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Preparation, Compilation, and Review Engagements: Update and Review

ID: 59175
Tuesday March 19, 2024 09:00AM - 01:00PM
Topics:
Audit + Assurance
Non-members
$261.00
Members
$213.00
Your price
$261.00

Get the latest developments

If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements.

Learn about the U.S. business economy, peer review, FASB and SSARS updates, and other areas affecting preparation, compilation, and review engagements.

Learning Objectives:
· Identify key economic factors and accountant's responsibility for fraud
· Recognize recent SSARSs, accounting and reporting developments
· Identify the professional standards and risk factors relevant to the performance of preparation, compilation and review engagements, including engagements on pro forma and prospective financial information

Who will benefit:
· CPA firm seniors (and above) managing engagements performed in accordance with SSARS

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

Yellow Book: Staying Compliant with Government Auditing Standards

ID: 59176
Tuesday March 19, 2024 09:00AM - 05:00PM
Topics:
Audit + Assurance
Non-members
$403.00
Members
$332.00
Your price
$403.00

The guidance you need.
Understand the concepts and standards of generally accepted government auditing standards (GAGAS) so that you can perform Yellow Book audits.

Gain an excellent baseline of information for understanding the Yellow Book, with guidance found in the Government Auditing Standards.

With guidance related to independence and peer review, increase your knowledge of the requirements and application guidance related to the following:
- Ethics
- Independence
- Standards for financial audits
- Attestation engagements
- Performance audits


Learning Objectives:
· Distinguish the types of engagements that are performed under generally accepted government auditing standards (GAGAS).
· Recognize the requirements found in Government Auditing Standards (Yellow Book).
· Identify the requirements and guidance related to independence.
· Recall the requirements regarding CPE, professional judgment, quality control, and peer review under GAGAS.
· Identify the additional requirements for performing and reporting on a financial audit under GAGAS.
· Recall the requirements for performing attestation and review of financial statement engagements and performance audits under GAGAS.

Who will benefit:
Government auditors and public accountants who will be planning or conducting engagements in accordance with *Government Auditing Standards*.

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

QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

ID: 59606
Tuesday March 19, 2024 10:00AM - 12:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. 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 class include:

  • The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. 
  • Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.

Who will benefit: sbf111胜博发 and Accountants

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Power BI - Introduction to MS Power BI Tools

ID: 59607
Tuesday March 19, 2024 11:30AM - 01:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

* This course is #1 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks. In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called Power BI. In this session, we will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool. This session is an overview of the various Microsoft Power BI tools and should be your first step in learning the complete set of Power BI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. 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 class include:

  • The challenge of using Excel for Data Analysis
  • An overview of the various Power BI Tools
  • An overview of when and why to use each Power BI Tool
  • A tour of each tools interface

This course is #1 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence Who will benefit: Anyone who uses or wants to use Excel for Data Analysis

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Program Services & Governance: Form 990 Parts III & VI

ID: 59608
Tuesday March 19, 2024 11:30AM - 02:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Session 6 of Borenstein's Form 990 Foundational Series: The Form 990 Parts addressed in this session are two ‘legs’ of the 990’s non-financial disclosure-driven three-legged stool. Stakeholders, donors, competitors, and naysayers use both the Program Service Accomplishments Part's disclosures and the filer's responses to Part VI’s "Governance" inquiries to assess the organization's credibility and have a sense of management’s capacity. Part III not only details Program Services’ output with great specificity, but also updates the Form’s readers both as to the filer’s largest arenas of activities and how conducted activities have changed. And Part VI, the infamous "Governance Part," provides information as to the composition of those "legally in charge," as well as how both the Board of Directors/Trustees and its delegated officials employ policies in favor of maintaining internal controls. Preparers need to appreciate the importance of these two key parts and ensure that filers put their "best foot forward" properly here. 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 class include:

  • Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period
  • Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program
  • Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon
  • Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation
  • Function (and methodology) of Part VI, with emphasis on its six most important inquiries
  • Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI
  • Common 'foot-faults' in answering Part VI's key questions

 

Who will benefit: Public accounting tax and audit staff, nonprofit organization's Treasurers, CFOs, and other finance/compliance advisors

