CPE & Event Calendar

Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand.

When we verbally communicate with an individual, we must make a conscious decision as to whether we believe what we have heard.  Little do we realize that we are not making a decision based on what we have heard; rather we make a subconscious decision based primarily on what we have seen, or how the body was behaving when the subject was speaking.  We often walk away from a conversation with a gut feeling that the person was not telling the truth.  That gut feeling is your subconscious.  Yet we often have no idea as to why we have that feeling. This presentation is designed to provide the participant with the tools to identify those both verbal and nonverbal indicators that we all give off when we are under stress.  Normally, telling the truth does not create stress.  When we lie, we know that we are not supposed to and that creates stress, and it will manifest itself in some manner, and that is what a trained interviewer is looking to observe. When we observe indicators of deception, how do we deal with it?  How do we get the subject to admit to a wrong-doing when it is not in their best interest to do so?  That is one of the many things that will be addressed in this presentation.  Whether you are a parent dealing with you kids; an employer dealing with employees or and investigation interviewing a suspect, this presentation will provide you with the tools to assist you in finding the truth.

As reported in the Association of Certified Fraud Examiners Occupational Fraud 2022:  A Report to the Nations, on average, small businesses lose 5% of their revenue due to fraud.  Can the average small business owner afford to lose 5% of their revenue due to fraud?  I think not.  This presentation is designed to illustrate the numerous ways employees commit fraud in small businesses, how to detect it, and most importantly, how to prevent it.  Both auditors and small business owners would both benefit from this presentation.

In this course, we will share tips and tricks for working remotely.  You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.

In order not to perform an excessive number of audit procedures (over audit) auditors must perform procedures in order to determine in what areas are there weak internal controls that could result in a risk that the financial statements would be materially misstated and not be detected.  SAS No. 122, AU 300 – 499, Measuring Audit Risk provides guidance as well as required procedures that must be performed in every audit in order to determine the risk of material misstatement.  No longer can the auditor state that they assess the risk of material misstatement at maximum without having a basis for making such assessment.  As a result, the standards now require that the auditor make such an assessment of a material misstatement of the financial statement on every audit in order to have a basis for such assessment.  This program is an overview of the statement documentation requirements in assessing such a risk.

This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment.  How should you handle these issues?  We will detail a better thought process to help you avoid ‘crossing the line.’  Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!

You often can perform an audit in accordance with all of the standards, and still have a substandard audit IF you did not get out among the clients employees (let them know you are there and where you located), talk to as many people as you can regardless as to whether you may think that they may have any helpful information; constantly observe your surrounding where ever you are at (you never now what you might see) and lastly, listen to not only what people are saying to you but are also saying around you. This presentation is designed to illustrate the importance of making yourself available to your client’s employees, let them know that you are there and where you can be found. Talk with them because if there is a problem, somebody knows and they will often tell you all about it IF you just ask them.  Look at your surrounding everywhere you go.  What are you looking for?  I don’t know but I’ll know it when I see it. Lastly, listen to what they have to say.  Every word is important because they may say something that you had not asked about.  Remember, you never want to discover something and go to an individual who you determined knew about it and ask, why didn’t you tell me about this and their response was, you never asked me!

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.

You could pay $0 for this course!This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-9770. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Artificial intelligence (AI) is real, it is ready and now is the time to take advantage of perhaps the most exciting new technology to appear in over 50 years. Join us to learn how to get started with AI and harness the power of tools such as ChatGPT, Gemini and Copilot. With practical, real-world demonstrations, you’ll be able to take advantage of these exciting new and transformative technologies in accounting and beyond. 

You could pay $0 for this course!This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-2969. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. The Technology Conference offers up to sixteen hours of fast-paced presentations to make you more productive, efficient, and effective when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues accounting, financial, and other business professionals face. In addition, you will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

MassCPAs is excited to bring back our Management of an Accounting Practice (MAP) Conference in-person this fall! Join us November 19th-21st at Foxwoods Resort Casino for three days of networking, reconnecting with your peers and informative sessions on the top issues facing firms. Developed by firm leaders for firm leaders and their successors, this conference will feature some of accounting's foremost thought leaders.

You could pay $0 for this course!This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@masscpas.org) after you have registered and provide him your PTIN number. Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible By November 12th). The course code for this program is C-1758. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Learn more about excel! Details to come!

You could pay $0 for this course!This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@masscpas.org) after you have registered and provide him your PTIN number. Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligibleBy November 13th). The course code for this program is C-1758. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@masscpas.org) after you have registered and provide him your PTIN number. Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligibleBy November 13th). The course code for this program is C-1758. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Fulfill your four-hour ethics education requirement by exploring the fundamental aspects of professional conduct. This course offers an examination of case studies and presents discussion questions related to equitable positions in tax returns, ethical dilemmas in tax practice, the role of fairness in financial reporting and the exercise of integrity in materiality judgments. CalCPA Members: This course qualifies for the four hours of free ethics credits per membership year. Learn more .

In this course, we will look at examples of how to enter payroll transactions into your accounting software using journal entries. We will cover how to record gross wages, employer tax expenses, deductions and associated cash impacts. This course is suitable for accounting staff that either enter payroll transactions manually or wants to understand how to record payroll, so they can ensure their payroll company's auto-generated journal entries are properly accounting for the entries.

Serving on a nonprofit board can be exciting and fulfilling. However, unique FASB standards for nonprofits can make reading financial statements a frustrating task. Learn about accounting errors and risk management. Being a board member can also lead to personal liability if the organization's policies and procedures are not set up properly and monitored effectively. Examine the core principles and practices of nonprofit accounting and what questions to ask your organization to protect leadership.