| 21CF-BVAX: MNCPA Business Valuation Conference (Virtual Only) (21CF-BVAX) |
| 11/1/2021 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| 21WA-3306: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-3306)*Emotional Intelligence*Communication*Teamwork |
| 11/16/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3484: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-3484)*Employee Retention*Employee Engagement*Leadership |
| 12/2/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3084: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-3084)*Leadership |
| 10/29/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3450: Business Ethics: Cases from the Real World (Webinar) (21WA-3450)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 11/30/2021 | 7 - 10:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3670: Accounting's Perfect Storm Update (Webinar) (21WA-3670)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 12/17/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-3006: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-3006)*leadership*management*meetings*productivity |
| 10/23/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3149: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-3149)*Emotional intelligence*Workplace culture*Employee trust |
| 11/5/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3343: Coaching Leaders in Performance Management (Webinar) (21WA-3343)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 11/19/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3464: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3464)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/1/2021 | 7 - 10:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3429: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-3429)*Communication*Leadership*Character*Behavior |
| 11/29/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-2999: Integrating and Sharing Data (Webinar) (21WA-2999)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 10/23/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3081: Recruit to Win (Webinar) (21WA-3081)*Talent Management*Recruitment |
| 10/29/2021 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3173: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-3173)*training*development*employee development*teaching*learning*virtual training |
| 11/6/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3629: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-3629)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/14/2021 | 9 - 10:20 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3100: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-3100)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 11/1/2021 | 9 - 9:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3087: Depreciating and Expensing Business Assets (Webinar) (21WA-3087)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 11/1/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3251: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-3251)*Communication*Relationship Management |
| 11/11/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3379: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3379)*Taxes |
| 11/22/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3205: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-3205)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 11/9/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3162: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-3162)*Confident Communication |
| 11/6/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3800: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-3800)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 12/28/2021 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3820: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-3820)*business development*sales*marketing*social media*digital media |
| 12/29/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3598: Giving Feedback That Delivers Results (Webinar) (21WA-3598)*leadership*communication*performance |
| 12/11/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3436: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-3436)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics *Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 11/29/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3391: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-3391)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 11/22/2021 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-3746: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-3746)*Leadership & Navigation*Consultation*Communication |
| 12/22/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3372: Driving Performance with Metrics (Webinar) (21WA-3372)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 11/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3265: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-3265)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 11/12/2021 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-3511: Driving Performance with Metrics (Webinar) (21WA-3511)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/6/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3127: Recruit to Win (Webinar) (21WA-3127)*Talent Management*Recruitment |
| 11/3/2021 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3701: The Value of Conflict (Webinar) (21WA-3701)*Conflicts |
| 12/18/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3070: Business Ethics: Cases from the Real World (Webinar) (21WA-3070)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 10/29/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3371: A Case Study in Vendor Fraud (Webinar) (21WA-3371)*vendor fraud*invoice auditing*red flags |
| 11/22/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-3589: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-3589)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/10/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3674: Essential Skills for Financial Leaders Conference (Webinar) (21WA-3674)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/17/2021 | 9 a.m. - 1:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3089: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3089)*Taxes |
| 11/1/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3583: Organizational Effectiveness and Communication (Webinar) (21WA-3583)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 12/10/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2993: Communicating with Diverse Styles (Webinar) (21WA-2993)*Communications |
| 10/23/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3773: Exploring the Revised Procurement Standards (Webinar) (21WA-3773)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 12/27/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3779: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-3779)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 12/27/2021 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3650: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-3650)*How to get people to like you-What leads to people liking each other-Why people judge you, and how to avoid negative judgments-What goes on when we first meet someone-How to put someone at ease* The Elements of Trust-Why we trust someone, and how you can create trust-What leads to a "special bond"-How to repair "broken trust"-How to establish trust in just a few minutes*Mastering Non-Verbal Communication-Why non-verbal communication is so important-How to connect with someone in a non verbal manner-How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport-The most effective way to instant intimacy-How to handle your fear of rejection-How to feel immediately confident when talking to anyone-How to get almost anyone to really like you through the use of questions |
| 12/15/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3079: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-3079)*Leadership*Motivation*Employee Engagement |
| 10/29/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3132: Business Ethics: Cases from the Real World (Webinar) (21WA-3132)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 11/4/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3024: Balancing Employee and Employer Rights (Webinar) (21WA-3024)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 10/26/2021 | 3 - 5:15 p.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-3359: Financial Statement Fraud (Webinar) (21WA-3359)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 11/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3442: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-3442)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 11/29/2021 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3498: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-3498)*Employee Retention*Employee Engagement*Leadership |
| 12/3/2021 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3050: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-3050)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 10/27/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3428: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3428)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 11/29/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3238: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-3238)*Presence |
| 11/11/2021 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3517: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3517)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/6/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3590: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-3590)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 12/10/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3398: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-3398)*training development*employee development*online training education*virtual training |
| 11/23/2021 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3059: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3059)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 10/28/2021 | 7 - 8:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3544: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-3544)*Communication*Leadership*Character*Behavior |
| 12/8/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-3558: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-3558)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/9/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3181: Balancing Employee and Employer Rights (Webinar) (21WA-3181)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 11/8/2021 | 9 - 11:15 a.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-3552: Negotiation Know How (Webinar) (21WA-3552)*Negotiation |
| 12/8/2021 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3052: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-3052)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 10/27/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3183: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-3183)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 11/8/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3688: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-3688)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/18/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3249: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-3249)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 11/11/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3822: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3822)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/30/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3290: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-3290)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 11/15/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3686: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-3686)*Five business books, including,*"Leaders Eat Last", by Simon Sinek*"Zero to One" by Peter Thiel*"American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 12/18/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3441: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-3441)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 11/29/2021 | 11 a.m. - 1:20 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3703: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-3703)*Emotional Intelligence*Communication*Teamwork |
| 12/18/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3454: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3454)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 11/30/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3366: Polished Public Speaking (Webinar) (21WA-3366)*Communications |
| 11/20/2021 | 9 - 11:05 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3829: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-3829)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 12/30/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3639: Managing People: Conquering the Soft Side of Your Job (Webinar) (21WA-3639)*Why culture is everything*Lead by example*Inspire your people*Create a collaborative environment*Develop your team's skills*Interviewing tips*Providing effective feedback |
| 12/14/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3618: Maintaining a Harmonious Working Environment (Webinar) (21WA-3618)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 12/13/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3792: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3792)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/28/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3320: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-3320)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 11/17/2021 | 11:30 a.m. - 1:10 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-3612: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3612)*Taxes |
| 12/13/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3682: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-3682)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 12/17/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3326: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-3326)*Employee Retention*Employee Engagement*Leadership |
| 11/18/2021 | 12 - 12:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3466: Financial Accounting for Related Party Transactions (Webinar) (21WA-3466)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 12/1/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3397: Cost of Capital: What it is and How to Use it (Webinar) (21WA-3397)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 11/23/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3159: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-3159)*Five business books, including,*"Leaders Eat Last", by Simon Sinek*"Zero to One" by Peter Thiel*"American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 11/6/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3108: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-3108)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 11/2/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3833: Essential Skills for the Next 10 Years (Webinar) (21WA-3833)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/30/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3319: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-3319)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 11/17/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3147: Essential Skills for Financial Leaders Conference (Webinar) (21WA-3147)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/5/2021 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3655: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-3655)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/15/2021 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-3582: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-3582)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 12/10/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3207: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-3207)*Governmental Auditing |
| 11/9/2021 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3247: Maintaining a Harmonious Working Environment (Webinar) (21WA-3247)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 11/11/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3818: Maintaining a Harmonious Working Environment (Webinar) (21WA-3818)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 12/29/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3140: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-3140)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 11/4/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3033: FASB's New Lease Accounting Standard (Webinar) (21WA-3033)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 10/26/2021 | 10 a.m. - 2 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-3030: Effective Management Accounting (Webinar) (21WA-3030)*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
| 10/26/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3510: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-3510)*Governmental Auditing |
| 12/4/2021 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3540: Uniform Guidance Update (Webinar) (21WA-3540)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 12/7/2021 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-3278: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-3278)*communication*written communication *verbal communication*decision making |
| 11/15/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3599: Integrating and Sharing Data (Webinar) (21WA-3599)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 12/11/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3621: The Single Audit from Beginning to End Update (Webinar) (21WA-3621)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/13/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3802: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-3802)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 12/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3739: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-3739)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 12/22/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3813: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3813)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/29/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3789: FASB's New Lease Accounting Standard (Webinar) (21WA-3789)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 12/28/2021 | 10 a.m. - 2 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-3336: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-3336)*Leadership*Motivation*Employee Engagement |
| 11/18/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3264: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-3264)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 11/12/2021 | 8 - 11 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3316: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-3316)*What does "Leaders Eat Last" mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 11/17/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3538: The Value of Conflict (Webinar) (21WA-3538)*Conflicts |
| 12/7/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3352: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-3352)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss--so you can focus on that |
| 11/19/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3298: Business Gifts When Selling a Business (Webinar) (21WA-3298)*"Gift" to Service Providers*Case Studies*Compensation vs. Gift to Employees |
| 11/16/2021 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3640: Preparing for a CFO Role (Webinar) (21WA-3640)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/14/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3291: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-3291)*business development*sales*marketing*social media*digital media |
| 11/15/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3482: Depreciating and Expensing Business Assets (Webinar) (21WA-3482)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 12/2/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3768: Top 10 Audit Findings and What To Do (Webinar) (21WA-3768)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 12/23/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3673: Business Fraud Basics (Webinar) (21WA-3673)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 12/17/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3767: Tips & Tricks for Working Remotely (Webinar) (21WA-3767)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 12/23/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3537: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-3537)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 12/7/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3626: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-3626)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 12/14/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3830: Coaching Leaders in Performance Management (Webinar) (21WA-3830)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 12/30/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3057: Driving Performance with Metrics (Webinar) (21WA-3057)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 10/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3745: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-3745)*Communication*Relationship Management |
| 12/22/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3195: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-3195)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 11/8/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3341: Business Ethics: Cases from the Real World (Webinar) (21WA-3341)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 11/19/2021 | 7 - 10:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3203: Uniform Guidance Update (Webinar) (21WA-3203)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 11/8/2021 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-3252: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-3252)*Culture*Benefits*Communication |
| 11/11/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3190: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-3190)*Employee Retention*Employee Engagement*Leadership |
| 11/8/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3330: How to Create an Incredible Employer Brand (Webinar) (21WA-3330)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 11/18/2021 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3772: Driving Performance with Metrics (Webinar) (21WA-3772)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/27/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3234: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-3234)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 11/10/2021 | 1 - 4:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-3638: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-3638)*What does "Leaders Eat Last" mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/14/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3685: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-3685)*Proposed Financial Performance Reporting changes to standard financial package |
| 12/17/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3088: Financial Accounting for Related Party Transactions (Webinar) (21WA-3088)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 11/1/2021 | 1 - 3:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3787: Driving Performance with Metrics (Webinar) (21WA-3787)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3150: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3150)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 11/5/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3811: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-3811)*communication*written communication *verbal communication*decision making |
| 12/29/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3008: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-3008)*Communication*Relationship Management |
| 10/23/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3803: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-3803)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 12/28/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3013: Exploring the Revised Procurement Standards (Webinar) (21WA-3013)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 10/25/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3069: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-3069)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 10/28/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3334: Leading & Inspiring Teams (Webinar) (21WA-3334)*Leadership Recognition*Total Rewards*Employee Engagement |
| 11/18/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3078: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-3078)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 10/29/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3440: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-3440)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 11/29/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3671: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3671)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/17/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3310: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-3310)*Governmental Auditing |
| 11/17/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3325: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3325)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 11/18/2021 | 7 - 10:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3705: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-3705)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 12/20/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3375: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-3375)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 11/22/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3114: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-3114)*Communication*Leadership*Character*Behavior |
| 11/3/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-3073: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-3073)*Presence |
| 10/29/2021 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3481: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-3481)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/2/2021 | 1 - 2:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3143: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-3143)*Emotional Intelligence*Communication*Teamwork |
| 11/4/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3564: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-3564)*Change management*Leadership |
| 12/9/2021 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3213: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-3213)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 11/9/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3607: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-3607)*Culture*Benefits*Communication |
| 12/11/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3753: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-3753)*Presence |
| 12/23/2021 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3420: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-3420)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 11/24/2021 | 9 - 11:20 a.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-3479: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-3479)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 12/1/2021 | 9 - 9:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3240: Exploring the Revised Procurement Standards (Webinar) (21WA-3240)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 11/11/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3412: No Thanks...I Took Another Offer (Webinar) (21WA-3412)*Talent Management*Recruitment |
| 11/23/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3524: Anti-Bullying and Sensitivity (Webinar) (21WA-3524)*Communication |
| 12/7/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3155: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-3155)*leadership development*servant leadership*communication skills*innovation*team building |
| 11/5/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3018: Negotiation Know How (Webinar) (21WA-3018)*Negotiation |
| 10/25/2021 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3022: The Yellow Book: From Beginning to End (Webinar) (21WA-3022)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 10/25/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3749: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-3749)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 12/22/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3754: Effective Management Accounting (Webinar) (21WA-3754)*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
