What you document matters

Understand different parts of the employee benefit plan (EBP) audit process, and learn to think holistically about your level of audit documentation. Understand the appropriate level of documentation in the performance of audit procedures of employee benefit plans, which will involve testing items that are not typically tested in audits of other types of entities.

Real-life examples

Learn from real-life examples and solutions, guided by a former employee benefit plan expert panel member and someone who performs peer reviews. Work in templates to truly understand documentation in an EBP audit, and learn best practices for documentation to incorporate into your audits.

Learning Objectives:

- Recognize areas in employee benefit plan audits that Commonly lead to documentation deficiencies.

- Recall the AICPA professional standards that address audit documentation.

- Recall the Practical aspects of unique EBP audit Planning procedures.

- Recognize effective documentation of All elements of risk assessment.

- Recognize effective documentation of system narratives and walk-throughs.

- Recall documentation concepts for investments and Participant notes receivable.

- Identify best practices for documenting audit procedures surrounding contributions and benefit payments.

- Recall documentation for other audit areas not related to specific accounts.

Who will benefit:

- Auditors of employee benefit plans

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 “new abnormal” COVID environment, waves of changes are pushing at each of us from all sides and forcing us to adapt. What works? What fails? How can we adapt faster? This facilitated discussion covers the topic from both the human capital viewpoint and from the operational side of the Manager’s desk. We will build the skills and processes needed to manage others through change – either co-workers or clients.

Learning Objectives:

- Learn the four steps of processing change

- Define at-risk personality traits AS they relate to change resistance

- Learn techniques for Managing personal transitions

- Learn methods for coaching and modeling these behaviors to those around you

- focus these new tools and Tactics on supporting A High-performing distributed work environment

- getting this right is important AS the workforce evolves – All data trends show that Current reality will become the “new normal”, and the accounting and finance profession needs to be proactive in how we handle it. our presenter is an HR professional with direct experience in making this work in the finance and accounting field.

Who will benefit:

- All professionals, especially management and those working in the area of human resources

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.

A comprehensive guide to estate planning and the taxation of trusts.

Learning Objectives:

'- Identify the elements of a trust.

- Recognize the difference between principal and income as defined by the Uniform Principal and Income Act (UPAIA).

- Identify tax payment and reporting requirements for estates and trusts.

- Distinguish between simple trusts and complex trusts.

- Recall how pooled income funds are taxed.

- Recall the filing requirements for estates and trusts.

Who will benefit:

- CPAs

- Financial advisers

- estate attorneys

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.

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.

Understand the basics of remote auditing and how it can be used in your engagements

Remote auditing has become increasingly popular in recent years. Learn how to apply auditing standards to real-life examples of remote auditing in this all-new webcast. Join us to explore ways to overcome the challenges of remote auditing and conduct efficient engagements for your clients.

Learning Objectives:

- Recognize the differences between conducting A traditional audit and A remote audit.

- Identify engagement-wide considerations under A remote audit, including Client acceptance, risk assessment, Fraud, and documentation.

- Identify considerations related to remote Auditing within specific areas of the audit, including material asset and liability account, walk-throughs of internal controls, and Inventory procedures.

Who will benefit:

- Auditors

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.

Harnessing the potential of PivotTables

Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

- Practicing fundamentals with a leading expert in financial modeling

- Creating and using sample datasets

- Building PivotTables from the ground up

Innovative possibilities for presenting data

The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:

- Extract key information and identify trends quickly

- Simplify the process of analyzing data

- Reduce the time spent on repetitive tasks

*Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-2-working-with-pivottables) to tackle real-world issues and create powerful workbooks.*

Learning Objectives:

- Identify the functions of PivotTables.

- distinguish the PivotTable report layout areas and optimal use.

- Identify how to update data in A PivotTable.

Who will benefit:

All accounting and finance professionals

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.

Just like competitive salaries, flexible work options are table stakes for top talent. With COVID-19, many teams have had to convert overnight to fully remote. But how do you lead in an environment where pants are optional? And what does it look like to lead someone who is more of a vendor than an employee? Using lessons learned, this session will explore the 4 Ps (Purpose, People, Platforms, and Processes) to effectively lead a remote and even gig economy team.

Learning Objectives:

- Recognize the importance of culture and purpose in leading teams of All kinds but especially remote ones

- Identify the right People and the right seats needed for your success

- understand the role of platforms in collaborative work, project management, and Communication

- Define and create the processes to enable teams to effectively and efficiently work remotely

Who will benefit:

Anyone who leads others

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.

The volume of individual tax returns requiring preparation can create an environment that leads to errors or omissions. Identify common errors practitioners make on individual tax returns for single filers.

Learning Objectives:

- Identify potential errors or omissions of Information on tax returns.

- Recognize Planning opportunities for your clients based upon Information reported on A tax return.

- Determine the proper tax treatment for certain rental property activities.

- Determine the proper tax treatment for various start-up costs by A new business.

Who will benefit:

CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season

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.

Unlock the full potential of your data with PivotTables

PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:

- Customize PivotTable options

- Execute advanced calculations

- Create insightful reports

Moving beyond formula-based reports

By delving into more advanced techniques for using PivotTables, you’ll learn how to replace formula-based reports by:

- Incorporating multiple fields into the Values area

- Performing custom calculations using calculated fields and items

- Setting up PivotTable options to create sophisticated reports

*Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*

Learning Objectives:

- use PivotTable to organize reports with options, layout, and design formats.

- Identify options of PivotTable Multiple value fields.

- distinguish optimal use of Calculated fields and Calculated items.

Who will benefit:

All accounting and finance professionals

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.

Do more than check the compliance box! Strengthen core financial accounting, audit and assurance, tax, and ethics competencies at CORECon 2025, where you'll engage in next-level learning with national, state and local thought leaders.

Get the latest updates on:

- Financial reporting and auditing

- State and local tax developments including a legislative update

- Professional standards and responsibilities (ethics)

- The economy and what's ahead in 2025

Don't forget—the larger the group, the bigger the discount!

- 5-9 attendees = 10% off

- 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.