New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible.

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:

• How is business changing.
• What is driving the change and how long will it last.
• How specifically is an organizations control system important.
• What steps are needed to “keep up” with the upheaval.
  

Who will benefit:

Accounting and other business professionals with a need to understand internal control changes business operation updates.

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

In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space.

Does this sound familiar? If so, this webinar is for you.

This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.

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 average revenue of most accounting firms.
• The number of advisory clients you'll need to double your firm's revenue.
• How much you should be charging for advisory services.
• How we define CFO and advisory services.
• What business owners really want from their advisor.
• The three types of CFO/Advisory firms.
• How to get clients to pay you approximately $2,500 per month for advisory services.
• The three systems you'll need to add a CFO/Advisory service to your firm.

Who will benefit:

Accountants, CPAs, bookkeepers, enrolled agents.

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

Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit.

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:

• Generally accepted audit requirements related to testing controls for operating effectiveness
• Identifying key controls that may prove effective and efficient to test in a control reliance strategy
• Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control
• Leveraging audit evidence available for Service Organization Control (SOC1) Reports
• General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Who will benefit:

Accountants who have responsibility for evaluating the design and operating effectiveness of controls in a financial statement audit

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

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

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 do I optimize cash flow?
• Qualitative Evaluations – Core Earnings & Sustainable Growth
• Quantitative Evaluations – Liquidity Ratios
• Increasing Customer Base vs. Payment Terms
• Business Cycle & Cash
• Investing Company Cash
• What keeps companies from becoming streamlined?
• Behavioral Finance Biases
• Information Processing Biases
• Emotional Biases
• Dealing with Behavioral Biases

Who will benefit:

CPAs in management roles who are looking to improve their company's cash flow.

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

Creating Culture Benefits

Your Organization It's important to dedicate time and resources in:

- Evaluating the company's current culture

- Communicating the company's values

- Creating processes and risk avoidance activities for a healthy corporate culture

- Prioritizing and monitoring risks

This course will help you evaluate your organization’s current culture, and teach you strategies for building a thriving corporate culture.

Learning Objectives:

- apply the Key principles of organizational culture

- use proactive steps to build A healthy corporate culture

- Determine how to embed risk management into the organization’s culture

- Determine how to Assess your Current culture

- apply Behavioral-based interviewing

Who will benefit:

- Accountants and finance professionals

- Practitioners at All levels

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

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:

• Learn best practices when designing your spreadsheets 
• How to create a proper worksheet structure
• Learn to use Excel's built in features to find errors
• How to create your custom controls to prevent and find errors
• Using links to quickly move to controls
• Using Conditional Formatting to highlight errors

Who will benefit:

Any Excel user that wants to learn how to create controls within Excel to improve accuracy

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

Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.

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 Microsoft 365 Copilot features
• Automating tasks with AI assistance
• Enhancing content creation and data analysis
• Collaboration tools powered by AI
• Best practices for maximizing Copilot's benefits

Who will benefit:

Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.

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.

Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation.

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:

• Types of IRS letters: General notices, audits, collections, return requests, and errors.
• Deadlines for responding to IRS correspondence.
• Communication best practices for dealing with the IRS.
• Avoiding escalation and penalties through proactive responses.
• Ensuring compliance when addressing IRS correspondence.
• Real-world examples of successful IRS communications.
• Common pitfalls in handling IRS letters and how to avoid them.
• Strategies for advising clients on IRS correspondence.

Who will benefit:

CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution

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

With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court.

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 role of a forensic accountant in divorce proceedings
• The marketing of forensic accounting services to family law attorneys
• How to conduct a financial investigation
• Common areas to uncover hidden assets or income
• The basic calculations in evaluating marital assets
• Testifying in depositions and divorce court

Who will benefit:

CPAs, forensic accountants

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