CPE & Event Calendar

Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources but aren't best for the firm. We'll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities.

Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations. QuickBooks 2023 Desktop will be used to demonstrate how its tools provide more efficient and effective financial management for your not-for-profit entity. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar organizations.

Learn to prepare Cash Flow and Business Valuations. We will discuss the Standard of Value, Premise of Value and the Definition of Value. Valuation approaches include Income-Based, Market-Based and Asset Based approaches. Finally, an examination of Discounts and the Discounted Cash Flow Method.

It's essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We'll discuss the changes for 2022 and how different government agencies use the form to target enforcement efforts. We'll review the related schedules, how to report late contributions, and what to do if your clients miss a filing deadline.

External auditors only detect 3-5% of all fraud incidences. Get pragmatic guidance on detecting fraud. Discuss where fraud is most likely to occur. Learn to conduct inquiries and direct the audit in the areas of greatest concern, those most likely to be abused by perpetrators.

This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tax-focused discussion on changes in the transaction structure of merger and acquisition (M&A) deals can significantly impact after-tax cash flows. Gain a significant competitive advantage by understanding how taxes affect M&A and divestiture transaction structures. Further, examine the mechanics of M&A deals; the structures of taxable assets and stock acquisitions; triangular and reverse triangular mergers; practical issues in structuring and pricing; types of tax-free reorganizations; tax planning for divestitures; and key elements of purchase and sale documents. Plus, dive into a complex case study and a couple of different approaches to the net tax cash flow for an S corporate deal. Updated for new tax Reform and impact on M&A deals.

This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting all business entity types, including S corporations, Partnerships, C corporations and Sole Proprietorships. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures. We will also explore the impacts of the Consolidated Appropriations Act of 2021 (CAA), the American Rescue Plan of 2021 (ARPA) and other legislative changes.

Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.

Internal Controls to Mitigate Financial Reporting Risk - Designing Stronger Internal Controls for Small or Mid-Size Entities provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards and Single Audit Act requirements. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for designing or evaluating the design of internal controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course, the last in a three-course series, concentrates on the remaining topics in ASC Topic 606, Revenue from Contracts with Customers, such as disclosures along with ASC Topic 340-40, Other Assets and Deferred Costs. The course also reviews and discusses pertinent note disclosures from several publicly traded companies across several industries. Be sure to register for all three parts of this series: Revenue: The Five Steps-Topic 606-10 Revenue: Special Implementation Guide-Topic 606-10-55 Revenue: Miscellaneous Topics

Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.

The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The COVID-19 pandemic and related supply chain issues demonstrate the importance of effective inventory management, control, and analysis of this business lifeline. Inventory management is all about having the right items on hand at the right time to meet customer demand while controlling costs and minimizing waste and loss. Companies with best-in-class inventory management practices don't guess how much stock to buy, and they keep a steady flow of raw materials, work-in-progress items, and finished goods moving from manufacturing to consumer, over a variety of distribution channels. Inventory control is a part of the inventory management process. It is the daily activity of managing stock within the warehouse. Inventory control activities include receiving, storing, and transferring stock, as well as tracking and fulfilling orders and returns. Inventory analysis helps you determine the right amount of stock to keep on-hand to fill demand while avoiding spending too much on inventory storage. This course will focus on "The Big 3" tools that best-in-class financial leaders use to sustain enhanced growth and profitability: inventory management, control, and analysis. These will allow companies to stay on top of trends in inventory management, understand the drivers behind them, establish and follow a state-of-the-art inventory control system, and master inventory analysis skills.

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Are you falling head over heels for the ASC 842 Lease Accounting Standard? Avoid the most common trip-ups associated with its implementation by analyzing lessons learned and reviewing potential audit issues.  

The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course provides a concise overview of Google Sheets, a cloud-based spreadsheet application by Google. Similar to Excel, the tool allows users to enter numbers, apply formulas, prepare graphs, create charts, use pivot tables and more. While Excel is the default tool and industry standard for most accountants, Sheets has many underrated capabilities which are clearly superior to Excel. These include online collaboration, team communications, mobility, version control, revision history, cloud storage, translation, Google integration, and scores of third-party add-ons. You'll walk away knowing how to use a whole new array of spreadsheet features not found in Excel that can boost your analytical powers and accelerate your financial workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.