| 12/23/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3755: Get Rich Without Selling Your Soul (Webinar) (21WA-3755)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/23/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3416: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-3416)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 11/24/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3432: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-3432)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 11/29/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3133: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-3133)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 11/4/2021 | 1 - 2:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3841: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-3841)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 12/31/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3075: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-3075)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Use probable scenario planning |
| 10/29/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3309: Cash Management Essentials (Webinar) (21WA-3309)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/17/2021 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3243: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3243)*Taxes |
| 11/11/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3426: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-3426)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 11/24/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3226: Get Rich Without Selling Your Soul (Webinar) (21WA-3226)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 11/10/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3569: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-3569)*leadership development*servant leadership*communication skills*innovation*team building |
| 12/9/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3807: Communicating with Generation Z in the Workplace (Webinar) (21WA-3807)*generational communication*generational management*generations*communication*leadership*management |
| 12/29/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3774: How to Create an Incredible Employer Brand (Webinar) (21WA-3774)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 12/27/2021 | 3 - 4:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3217: Tips & Tricks for Working Remotely (Webinar) (21WA-3217)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 11/9/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3246: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-3246)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 11/11/2021 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3410: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-3410)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 11/23/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3399: Difficult Conversations in the Workplace (Webinar) (21WA-3399)*Communication |
| 11/23/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3225: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-3225)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 11/10/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3477: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-3477)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 12/1/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3287: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-3287)*training*development*employee development*teaching*learning*virtual training |
| 11/15/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3131: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-3131)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 11/4/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3738: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-3738)*Leadership & Navigation*Relationship Management*Communication |
| 12/22/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3324: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3324)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 11/18/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3294: Treaties and Other International Agreements: Basic Overview (Webinar) (21WA-3294)*What is a Treaty?*Basis of Taxation*Permanent Establishment*Relationship between treaties and domestic law*Model Treaties*Competent Authority Agreements |
| 11/15/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3102: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3102)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 11/2/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3017: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-3017)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 10/25/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3672: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3672)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/17/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3821: The Yellow Book: From Beginning to End (Webinar) (21WA-3821)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/29/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3497: Business Ethics: Cases from the Real World (Webinar) (21WA-3497)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/3/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3751: A Case Study in Vendor Fraud (Webinar) (21WA-3751)*vendor fraud*invoice auditing*red flags |
| 12/23/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-3838: Preparing for a CFO Role (Webinar) (21WA-3838)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/30/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3687: Anti-Bullying and Sensitivity (Webinar) (21WA-3687)*Communication |
| 12/18/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3555: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-3555)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 12/8/2021 | 1 - 4:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-3646: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-3646)*Employee Retention*Employee Engagement*Leadership |
| 12/15/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3125: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-3125)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss--so you can focus on that |
| 11/3/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3071: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-3071)*Employee Retention*Employee Engagement*Leadership |
| 10/29/2021 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3637: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-3637)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/14/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3254: The Yellow Book: From Beginning to End (Webinar) (21WA-3254)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 11/11/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3831: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-3831)*Conducting pre-discharge evaluations*Evaluation of off-the-job misconduct*Conducting pre-discharge Interviews*How to accept and process resignations*Conducting discharge meetings*Exit Interviews*Responding to reference checks*Post-discharge internal communications |
| 12/30/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3267: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-3267)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 11/12/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3176: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-3176)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 11/6/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3295: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-3295)*Proposed Financial Performance Reporting changes to standard financial package |
| 11/15/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3335: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-3335)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 11/18/2021 | 3 - 4 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3401: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-3401)*Employee Retention*Employee Engagement*Leadership |
| 11/23/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3313: Financial Accounting for Related Party Transactions (Webinar) (21WA-3313)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 11/17/2021 | 9 - 11:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3742: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-3742)*leadership*management*meetings*productivity |
| 12/22/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3025: Business Gifts When Selling a Business (Webinar) (21WA-3025)*"Gift" to Service Providers*Case Studies*Compensation vs. Gift to Employees |
| 10/26/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3044: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-3044)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 10/27/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3808: Conducting Misconduct Investigations (Webinar) (21WA-3808)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 12/29/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3433: Creating a Culture of Trust (Webinar) (21WA-3433)*Trust*Culture |
| 11/29/2021 | 1 - 2:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3723: Depreciating and Expensing Business Assets (Webinar) (21WA-3723)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 12/21/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3778: Leading & Inspiring Teams (Webinar) (21WA-3778)*Leadership Recognition*Total Rewards*Employee Engagement |
| 12/27/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3593: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-3593)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 12/11/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3592: Conducting Misconduct Investigations (Webinar) (21WA-3592)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 12/11/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3389: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-3389)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 11/22/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-3625: Cash Management Essentials (Webinar) (21WA-3625)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/14/2021 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3276: Communicating with Generation Z in the Workplace (Webinar) (21WA-3276)*generational communication*generational management*generations*communication*leadership*management |
| 11/15/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3200: Preparing for a CFO Role (Webinar) (21WA-3200)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/8/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3535: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-3535)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/7/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3562: Essential Skills for Financial Leaders Conference (Webinar) (21WA-3562)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/9/2021 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3561: Effective Management Accounting (Webinar) (21WA-3561)*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
| 12/9/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3790: Integrating and Sharing Data (Webinar) (21WA-3790)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 12/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3445: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-3445)*Leadership |
| 11/29/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3116: Communicating with Diverse Styles (Webinar) (21WA-3116)*Communications |
| 11/3/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3543: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-3543)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 12/8/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3522: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-3522)*Five business books, including,*"Leaders Eat Last", by Simon Sinek*"Zero to One" by Peter Thiel*"American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 12/7/2021 | 9 - 11:05 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3337: Recruit to Win (Webinar) (21WA-3337)*Talent Management*Recruitment |
| 11/18/2021 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3136: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-3136)*Persuasion*Influence |
| 11/4/2021 | 9 - 11:30 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3126: Polished Public Speaking (Webinar) (21WA-3126)*Communications |
| 11/3/2021 | 1 - 3:05 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3402: Giving Feedback That Delivers Results (Webinar) (21WA-3402)*leadership*communication*performance |
| 11/23/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3163: Communicating with Generation Z in the Workplace (Webinar) (21WA-3163)*generational communication*generational management*generations*communication*leadership*management |
| 11/6/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3704: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-3704)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/20/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3400: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-3400)*Employee Retention*Employee Engagement*Leadership |
| 11/23/2021 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3212: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-3212)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics *Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 11/9/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3575: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-3575)*Confident Communication |
| 12/10/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3192: How to Create an Incredible Employer Brand (Webinar) (21WA-3192)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 11/8/2021 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3500: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-3500)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 12/3/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3798: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-3798)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 12/28/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3595: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-3595)*training development*employee development*online training education*virtual training |
| 12/11/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3074: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-3074)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 10/29/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3117: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-3117)*Employee Retention*Employee Engagement*Leadership |
| 11/3/2021 | 10 - 10:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3832: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-3832)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/30/2021 | 1 - 2:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3839: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-3839)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 12/30/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3055: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3055)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 10/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3651: No Thanks...I Took Another Offer (Webinar) (21WA-3651)*Talent Management*Recruitment |
| 12/15/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3675: Financial Accounting for Related Party Transactions (Webinar) (21WA-3675)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 12/17/2021 | 1 - 3:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3608: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-3608)*Leadership |
| 12/11/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2994: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-2994)*training development*employee development*online training education*virtual training |
| 10/23/2021 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3165: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-3165)*communication*written communication *verbal communication*decision making |
| 11/6/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3345: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-3345)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 11/19/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3085: The Single Audit from Beginning to End Update (Webinar) (21WA-3085)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 10/29/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3605: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-3605)*Communication*Relationship Management |
| 12/11/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3312: Essential Skills for the Next 10 Years (Webinar) (21WA-3312)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/17/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3525: Cost of Capital: What it is and How to Use it (Webinar) (21WA-3525)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/7/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3351: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-3351)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 11/19/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3505: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-3505)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss--so you can focus on that |
| 12/3/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3542: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-3542)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/8/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3392: Tips & Tricks for Working Remotely (Webinar) (21WA-3392)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 11/22/2021 | 9 - 9:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3206: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-3206)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 11/9/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3431: Conducting Misconduct Investigations (Webinar) (21WA-3431)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 11/29/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3835: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-3835)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/30/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3541: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-3541)*Proposed Financial Performance Reporting changes to standard financial package |
| 12/7/2021 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3292: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-3292)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 11/15/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3273: The Single Audit from Beginning to End Update (Webinar) (21WA-3273)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 11/13/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3339: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-3339)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 11/18/2021 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3627: Coaching Leaders in Performance Management (Webinar) (21WA-3627)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 12/14/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3748: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-3748)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/22/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3623: A Case Study in Vendor Fraud (Webinar) (21WA-3623)*vendor fraud*invoice auditing*red flags |
| 12/14/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-3167: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3167)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 11/6/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2995: Developing an Ethical Culture (Webinar) (21WA-2995)*Ethics |
| 10/23/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-3250: Relationship Networking (Webinar) (21WA-3250)*Networking*Relationship Management |
| 11/11/2021 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3329: Get Rich Without Selling Your Soul (Webinar) (21WA-3329)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 11/18/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3519: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-3519)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 12/6/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3027: Coaching Leaders in Performance Management (Webinar) (21WA-3027)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 10/26/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3293: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-3293)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 11/15/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3360: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-3360)*Emotional intelligence*Workplace culture*Employee trust |
| 11/20/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3462: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-3462)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 11/30/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3186: Cost of Capital: What it is and How to Use it (Webinar) (21WA-3186)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 11/8/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3241: Giving Feedback That Delivers Results (Webinar) (21WA-3241)*leadership*communication*performance |
| 11/11/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3644: Data Analysis and Management (Webinar) (21WA-3644)*"Run the numbers" on non-financial data*Expand your toolbox outside of MS Excel*Use your analysis skills to transform your business |
| 12/15/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3223: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-3223)*Leadership & Navigation*Relationship Management*Communication |
| 11/10/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3051: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-3051)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 10/27/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3734: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-3734)*Confident Communication |
| 12/22/2021 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3529: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-3529)*Persuasion*Influence |
| 12/7/2021 | 9 - 11:30 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3496: No Thanks...I Took Another Offer (Webinar) (21WA-3496)*Talent Management*Recruitment |
| 12/2/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3395: Anti-Bullying and Sensitivity (Webinar) (21WA-3395)*Communication |
| 11/23/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3218: Top 10 Audit Findings and What To Do (Webinar) (21WA-3218)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 11/9/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3248: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-3248)*leadership*management*meetings*productivity |
| 11/11/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3023: Top 10 Business Myths and How to Avoid Them (Webinar) (21WA-3023)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 10/25/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3507: Recruit to Win (Webinar) (21WA-3507)*Talent Management*Recruitment |
| 12/3/2021 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3010: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-3010)*Five business books, including,*"Leaders Eat Last", by Simon Sinek*"Zero to One" by Peter Thiel*"American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 10/25/2021 | 9 - 11:05 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3229: Organizational Effectiveness and Communication (Webinar) (21WA-3229)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 11/10/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3146: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-3146)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 11/5/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3681: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-3681)*leadership development*servant leadership*communication skills*innovation*team building |
| 12/17/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3596: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-3596)*Presence |
| 12/11/2021 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3574: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-3574)*Innovation*Collaboration*Creativity*Disruption |
| 12/9/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3374: Effective Management Accounting (Webinar) (21WA-3374)*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
| 11/22/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3275: Accounting's Perfect Storm Update (Webinar) (21WA-3275)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 11/15/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-3539: The Yellow Book: From Beginning to End (Webinar) (21WA-3539)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/7/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3729: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-3729)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 12/21/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3368: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-3368)*leadership development*servant leadership*communication skills*innovation*team building |
| 11/20/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3111: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-3111)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 11/2/2021 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-3268: Top 10 Business Myths and How to Avoid Them (Webinar) (21WA-3268)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 11/12/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3387: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-3387)*Leadership & Navigation*Consultation*Communication |
| 11/22/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3668: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-3668)*business development*sales*marketing*social media*digital media |
| 12/16/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3270: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-3270)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 11/12/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3242: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-3242)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 11/11/2021 | 1 - 3:20 p.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-3299: Business Intelligence and Analytics: Make Sense of Your Data (Webinar) (21WA-3299)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics |
| 11/16/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3115: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-3115)*Communication*Leadership*Character*Behavior |
| 11/3/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3764: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-3764)*Culture*Benefits*Communication |
| 12/23/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3107: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-3107)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 11/2/2021 | 9:30 a.m. - 5:20 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3191: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-3191)*Employee Retention*Employee Engagement*Leadership |
| 11/8/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3201: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-3201)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 11/8/2021 | 1 - 5:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-3547: How To Give Action Oriented Feedback (Webinar) (21WA-3547)*Feedback |
| 12/8/2021 | 9 - 11 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3184: Coaching Leaders in Performance Management (Webinar) (21WA-3184)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 11/8/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3622: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-3622)*Communication*Leadership*Character*Behavior |
| 12/14/2021 | 11 - 11:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3156: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-3156)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 11/5/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3571: Treaties and Other International Agreements: Basic Overview (Webinar) (21WA-3571)*What is a Treaty?*Basis of Taxation*Permanent Establishment*Relationship between treaties and domestic law*Model Treaties*Competent Authority Agreements |
| 12/9/2021 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3461: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-3461)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 11/30/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3752: Creating a Culture of Trust (Webinar) (21WA-3752)*Trust*Culture |
| 12/23/2021 | 9 - 10:10 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3148: Financial Statement Fraud (Webinar) (21WA-3148)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 11/5/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3516: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3516)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/6/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3566: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-3566)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics *Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/9/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3467: How to Create an Incredible Employer Brand (Webinar) (21WA-3467)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 12/1/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3520: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-3520)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/6/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3565: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-3565)*Emotional intelligence*Workplace culture*Employee trust |
