChatGPT to learn how to use Excel features
• Use ChatGPT to automate repetitive tasks in Excel
• Use ChatGPT to easily create macros

Who will benefit:

This course is designed for students, professionals, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity.

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

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take 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:

• The power of keyboard shortcuts
• Oft used features with more capability than meets the eye
• New helpful features

Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Who will benefit:

Accounting and other business professionals that work in Excel who want to become more efficient with the application.

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 the SASs.

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:

• 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 recent SASs 

Who will benefit:

Anyone who provides attest services on financial statements

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

Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through exclusions of payments received as compensation for wildfire damages - retroactive to 2014! This course will review the provisions of this new act.

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:

• Federal Disaster Relief Act provisions enacted in December, 2024
• Comparison of personal use casualties with business/investment casualties
• When to claim casualty losses
• How to postpone casualty gains
• Business casualty gains and depreciation recapture

Who will benefit:

CPAs and members in industry seeking an in-depth review of the Disaster Relief Act of 2024 and with clients experiencing casualty losses.

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

The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs.

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:

• Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.
• IRS procedural updates on passthrough entities.
• New developments on conservation easements.

   

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.

Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

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

• Identify time wasters and adopt strategies for eliminating them
• Recognize the variety of causes of procrastination and apply techniques to overcome them
• Use practical techniques for prioritizing work
• Delegation strategies
• Incorporate wellness and stress management into your day in short increments
• Understand their energy cycles and use it to manage your schedule
• Learn techniques to decrease stress in the moment (based on neuroscience)

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.

Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in 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:

• Role of cloud computing as the foundation for all tech trends
• Big data and data analytics the new frontier for CPAs
• Workflow automation with RPA, ML and AI with a focus on ChatGPT
• Blockchain technology, the revolutionary data storage model
• Cryptocurrency 15 years later, an update on the market and technology
• Metaverse - what's it all about
• Cloud based financial and ERP software market update

Who will benefit:

Anyone who wants to upskill their knowledge of the digital technologies that are transforming business and accounting.

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