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Power BI - Prepare Your Data Efficiently for Excel Analysis

ID: 59609
Tuesday March 19, 2024 01:30PM - 03:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

* This course is #2 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Before you can analyze data, you first must get the data. This course focuses on getting data into Excel using different data sources. Whether your data is text, comma delimited (CSV), reports, Excel, databases, web, applications and/or many others, Excel provides the ability to access that data. You will learn about tools that have been added to Excel that will make accessing that data even easier, such as data models and Power Query (Get and Transform). After this class, you will finally be able to get the data you need to perform data analysis. 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 class include:

  • Getting data into the correct structure
  • Data sources that you can access
  • Working with multiple tables and data sources
  • Steps to import data for analysis
  • Introduction to Power Query and Get and Transform

This course is #2 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence Who will benefit: Anyone who uses Excel to analyze data

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

How culture affects risks

ID: 59177
Wednesday March 20, 2024 09:00AM - 10:00AM
Topics:
Business Management + Strategy
Risk Management + Fraud
Non-members
$82.00
Members
$71.00
Your price
$82.00

Creating culture benefits your organization

It's important to dedicate time and resources in:
- Evaluating the company's current culture
- Communicating the company's values
- Creating processes and risk avoidance activities for a healthy corporate culture
- Prioritizing and monitoring risks

This webcast will help you evaluate your organization’s current culture, and teach you strategies for building a thriving corporate culture.

Learning Objectives:
· Apply the key principles of organizational culture
· Use proactive steps to build a healthy corporate culture
· Determine how to embed risk management into the organization’s culture
· Determine how to assess your current culture
· Apply behavioral-based interviewing

Who will benefit:
Accountants and finance professionals, practitioners at all levels

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

Presentation Skills for Auditors

ID: 59610
Wednesday March 20, 2024 09:00AM - 11:00AM
Topics:
Audit + Assurance
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

Are you comfortable giving presentations and feel good about your performance, or does the experience make you anxious and leave you feeling dissatisfied? In this session, learn how to let your best self shine during interactions with your staff, the auditee, and the governing board. Jim Comer is an accomplished speechwriter and presentations skill coach for executives. Leita Fanta has led over 1500 full-day seminars. Let Jim and Leita help you establish genuine and comfortable professional relationships and avoid mistakes that will detract from your message. *Qualifies for Yellowbook credit 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 to connect with your audience
  • What to do when the unexpected happens
  • How to use your natural resources to enhance your message
  • How to narrow your message for maximum impact
  • What to avoid in a PowerPoint presentation

Who will benefit: Auditors

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Basic Individual Taxation Course

ID: 59611
Wednesday March 20, 2024 09:30AM - 11:30AM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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:

  • Defining Federal Income Taxes
  • Computing federal income tax liability
  • Calculating adjusted gross income
  • Defining Qualifying Child
  • Determining filing status
  • Calculating the Kiddie Tax
  • Standard deduction
  • Tax Rates for ordinary income, capital gains, and qualified dividend income
  • Cash v. Accrual Method
  • Filing deadlines and obtaining extensions

Who will benefit: This course is ideal for sbf111胜博发, CFPs, EAs and other tax preparers

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Risk Management Techniques and Tools

ID: 59178
Wednesday March 20, 2024 10:00AM - 12:00PM
Topics:
Business Management + Strategy
Risk Management + Fraud
Non-members
$142.00
Members
$118.00
Your price
$142.00

17 tools and techniques for ERM

Risk affects all areas of business — from hiring and onboarding to customer fulfillment and customer support. Assessing risks allows your executive team and others to make informed decisions.

This webcast contains 17 tools and techniques to assess and manage risks in your organization. You will learn how to evaluate your organization’s current systems and practices to identify and eliminate risks throughout your organization and apply a value stream perspective to your risk management.

Learning Objectives:
· Distinguish between the ISO, COSO and generic enterprise risk management models
· Recall the benefits of enterprise risk management
· Recognize the challenges of implementing enterprise risk management
· Identify tools and techniques to identify and eliminate risk throughout the organization
· Determine how processes and procedures can be enhanced by using a value stream perspective for enterprise risk management

Who will benefit:
Accountants and finance professionals who play a role in risk management within entities of any size

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