| 12/9/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3154: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-3154)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 11/5/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3221: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-3221)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 11/10/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3659: Communicating with Generation Z in the Workplace (Webinar) (21WA-3659)*generational communication*generational management*generations*communication*leadership*management |
| 12/16/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3603: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-3603)*leadership*management*meetings*productivity |
| 12/11/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3098: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-3098)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 11/1/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3697: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-3697)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 12/18/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3451: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-3451)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 11/30/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3370: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-3370)*Innovation*Collaboration*Creativity*Disruption |
| 11/20/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3349: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-3349)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 11/19/2021 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3718: Recruit to Win (Webinar) (21WA-3718)*Talent Management*Recruitment |
| 12/20/2021 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3344: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-3344)*Conducting pre-discharge evaluations*Evaluation of off-the-job misconduct*Conducting pre-discharge Interviews*How to accept and process resignations*Conducting discharge meetings*Exit Interviews*Responding to reference checks*Post-discharge internal communications |
| 11/19/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3791: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-3791)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics *Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3327: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-3327)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Use probable scenario planning |
| 11/18/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3026: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-3026)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 10/26/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3812: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-3812)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 12/29/2021 | 9 - 11:20 a.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-3233: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-3233)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 11/10/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-3266: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-3266)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 11/12/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3385: Navigating Difficult Conversations (Webinar) (21WA-3385)*Communication*Relationship Management*Leadership & Navigation |
| 11/22/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3485: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-3485)*Employee Retention*Employee Engagement*Leadership |
| 12/2/2021 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3730: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-3730)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/21/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3642: Tips & Tricks for Working Remotely (Webinar) (21WA-3642)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 12/14/2021 | 11 - 11:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3549: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-3549)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 12/8/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3042: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-3042)*Communication*Leadership*Character*Behavior |
| 10/27/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3586: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-3586)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 12/10/2021 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3817: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-3817)*training*development*employee development*teaching*learning*virtual training |
| 12/29/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3109: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-3109)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 11/2/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3823: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3823)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/30/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3204: A Case Study in Vendor Fraud (Webinar) (21WA-3204)*vendor fraud*invoice auditing*red flags |
| 11/9/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-3483: Exploring the Revised Procurement Standards (Webinar) (21WA-3483)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 12/2/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3716: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-3716)*Leadership*Motivation*Employee Engagement |
| 12/20/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3303: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-3303)*Change management*Leadership |
| 11/16/2021 | 9 - 10:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3476: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-3476)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 12/1/2021 | 1 - 5:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-3166: How To Give Action Oriented Feedback (Webinar) (21WA-3166)*Feedback |
| 11/6/2021 | 9 - 11 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3809: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-3809)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 12/29/2021 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3805: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-3805)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 12/28/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3836: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-3836)*What does "Leaders Eat Last" mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/30/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3302: FASB's New Lease Accounting Standard (Webinar) (21WA-3302)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 11/16/2021 | 2 - 6 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-3810: Developing an Ethical Culture (Webinar) (21WA-3810)*Ethics |
| 12/29/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-3019: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-3019)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 10/25/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3508: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-3508)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 12/3/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3736: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-3736)*training development*employee development*online training education*virtual training |
| 12/22/2021 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3740: Giving Feedback That Delivers Results (Webinar) (21WA-3740)*leadership*communication*performance |
| 12/22/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3653: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-3653)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 12/15/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3763: Relationship Networking (Webinar) (21WA-3763)*Networking*Relationship Management |
| 12/23/2021 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3177: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-3177)*business development*sales*marketing*social media*digital media |
| 11/6/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3220: Conducting Misconduct Investigations (Webinar) (21WA-3220)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 11/10/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3393: Top 10 Audit Findings and What To Do (Webinar) (21WA-3393)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 11/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3054: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-3054)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 10/28/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3771: Communicating with Diverse Styles (Webinar) (21WA-3771)*Communications |
| 12/27/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3053: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-3053)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 10/28/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3533: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-3533)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 12/7/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3253: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-3253)*Leadership |
| 11/11/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3523: Accounting's Perfect Storm Update (Webinar) (21WA-3523)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 12/7/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-3414: The Value of Conflict (Webinar) (21WA-3414)*Conflicts |
| 11/23/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3040: Uniform Guidance Update (Webinar) (21WA-3040)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 10/26/2021 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-3528: Get Rich Without Selling Your Soul (Webinar) (21WA-3528)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/7/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3124: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-3124)*How to get people to like you-What leads to people liking each other-Why people judge you, and how to avoid negative judgments-What goes on when we first meet someone-How to put someone at ease* The Elements of Trust-Why we trust someone, and how you can create trust-What leads to a "special bond"-How to repair "broken trust"-How to establish trust in just a few minutes*Mastering Non-Verbal Communication-Why non-verbal communication is so important-How to connect with someone in a non verbal manner-How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport-The most effective way to instant intimacy-How to handle your fear of rejection-How to feel immediately confident when talking to anyone-How to get almost anyone to really like you through the use of questions |
| 11/3/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3630: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-3630)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 12/14/2021 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3232: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-3232)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 11/10/2021 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3219: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-3219)*Confident Communication |
| 11/10/2021 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3475: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-3475)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 12/1/2021 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3274: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-3274)*Five business books, including,*"Leaders Eat Last", by Simon Sinek*"Zero to One" by Peter Thiel*"American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 11/15/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3430: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-3430)*Communication*Leadership*Character*Behavior |
| 11/29/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3783: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-3783)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 12/27/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3350: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-3350)*How to get people to like you-What leads to people liking each other-Why people judge you, and how to avoid negative judgments-What goes on when we first meet someone-How to put someone at ease* The Elements of Trust-Why we trust someone, and how you can create trust-What leads to a "special bond"-How to repair "broken trust"-How to establish trust in just a few minutes*Mastering Non-Verbal Communication-Why non-verbal communication is so important-How to connect with someone in a non verbal manner-How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport-The most effective way to instant intimacy-How to handle your fear of rejection-How to feel immediately confident when talking to anyone-How to get almost anyone to really like you through the use of questions |
| 11/19/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3443: Relationship Networking (Webinar) (21WA-3443)*Networking*Relationship Management |
| 11/29/2021 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3766: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-3766)*Leadership |
| 12/23/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3409: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-3409)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 11/23/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3584: Polished Public Speaking (Webinar) (21WA-3584)*Communications |
| 12/10/2021 | 1 - 3:05 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3563: Financial Statement Fraud (Webinar) (21WA-3563)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 12/9/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3643: Top 10 Audit Findings and What To Do (Webinar) (21WA-3643)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 12/14/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3684: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-3684)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 12/17/2021 | 1 - 1:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3826: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-3826)*Communication*Leadership*Character*Behavior |
| 12/30/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-3480: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3480)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/2/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3340: Balancing Employee and Employer Rights (Webinar) (21WA-3340)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 11/19/2021 | 11 a.m. - 1:15 p.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-3068: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-3068)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 10/28/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3762: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-3762)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 12/23/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3231: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-3231)*Leadership & Navigation*Consultation*Communication |
| 11/10/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3415: Uniform Guidance Update (Webinar) (21WA-3415)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 11/23/2021 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-3446: The Single Audit from Beginning to End Update (Webinar) (21WA-3446)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 11/29/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3099: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-3099)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 11/1/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3394: Top 10 Business Myths and How to Avoid Them (Webinar) (21WA-3394)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 11/22/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3692: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-3692)*Persuasion*Influence |
| 12/18/2021 | 1 - 3:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3425: Maintaining a Harmonious Working Environment (Webinar) (21WA-3425)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 11/24/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3604: Relationship Networking (Webinar) (21WA-3604)*Networking*Relationship Management |
| 12/11/2021 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3315: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-3315)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 11/17/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3358: Essential Skills for Financial Leaders Conference (Webinar) (21WA-3358)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/20/2021 | 9 a.m. - 1:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3419: Developing an Ethical Culture (Webinar) (21WA-3419)*Ethics |
| 11/24/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-3239: Developing an Ethical Culture (Webinar) (21WA-3239)*Ethics |
| 11/11/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-3185: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-3185)*Conducting pre-discharge evaluations*Evaluation of off-the-job misconduct*Conducting pre-discharge Interviews*How to accept and process resignations*Conducting discharge meetings*Exit Interviews*Responding to reference checks*Post-discharge internal communications |
| 11/8/2021 | 3 - 4:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3504: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-3504)*How to get people to like you-What leads to people liking each other-Why people judge you, and how to avoid negative judgments-What goes on when we first meet someone-How to put someone at ease* The Elements of Trust-Why we trust someone, and how you can create trust-What leads to a "special bond"-How to repair "broken trust"-How to establish trust in just a few minutes*Mastering Non-Verbal Communication-Why non-verbal communication is so important-How to connect with someone in a non verbal manner-How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport-The most effective way to instant intimacy-How to handle your fear of rejection-How to feel immediately confident when talking to anyone-How to get almost anyone to really like you through the use of questions |
| 12/3/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3021: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-3021)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 10/25/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3262: Managing People: Conquering the Soft Side of Your Job (Webinar) (21WA-3262)*Why culture is everything*Lead by example*Inspire your people*Create a collaborative environment*Develop your team's skills*Interviewing tips*Providing effective feedback |
| 11/12/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3158: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-3158)*Proposed Financial Performance Reporting changes to standard financial package |
| 11/5/2021 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3164: Driving Performance with Metrics (Webinar) (21WA-3164)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 11/6/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3311: Depreciating and Expensing Business Assets (Webinar) (21WA-3311)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 11/17/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3269: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-3269)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 11/12/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3198: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-3198)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 11/8/2021 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3418: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3418)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 11/24/2021 | 7 - 10:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3610: Developing an Ethical Culture (Webinar) (21WA-3610)*Ethics |
| 12/13/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-3708: How To Give Action Oriented Feedback (Webinar) (21WA-3708)*Feedback |
| 12/20/2021 | 1 - 3 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3526: Difficult Conversations in the Workplace (Webinar) (21WA-3526)*Communication |
| 12/7/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3323: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-3323)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 11/17/2021 | 1 - 1:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3559: Business Fraud Basics (Webinar) (21WA-3559)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 12/9/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3756: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3756)*Taxes |
| 12/23/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3706: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-3706)*Employee Retention*Employee Engagement*Leadership |
| 12/20/2021 | 10 - 10:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3660: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-3660)*communication*written communication *verbal communication*decision making |
| 12/16/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3279: Exploring the Revised Procurement Standards (Webinar) (21WA-3279)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 11/15/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3572: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-3572)*Emotional Intelligence*Communication*Teamwork |
| 12/9/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3717: Negotiation Know How (Webinar) (21WA-3717)*Negotiation |
| 12/20/2021 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3118: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-3118)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Use probable scenario planning |
| 11/3/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3447: The Yellow Book: From Beginning to End (Webinar) (21WA-3447)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 11/29/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3782: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-3782)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/27/2021 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-3828: Cash Management Essentials (Webinar) (21WA-3828)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/30/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3041: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-3041)*Communication*Leadership*Character*Behavior |
| 10/27/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-3631: Essential Skills for the Next 10 Years (Webinar) (21WA-3631)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/14/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3690: Difficult Conversations in the Workplace (Webinar) (21WA-3690)*Communication |
| 12/18/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3769: Top 10 Business Myths and How to Avoid Them (Webinar) (21WA-3769)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/23/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3083: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-3083)*Culture*Benefits*Communication |
| 10/29/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3546: Driving Performance with Metrics (Webinar) (21WA-3546)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/8/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3556: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-3556)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 12/8/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3465: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-3465)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 12/1/2021 | 8 - 11:55 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3377: How To Give Action Oriented Feedback (Webinar) (21WA-3377)*Feedback |
| 11/22/2021 | 1 - 3 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3452: Driving Performance with Metrics (Webinar) (21WA-3452)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 11/30/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3696: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-3696)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 12/18/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3174: Negotiation Know How (Webinar) (21WA-3174)*Negotiation |
| 11/6/2021 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3628: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-3628)*Conducting pre-discharge evaluations*Evaluation of off-the-job misconduct*Conducting pre-discharge Interviews*How to accept and process resignations*Conducting discharge meetings*Exit Interviews*Responding to reference checks*Post-discharge internal communications |
| 12/14/2021 | 11 a.m. - 12:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3012: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-3012)*Governmental Auditing |
| 10/25/2021 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3624: Balancing Employee and Employer Rights (Webinar) (21WA-3624)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 12/14/2021 | 1 - 3:15 p.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-3378: Integrating and Sharing Data (Webinar) (21WA-3378)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 11/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3028: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-3028)*Conducting pre-discharge evaluations*Evaluation of off-the-job misconduct*Conducting pre-discharge Interviews*How to accept and process resignations*Conducting discharge meetings*Exit Interviews*Responding to reference checks*Post-discharge internal communications |
| 10/26/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3141: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-3141)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 11/4/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3129: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-3129)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 11/3/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3720: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-3720)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 12/20/2021 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-3765: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-3765)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 12/23/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3224: Effective Management Accounting (Webinar) (21WA-3224)*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
| 11/10/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3120: Integrating and Sharing Data (Webinar) (21WA-3120)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 11/3/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3297: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-3297)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 11/16/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3317: Preparing for a CFO Role (Webinar) (21WA-3317)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/17/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3413: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-3413)*Communication*Relationship Management |
| 11/23/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3780: Polished Public Speaking (Webinar) (21WA-3780)*Communications |
| 12/27/2021 | 9 - 11:05 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3700: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-3700)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 12/18/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3486: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3486)*Taxes |
| 12/2/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3837: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-3837)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 12/30/2021 | 9 - 11:20 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3545: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-3545)*Communication*Leadership*Character*Behavior |
| 12/8/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3048: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-3048)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 10/27/2021 | 1 - 3:20 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3187: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-3187)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 11/8/2021 | 8 - 11:55 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3536: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-3536)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 12/7/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3786: Cost of Capital: What it is and How to Use it (Webinar) (21WA-3786)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/28/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3121: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-3121)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 11/3/2021 | 9 - 11:20 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3289: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-3289)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 11/15/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3390: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-3390)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 11/22/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3338: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-3338)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 11/18/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3663: FASB's New Lease Accounting Standard (Webinar) (21WA-3663)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 12/16/2021 | 2 - 6 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-3403: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-3403)*Persuasion*Influence |
