OVERVIEW

This annual conference, presented by New Jersey Society of CPAS, takes an in-depth look at governmental accounting and auditing will provide an essential update on the latest GASB standards, Yellow Book changes, single audit developments, cybersecurity risks and more. This full-day virtual event will help you strengthen internal controls, navigate new regulations and prevent fraud.

DESIGNED FOR

CPAs, auditors, city officials and other financial professionals who are involved in local government audits

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.

This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

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

• Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.
• Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.
• Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.
• Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Who will benefit:

This course is ideal for anyone who uses Excel extensively in their work, especially those involved in financial analysis, reporting, auditing, or any role where accuracy and efficiency in handling Excel spreadsheets are paramount.

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

This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted.

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:

• Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs
• Update and review of the tax and cash special purpose frameworks
• Update and review of the AICPA Financial Reporting Framework for SMEs
• Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation

Who will benefit:

This course is designed for practitioners in private business and public accounting who need to update their knowledge of the accounting standards issued during the past year that affect the preparation of financial statements of small and medium-sized entities.

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.

This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting.

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:

• The conceptual framework approach to independence
• Independence threats related to preparing financial statements and accounting records
• Consideration of specific non-audit services that would and would not impair independence
• Documentation necessary to support adequate consideration of auditor consideration
• Fundamentals of a compliance audit performed under the Uniform Guidance
• Schedule of expenditure of federal awards
• Determination of major programs
• Using the Compliance Supplement 
• Uniform Guidance administrative requirements and cost principles 
• Testing internal control over compliance
• Testing compliance
• Writing an audit finding
• Reporting requirements of a single audit

Who will benefit:

CPAs in public practice and members in industry

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.

Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice.

What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls?

This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence.

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:

• A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued
• How to advise your client in approaching an allegation of embezzlement
• What pitfalls may arise in finding the truth
• The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Who will benefit:

Forensic Accountants and CPAs who want to learn the best practices to help their client when the client's employee is embezzling from their business.

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

Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth.

- Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management.

- Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth.

- Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth.

Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications 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.

The major topics that will be covered in this course include:

• Introduction to Financial Statement Forecasting
• Overview of the importance and benefits of forecasting for strategic planning and investment attraction.
• The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.
• Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.
• Incorporating Market Trends: How to integrate market insights into financial forecasts.
• Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.
• Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure

Who will benefit:

Finance and accounting professionals interested in a better understanding of financial analysis

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

Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks.

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:

• Types of external fraud
• Considerations as organizations work to reduce fraud risk
• External fraud and known parties/External fraud unknown perpetrators

Who will benefit:

Accounting and other business professionals that would benefit by understanding how pervasive external fraud can be and wish to work to mitigate the risk associated with it.

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