If you only analyze financial statements, you are probably missing many opportunities to increase profitability and cash flow. In this session, you will learn a Profit SizingT process involving three key types of market analysis areas: 1) Business offerings 2) Market segments 3) Geographic...
What makes someone a winner? What do the winners do differently? The answer is - a lot. Winners have a plan that we all can follow. This webcast will review the steps and actions winners take and how we all can become a winner! If you want to win and hate to fail,...
Many managers, supervisors, and accountants in business, government or nonprofits are not able to identify their departmental policies and procedures that function as the primary controls against errors and fraud. Alternately, auditors performing field work may be confused about how to...
This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new...
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations,...
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And,...
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of...
While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be applied to a variety of inventory types. The course will cover the...
Recent auditing standards and peer review feedback have emphasized the importance of performing an effective risk assessment when identifying and evaluating the risk of material misstatement in a financial statement audit. These risk assessment procedures include both evaluating the design and...
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in...
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
This course describes the various forms of workplace bullying. It addresses abusive bosses, and bullying between co-workers. It explains both how to avoid bullying and how to respond to it in others. The session delves into behaviors that could be considered abusive and focuses on...
By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net...
Professionals will learn how to coach leaders to discharge with dignity when employees do not respond to performance management, corrective action or engage in serious misconduct.
Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be...
Award winning and entertaining discussion leader, former AICPA Council Member, and state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; highlight emerging...
Managing the Employee Life-cycle Series provides an overview of everything that you should know in managing your most important asset ... your people. Each part will cover current best practices that are aligned with the stages of the employee life-cycle which includes attracting the...
If you plan to or currently use Office 365, learning how to leverage the full breadth of features and functions of the OneDrive app for storing your files in the cloud is imperative. Leveraging OneDrive and SharePoint for your file storage platform maximizes your ROI in Office 365 because of the...
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. ...
When business suffers taxpayers begin cheating. So what can you do if your client knows about tax crimes being committed? They can strike a blow for justice, the American tax system, and get paid doing it. Nothing more American than that! Attorney Eric Green will review the IRS Whistleblower...