| 11/23/2021 | 1 - 3:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3619: Resolving Ethical Conflicts (Webinar) (21WA-3619)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 12/13/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3134: Difficult Conversations in the Workplace (Webinar) (21WA-3134)*Communication |
| 11/4/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3731: Uniform Guidance Update (Webinar) (21WA-3731)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 12/21/2021 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-3199: No Thanks...I Took Another Offer (Webinar) (21WA-3199)*Talent Management*Recruitment |
| 11/8/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3478: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-3478)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 12/1/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3503: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-3503)*Leadership*Motivation*Employee Engagement |
| 12/3/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3620: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-3620)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 12/13/2021 | 8 - 11 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3202: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-3202)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 11/8/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3683: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-3683)*Innovation*Collaboration*Creativity*Disruption |
| 12/17/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3072: Creating a Culture of Trust (Webinar) (21WA-3072)*Trust*Culture |
| 10/29/2021 | 9 - 10:10 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3197: Leading & Inspiring Teams (Webinar) (21WA-3197)*Leadership Recognition*Total Rewards*Employee Engagement |
| 11/8/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3404: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3404)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 11/23/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3342: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-3342)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 11/19/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3601: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-3601)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 12/11/2021 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3277: Data Analysis and Management (Webinar) (21WA-3277)*"Run the numbers" on non-financial data*Expand your toolbox outside of MS Excel*Use your analysis skills to transform your business |
| 11/15/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3355: Business Fraud Basics (Webinar) (21WA-3355)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 11/20/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3066: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-3066)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 10/28/2021 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3735: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-3735)*Governmental Auditing |
| 12/22/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3080: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-3080)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 10/29/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3011: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-3011)*Communication*Leadership*Character*Behavior |
| 10/25/2021 | 11 - 11:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3827: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-3827)*Communication*Leadership*Character*Behavior |
| 12/30/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3434: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-3434)*Presence |
| 11/29/2021 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3554: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-3554)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 12/8/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-3308: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-3308)*Communication*Leadership*Character*Behavior |
| 11/17/2021 | 9 - 9:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3587: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-3587)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 12/10/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3658: Business Intelligence and Analytics: Make Sense of Your Data (Webinar) (21WA-3658)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics |
| 12/16/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3086: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3086)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 11/1/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3761: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-3761)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 12/23/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3722: Business Ethics: Cases from the Real World (Webinar) (21WA-3722)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/21/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3188: Essential Skills for the Next 10 Years (Webinar) (21WA-3188)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/8/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3122: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-3122)*Leadership*Motivation*Employee Engagement |
| 11/3/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3043: Cost of Capital: What it is and How to Use it (Webinar) (21WA-3043)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 10/27/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3444: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-3444)*Culture*Benefits*Communication |
| 11/29/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3652: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-3652)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss--so you can focus on that |
| 12/15/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3611: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-3611)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 12/13/2021 | 1 - 3:20 p.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-3263: Resolving Ethical Conflicts (Webinar) (21WA-3263)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 11/12/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3578: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-3578)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 12/10/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3551: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-3551)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 12/8/2021 | 1 - 3:20 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3453: FASB's New Lease Accounting Standard (Webinar) (21WA-3453)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 11/30/2021 | 10 a.m. - 2 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-3256: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-3256)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 11/12/2021 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3060: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3060)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 10/28/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3698: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-3698)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/18/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3058: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-3058)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics *Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 10/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3581: Navigating Difficult Conversations (Webinar) (21WA-3581)*Communication*Relationship Management*Leadership & Navigation |
| 12/10/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3719: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-3719)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 12/20/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-3463: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-3463)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 11/30/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3577: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-3577)*Leadership & Navigation*Relationship Management*Communication |
| 12/10/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3842: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-3842)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Use probable scenario planning |
| 12/31/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3417: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-3417)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 11/24/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3175: Organizational Effectiveness and Communication (Webinar) (21WA-3175)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 11/6/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3182: Cash Management Essentials (Webinar) (21WA-3182)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 11/8/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3145: Business Fraud Basics (Webinar) (21WA-3145)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 11/5/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3435: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-3435)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Use probable scenario planning |
| 11/29/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3386: Negotiation Know How (Webinar) (21WA-3386)*Negotiation |
| 11/22/2021 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3056: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3056)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 10/28/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3588: Top 10 Business Myths and How to Avoid Them (Webinar) (21WA-3588)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/10/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3015: How To Give Action Oriented Feedback (Webinar) (21WA-3015)*Feedback |
| 10/25/2021 | 1 - 3 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3373: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-3373)*Leadership & Navigation*Relationship Management*Communication |
| 11/22/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3534: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-3534)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 12/7/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3448: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-3448)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 11/29/2021 | 9 - 11:05 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3501: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-3501)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Use probable scenario planning |
| 12/3/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3495: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-3495)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 12/2/2021 | 9:30 a.m. - 5:20 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3678: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-3678)*Emotional intelligence*Workplace culture*Employee trust |
| 12/17/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3576: Communicating with Diverse Styles (Webinar) (21WA-3576)*Communications |
| 12/10/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3236: Creating a Culture of Trust (Webinar) (21WA-3236)*Trust*Culture |
| 11/11/2021 | 11 a.m. - 12:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3676: Financial Statement Fraud (Webinar) (21WA-3676)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 12/17/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3667: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-3667)*training*development*employee development*teaching*learning*virtual training |
| 12/16/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3641: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-3641)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 12/14/2021 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-3770: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-3770)*Communication*Leadership*Character*Behavior |
| 12/27/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3082: Relationship Networking (Webinar) (21WA-3082)*Networking*Relationship Management |
| 10/29/2021 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3840: Business Ethics: Cases from the Real World (Webinar) (21WA-3840)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/31/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3179: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-3179)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 11/6/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3594: Creating a Culture of Trust (Webinar) (21WA-3594)*Trust*Culture |
| 12/11/2021 | 3 - 4:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3707: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-3707)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Use probable scenario planning |
| 12/20/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3824: Balancing Employee and Employer Rights (Webinar) (21WA-3824)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 12/30/2021 | 3 - 5:15 p.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-3196: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-3196)*What does "Leaders Eat Last" mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 11/8/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3228: Navigating Difficult Conversations (Webinar) (21WA-3228)*Communication*Relationship Management*Leadership & Navigation |
| 11/10/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3301: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-3301)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 11/16/2021 | 9 - 10:20 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3142: The Value of Conflict (Webinar) (21WA-3142)*Conflicts |
| 11/4/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3237: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-3237)*training development*employee development*online training education*virtual training |
| 11/11/2021 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3645: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-3645)*Employee Retention*Employee Engagement*Leadership |
| 12/15/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3744: Organizational Effectiveness and Communication (Webinar) (21WA-3744)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 12/22/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3101: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-3101)*Communication*Leadership*Character*Behavior |
| 11/2/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3029: Driving Performance with Metrics (Webinar) (21WA-3029)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 10/26/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3135: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-3135)*Change management*Leadership |
| 11/4/2021 | 3 - 4:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3411: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-3411)*leadership*management*meetings*productivity |
| 11/23/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3514: Exploring the Revised Procurement Standards (Webinar) (21WA-3514)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 12/6/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3743: Navigating Difficult Conversations (Webinar) (21WA-3743)*Communication*Relationship Management*Leadership & Navigation |
| 12/22/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3049: Treaties and Other International Agreements: Basic Overview (Webinar) (21WA-3049)*What is a Treaty?*Basis of Taxation*Permanent Establishment*Relationship between treaties and domestic law*Model Treaties*Competent Authority Agreements |
| 10/27/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3585: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-3585)*Leadership & Navigation*Consultation*Communication |
| 12/10/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3157: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-3157)*Innovation*Collaboration*Creativity*Disruption |
| 11/5/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3144: Accounting's Perfect Storm Update (Webinar) (21WA-3144)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 11/5/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-3208: Driving Performance with Metrics (Webinar) (21WA-3208)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 11/9/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3020: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-3020)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 10/25/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3737: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-3737)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 12/22/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3474: Leading & Inspiring Teams (Webinar) (21WA-3474)*Leadership Recognition*Total Rewards*Employee Engagement |
| 12/1/2021 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3130: Anti-Bullying and Sensitivity (Webinar) (21WA-3130)*Communication |
| 11/4/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3004: Maintaining a Harmonious Working Environment (Webinar) (21WA-3004)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 10/23/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3806: The Single Audit from Beginning to End Update (Webinar) (21WA-3806)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/28/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3691: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-3691)*Change management*Leadership |
| 12/18/2021 | 1 - 2:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-3356: Communicating with Diverse Styles (Webinar) (21WA-3356)*Communications |
| 11/20/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21SR-0022: Staff Training: Semi-Senior (Virtual) (21SR-0022)*Satisfying client and firm needs -- how to enhance communication with clients and partners
*Analytical procedures -- how they're used in audit and review services and how to use them as part of a client service-oriented approach
*How to correctly apply SSARS and SAS requirements through case studies covering ratio analysis and analytical procedures
*Case study practice conducting small audits -- financial accounting process, transaction cycles and the nature of GAAP; understanding the client and its environment; assessing control risk, inherent risk and fraud risk; linking assessed risks to evidence; designing the most efficient audit approach; and making management suggestions on small jobs
*Performing review service engagements -- SSARS requirements and common problems in applying them to reviews and compilations
*Compilation and review case study involving analytical procedures, working papers, common GAAP problems and review service engagement forms and checklists
*Differences in the nature and extent of procedures necessary for completing reviews and compilations
*Case study practice drafting financial statements and footnotes -- reviewing and recommending changes in the format, terminology and account groupings for a set of financial statements; firm policies and professional judgment; organizing and outlining footnote contents using a reporting checklist; evaluating an independent accountant's review report; engagement reporting exercise
*Corporate tax case study -- identifying and resolving various tax issues for a small business, issues involving unethical tax return preparation, methods of depreciating assets and determining the appropriate form of business organization |
| 11/16/2021 | 8 a.m. - 4:30 p.m. | Online | 24 CPE (20.4 tech, 3.6 non-tech) | |
| 21SR-0020: Management and Leadership Essentials (Virtual) (21SR-0020)*Expectations of the manager -- definitions of success and characteristics of good leaders
*Managing yourself and priorities -- options for resolving an overwhelmed state and the Covey Activity Matrix
*Improving communication skills -- two-way communication, listening skills and dealing with conflict
*Motivating others -- motivation vs. manipulation, primary motivators and employee engagement and retention
*Supervising, evaluating and coaching others -- tips for improving delegation skills, performance evaluations and coaching opportunities
*Business development insights -- reframing the traditional definition of “selling,” promoting your organization and selling new products or services to existing customers or clients |
| 10/29/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21SR-0023: Staff Training: Semi-Senior (Virtual) (21SR-0023)*Satisfying client and firm needs -- how to enhance communication with clients and partners
*Analytical procedures -- how they're used in audit and review services and how to use them as part of a client service-oriented approach
*How to correctly apply SSARS and SAS requirements through case studies covering ratio analysis and analytical procedures
*Case study practice conducting small audits -- financial accounting process, transaction cycles and the nature of GAAP; understanding the client and its environment; assessing control risk, inherent risk and fraud risk; linking assessed risks to evidence; designing the most efficient audit approach; and making management suggestions on small jobs
*Performing review service engagements -- SSARS requirements and common problems in applying them to reviews and compilations
*Compilation and review case study involving analytical procedures, working papers, common GAAP problems and review service engagement forms and checklists
*Differences in the nature and extent of procedures necessary for completing reviews and compilations
*Case study practice drafting financial statements and footnotes -- reviewing and recommending changes in the format, terminology and account groupings for a set of financial statements; firm policies and professional judgment; organizing and outlining footnote contents using a reporting checklist; evaluating an independent accountant's review report; engagement reporting exercise
*Corporate tax case study -- identifying and resolving various tax issues for a small business, issues involving unethical tax return preparation, methods of depreciating assets and determining the appropriate form of business organization |
| 11/18/2021 | 8 a.m. - 4:30 p.m. | Online | 24 CPE (20.4 tech, 3.6 non-tech) | |
| 21SR-0024: Staff Training: Basic (Virtual) (21SR-0024)*Role of new staff -- total service approach to growth and ways new staff can contribute to the success of their clients and their firm
*Audit objectives -- major steps in the audit process, analytical procedures, tests of controls, tests of transactions and test of balances
*Practice critiquing a set of cash working papers -- common deficiencies in staff working papers (and methods to overcome them), proper audit schedules and using engagement management software
*Analytical procedures -- case study practice identifying and following up on accounts that have a high risk of material misstatement
*Compilation and review services -- different levels of assurance and responsibility associated with financial statement preparation engagements, compilations, reviews and audits
*Procedures performed on compilations and reviews
*Case study using an unadjusted trial balance from the books of a closely held corporation -- identifying accounts needing adjustments, preparing adjusting entries and preparing financial statements in accordance with GAAP
*Tax recognition and research -- scenarios common to small- and medium-sized clients that have tax implications, and hands-on practice identifying those situations and performing basic tax research
*Auditing and reviewing selected accounts -- identifying objectives applicable to a given account; designing and implementing procedures to provide sufficient evidence to meet the objectives; small group case analysis with auditing receivables, payables and inventories |
| 1/5/2022 | 8 a.m. - 4:30 p.m. | Online | 24 CPE (21.6 tech, 2.4 non-tech) | |
| 21SR-0026: Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Virtual) (21SR-0026)*Updates and changes affecting 401(k) plans
*Compliance issues associated with eligibility, enrollments, remittances, lack of oversight, compensation, vesting and more
*Best practices for engagement planning, internal controls, risk assessment and detailed testing
*How to avoid common mistakes
*How to handle issues such as payroll and compensation, participant loans, hardship distributions, investments and more
*Plan mergers and acquisitions
*Common audit reporting and disclosure issues
*The new audit standard for employee benefit plans |
| 12/2/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21SR-0032: Tax Advisers Update: Business and Entity Taxation Developments (Virtual) (21SR-0032)*Final small business taxpayer regulations
*Examples of partnership tax basis capital account calculations
*Business tax provisions from the Consolidated Appropriations Act (CAA), American Rescue Plan Act (ARPA) and other legislation
*Recent guidance for the qualified business income (QBI) deduction
*Real-world planning tips and examples from a practitioner's viewpoint
*New and extended business tax credits
|
| 11/18/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21SR-0033: Tax Advisers Update: Individual and Other Developments (Virtual) (21SR-0033)*Individual tax provisions from the Consolidated Appropriations Act (CAA), American Rescue Plan Act (ARPA) and other legislation
*Real-world planning tips and examples from a practitioner's viewpoint
*Planning strategies for higher future tax rates
*Final Section 1031 regulations
*Recent court cases involving charitable contributions
*Developments related to Schedule A and other individual deductions
|
| 11/19/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21SR-0031: Surgent's Federal Tax Update (Virtual) (21SR-0031)*Coronavirus Aid, Relief and Economic Security (CARES) Act and Families First Coronavirus Response Act (FFCRA)
*American Rescue Plan Act (ARPA) and Consolidated Appropriations Act (CAA) of 2021 -- provisions related to expanded child and family credits, Restaurant Revitalization Fund (RRF) grants, employee retention tax credits (ERTC), FFCRA credits and year-end tax extenders
*Paycheck Protection Program (PPP) forgiveness and Economic Injury Disaster Loans (EIDL)
*CARES Act changes to Section 163(j), Section 461(I) and net operating loss (NOL) rules
*Economic impact payments and the recovery rebate credit
*Donor advised funds
*State tax implications, including how COVID-19 remote work impacts employers and employees
*Biden administration tax proposals, including The Made in America Tax Plan and The American Families Plan
*Employee vs. independent contractor conundrum
*Cryptocurrency tax considerations
*Loss limitation rules
*Practice aids, including all the numbers applicable for the current year
*Advanced practice and reporting issues
*The latest issues related to any other late-breaking tax law changes
|
| 10/27/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21SR-0037: Tax Advisers Update (In-person) (21SR-0037)*Final small business taxpayer regulations
*Examples of partnership tax basis capital account calculations
*Tax provisions from the Consolidated Appropriations Act (CAA) and other pandemic-related legislation
*Real-world planning tips and examples from a practitioner's viewpoint
*New and extended tax credits
*Final 1031 regulations
*Developments related to Schedule A and other individual deductions
*Most recent guidance for the qualified business income (QBI) deduction
|
| 1/7/2022 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 21SR-0034: Surgent's Federal Tax Update (In-person) (21SR-0034)*Coronavirus Aid, Relief and Economic Security (CARES) Act and Families First Coronavirus Response Act (FFCRA)
*American Rescue Plan Act (ARPA) and Consolidated Appropriations Act (CAA) of 2021 -- provisions related to expanded child and family credits, Restaurant Revitalization Fund (RRF) grants, employee retention tax credits (ERTC), FFCRA credits and year-end tax extenders
*Paycheck Protection Program (PPP) forgiveness and Economic Injury Disaster Loans (EIDL)
*CARES Act changes to Section 163(j), Section 461(I) and net operating loss (NOL) rules
*Economic impact payments and the recovery rebate credit
*Donor advised funds
*State tax implications, including how COVID-19 remote work impacts employers and employees
*Biden administration tax proposals, including The Made in America Tax Plan and The American Families Plan
*Employee vs. independent contractor conundrum
*Cryptocurrency tax considerations
*Loss limitation rules
*Practice aids, including all the numbers applicable for the current year
*Advanced practice and reporting issues
*The latest issues related to any other late-breaking tax law changes
|
| 11/30/2021 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 21CF-TAXX: MNCPA Tax Conference (TAX21) (Virtual Only) (21CF-TAXX) |
| 11/8/2021 | 8 a.m. - 5 p.m. | Online | 24 CPE (see agenda) | 4 Ethics |
| 21WI-0549: SOC 2 Report Walkthrough (Webinar) (21WI-0549)* Sections within a SOC 2® report* CUEC considerations * Inclusive versus carve-out methods of reporting on controls at subservice organizations *Report opinion types *SOC 3® reporting * Bridge letters |
