This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order.

This webcast focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model, calculations, hierarchies and KPI's) and you will learn how you can use each of these features. Although, the majority of the time will be spent on building the data model and using calculations.

You will learn how to add data to your data model either directly into Power Pivot or from Power Query. We will discuss the benefits of the data model relationships versus using the VLOOKUP function to access data in different tables.

One of the strengths of Power Pivot is the formula language called DAX (Data Analysis eXpressions). We will introduce DAX so that you can use basic DAX formulas to build various calculations in the data model. You will learn the difference between calculated columns and measures as we build these various calculations into our data model.

This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel.  (bold) *However, in order to follow along and apply concepts being taught during this session, you need to have the Power Pivot add-in installed.

Explore the other webcasts in the 2020 Power BI Series:

Power BI - Introduction to MS Power BI Tools

Power BI - Prepare Your Data Efficiently for Excel Analysis

Power BI - Analyze Your Data With Excel Pivot Tables

Power BI - Create Excel Dashboards for Maximum Impact

Power BI - Use Power Query to Transform Your Data

Power BI - Use Advanced Calculations with DAX Formulas

Power BI - Use PBI Desktop to Create Reports and Dashboards

Power BI - Share Your Data Analysis using PowerBI.com

Learning Objectives:

· Create a data model using Power Pivot

· Differentiate between calculated columns and measures

· Use Power Pivot for data analysis

Who will benefit:

Anyone who uses or wants to use Excel for data analysis

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING 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.

Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession. 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:

• Overview of the current landscape for AI in business
• History of ChatGPT and generative AI
• Fundamentals of generative AI technology and related nomenclature
• ABC's of how to use ChatGPT
• Demonstration of practical ChatGPT applications for accounting, finance and tax
• A word of caution: What you should be concerned about
• Developing a ChatGPT usage policy for your firm / business

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

The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You'll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

• ChatGPT Basics
• Custom Instructions
• Playground
• OpenAI API Key
• ChatGPT in Bing
• ChatGPT in Excel
• Microsoft 365 Copilot
• ChatGPT in Google Sheets
• ChatGPT in Google Docs
• Plugins
• Code Interpreter
• Using ChatGPT for Financial Analysis
• ChatGPT File Uploader
• ChatPDF

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

Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or held as a legitimate investment, the IRS is spending substantial resources in finding those who possess, purchase, and sell cryptocurrencies to ensure that the tax, banking, and money laundering laws are being followed. Are you or your firm prepared to advise your client when reporting cryptocurrency transactions? Can you identify when cryptocurrency is being used for potential criminal purposes? Can you prepare an accurate tax return related to cryptocurrency transactions? Do you know what questions to ask your client or what documents to request? This course will give you a brief overview of cryptocurrencies, how this new technology is being regulated, the common ways that cryptocurrencies are used to evade tax and money laundering laws, and what is expected from taxpayers and their return preparers when cryptocurrencies are involved. Your instructor is a former special agent with IRS-Criminal Investigation. He spent many years finding, investigating, and prosecuting tax and money laundering crimes that were using cryptocurrency as the form of payment. 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:

• Overview of Bitcoin and cryptocurrencies
• Definition of proof of work and proof of stake
• Tax laws regarding cryptocurrency transactions
• Definition of common money laundering laws involving cryptocurrencies
• Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations
• Real life examples of cryptocurrency used in criminal activities

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

Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• How to increase your visibility instead of flying under the radar.
• Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.
• How your inner critic operates and how to silence it.
• How to build a network of community support and mentoring.
• What impostor syndrome is and how it may be holding you back.

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

A project doesn't just happen, it takes a dedicated person to help a team create something from nothing. The best project managers incorporate the art of people management and science of execution to guide an initiative from an idea to reality. Not everyone can hire a project manager, so the great news is these skills and techniques can be learned. This class will show how a project manager breaks down a concept and applies techniques needed to effectively lead a team through the visioning, scoping, testing and rolling out of an initiative. 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:

• Applying project management templates to a sample initiative
• Leveraging project management tools for effective communication

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

For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. 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 benefits and pitfalls of remote employees.
• How to maximize the value provided by distance workers.
• Policies, procedures, and control measures designed for a more geographically dispersed workforce.

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

Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. 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 best practices to help your client evaluate if an S election is an appropriate choice
• How to be proactive and head off common reasonable compensation issues before they happen
• Explore strategies for cash management if cash isn't available at year end
• Explore what’s at stake when reasonable compensation isn’t paid timely

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

Critical Competencies

This webcast builds on your current knowledge and experience to help you successfully navigate and drive value for your business during a time of disruptive, technology-led change.

You will learn how to stay relevant and future-focused while building your competencies in critical areas including communication,

influencing, and business acumen.

This webcast also delivers strategies and best practices to support your ability to enable strategic decisions to drive business forward.

Learning Objectives:

· Recognize the importance of successful finance business partnering to an organization's success and sustainability.

· Identify the core finance business partnering competencies necessary for today�s finance and accounting professionals.

· Recognize the importance of the interconnectivity of technical, business, people, and leadership competencies.

· Identify how an organization or the finance function can prepare to deal with key challenges to business partnering success.

Who will benefit:

· Finance professionals of any level who would like more insight into developing skills required for finance business partnering.

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING 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 you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. 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:

• How Inspirational leadership is the foundation that ethically drives results.
• Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.
• Hacks for getting great results with specific examples you can leverage in your business:
  • The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.
  • The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.

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