To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun...
The ability to influence people is the one fundamental skill that every professional needs. All managers know how hard it can be to make views heard despite having persuasive points to make. The program gives participants all the techniques necessary to increase their influence and put the...
Welcome to a strategic planning course that will help company managers achieve operational and financial goals. Learn a simplified and workable approach to creating, implementing, monitoring and revising strategies to promote greater company success. Walk through the major strategic...
Take a deeper dive into the fast-paced changes in accounting and auditing. Earn 8 CPE credits while we discuss relevant pronouncements, exposure drafts and other guidance recently issued in the accounting, auditing, review, compilation and preparation engagement arenas. We've sorted through...
Unless you have been living under a rock, you have probably heard about this intriguing new concept of a digital currency called Bitcoin. This virtual online payment system started as an idea back in 2009 and has nearly 17 million Bitcoins in circulation worldwide in early 2018. So what...
Providing financial information and reports to your nonprofit organization's board of directors is a well-known and expected best practice. How this is done varies widely and can too often be performed ineffectively. We will explore with you through case study examples how to effectively provide...
The effective date of the new accounting standard for revenue recognition is fast approaching! With the issuance of FASB ASU No. 2014-09, Revenue from Contracts with Customers, FASB has completed a convergence project with the IASB to improve financial reporting by creating common revenue...
As we saw from the recent United States Department of Labor review of employee benefit plan audits, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. The AICPA has reacted by issuing a proposed SAS that will significantly impact how audits of...
This program will address the impact of numerous 2018/19 tax developments, with a focus on important provisions, rules and concepts for business tax returns. This course qualifies for PTIN credit. This event may be a rebroadcast of a live event and the instructor will be available to...
PivotTables are the most powerful feature of Excel, yet few business professionals use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from your instructor,...
Award winning and entertaining discussion leader, former AICPA Council Member, and state accountancy board member Mark Hugh will review the rules for practice with and before the IRS, including IRS Circular 230; other tax preparer requirements; new developments in regulation at the national...
Anti-virus, encryption, and spam filtering are fundamental protection techniques that all organizations should have deployed. However, with risks multiplying daily, are you using the right security technologies? Should you consider more protection capabilities? In this session, you will learn...
A CFO or Controller never knows when they will be thrown into the M&A process. This course will make the Due Diligence component of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide a brief overview of the...
How much do you know about Excel and the features available in the application that could make a difference in your day-to-day productivity? While most accountants and other business professionals use less than 20% of the capabilities of this product, are you sure you are taking advantage of...
Description: QuickBooks is the #1 small business accounting software in the U.S. There is no doubt you have clients who are sending you backups, portable company files and accountant's copies of their data to work with. Often you will make changes to the client's numbers and those changes never...
This portion of the certificate introduces key terms related to cybersecurity, the impact of digital transformation on business and how it relates to cybersecurity, and major areas of technology that are disrupting organizations.
Workflow provides an opportunity to improve your practice along with team member and client experience. Improvement in both manual and automated processes can minimize missed deadlines and due dates, improve scheduling of resources, and reduce the amount of effort required to complete...
*Qualifies for Yellow Book CPE credit* Have you ever wanted to say something in your audit report but couldn't support with evidence? Or have you ever wasted a significant amount of time on a test that you didn't need to perform? We will design audit methodologies that get you where you want...
Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of the numerous built-in tools available. Among other topics in this session, you will learn how to work with Excel features such as FORECAST,...
Cloud-based applications have changed the way we work, play, and access information. The benefits and risks associated with software-as-a-service (SaaS) and hosted applications are very different than traditional on-premise information technology. Some traditional items used in an...