| 11/15/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0572: Estate & Trust Primer (Webinar) (21WI-0572)* How trusts and estates are taxed under the internal revenue code *What is a trust, a simple trust and a complex trust *How the income of a trust or estate is defined for tax purposes *What the ordinary deductions are and what credits are allowed *How the deduction for distributions to beneficiaries are determined *How trust and estate beneficiaries are taxed *What a "grantor trust" is and how it is taxed *How Form 1041 is prepared |
| 11/19/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0558: Conducting a Remote Audit (Webinar) (21WI-0558)* SAS 142, Audit Evidence, and how it applies to remote audits * Performing audit steps remotely * Risk assessment when performing a remote audit * Navigating difficult conversations with clients when remote auditing |
| 11/17/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0627: Blockchain for Global Supply Chain (Webinar) (21WI-0627)* Blockchain overview * Ethical sourcing * The relationship between public and private blockchain networks and physical supply chain automation, digital goods, and vendor management * The role of smart contracts in supply chain blockchain networks * Determining appropriateness of blockchain as a solution * Regulatory issues, such as HIPAA and GDPR, that affect blockchain implementations |
| 12/8/2021 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0589: Statement of Cash Flows: Preparation, Presentation and Use (Webinar) (21WI-0589)*Presentation requirements and issues *Operating section options and reporting issues *Cash equivalents examples and issues *Future developments and proposed changes |
| 11/22/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0606: Cost Identification and Management (Webinar) (21WI-0606)N/A |
| 12/3/2021 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0579: Summary of Recent Accounting Standards Updates (Webinar) (21WI-0579)N/A |
| 11/19/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0656: Finance Transformation: Transform Skills - Day 2 (Webinar) (21WI-0656)*Future of Finance *Key skills and competencies required in the future *Why competencies are changing and their relevance *CFOs and the changing landscape in which they operate *Technical, business, people, leadership, and digital skills |
| 12/16/2021 | 8 a.m. - 2 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| New 21WI-0793: Summary of Recent Accounting Standards Updates (Webinar) (21WI-0793)N/A |
| 2/18/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0762: The Journey to Becoming a Cherished Advisor: Designing the Future Firm - Next Generation Hiring, Staffing and Succession Planning (Webinar) (21WI-0762)* Technology and disruption * The new way of automation of data * Learning soft skills to become a Cherished Advisor * Generational differences * Creating a generational-friendly culture * Move away from time and to value and effort instead * Selecting your technology * Creating opportunity * New service offerings * New staffing model * Hiring and retaining talent * Creating a culture that sticks |
| 1/26/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0703: IRS Disputes (Webinar) (21WI-0703)* The assessment process * Audit selection, examination, and the appeals process * Installment agreements * Offers in compromise * Advising delinquent taxpayers * The IRS collection process for tax liens, levy, seizure, and sale * Bankruptcy and the effect on tax liabilities * Practice before the IRS * Business taxation * Tax liens levy seizure * Fund recovery penalty |
| 1/7/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0488: COSO's Internal Control Framework Essentials (Webinar) (21WI-0488)N/A |
| 10/25/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0789: MBAexpress: Latest in Leadership - V 2.0 (Webinar) (21WI-0789)* Leadership attributes * Leadership styles * Improvisation * Listening to understand vs. listening to respond |
| 2/16/2022 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0574: Finance Transformation: Ignite Change (Part 1) (Webinar) (21WI-0574)* Finance value chain * Key roles and objectives within the Finance value chain. * The capabilities that will be delivered by the Finance function of the future. * The role of business partnering . * Current and future technologies that will enable the Finance function to deliver against its mandate. |
| 11/19/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0665: The Path to Creating Work-Life Harmony (Webinar) (21WI-0665)* Rekindle your inner talents and creativity * Create better time management to reduce working overtime * Learn to be more present and productive * Discover how brain health and scientific research improves your executive skills at work * Techniques to be mindful as a leader and a team member * Identify your personal purpose to align your career and life |
| 12/17/2021 | 12 - 12:45 p.m. | Online | .8 CPE (0 tech, 0.8 non-tech) | |
| 21WI-0551: Individual Tax Fundamentals (Webinar) (21WI-0551)* Filing requirements and personal exemptions * Gross income inclusions, exclusions, and adjustments * Travel and entertainment *Standard and itemized deductions *Tax and tax credits * 0.9% Medicare Payroll Tax * 3.8% Net Investment Income Tax * Income exclusions * Hot tax planning strategies for individuals and small businesses * Roth IRA, IRA and retirement plan options |
| 11/16/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0655: NFP Financial Reporting Update (Webinar) (21WI-0655)N/A |
| 12/15/2021 | 3 - 5:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WI-0489: Documenting Internal Control (Webinar) (21WI-0489)N/A |
| 10/25/2021 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0718: Individual Income and Tax Compliance Annual Update (Webinar) (21WI-0718)* IRS administrative issues, compliance and new forms * Return preparation applications * Strategies for tax savings * New tax return disclosures |
| 1/12/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0585: Revenue Recognition: Determining and Allocating the Transaction Price (Webinar) (21WI-0585)*Steps 3 and 4 in the process for revenue recognition, determining the transaction price and allocating the transaction price to performance obligations in the contract |
| 11/22/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0502: Applying the Uniform Guidance in Your Single Audits (Webinar) (21WI-0502)* Introduction to single audits * Preparation of the schedule of expenditures of federal awards and determining major programs * Understanding, assessing, and testing internal control * Testing compliance with federal statutes and regulations and applicable compliance requirements * Auditor reporting in a Uniform Guidance compliance audit * Program-specific audits * Administrative requirements and cost principles in a single audit * Update on Government Auditing Standards, 2018 Revision |
| 10/29/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0760: Annual Tax Update: Compensation and Benefits and Employment Taxes (Webinar) (21WI-0760)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/26/2022 | 3:30 - 5:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0626: The Bottom Line on the New Lease Accounting Requirements (Webinar) (21WI-0626)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables |
| 12/7/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0779: Look Lead Love Learn (Webinar) (21WI-0779)* Becoming future-ready * Anticipation * Innovation * Driving change * Great leadership * Collaboration * Taking chances * Competitive advantage * Employee engagement * Hiring for culture versus performance * Relationships matter most * Being relevant * The power of generosity *The shift-change * Keeping up * Social media as an information filter * Lifelong learning and the workforce * The adaptive mind-set * Networks and resources |
| 2/9/2022 | 12 - 1:15 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WI-0501: Data Analytics for Finance Managers (Day 2) (Webinar) (21WI-0501)*What is Analytics *Finance as a Trusted Advisor *Foundations for Analytics *Executive Management's Finance Focus -- Performance Management *Telling an Analytics Story *Performance Driver Framework *Risk Analytics |
| 10/28/2021 | 10 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| 21WI-0763: Tax Planning for Small Businesses (Webinar) (21WI-0763)* Starting a business--the tax life of a business * Selecting a business entity type * The Tax Cuts and Jobs Act * Section 199A and the Qualified Business Income deduction * Accounting Methods * Compensation of owners--hiring family members * Reasonable Compensation * Depreciation, Section 179, and bonus depreciation * Transactions with owners * Buy-Sell and Noncompete agreements * Exiting the business--special exit techniques |
| 1/28/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0661: Estate & Trust Primer (Webinar) (21WI-0661)* How trusts and estates are taxed under the internal revenue code *What is a trust, a simple trust and a complex trust *How the income of a trust or estate is defined for tax purposes *What the ordinary deductions are and what credits are allowed *How the deduction for distributions to beneficiaries are determined *How trust and estate beneficiaries are taxed *What a "grantor trust" is and how it is taxed *How Form 1041 is prepared |
| 12/17/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0732: MBAexpress: Listening for Leaders - V 2.0 (Webinar) (21WI-0732)* Types of listening * Levels of listening * Listening to respond * Introverts and Extroverts * Listening bias * Body language |
| 1/18/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0530: Tax Planning for Small Businesses (Webinar) (21WI-0530)* Starting a business--the tax life of a business * Selecting a business entity type * The Tax Cuts and Jobs Act * Section 199A and the Qualified Business Income deduction * Accounting Methods * Compensation of owners--hiring family members * Reasonable Compensation * Depreciation, Section 179, and bonus depreciation * Transactions with owners * Buy-Sell and Noncompete agreements * Exiting the business--special exit techniques |
| 11/8/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0700: Capitalized Costs and Depreciation (Webinar) (21WI-0700)*Tax basis of property acquisitions *Initial basis of property acquired in an exchange transaction *Materials, supplies, repairs, and improvements * Accounting method changes *Depreciation: MACRS, Section 179, bonus *Intangible assets and amortization * Organization and start-up costs |
| 1/7/2022 | 9 a.m. - 3 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New 21WI-0782: Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (Webinar) (21WI-0782)N/A |
| 2/15/2022 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0616: Reviewing Individual Tax Returns (Webinar) (21WI-0616)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 12/6/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0512: Risk Management Techniques and Tools (Webinar) (21WI-0512)N/A |
| 11/3/2021 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0529: Risk, Cost, and Cash Management for Controllers and Financial Managers (Webinar) (21WI-0529)* Techniques and ideas to establish and maintain an effective organization * Examples of successful and failed companies as a source of learning * Identification of broad measures that provide insights into the direction of the economy * Practical ideas to improve forecasting * Framework and methods to uncover and manage risk |
| 11/8/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0723: Reviewing Individual Tax Returns (Webinar) (21WI-0723)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 1/14/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0508: How to Build a Base of Personal Credibility and Trust (Webinar) (21WI-0508)* Why expertise is not enough to build a base of credibility * How communication, particularly active listening, impacts credibility * The link between credibility and Emotional Intelligence * The importance of character and courage * Three most common barriers to building credibility * Credibility and recognition as a Subject Matter Expert (SME) |
| 11/3/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0769: Linking Risk Management to Strategy (Webinar) (21WI-0769)N/A |
| 2/3/2022 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WI-0781: Competencies and Skills Required by Virtual CFOs (Webinar) (21WI-0781)N/A |
| 2/11/2022 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0693: Working Paper Documentation (Webinar) (21WI-0693)*Source of data for tax adjustments from books *Authority documentation *Case studies -- good and bad workpapers |
| 12/28/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0494: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0494)N/A |
| 10/26/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0706: Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (21WI-0706)Common errors made involving the following tax forms: * Form 1120S * Schedule K-1 * Schedule L * Schedules M-1 and M-2 * Form 4562 * Form 4797 * And More! |
| 1/7/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0560: Intermediate Individual Taxation (Webinar) (21WI-0560)* Fringe benefits * Retirement plan distributions * Hobby losses * Home Offices * Depreciation and amortization * Tax Credits |
| 11/17/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0614: Leases: Mastering the New FASB Requirements (Webinar) (21WI-0614)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 12/6/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0537: Advanced Financial Skills (Webinar) (21WI-0537)* Skills for the 21st century finance department * Strategic planning using the Backcasting method * The Balanced Scorecard Method for aligning goals and objectives to strategy * Risk identification, assessment, and mitigation * How to use social styles to build stronger relationships * Methods for effectively implementing change and minimizing the human pushback * Preparing a financial analysis that is insightful to the users, driving improvements to the organization * Hiring, managing, and retaining high-achieving employees |
| 11/11/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0688: Tax Planning for Small Businesses (Webinar) (21WI-0688)* Starting a business--the tax life of a business * Selecting a business entity type * The Tax Cuts and Jobs Act * Section 199A and the Qualified Business Income deduction * Accounting Methods * Compensation of owners--hiring family members * Reasonable Compensation * Depreciation, Section 179, and bonus depreciation * Transactions with owners * Buy-Sell and Noncompete agreements * Exiting the business--special exit techniques |
| 12/27/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0682: You Have a SOC 1 Report -- Now What? (Webinar) (21WI-0682)* Common deficiencies in the use of SOC 1® reports in financial statement audits * The importance of a SOC 1® report in a financial statement audit * Sections of a SOC 1® report, roles and responsibilities for each, and key information within each section * Implications of complementary subservice organization controls and user entity controls for the financial statement audit |
| 12/22/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0580: Auditing Financial Statements of ERISA Plans (Webinar) (21WI-0580)* Auditing the statement of net assets available for benefits * Types and classification of common plan investments * Plan investment audit objectives and audit procedures based upon type of audit and risk assessment * Auditing the statement of changes in net assets available for benefits * Audit procedures required for investment income, investment expenses, contributions, and benefit payments or withdrawals * Presentation and disclosure requirements in accordance with GAAP * Implementation of SAS Nos. 134--140 |
| 11/22/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0778: The Bottom Line on the New Lease Accounting Requirements (Webinar) (21WI-0778)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables |
| 2/8/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0790: MBAexpress: The Art of Effective Writing - V 2.0 (Webinar) (21WI-0790)* Formatting words for readability * Making your point * Active versus passive writing * Choosing words for understandability * Using emoticons and punctuation * Bad writing examples |
| 2/16/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0621: Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (Webinar) (21WI-0621)N/A |
| 12/7/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0800: Impact of GASB Activities on State and Local Government (Webinar) (21WI-0800)N/A |
| 2/22/2022 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0540: Advanced Management Skills (Webinar) (21WI-0540)N/A |
| 11/12/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0717: Advanced Tax Planning S Corporations (Webinar) (21WI-0717)* S Corporation current developments: tax planning impact *Compensation planning *Basis in S Corporation stock *Distributions *Use of qualified subchapter S subsidiaries *Liquidations, reorganizations, and redemptions *Estate planning and use of trusts |
| 1/12/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0704: Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (21WI-0704)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 1/7/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0716: Technology Tools for Controllers (Webinar) (21WI-0716)N/A |
| 1/11/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0651: Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (Webinar) (21WI-0651)N/A |
| 12/15/2021 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0698: Data Analytics for Finance Managers (Day 2) (Webinar) (21WI-0698)*What is Analytics *Finance as a Trusted Advisor *Foundations for Analytics *Executive Management's Finance Focus -- Performance Management *Telling an Analytics Story *Performance Driver Framework *Risk Analytics |
| 1/6/2022 | 9 a.m. - 3 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New 21WI-0493: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0493)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 10/26/2021 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WI-0633: Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing (Webinar) (21WI-0633)* Instantly improving your writing and presenting using a simple checklist * Laying a solid foundation under your presentation by harnessing The Four Pillars of Confidence * Clearing the (slide) deck to make your presentation more engaging * Using your "non-verbal" tools to present powerfully * Knowing what to say when they say "no" |
| 12/8/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0510: Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (21WI-0510)*The advantages of PivotTable for Data Analysis *Step-by-Step PivotTable creation *Creating PivotCharts |
| 11/3/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0505: Effective Business Communications (Webinar) (21WI-0505)*Communication and work teams *Communication for leaders *Difficult communication *The power of professional language in business writing |
| 11/2/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0534: Technology Tools for Controllers (Webinar) (21WI-0534)N/A |
| 11/9/2021 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0669: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0669)N/A |
| 12/20/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0588: Special Considerations under Revenue Recognition (Webinar) (21WI-0588)N/A |
| 11/22/2021 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0556: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0556)N/A |
| 11/17/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0783: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (21WI-0783)*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, IT |
| 2/15/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0617: Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (21WI-0617)N/A |
| 12/6/2021 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0799: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0799)N/A |
| 2/22/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0726: Fair Value Accounting (Webinar) (21WI-0726)N/A |
| 1/17/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0795: Revenue Recognition: Determining and Allocating the Transaction Price (Webinar) (21WI-0795)*Steps 3 and 4 in the process for revenue recognition, determining the transaction price and allocating the transaction price to performance obligations in the contract |
| 2/21/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0804: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0804)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 2/23/2022 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0715: S Corporations: Key Issues, Compliance and Tax Strategies (Webinar) (21WI-0715)* S Corporation qualifications * Election of S Corporation status * Termination or revocation of S Corporation status * Pass-through of income and loss items to the shareholder * Distributions to S Corporation shareholders * Reporting and filing requirements * Choice of year-end * Shareholder basis |
| 1/11/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0586: Revenue Recognition: Presentation and Disclosure (Webinar) (21WI-0586)N/A |
| 11/22/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0531: Working Together: Four Personality Styles in the Workplace (Webinar) (21WI-0531)* Define all four personality styles * Describe strengths and weaknesses * Identify motivating and de-motivating factors * Determine effective communication techniques appropriate for each style * Practice methods for interacting with differing personality styles |
| 11/8/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0705: Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (21WI-0705)Common errors made involving the following tax forms: * Form 1065 * Schedules K and K-1 * Schedules M-1 and M-2 * Form 4562 * Form 4797 * And More! |
| 1/7/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0535: Form 990: Mastering Its Unique Characteristics (Webinar) (21WI-0535)*Primacy of the Form 990 as a "one size fits all" reporting mechanism *Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time *Addressing presence of "related organizations" *Identification of managers and measurements of their compensation *990 versus books-and-records financial statement detail *Disclosures of governance inputs and Boards' employ of policies |
| 11/10/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0619: Tax Returns for Married Couples: Special Considerations (Webinar) (21WI-0619)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 12/6/2021 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0749: Leases: Mastering the New FASB Requirements (Webinar) (21WI-0749)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 1/20/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0612: Excel for Accounting Professionals Session 1: Tables and Named References (Webinar) (21WI-0612)N/A |
| 12/6/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0542: Choice and Formation of Entity (Webinar) (21WI-0542)* Types of entities * Formation and elections * Start-up and organization costs * Advantages and disadvantages comparison |
| 11/12/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0557: Are You Running Your Business or is Your Business Running You? (Webinar) (21WI-0557)* Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there. * People: How to get the right people in the right seats ... because we can't achieve our vision unless we have great people elping us achieve it. * Data: How to get laser-focused on the numbers ... because the numbers never lie. They will give us an absolute pulse on what's happening in our organization at any given time. * Issues: How to solve our problems. Great organizations simply have gotten great at solving the obstacles that stand in their way of achieving their vision. * Processes: How to document the processes that drive our business forward. When everyone on our team is following the same processes, work becomes more efficient, more effective, more fun, and more profitable. |
| 11/17/2021 | 9 - 10:15 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| New 21WI-0729: Conducting a Remote Audit (Webinar) (21WI-0729)* SAS 142, Audit Evidence, and how it applies to remote audits * Performing audit steps remotely * Risk assessment when performing a remote audit * Navigating difficult conversations with clients when remote auditing |
| 1/18/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0683: Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (21WI-0683)Common errors made involving the following tax forms: * Form 1065 * Schedules K and K-1 * Schedules M-1 and M-2 * Form 4562 * Form 4797 * And More! |
| 12/23/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0613: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (21WI-0613)*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, IT |
| 12/6/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0649: Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation (Webinar) (21WI-0649)N/A |
| 12/14/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0728: Summary of Recent Accounting Standards Updates (Webinar) (21WI-0728)N/A |
| 1/17/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0597: Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (21WI-0597)*Data modeling in Power Pivot *Using basic DAX to create calculations *What are and when to use calculated columns and measures *Using the data model in Power Pivot to create PivotTables *Hierarchies in Power Pivot |
| 12/1/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0720: Annual Update: Pass-through Entities, C-corps and Depreciation (Webinar) (21WI-0720)N/A |
| 1/14/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0514: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (21WI-0514)*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, IT |
| 11/4/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0801: Scratch Your Niche (Webinar) (21WI-0801)* Becoming indispensable * Circles of gifts * Broadcasting tools * Being a listening agent * Networking * Social filters * Everyone is an expert * Personal branding |
| 2/22/2022 | 10 - 11:15 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 21WI-0644: Linking Risk Management to Strategy (Webinar) (21WI-0644)N/A |
| 12/10/2021 | 1 - 2:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WI-0674: Yellowbook and Single Audit Update (Webinar) (21WI-0674)N/A |
| 12/20/2021 | 11 a.m. - 1:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WI-0659: Business Resilience: Protecting the Finance Function (Webinar) (21WI-0659)* Technological threats and opportunities * Managing supply chains * Managing remote workers * Strategies to increase revenue * Minimizing risk through horizon scanning and scenario planning * New approach to working capital management |
| 12/17/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0708: Leading in Exponential Times (Webinar) (21WI-0708)* How to thrive in this period of exponential change; * Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic; * Learn about the skills you will need to thrive in a world of exponentials; * Create a winning culture that can thrive in an era of increasing change; * Become a proactive future-focused organization and drive transformation and avoid disruption. |
| 1/10/2022 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0623: Lessee and Lessor Accounting (Webinar) (21WI-0623)* Lessee and lessor accounting models * Lease and nonlease components * Lease classifications * Initial and subsequent measurement of leases |
| 12/7/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0526: Controller's Update: Today's Latest Trends (Webinar) (21WI-0526)* Economic and Human Resource trends * Driving employee engagement and the employee value proposition * Best practices to manage working capital * Leading-edge financial management tools and techniques * New issues in treasury management and controllership * Big Data * Predictive analytics * Current trends in information systems and technology * Current trends in leading and developing staff to increase productivity and profitability |
| 11/8/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0577: IRS Disputes (Webinar) (21WI-0577)* The assessment process * Audit selection, examination, and the appeals process * Installment agreements * Offers in compromise * Advising delinquent taxpayers * The IRS collection process for tax liens, levy, seizure, and sale * Bankruptcy and the effect on tax liabilities * Practice before the IRS * Business taxation * Tax liens levy seizure * Fund recovery penalty |
| 11/19/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0747: Annual Update for Accountants and Auditors: Preparation, Compilation and Review Engagement Update (Webinar) (21WI-0747)N/A |
| 1/20/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0786: NFP Financial Reporting Update (Webinar) (21WI-0786)N/A |
| 2/15/2022 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WI-0797: Special Considerations under Revenue Recognition (Webinar) (21WI-0797)N/A |
| 2/21/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0524: Working Paper Documentation (Webinar) (21WI-0524)*Source of data for tax adjustments from books *Authority documentation *Case studies -- good and bad workpapers |
| 11/5/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0603: Change the Way You Work: Success as a Virtual CFO (Webinar) (21WI-0603)* Virtual CFO role overview * Potential service models * Virtual CFO readiness * Outsourced bookkeeping vs. virtual CFO roles * Ethical considerations * Technology platforms |
| 12/3/2021 | 8 a.m. - 12:30 p.m. | Online | 4.5 CPE (0 tech, 4.5 non-tech) | |
| New 21WI-0746: Annual Update for Accountants and Auditors: PCAOB Updates (Webinar) (21WI-0746)N/A |
| 1/20/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0515: MBAexpress: Balanced Scorecard - V 2.0 (Webinar) (21WI-0515)* Discuss in-depth the four sectors of the balanced scorecard (financial, customer, business process, learning & growth). * Articulate the value that a balanced scorecard brings to an organization * Discuss the value of identifying a small number of strategic objects for each perspective |
| 11/4/2021 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0770: Risk Management Techniques and Tools (Webinar) (21WI-0770)N/A |
| 2/3/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0632: Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (21WI-0632)*Tour of the Power BI Desktop interface *Using Power BI Desktop to connect to data sources *Available visualizations in Power BI Desktop *Building interactivity into visualizations |
| 12/8/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0620: Developing Your Digital Mindset (Webinar) (21WI-0620)*Constant learning *Agility *Failing fast *Decision-making *Creativity, innovation, and exploration *Change management |
| 12/7/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0605: Construction Contractors: Accounting Considerations (Webinar) (21WI-0605)*Contract accounting and revenue from contracts with customers*Contractor financial statements*Working with a surety*Long-term contracts |
| 12/3/2021 | 10 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New 21WI-0570: Annual Tax Rates and Other Inputs (Webinar) (21WI-0570)N/A |
| 11/19/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0647: Going Darwin: Why Self-Evolution is the Key to Future Success (Webinar) (21WI-0647)* The impact new technologies are having on our profession.* How our mindset must change in order to enact a future-focused agenda. * Where to find help in making ourselves more future-ready -- and in making our clients more future-ready as a result. |
| 12/13/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0725: Taxation of Property Transactions (Webinar) (21WI-0725)* IRC sections 1231, 1245, 1250 * Depreciation recapture * Capital gains and losses * Non-recognition transactions |
| 1/14/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0805: Annual Update for Accountants and Auditors: PCAOB Updates (Webinar) (21WI-0805)N/A |
| 2/23/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0594: Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (21WI-0594)Common errors made involving the following tax forms: * Form 1120S * Schedule K-1 * Schedule L * Schedules M-1 and M-2 * Form 4562 * Form 4797 * And More! |
| 11/24/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0541: Applying the Uniform Guidance in Your Single Audits (Webinar) (21WI-0541)* Introduction to single audits * Preparation of the schedule of expenditures of federal awards and determining major programs * Understanding, assessing, and testing internal control * Testing compliance with federal statutes and regulations and applicable compliance requirements * Auditor reporting in a Uniform Guidance compliance audit * Program-specific audits * Administrative requirements and cost principles in a single audit * Update on Government Auditing Standards, 2018 Revision |
| 11/12/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0721: Business Combinations and Investments (Webinar) (21WI-0721)N/A |
| 1/14/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0792: Business Resilience: Protecting the Finance Function (Webinar) (21WI-0792)* Technological threats and opportunities * Managing supply chains * Managing remote workers * Strategies to increase revenue * Minimizing risk through horizon scanning and scenario planning * New approach to working capital management |
| 2/18/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0670: How to Develop Tomorrow's Leaders Today: Succession Planning That Works (Webinar) (21WI-0670)* A roadmap for leadership roles and responsibilities * Unique leadership skill sets, perspectives, and behaviors * The performance/potential matrix * Coaching for leadership development |
| 12/20/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0584: Recognizing Revenue When a Performance Obligation has Been Satisfied (Webinar) (21WI-0584)N/A |
| 11/22/2021 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0504: Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (21WI-0504)*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 |
| 11/1/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0507: MBAexpress: Presenting Financial Information - V 2.0 (Webinar) (21WI-0507)* Presentation Tips * The importance of audience demographics * Winning the trust of your audience * Providing context with your numbers * Tables and charts |
| 11/2/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0767: Building Resilience: The Upside of Stress (Webinar) (21WI-0767)* Learn how your view of stress determines its effect on you * Learn how to think of stress differently so that it is beneficial rather than harmful * Learn the many benefits of stress and how to cultivate a mindset that embraces stress, and activates the brain's natural ability to learn from it |
| 2/3/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0645: Roles and responsibilities in Risk Management (Webinar) (21WI-0645)N/A |
| 12/10/2021 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0498: Data Analytics for Finance Managers (Day 1) (Webinar) (21WI-0498)*What is Analytics *Finance as a Trusted Advisor *Foundations for Analytics *Executive Management's Finance Focus -- Performance Management *Telling an Analytics Story *Performance Driver Framework *Risk Analytics |
| 10/27/2021 | 10 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| 21WI-0734: Next Step Series - Client Needs: Beyond Best Practices in Client and Customer Service (Webinar) (21WI-0734)* Methods for defining the client and what their needs are * Setting business strategy to build loyalty * The difference between Customer Service and Customer Experience * Tactics for building a deeper relationship with clients, including personal branding |
| 1/18/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0491: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (21WI-0491)*A tour of the PowerBI.com interface *Sharing data with Power Pivot and Power BI Desktop *Creating visualizations and turning them into dashboards *Sharing visualizations and dashboards with others |
| 10/25/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0663: S Corporations: Key Issues, Compliance and Tax Strategies (Webinar) (21WI-0663)* S Corporation qualifications * Election of S Corporation status * Termination or revocation of S Corporation status * Pass-through of income and loss items to the shareholder * Distributions to S Corporation shareholders * Reporting and filing requirements * Choice of year-end * Shareholder basis |
| 12/17/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0545: Lessee and Lessor Accounting (Webinar) (21WI-0545)* Lessee and lessor accounting models * Lease and nonlease components * Lease classifications * Initial and subsequent measurement of leases |
| 11/12/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0520: Annual Tax Update: Corporations and Pass-Through Entities (Webinar) (21WI-0520)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 11/5/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0637: Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (Webinar) (21WI-0637)N/A |
| 12/9/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0509: How to Lead, Coach and Develop a Winning Team (Webinar) (21WI-0509)* How to create the conditions for team success * How to motivate and challenge team members * How to clarify expectations and give feedback |
| 11/3/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0538: Capitalized Costs and Depreciation (Webinar) (21WI-0538)*Tax basis of property acquisitions *Initial basis of property acquired in an exchange transaction *Materials, supplies, repairs, and improvements * Accounting method changes *Depreciation: MACRS, Section 179, bonus *Intangible assets and amortization * Organization and start-up costs |
| 11/11/2021 | 10 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New 21WI-0713: MBAexpress: Business Process Improvement- V 2.0 (Webinar) (21WI-0713)* Benefits of Lean * Lean in a Service Organization * Flow Organization * Reducing costs * Maximizing productivity * Minimizing waste and re-work * Best practices * The lean business * Value and value stream * Pursuit of perfection *Employee empowerment |
| 1/11/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0506: How to Identify, Explain and Present Pertinent Financial Information to Non-Accountants (Webinar) (21WI-0506)*Presenting the Three Principal Statements *Developing Understandable Internal and External Financial Statements *The Six-Step Process for High-Impact Presentations *Positioning the CPA as a Financial Leader and "superb communicator of solutions" *How to feel more confident and comfortable explaining financial information. |
| 11/2/2021 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 21WI-0527: Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (21WI-0527)*Dashboard design guidelines *Using Excel features to create visuals *Using visuals to create dashboards *Introduce new Power BI tools that enhance visual and dashboard creation |
| 11/8/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0686: Documenting Internal Control (Webinar) (21WI-0686)N/A |
| 12/27/2021 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0573: Fair Value Accounting (Webinar) (21WI-0573)N/A |
| 11/19/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0727: Intangible Assets, Goodwill and Asset Impairment and Disposal Issues (Webinar) (21WI-0727)N/A |
| 1/17/2022 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0798: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0798)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 2/22/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WI-0681: Tax Fundamentals of LLCs and Partnerships (Webinar) (21WI-0681)*Basic tax structure of partnerships and LLCs *Tax consequences of partnership or LLC formation * Partnership distributions *Compensatory payments to partners *At-risk and passive activity limits *Profit and loss allocations: general rules and restrictions |
| 12/21/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0519: Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (21WI-0519)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 11/4/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0774: Applying the Uniform Guidance in Your Single Audits (Webinar) (21WI-0774)* Introduction to single audits * Preparation of the schedule of expenditures of federal awards and determining major programs * Understanding, assessing, and testing internal control * Testing compliance with federal statutes and regulations and applicable compliance requirements * Auditor reporting in a Uniform Guidance compliance audit * Program-specific audits * Administrative requirements and cost principles in a single audit * Update on Government Auditing Standards, 2018 Revision |
| 2/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0675: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0675)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 12/21/2021 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0773: Leases: Mastering the New FASB Requirements (Webinar) (21WI-0773)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 2/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0523: Tax Returns for Married Couples: Special Considerations (Webinar) (21WI-0523)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 11/5/2021 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0604: Competencies and Skills Required by Virtual CFOs (Webinar) (21WI-0604)N/A |
| 12/3/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0499: Ethics: Caesar's Wife: Tipping the Delicate Balance of Leadership & Ethics (Webinar) (21WI-0499)* Interactive format that drives home the difficulty of reaching ethical decisions * Challenging and thought-provoking case-based discussion * Designed to expand participants' thinking beyond traditional CPA roles |
| 10/27/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WI-0664: The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships (Webinar) (21WI-0664)* Understanding what clients want versus accountants * Overcoming the fear of technology and disruption * Defining what a Cherished Advisor is * Learning soft skills to become a Cherished Advisor * Mentoring your team to become advisors * How to build additional value beyond accounting for your clients * The tools to utilize to become a thought leader in your selected niche * Delivering engagements in different ways * Creating a customer experience in your firm * Developing a sales process * Ongoing customer relationship management * Evaluating client happiness * Creating internal staff happiness |
| 12/17/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0578: SMART Goal-Setting As a Path to Flourishing (Webinar) (21WI-0578)* What is a goal? * Objectives and key results * SMART goals (what they are, how to set them and use them to achieve success) |
| 11/19/2021 | 9 - 10:15 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WI-0660: Data Analytics Executive Program (Webinar) (21WI-0660)N/A |
| 12/17/2021 | 11 a.m. - 4 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| New 21WI-0777: Sale and Leaseback Transactions and Leveraged Leases (Webinar) (21WI-0777)N/A |
| 2/8/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0652: Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (21WI-0652)N/A |
| 12/15/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0735: Revenue Recognition: Presentation and Disclosure (Webinar) (21WI-0735)N/A |
| 1/18/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0622: Lease Modifications (Webinar) (21WI-0622)N/A |
| 12/7/2021 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0636: Developing an Alternative Workforce Resource (Webinar) (21WI-0636)* Gig economy * Transactional approach * Strategic approach |
| 12/9/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0607: Managing Through the Business Cycle (Webinar) (21WI-0607)N/A |
| 12/3/2021 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0692: Special Considerations under Revenue Recognition (Webinar) (21WI-0692)N/A |
| 12/28/2021 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0548: The Bottom Line on the New Lease Accounting Requirements (Webinar) (21WI-0548)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables |
| 11/12/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0709: Performing a Single Audit Under the Uniform Guidance (Webinar) (21WI-0709)N/A |
| 1/10/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0699: How to Identify, Explain and Present Pertinent Financial Information to Non-Accountants (Webinar) (21WI-0699)*Presenting the Three Principal Statements *Developing Understandable Internal and External Financial Statements *The Six-Step Process for High-Impact Presentations *Positioning the CPA as a Financial Leader and "superb communicator of solutions" *How to feel more confident and comfortable explaining financial information. |
| 1/6/2022 | 1 - 3 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New 21WI-0761: Annual Tax Update: Tax Rates and Inflation Adjustments (Webinar) (21WI-0761)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/26/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0625: Scratch Your Niche (Webinar) (21WI-0625)* Becoming indispensable * Circles of gifts * Broadcasting tools * Being a listening agent * Networking * Social filters * Everyone is an expert * Personal branding |
| 12/7/2021 | 9 - 10:15 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WI-0654: Intermediate Individual Taxation (Webinar) (21WI-0654)* Fringe benefits * Retirement plan distributions * Hobby losses * Home Offices * Depreciation and amortization * Tax Credits |
| 12/15/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0752: Lease Modifications (Webinar) (21WI-0752)N/A |
| 1/21/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0648: Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (21WI-0648)N/A |
| 12/14/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0642: Form 990: Mastering Its Unique Characteristics (Webinar) (21WI-0642)*Primacy of the Form 990 as a "one size fits all" reporting mechanism *Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time *Addressing presence of "related organizations" *Identification of managers and measurements of their compensation *990 versus books-and-records financial statement detail *Disclosures of governance inputs and Boards' employ of policies |
| 12/10/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0802: Supply Chain Fundamentals in the Global Landscape (Webinar) (21WI-0802)* Supply chain overview * Risks and challenges * Global versus local challenges *Impact of supply chain and sustainability * Regulatory issues, such as OSHA requirements and GDPR, that affect supply chain implementations * Emerging technologies and the future of supply chain |
| 2/22/2022 | 10:30 a.m. - 4 p.m. | Online | 5.5 CPE (0 tech, 5.5 non-tech) | |
| New 21WI-0724: Tax Returns for Married Couples: Special Considerations (Webinar) (21WI-0724)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 1/14/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0564: Annual Update for Accountants and Auditors: Preparation, Compilation and Review Engagement Update (Webinar) (21WI-0564)N/A |
| 11/18/2021 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0639: Uncovering Unconscious Bias (Webinar) (21WI-0639)* Learn what unconscious bias is and how it can hurt you, your team and your organization * Expose where unconscious bias might be hurting you * Learn ways to combat unconscious bias in yourself, your team and your organization |
| 12/9/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0695: Next Step Series - Development: Moving From Employee to Manager to Leader (Webinar) (21WI-0695)* The differences between being an employee versus a manager or leader * New skills needed * Letting go of your old role * Building a coaching culture * Motivating people * Goal setting * Leader credibility * Delegating tasks * Handling feedback * Managing friends * Aligning Leadership with Strategy |
| 1/4/2022 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0680: Statement of Cash Flows: Preparation, Presentation and Use (Webinar) (21WI-0680)*Presentation requirements and issues *Operating section options and reporting issues *Cash equivalents examples and issues *Future developments and proposed changes |
| 12/21/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0503: Power BI: Introduction to MS Power BI Tools (Webinar) (21WI-0503)*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 |
| 11/1/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0618: Risk Management Techniques and Tools (Webinar) (21WI-0618)N/A |
| 12/6/2021 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0490: Obtaining an Understanding of Internal Control (Webinar) (21WI-0490)N/A |
| 10/25/2021 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0742: Performing Preparation, Compilation and Review Engagements (Webinar) (21WI-0742)* Definition of an engagement to prepare financial statements * Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements * Difference between compilation and preparation engagements * What constitutes a compilation engagement and for what type of entities compilations can be performed * What constitutes a review engagement Changes in level of service |
| 1/19/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0738: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0738)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 1/19/2022 | 9 - 10:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WI-0737: Annual Tax Rates and Other Inputs (Webinar) (21WI-0737)N/A |
| 1/19/2022 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0673: Preparation, Compilation and Review Engagements: Update and Review (Webinar) (21WI-0673)* Overview of preparation, compilation, and review guidance * Accounting and reporting issues * Current practice issues * Common deficiencies in peer reviews * Current and future standard setting projects |
| 12/20/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0539: Leases: Mastering the New FASB Requirements (Webinar) (21WI-0539)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 11/11/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0719: Tax Fundamentals of LLCs and Partnerships (Webinar) (21WI-0719)*Basic tax structure of partnerships and LLCs *Tax consequences of partnership or LLC formation * Partnership distributions *Compensatory payments to partners *At-risk and passive activity limits *Profit and loss allocations: general rules and restrictions |
| 1/13/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0496: Annual Update for Accountants and Auditors: PCAOB Updates (Webinar) (21WI-0496)N/A |
| 10/27/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0712: Effective Business Communications (Webinar) (21WI-0712)*Communication and work teams *Communication for leaders *Difficult communication *The power of professional language in business writing |
| 1/11/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0764: Choice and Formation of Entity (Webinar) (21WI-0764)* Types of entities * Formation and elections * Start-up and organization costs * Advantages and disadvantages comparison |
| 1/31/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0650: Individual Tax Fundamentals (Webinar) (21WI-0650)* Filing requirements and personal exemptions * Gross income inclusions, exclusions, and adjustments * Travel and entertainment *Standard and itemized deductions *Tax and tax credits * 0.9% Medicare Payroll Tax * 3.8% Net Investment Income Tax * Income exclusions * Hot tax planning strategies for individuals and small businesses * Roth IRA, IRA and retirement plan options |
| 12/14/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0599: MBAexpress: Better Budgeting and Forecasting - V 2.0 (Webinar) (21WI-0599)* Budgeting and planning best practices * SWOT analysis * The 80/20 rule * Common budget problems * Rolling forecasts * The effects of bad data |
| 12/2/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0525: Construction Contractors: Auditing Considerations (Webinar) (21WI-0525)* Auditing contractor accounting and revenue from contracts with customers * Planning, including risk assessment, for construction contractors * Key internal controls * Substantive procedures for long-term contractors |
| 11/8/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0590: Business Combinations and Investments (Webinar) (21WI-0590)N/A |
| 11/23/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0533: Culture: The Overlooked Key to Success (Webinar) (21WI-0533)N/A |
| 11/9/2021 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0765: Working Paper Documentation (Webinar) (21WI-0765)*Source of data for tax adjustments from books *Authority documentation *Case studies -- good and bad workpapers |
| 1/31/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0552: Performing Preparation, Compilation and Review Engagements (Webinar) (21WI-0552)* Definition of an engagement to prepare financial statements * Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements * Difference between compilation and preparation engagements * What constitutes a compilation engagement and for what type of entities compilations can be performed * What constitutes a review engagement Changes in level of service |
| 11/16/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0629: Critical Business Risks: Identifying Your Blindspots (Webinar) (21WI-0629)* Digitalization of society * Public distrust in business * Trade tensions * The impact of transitioning towards the circular economy * Economic and social inequalities * The changing regulatory environment |
| 12/8/2021 | 8 a.m. - 3:30 p.m. | Online | 7 CPE (0 tech, 7 non-tech) | |
| New 21WI-0740: Annual Update: Business Activities and Pass-through Entities (Webinar) (21WI-0740)N/A |
| 1/19/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0571: Annual Update: Business Activities and Pass-through Entities (Webinar) (21WI-0571)N/A |
| 11/19/2021 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0751: Annual Update: Family Tax, Estates, Gift and Trusts and Compliance (Webinar) (21WI-0751)N/A |
| 1/21/2022 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0733: MBAexpress: Smarter Decision Making - V 2.0 (Webinar) (21WI-0733)* Decision- Making Styles * Solving Problems * Decision fatigue * Organizational factors * Anchor effect * Psychological factors |
| 1/18/2022 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0555: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0555)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 11/17/2021 | 9 - 10:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WI-0592: Tax Fundamentals of LLCs and Partnerships (Webinar) (21WI-0592)*Basic tax structure of partnerships and LLCs *Tax consequences of partnership or LLC formation * Partnership distributions *Compensatory payments to partners *At-risk and passive activity limits *Profit and loss allocations: general rules and restrictions |
| 11/23/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0595: Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (21WI-0595)* Definition of feedback * Types of feedback * Emotions triggered by feedback * Barriers to feedback * How to be comfortable with being uncomfortable * Blind spots * SBI Method |
| 11/24/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0554: Streamlined Excel Reporting Series Session 2: Working with PivotTables (Webinar) (21WI-0554)N/A |
| 11/16/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0638: Setting the Scene: Fundamentals of the Alternative Workforce (Webinar) (21WI-0638)* Gig economy * Alternative workforce categories * Workforce ecosystem * Risks and uncertainty |
| 12/9/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0546: Sale and Leaseback Transactions and Leveraged Leases (Webinar) (21WI-0546)N/A |
| 11/12/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0794: Recognizing Revenue When a Performance Obligation has Been Satisfied (Webinar) (21WI-0794)N/A |
| 2/21/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0753: Lessee and Lessor Accounting (Webinar) (21WI-0753)* Lessee and lessor accounting models * Lease and nonlease components * Lease classifications * Initial and subsequent measurement of leases |
| 1/21/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0780: Change the Way You Work: Success as a Virtual CFO (Webinar) (21WI-0780)* Virtual CFO role overview * Potential service models * Virtual CFO readiness * Outsourced bookkeeping vs. virtual CFO roles * Ethical considerations * Technology platforms |
| 2/11/2022 | 9:30 a.m. - 2 p.m. | Online | 4.5 CPE (0 tech, 4.5 non-tech) | |
| 21WI-0522: Reviewing Individual Tax Returns (Webinar) (21WI-0522)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 11/5/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0598: Employment Law Update: Reducing Employer Liability (Webinar) (21WI-0598)* Employment issues related to social media, e-device and bring your own device (BYOD), internet use, and website contents * Wrongful termination, at-will employment, constructive discharge and retaliation * Dealing with whistle-blowers in all types of organizations * Factors that lead to employers being sued for multi-million dollar verdicts in favour of former employees * Using a risk assessment tool to assess employment claim exposures |
| 12/2/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0754: Sale and Leaseback Transactions and Leveraged Leases (Webinar) (21WI-0754)N/A |
| 1/21/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0743: Preparation, Compilation and Review Engagements: Update and Review (Webinar) (21WI-0743)* Overview of preparation, compilation, and review guidance * Accounting and reporting issues * Current practice issues * Common deficiencies in peer reviews * Current and future standard setting projects |
| 1/19/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0553: Preparation, Compilation and Review Engagements: Update and Review (Webinar) (21WI-0553)* Overview of preparation, compilation, and review guidance * Accounting and reporting issues * Current practice issues * Common deficiencies in peer reviews * Current and future standard setting projects |
| 11/16/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0528: Power BI: Use Power Query to Transform Your Data (Webinar) (21WI-0528)*Append files *Combine multiple files from a folder *Add custom columns *Unpivot a table *Create a lookup table from a table |
| 11/8/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0544: Lease Modifications (Webinar) (21WI-0544)N/A |
| 11/12/2021 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0722: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (21WI-0722)*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, IT |
| 1/14/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0658: From Financial Expert to Strategic Business Leader: Leader Evolution (Webinar) (21WI-0658)* On-the-job application * How to enhance technical expertise and personal competence * Critical skills and behaviors required to operate at a higher, more strategic level |
| 12/16/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0561: Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (21WI-0561)N/A |
| 11/17/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0739: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0739)N/A |
| 1/19/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0772: How to Innovate When Your Boss Says 'No' (Webinar) (21WI-0772)* Set context by review of major disruptions that are impacting the accounting and finance world * Offer a three-step plan for becoming future-ready in an age of disruption * Present a blueprint for how to overcome the objections of skeptical managers and executives in pursuing innovative ideas and projects |
| 2/7/2022 | 11 a.m. - 12:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WI-0653: Finance Transformation: Transform Skills - Day 1 (Webinar) (21WI-0653)*Future of Finance *Key skills and competencies required in the future *Why competencies are changing and their relevance *CFOs and the changing landscape in which they operate *Technical, business, people, leadership, and digital skills |
| 12/15/2021 | 8 a.m. - 3 p.m. | Online | 5.5 CPE (0 tech, 5.5 non-tech) | |
| New 21WI-0766: Are You Running Your Business or is Your Business Running You? (Webinar) (21WI-0766)* Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there. * People: How to get the right people in the right seats ... because we can't achieve our vision unless we have great people elping us achieve it. * Data: How to get laser-focused on the numbers ... because the numbers never lie. They will give us an absolute pulse on what's happening in our organization at any given time. * Issues: How to solve our problems. Great organizations simply have gotten great at solving the obstacles that stand in their way of achieving their vision. * Processes: How to document the processes that drive our business forward. When everyone on our team is following the same processes, work becomes more efficient, more effective, more fun, and more profitable. |
| 2/1/2022 | 8 - 9:15 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| New 21WI-0511: Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (21WI-0511)N/A |
| 11/3/2021 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0641: Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (21WI-0641)N/A |
| 12/10/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0567: S Corporations: Key Issues, Compliance and Tax Strategies (Webinar) (21WI-0567)* S Corporation qualifications * Election of S Corporation status * Termination or revocation of S Corporation status * Pass-through of income and loss items to the shareholder * Distributions to S Corporation shareholders * Reporting and filing requirements * Choice of year-end * Shareholder basis |
| 11/18/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0757: Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (21WI-0757)N/A |
| 1/25/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0662: IRS Disputes (Webinar) (21WI-0662)* The assessment process * Audit selection, examination, and the appeals process * Installment agreements * Offers in compromise * Advising delinquent taxpayers * The IRS collection process for tax liens, levy, seizure, and sale * Bankruptcy and the effect on tax liabilities * Practice before the IRS * Business taxation * Tax liens levy seizure * Fund recovery penalty |
| 12/17/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0635: Credit Impairment: Mastering FASB Requirements for Current Expected Credit Loss (CECL) (Webinar) (21WI-0635)*Current expected credit loss history *Measuring expected credit losses *Bond and equity portfolios *Current expected credit loss models *Presentation and disclosure requirements |
| 12/9/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0787: Revenue Recognition: Identifying the Contract and Performance Obligations (Webinar) (21WI-0787)* Principles of revenue recognition * Steps 1 and 2 in the process for revenue recognition, identifying a contract and identifying performance obligations in a contract |
| 2/15/2022 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0745: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0745)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 1/20/2022 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0516: MBAexpress: Good Governance - V 2.0 (Webinar) (21WI-0516)* Duty of Care * Duty of Loyalty * Increased Risk Factors * Minimizing Liability * Ethical Organization Strategies |
| 11/4/2021 | 10:30 - 11:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WI-0518: Revenue Recognition: Identifying the Contract and Performance Obligations (Webinar) (21WI-0518)* Principles of revenue recognition * Steps 1 and 2 in the process for revenue recognition, identifying a contract and identifying performance obligations in a contract |
| 11/4/2021 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0684: Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (21WI-0684)Common errors made involving the following tax forms: * Form 1120S * Schedule K-1 * Schedule L * Schedules M-1 and M-2 * Form 4562 * Form 4797 * And More! |
| 12/23/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0741: Individual Tax Fundamentals (Webinar) (21WI-0741)* Filing requirements and personal exemptions * Gross income inclusions, exclusions, and adjustments * Travel and entertainment *Standard and itemized deductions *Tax and tax credits * 0.9% Medicare Payroll Tax * 3.8% Net Investment Income Tax * Income exclusions * Hot tax planning strategies for individuals and small businesses * Roth IRA, IRA and retirement plan options |
| 1/19/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0785: MBAexpress: Good Governance - V 2.0 (Webinar) (21WI-0785)* Duty of Care * Duty of Loyalty * Increased Risk Factors * Minimizing Liability * Ethical Organization Strategies |
| 2/15/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WI-0500: Supply Chain Fundamentals in the Global Landscape (Webinar) (21WI-0500)* Supply chain overview * Risks and challenges * Global versus local challenges *Impact of supply chain and sustainability * Regulatory issues, such as OSHA requirements and GDPR, that affect supply chain implementations * Emerging technologies and the future of supply chain |
| 10/27/2021 | 8 a.m. - 1:30 p.m. | Online | 5.5 CPE (0 tech, 5.5 non-tech) | |
| 21WI-0631: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (21WI-0631)*A tour of the PowerBI.com interface *Sharing data with Power Pivot and Power BI Desktop *Creating visualizations and turning them into dashboards *Sharing visualizations and dashboards with others |
| 12/8/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0696: Data Analytics for Finance Managers (Day 1) (Webinar) (21WI-0696)*What is Analytics *Finance as a Trusted Advisor *Foundations for Analytics *Executive Management's Finance Focus -- Performance Management *Telling an Analytics Story *Performance Driver Framework *Risk Analytics |
| 1/5/2022 | 9 a.m. - 3 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New 21WI-0672: Performing Preparation, Compilation and Review Engagements (Webinar) (21WI-0672)* Definition of an engagement to prepare financial statements * Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements * Difference between compilation and preparation engagements * What constitutes a compilation engagement and for what type of entities compilations can be performed * What constitutes a review engagement Changes in level of service |
| 12/20/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0707: Controller's Update: Today's Latest Trends (Webinar) (21WI-0707)* Economic and Human Resource trends * Driving employee engagement and the employee value proposition * Best practices to manage working capital * Leading-edge financial management tools and techniques * New issues in treasury management and controllership * Big Data * Predictive analytics * Current trends in information systems and technology * Current trends in leading and developing staff to increase productivity and profitability |
| 1/10/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0691: Revenue Recognition: Presentation and Disclosure (Webinar) (21WI-0691)N/A |
| 12/28/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0563: Annual Update for Accountants and Auditors: PCAOB Updates (Webinar) (21WI-0563)N/A |
| 11/18/2021 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0666: The Power of Women's Networks (Webinar) (21WI-0666)* How to create your supportive "pack" of women * Identify mentors, sponsors and coaches for yourself and for those at lower levels * Create better time management to reduce working overtime * Learn to be more present and productive * Discover how brain health and scientific research improves your executive skills at work * Learn techniques to be more mindful and impactful as a leader and team member * Identify your personal purpose to align your career and life |
| 12/17/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0521: Construction Contractors: Accounting Considerations (Webinar) (21WI-0521)*Contract accounting and revenue from contracts with customers*Contractor financial statements*Working with a surety*Long-term contracts |
| 11/5/2021 | 8 a.m. - 2 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New 21WI-0497: Annual Update for Accountants and Auditors: Preparation, Compilation and Review Engagement Update (Webinar) (21WI-0497)N/A |
| 10/27/2021 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0678: Effective Business Communications (Webinar) (21WI-0678)*Communication and work teams *Communication for leaders *Difficult communication *The power of professional language in business writing |
| 12/21/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0596: Financial Storytelling: The Key in Growing Your Organization to the Next Level (Webinar) (21WI-0596)* Communicating financial information in an impactful way * Telling more effective stories with your financial data * Connecting with your audience through real world examples * Interpreting and presenting complex financial information through storytelling skills * Unlocking the powerful story hidden within the numbers |
| 12/1/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0600: Annual Tax Update: Corporations and Pass-Through Entities (Webinar) (21WI-0600)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 12/3/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0547: Taxation of Property Transactions (Webinar) (21WI-0547)* IRC sections 1231, 1245, 1250 * Depreciation recapture * Capital gains and losses * Non-recognition transactions |
| 11/12/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0759: Annual Tax Update: C Corporations and Pass-Through Entities (Webinar) (21WI-0759)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/26/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0581: ERISA Plans Planning and Reporting (Webinar) (21WI-0581)N/A |
| 11/22/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0667: Advanced Tax Planning S Corporations (Webinar) (21WI-0667)* S Corporation current developments: tax planning impact *Compensation planning *Basis in S Corporation stock *Distributions *Use of qualified subchapter S subsidiaries *Liquidations, reorganizations, and redemptions *Estate planning and use of trusts |
| 12/20/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0630: Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization (Webinar) (21WI-0630)N/A |
| 12/8/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0569: Advanced Tax Planning S Corporations (Webinar) (21WI-0569)* S Corporation current developments: tax planning impact *Compensation planning *Basis in S Corporation stock *Distributions *Use of qualified subchapter S subsidiaries *Liquidations, reorganizations, and redemptions *Estate planning and use of trusts |
| 11/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0771: Roles and responsibilities in Risk Management (Webinar) (21WI-0771)N/A |
| 2/3/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0568: Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (21WI-0568)N/A |
| 11/18/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0610: Building Resilience: The Upside of Stress (Webinar) (21WI-0610)* Learn how your view of stress determines its effect on you * Learn how to think of stress differently so that it is beneficial rather than harmful * Learn the many benefits of stress and how to cultivate a mindset that embraces stress, and activates the brain's natural ability to learn from it |
| 12/6/2021 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0601: Applying the Uniform Guidance in Your Single Audits (Webinar) (21WI-0601)* Introduction to single audits * Preparation of the schedule of expenditures of federal awards and determining major programs * Understanding, assessing, and testing internal control * Testing compliance with federal statutes and regulations and applicable compliance requirements * Auditor reporting in a Uniform Guidance compliance audit * Program-specific audits * Administrative requirements and cost principles in a single audit * Update on Government Auditing Standards, 2018 Revision |
| 12/3/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0550: Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (21WI-0550)N/A |
| 11/15/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0634: Capitalized Costs and Depreciation (Webinar) (21WI-0634)*Tax basis of property acquisitions *Initial basis of property acquired in an exchange transaction *Materials, supplies, repairs, and improvements * Accounting method changes *Depreciation: MACRS, Section 179, bonus *Intangible assets and amortization * Organization and start-up costs |
| 12/9/2021 | 10 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| 21WI-0615: Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (21WI-0615)*Review Power Pivot calculations (column calculations vs. measures) *Create advanced DAX formulas *Using a Date / Calendar table for data analysis *The DAX calculation process |
| 12/6/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0758: Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (21WI-0758)* Definition of feedback * Types of feedback * Emotions triggered by feedback * Barriers to feedback * How to be comfortable with being uncomfortable * Blind spots * SBI Method |
| 1/25/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0602: Cash Management: Strategies and Execution (Webinar) (21WI-0602)N/A |
| 12/3/2021 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0677: Annual Update for Accountants and Auditors: Preparation, Compilation and Review Engagement Update (Webinar) (21WI-0677)N/A |
| 12/21/2021 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0517: MBAexpress: Latest in Leadership - V 2.0 (Webinar) (21WI-0517)* Leadership attributes * Leadership styles * Improvisation * Listening to understand vs. listening to respond |
| 11/4/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0730: Form 990: Mastering Its Unique Characteristics (Webinar) (21WI-0730)*Primacy of the Form 990 as a "one size fits all" reporting mechanism *Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time *Addressing presence of "related organizations" *Identification of managers and measurements of their compensation *990 versus books-and-records financial statement detail *Disclosures of governance inputs and Boards' employ of policies |
| 1/18/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0624: Sale and Leaseback Transactions and Leveraged Leases (Webinar) (21WI-0624)N/A |
| 12/7/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0736: Special Considerations under Revenue Recognition (Webinar) (21WI-0736)N/A |
| 1/18/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0566: Multistate Taxation (Webinar) (21WI-0566)* Constitutional limits and P.L. 86-272 * Nexus, UDITPA, MTC * Calculation of state taxable income * Filing methods for multistate taxpayers * Apportionment and allocation * Multistate income tax planning * Audit defense strategies |
| 11/18/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0611: Construction Contractors: Auditing Considerations (Webinar) (21WI-0611)* Auditing contractor accounting and revenue from contracts with customers * Planning, including risk assessment, for construction contractors * Key internal controls * Substantive procedures for long-term contractors |
| 12/6/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0748: Intermediate Individual Taxation (Webinar) (21WI-0748)* Fringe benefits * Retirement plan distributions * Hobby losses * Home Offices * Depreciation and amortization * Tax Credits |
| 1/20/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0750: Multistate Taxation (Webinar) (21WI-0750)* Constitutional limits and P.L. 86-272 * Nexus, UDITPA, MTC * Calculation of state taxable income * Filing methods for multistate taxpayers * Apportionment and allocation * Multistate income tax planning * Audit defense strategies |
| 1/20/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0690: Revenue Recognition: Determining and Allocating the Transaction Price (Webinar) (21WI-0690)*Steps 3 and 4 in the process for revenue recognition, determining the transaction price and allocating the transaction price to performance obligations in the contract |
| 12/28/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0608: Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (21WI-0608)Common errors made involving the following tax forms: * Form 1040 * Schedule A * Schedule B * Schedule C * Schedule D * Schedule E * Form 4562 * Form 4797 |
| 12/3/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0687: Obtaining an Understanding of Internal Control (Webinar) (21WI-0687)N/A |
| 12/27/2021 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0714: MBAexpress: Effective Change Management - V 2.0 (Webinar) (21WI-0714)* Different personality traits and how they might react during a time of change * The five change management principles * Kotter's 8 step change model * The Murphy plow story |
| 1/11/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0591: Look Lead Love Learn (Webinar) (21WI-0591)* Becoming future-ready * Anticipation * Innovation * Driving change * Great leadership * Collaboration * Taking chances * Competitive advantage * Employee engagement * Hiring for culture versus performance * Relationships matter most * Being relevant * The power of generosity *The shift-change * Keeping up * Social media as an information filter * Lifelong learning and the workforce * The adaptive mind-set * Networks and resources |
| 11/23/2021 | 8 - 9:15 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 21WI-0788: Advanced Financial Skills (Webinar) (21WI-0788)* Skills for the 21st century finance department * Strategic planning using the Backcasting method * The Balanced Scorecard Method for aligning goals and objectives to strategy * Risk identification, assessment, and mitigation * How to use social styles to build stronger relationships * Methods for effectively implementing change and minimizing the human pushback * Preparing a financial analysis that is insightful to the users, driving improvements to the organization * Hiring, managing, and retaining high-achieving employees |
| 2/16/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0679: Multistate Taxation (Webinar) (21WI-0679)* Constitutional limits and P.L. 86-272 * Nexus, UDITPA, MTC * Calculation of state taxable income * Filing methods for multistate taxpayers * Apportionment and allocation * Multistate income tax planning * Audit defense strategies |
| 12/21/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0562: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0562)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 11/18/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0640: Choice and Formation of Entity (Webinar) (21WI-0640)* Types of entities * Formation and elections * Start-up and organization costs * Advantages and disadvantages comparison |
| 12/10/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0495: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0495)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 10/27/2021 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0492: Tech Trends Impacting the Profession and What to Do About Them (Webinar) (21WI-0492)N/A |
| 10/25/2021 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WI-0576: Intangible Assets, Goodwill and Asset Impairment and Disposal Issues (Webinar) (21WI-0576)N/A |
| 11/19/2021 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0776: Lessee and Lessor Accounting (Webinar) (21WI-0776)* Lessee and lessor accounting models * Lease and nonlease components * Lease classifications * Initial and subsequent measurement of leases |
| 2/8/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0668: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0668)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 12/20/2021 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WI-0582: Introduction to ERISA Plans (Webinar) (21WI-0582)N/A |
| 11/22/2021 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WI-0575: Finance Transformation: Ignite Change (Part 2) (Webinar) (21WI-0575)* Finance value chain * Key roles and objectives within the Finance value chain. * The capabilities that will be delivered by the Finance function of the future. * The role of business partnering . * Current and future technologies that will enable the Finance function to deliver against its mandate. |
| 11/19/2021 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0731: MBAExpress: Essence of Entrepreneurship - V 2.0 (Webinar) (21WI-0731)* Why current business plans that focus primarily on the numbers is the wrong approach * People, Opportunity, Context, Risk and Reward * The dark side of being an entrepreneur * Lead Generation Strategies |
| 1/18/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0756: Annual Tax Update: Corporations and Pass-Through Entities (Webinar) (21WI-0756)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/24/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0559: Finance Business Partnering: Influence to Impact (Webinar) (21WI-0559)* An overview of the finance business partner * Developing business acumen * Business model generation * Strategic planning process * Improving the impact of your communication * Read your stakeholders better * Communication insights |
| 11/17/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 21WI-0744: SMART Goal-Setting As a Path to Flourishing (Webinar) (21WI-0744)* What is a goal? * Objectives and key results * SMART goals (what they are, how to set them and use them to achieve success) |
| 1/19/2022 | 1 - 2:15 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 21WI-0593: Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (21WI-0593)Common errors made involving the following tax forms: * Form 1065 * Schedules K and K-1 * Schedules M-1 and M-2 * Form 4562 * Form 4797 * And More! |
| 11/24/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0803: Yellowbook and Single Audit Update (Webinar) (21WI-0803)N/A |
| 2/22/2022 | 8 - 10:30 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WI-0532: Annual Update for Controller: Strategy and Alignment (Webinar) (21WI-0532)N/A |
| 11/9/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0543: Leading in Exponential Times (Webinar) (21WI-0543)* How to thrive in this period of exponential change; * Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic; * Learn about the skills you will need to thrive in a world of exponentials; * Create a winning culture that can thrive in an era of increasing change; * Become a proactive future-focused organization and drive transformation and avoid disruption. |
| 11/12/2021 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0784: MBAExpress: Emotional Intelligence - V 2.0 (Webinar) (21WI-0784)* What is emotional intelligence? * Benefits of emotional intelligence * Steps to increase your emotional intelligence * Emotional intelligence in decision-making * Self-awareness * Skills to get ahead * Relationship management |
| 2/15/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0689: Recognizing Revenue When a Performance Obligation has Been Satisfied (Webinar) (21WI-0689)N/A |
| 12/28/2021 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0609: Risk Management: Process, Techniques and Tools (Webinar) (21WI-0609)N/A |
| 12/3/2021 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0676: Annual Update for Accountants and Auditors: PCAOB Updates (Webinar) (21WI-0676)N/A |
| 12/21/2021 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0565: Business Resilience: Protecting the Finance Function (Webinar) (21WI-0565)* Technological threats and opportunities * Managing supply chains * Managing remote workers * Strategies to increase revenue * Minimizing risk through horizon scanning and scenario planning * New approach to working capital management |
| 11/18/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0657: Forensic Accounting: Fraud Investigations (Webinar) (21WI-0657)* Evidence in the investigative process * Tools used in forensic investigations *Conducting interviews * Forensic accounting reports * Expert witness testimony |
| 12/16/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0711: Culture: The Overlooked Key to Success (Webinar) (21WI-0711)N/A |
| 1/11/2022 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0768: How Culture Affects Risks (Webinar) (21WI-0768)N/A |
| 2/3/2022 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0583: Other Considerations in ERISA plan audits (Webinar) (21WI-0583)N/A |
| 11/22/2021 | 4:30 - 5:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0694: Summary of Recent Accounting Standards Updates (Webinar) (21WI-0694)N/A |
| 12/29/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0646: Taxation of Property Transactions (Webinar) (21WI-0646)* IRC sections 1231, 1245, 1250 * Depreciation recapture * Capital gains and losses * Non-recognition transactions |
| 12/10/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0671: Impact of GASB Activities on State and Local Government (Webinar) (21WI-0671)N/A |
| 12/20/2021 | 2:30 - 5:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0806: Annual Update for Accountants and Auditors: Preparation, Compilation and Review Engagement Update (Webinar) (21WI-0806)N/A |
| 2/23/2022 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0628: Conducting a Remote Audit (Webinar) (21WI-0628)* SAS 142, Audit Evidence, and how it applies to remote audits * Performing audit steps remotely * Risk assessment when performing a remote audit * Navigating difficult conversations with clients when remote auditing |
| 12/8/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0796: Revenue Recognition: Presentation and Disclosure (Webinar) (21WI-0796)N/A |
| 2/21/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0702: Estate & Trust Primer (Webinar) (21WI-0702)* How trusts and estates are taxed under the internal revenue code *What is a trust, a simple trust and a complex trust *How the income of a trust or estate is defined for tax purposes *What the ordinary deductions are and what credits are allowed *How the deduction for distributions to beneficiaries are determined *How trust and estate beneficiaries are taxed *What a "grantor trust" is and how it is taxed *How Form 1041 is prepared |
| 1/7/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0697: Construction Contractors: Accounting Considerations (Webinar) (21WI-0697)*Contract accounting and revenue from contracts with customers*Contractor financial statements*Working with a surety*Long-term contracts |
| 1/6/2022 | 8 a.m. - 2 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| 21WI-0755: The Bottom Line on the New Lease Accounting Requirements (Webinar) (21WI-0755)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables |
| 1/21/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0791: Advanced Management Skills (Webinar) (21WI-0791)N/A |
| 2/17/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0587: Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients' Needs (Webinar) (21WI-0587)* Avoid common mistakes communicators make * Why becoming a trusted advisor depends on questioning and listening * What should you be listening for * Asking the right question the right way * Dos and Don'ts for effective listening * Coaching employees with different levels of potential |
| 11/22/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0643: How Culture Affects Risks (Webinar) (21WI-0643)N/A |
| 12/10/2021 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0685: COSO's Internal Control Framework Essentials (Webinar) (21WI-0685)N/A |
| 12/27/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0536: How to Innovate When Your Boss Says 'No' (Webinar) (21WI-0536)* Set context by review of major disruptions that are impacting the accounting and finance world * Offer a three-step plan for becoming future-ready in an age of disruption * Present a blueprint for how to overcome the objections of skeptical managers and executives in pursuing innovative ideas and projects |
| 11/10/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 21WI-0701: Construction Contractors: Auditing Considerations (Webinar) (21WI-0701)* Auditing contractor accounting and revenue from contracts with customers * Planning, including risk assessment, for construction contractors * Key internal controls * Substantive procedures for long-term contractors |
| 1/7/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0710: Annual Update for Controller: Strategy and Alignment (Webinar) (21WI-0710)N/A |
| 1/11/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0775: Lease Modifications (Webinar) (21WI-0775)N/A |
| 2/8/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0513: You Have a SOC 1 Report -- Now What? (Webinar) (21WI-0513)* Common deficiencies in the use of SOC 1® reports in financial statement audits * The importance of a SOC 1® report in a financial statement audit * Sections of a SOC 1® report, roles and responsibilities for each, and key information within each section * Implications of complementary subservice organization controls and user entity controls for the financial statement audit |
| 11/3/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0773: Surgent's Monthly Accounting and Auditing Update (Webinar) (21WS-0773)*New professional standards issued by the FASB and AICPA *Guidance on likely COVID-19-related accounting issues which you are likely to face *Insights on best practices in managing new working environments *Other topics of importance to all accounting practitioners |
| 10/26/2021 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WS-1189: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (21WS-1189)*Advanced technical practice and reporting issues for business entities *Individuals are NOT the only victims of Identity Theft *Marijuana industry may expect increased tax compliance efforts *New Form 1065 steps for reporting capital *New partnership reporting for property contributions *Late filing penalties and small partnership relief *What is terminating S corporations today? *"Substance over Form" argument of shareholder loans *Advanced study of "At-Risk" loans *Employer W-2 correction requests *To Deduct or Not to Deduct -- When a taxpayer receives a PPP loan *White House 2021 Budget Points *On-Demand Payroll issues and other off-the-beaten-path business practice issues *Reporting eligible §1231 gains from Qualified Opportunity Zone Business Property *Don't get caught watching the paint dry -- What is hot and new *What is terminating S corporations today? *Special allocation issues of §704 *Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/28/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1128: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1128)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 1/7/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0937: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (21WS-0937)*Major 2021 tax form changes as they relate to individual taxpayers *Key new tax developments as they relate to 2021 and how they impact the 2021 tax forms |
| 11/29/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-0768: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (21WS-0768)*Review an error-prone "staff-prepared" Form 1040 from client-provided information *Several new reporting issues for the reviewer to consider, such as the CARES Act rules for retirement plan distributions, rollovers, self-employment tax deferrals, and the Recovery Rebate Credit *What are common errors preparers make and what are the areas generating malpractice claims? *The importance of engagement letters, questionnaires, and §7216 permission statement *Initial administrative groundwork *Identifying organizing issues in the tax return to be reviewed *Avoiding "willful blindness" *Efficient review of certain advanced issues for income, adjustments, deductions, and credits *Effective procedures for delinquent clients, filing past-due tax returns *First-time client issues requiring extra scrutiny *Multiple checklists of efficient procedures to identify potential issues on a 1040 return *Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients *Professionals acting professionally |
| 10/25/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0898: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-0898)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 11/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0852: Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (21WS-0852)*How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior *Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies *Key functions of employment including recruitment, interviewing and selection |
| 11/10/2021 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1217: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1217)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 2/10/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0821: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (21WS-0821)*Economic update *Leadership and management changes as a result of the pandemic *Managing for productivity *Metrics and benchmarking *Social media's place in our organization |
| 11/4/2021 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 21WS-1093: Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (21WS-1093)*The implementation of GASB No. 84, Fiduciary Activities *How governments can prepare for and implement GASB No. 87, Leases *Additional recently issued GASB standards |
| 12/28/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0780: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-0780)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 10/28/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0839: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (21WS-0839)*Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency *Find out how to avoid common pitfalls in planning and detailed audit procedures *Annual update of the changes affecting 401(k) plans *Description of common mistakes as noted in peer reviews and DOL inspections *The new audit standard for employee benefit plans |
| 11/9/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1197: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (21WS-1197)*Major 2021 tax form changes as they relate to individual taxpayers *Key new tax developments as they relate to 2021 and how they impact the 2021 tax forms |
| 2/2/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1193: Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (21WS-1193)*How and why a partnership makes a 754 election *The effect of the 754 election when an interest in a partnership is sold or inherited *How the 754 election applies when a partnership makes a distribution of property to one or more of its partners *How to make the 754 basis adjustment |
| 1/28/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1210: Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Webinar) (21WS-1210)*The requirement to attach a basis schedule to the Form 1040 for an S corporation shareholder claiming a loss *How to determine S corporation shareholder stock and loan basis *The positive and negative basis adjustments S corporation shareholders make and the order in which they are made *The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses *Shareholder loan basis rules |
| 2/8/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-0970: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (21WS-0970)*The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *New partnership tax basis capital account reporting requirements *The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What’s new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Impact of the CARES Act on sections 163(j) and 461(l) *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 12/3/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1124: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (21WS-1124)*The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *New partnership tax basis capital account reporting requirements *The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What’s new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Impact of the CARES Act on sections 163(j) and 461(l) *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 1/6/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1173: Surgent's Financial Reporting Implications of the COVID-19 Pandemic (Webinar) (21WS-1173)*Impairment accounting model for long-lived assets, including PP&E and goodwill *Accounting for inventory and accounts receivable reserves *Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements *Going concern evaluation and required disclosures *Other financial statement presentation and disclosure issues |
| 1/24/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1057: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (21WS-1057)*The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *New partnership tax basis capital account reporting requirements *The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What’s new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Impact of the CARES Act on sections 163(j) and 461(l) *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 12/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0979: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-0979)*The SECURE Act, including IRA and RMD changes *The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning *Review of pertinent cases and rulings affecting taxpayers *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *The latest issues related to any other late-breaking tax law changes |
| 12/6/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1153: Surgent's Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-through Entities (Webinar) (21WS-1153)*Tier 1: Basis limitations for S corporation shareholders and partners *Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements *Tier 3: Section 469 passive loss limitations and exceptions to the limitations *Tier 4: The new excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new section 461(l)) |
| 1/18/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1115: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1115)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 12/31/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1219: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1219)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 2/11/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1119: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (21WS-1119)*Review an error-prone "staff-prepared" Form 1040 from client-provided information *Several new reporting issues for the reviewer to consider, such as the CARES Act rules for retirement plan distributions, rollovers, self-employment tax deferrals, and the Recovery Rebate Credit *What are common errors preparers make and what are the areas generating malpractice claims? *The importance of engagement letters, questionnaires, and §7216 permission statement *Initial administrative groundwork *Identifying organizing issues in the tax return to be reviewed *Avoiding "willful blindness" *Efficient review of certain advanced issues for income, adjustments, deductions, and credits *Effective procedures for delinquent clients, filing past-due tax returns *First-time client issues requiring extra scrutiny *Multiple checklists of efficient procedures to identify potential issues on a 1040 return *Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients *Professionals acting professionally |
| 1/4/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0880: Surgent's Essential Depreciation and Expensing Update (Webinar) (21WS-0880)*Complete coverage of recent tax acts and any new legislation enacted before presentation *How the CARES Act corrected a technical glitch, and the effect of Rev. Proc. 2020-25 potential for amending prior returns *Technical correction Rev. Proc. 2019-13 -- use it or stand to lose second year depreciation deductions for luxury automobiles *Detailed coverage of §179 expense election and §168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc. *Sale of property and the depreciation recapture rules (§§1245, 1250, unrecaptured §1250 gain for real estate, §291 for corporations) *MACRS depreciation -- finding the proper method, convention, and recovery period *What is "listed property" and what are the current limitations? *Amortization of start-up, organization, and other expenditures *AMT depreciation adjustments and how to avoid them *Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
| 11/16/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1090: Surgent's Mastering the Basics of Inventory Accounting (Webinar) (21WS-1090)*Elements of inventory cost and full-absorption costing *Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification *Obsolescence reserves *LIFO accounting *Differences between book and tax cost capitalization and related income tax accounting *Retail inventory valuation methodology *Physical inventory observation approaches *Accounting issues related to consigned inventory *Other challenging issues related to inventory accounting |
| 12/27/2021 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0897: Surgent's Mastering Accounting for Income Taxes (Webinar) (21WS-0897)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *CARES Act accounting implications *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 11/19/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0810: Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (21WS-0810)*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues *Who files Form 1065, and who does not file Form 1065 *Trade or Business income and expenses versus Separately Stated Items *The importance of Schedule M-1 *Maintaining Capital Accounts *Partnership distributions -- current or liquidating, cash or property *How to allocate recourse and nonrecourse debt *Self-employment tax issues *Complete coverage of any new legislation enacted before presentation *Other developing issues and hot topics *Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797) *Partnership reporting oddities *Accurately preparing partnership returns and reconciling book income to taxable income |
| 11/3/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0889: Surgent's Business Writing: Professional & Effective Emails (Webinar) (21WS-0889)*Preparing to write: what is my purpose and objective and who is my audience *When email is the appropriate communication methodology and when it’s not *Common email mistakes and how to avoid them *Proven techniques for writing more efficient, readable, and outcome-focused emails |
| 11/18/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-0855: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-0855)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 11/11/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0910: Surgent's Assessing the Risk of Fraud In a Financial Statement Audit (Webinar) (21WS-0910)*Fraud landscape in the United States *Fraud risk procedures as updated by recently issued standards *Most likely fraud types found in small to midsize entities *Internal controls to prevent and detect fraud *What to do when fraud or suspected fraud is identified *Case studies based on recent frauds *Cyber fraud schemes and how to prevent/detect them *Analytics that can be used as fraud risk procedures *Assessing the risk of grant fraud in a Single Audit |
| 11/22/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1008: Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (21WS-1008)*Statutory employees, independent contractors, and possible changes to §530 relief *Using SS-8 *The CARES Act and employer responsibilities for Form 941 *Payroll Tax Penalties -- Who is a responsible person? *Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates *Understanding payroll tax responsibilities in the gig economy |
| 12/9/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1094: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1094)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 12/28/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1158: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (21WS-1158)*Review an error-prone "staff-prepared" Form 1040 from client-provided information *Several new reporting issues for the reviewer to consider, such as the CARES Act rules for retirement plan distributions, rollovers, self-employment tax deferrals, and the Recovery Rebate Credit *What are common errors preparers make and what are the areas generating malpractice claims? *The importance of engagement letters, questionnaires, and §7216 permission statement *Initial administrative groundwork *Identifying organizing issues in the tax return to be reviewed *Avoiding "willful blindness" *Efficient review of certain advanced issues for income, adjustments, deductions, and credits *Effective procedures for delinquent clients, filing past-due tax returns *First-time client issues requiring extra scrutiny *Multiple checklists of efficient procedures to identify potential issues on a 1040 return *Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients *Professionals acting professionally |
| 1/19/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0847: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (21WS-0847)*Advanced technical practice and reporting issues for business entities *Individuals are NOT the only victims of Identity Theft *Marijuana industry may expect increased tax compliance efforts *New Form 1065 steps for reporting capital *New partnership reporting for property contributions *Late filing penalties and small partnership relief *What is terminating S corporations today? *"Substance over Form" argument of shareholder loans *Advanced study of "At-Risk" loans *Employer W-2 correction requests *To Deduct or Not to Deduct -- When a taxpayer receives a PPP loan *White House 2021 Budget Points *On-Demand Payroll issues and other off-the-beaten-path business practice issues *Reporting eligible §1231 gains from Qualified Opportunity Zone Business Property *Don't get caught watching the paint dry -- What is hot and new *What is terminating S corporations today? *Special allocation issues of §704 *Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 11/10/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0986: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (21WS-0986)*Economic update *Leadership and management changes as a result of the pandemic *Managing for productivity *Metrics and benchmarking *Social media's place in our organization |
| 12/6/2021 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 21WS-1126: Surgent's Weekly Expert Hour (Webinar) (21WS-1126)*Each week’s topics will change based on the most critical issues affecting financial professionals |
| 1/6/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WS-1181: Surgent's New Rules Regarding the Calculation and Tax Reporting of a Partner's Basis and Capital Account (Webinar) (21WS-1181)*How a partner’s outside basis and capital account differ *Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L *IRS requirement to report partner tax basis on the transactional approach *How to compute a partner’s initial tax capital account for 2020 *Implications if a capital account is negative *Deficit restoration accounts and qualified income offsets *Modified outside basis method and modified previously taxed capital method *Determining a partner’s beginning capital account for 2020 for a partnership that did not use the tax basis method in 2019 *Beginning capital account for partnerships and partners already reporting on the tax basis |
| 1/26/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1205: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1205)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 2/4/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1067: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-1067)*The SECURE Act, including IRA and RMD changes *The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning *Review of pertinent cases and rulings affecting taxpayers *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *The latest issues related to any other late-breaking tax law changes |
| 12/21/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0953: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (21WS-0953)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters *Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
| 12/1/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1177: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1177)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 1/25/2022 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1083: Surgent's Ethics for Tax Professionals (Webinar) (21WS-1083)*What does practicing before the IRS mean? *Who may practice before the IRS? *What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? *May a tax preparer rely on the work of other tax return preparers? *May a tax preparer rely on and use client-provided information? *Standards associated with giving advice to clients *Abolition of the disclaimer requirement *When must a tax preparer examine a client’s books and records? |
| 12/23/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WS-0917: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-0917)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 11/23/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0960: Surgent's Assessing the Risk of Fraud In a Financial Statement Audit (Webinar) (21WS-0960)*Fraud landscape in the United States *Fraud risk procedures as updated by recently issued standards *Most likely fraud types found in small to midsize entities *Internal controls to prevent and detect fraud *What to do when fraud or suspected fraud is identified *Case studies based on recent frauds *Cyber fraud schemes and how to prevent/detect them *Analytics that can be used as fraud risk procedures *Assessing the risk of grant fraud in a Single Audit |
| 12/2/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1122: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-1122)*The SECURE Act, including IRA and RMD changes *The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning *Review of pertinent cases and rulings affecting taxpayers *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *The latest issues related to any other late-breaking tax law changes |
| 1/5/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1085: Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (21WS-1085)*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return *The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns *New tax-planning strategies for depreciation deductions, including changes to §179 and depreciation as a result of new tax legislation *Methods of accounting -- Application and choices *In-depth analysis of Form 4797 dealing with depreciation recapture *Deductible expenses -- including rules on meals and entertainment *Computation of tax liability *Overview of many common business deductions; which are deductible and which are M-1 items? *How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern *And much more |
| 12/23/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1039: Surgent's IRS Tax Examinations and Hot Issues (Webinar) (21WS-1039)*Criteria that the IRS uses to select returns for examination *Worker classification determinations on who is an employee and who is an independent contractor *S corporation officer’s reasonable compensation issues *Responsibilities to pay the employment taxes when the business defaults *Tax-related identity theft procedures |
| 12/15/2021 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1150: Surgent's Successful Communication (Webinar) (21WS-1150)*The communication process and barriers that get in the way *Techniques for overcoming barriers *Understanding and self-assessment of each component of the communication process *Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success |
| 1/14/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WS-0866: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (21WS-0866)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 11/12/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0992: Surgent's Ethics for Tax Professionals (Webinar) (21WS-0992)*What does practicing before the IRS mean? *Who may practice before the IRS? *What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? *May a tax preparer rely on the work of other tax return preparers? *May a tax preparer rely on and use client-provided information? *Standards associated with giving advice to clients *Abolition of the disclaimer requirement *When must a tax preparer examine a client’s books and records? |
| 12/7/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WS-0884: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-0884)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 11/17/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1163: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1163)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 1/20/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0888: Surgent's Performing Single Audits Under the Uniform Guidance for Federal Awards (Webinar) (21WS-0888)*Core concepts involved in the single audit *The current requirements relating to the schedule of expenditures of federal awards (i.e., the SEFA) and how the auditor provides an in relation to opinion on the SEFA *An in-depth, commonsense look at the four-step major program determination process and common problems encountered in its application *Performing the compliance audit of federal awards (i.e., the auditor’s responsibilities related to internal control and compliance for major programs and how the auditor utilizes the Compliance Supplement) *Auditee and auditor responsibilities related to the corrective action plan and the summary schedule of prior audit findings *The auditor’s reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs *Other significant issues (e.g., key sampling considerations, pass-through entities, and program-specific audits) |
| 11/17/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1147: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1147)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 1/14/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1061: Surgent's Ethics for Tax Professionals (Webinar) (21WS-1061)*What does practicing before the IRS mean? *Who may practice before the IRS? *What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? *May a tax preparer rely on the work of other tax return preparers? *May a tax preparer rely on and use client-provided information? *Standards associated with giving advice to clients *Abolition of the disclaimer requirement *When must a tax preparer examine a client’s books and records? |
| 12/20/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WS-0861: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (21WS-0861)*What’s NEW for this year - Items all practitioners must know *The "revised" Form 1040 and Schedules 1 - 3 *Qualified Business Income -- Coverage of §199A including the real estate safe harbor *A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits, including the latest IRS guidance on significant recent tax legislation *How will clients (and practitioners) interact with IRS in the future? *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Advanced practice issues *Things your parents taught you? *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant *Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property *Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties |
| 11/12/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1076: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (21WS-1076)*How does the IRC define an installment sale under §453? *When can a taxpayer utilize the provisions of IRC §453? *When should a taxpayer utilize the provisions of an installment sale and when should it be avoided? *How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved *Calculating an installment sale *How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method? *What is a like-kind exchange as defined by IRC §1031? *When can a taxpayer utilize the provisions of IRC §1031? *What types of real property are eligible for like-kind exchange treatment and what types are not? *What is "boot" and how does it impact the like-kind exchange deferral? *Calculating a like-kind exchange including any taxable portion *How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges? *Recent changes to like-kind exchanges as the result of IRS final regulations |
| 12/22/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0913: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (21WS-0913)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 11/22/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0887: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (21WS-0887)*Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation *Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues *Recognize and properly handle special pass-through items of income and expense *Accurately prepare S corporation returns and reconcile book income to taxable income *Accurately prepare partnership returns and reconcile book income to taxable income *Properly handle the tax treatment of distributions to shareholders, partners, or members *Understand the special restrictions and sanctions for tax year end selection *Review the basics of partnership and LLC formation and basis calculation *Self-employment tax or NOT, for each entity *Filling in K-1s correctly for S corporations, partnerships, and LLCs *How the Affordable Care Act affects tax returns *The most frequently used forms and schedules, including some form "oddities" |
| 11/17/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1127: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1127)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 1/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1180: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-1180)*The SECURE Act, including IRA and RMD changes *The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning *Review of pertinent cases and rulings affecting taxpayers *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *The latest issues related to any other late-breaking tax law changes |
| 1/26/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0826: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (21WS-0826)*Topic 606’s five-step revenue recognition model *Determining whether to recognize revenue over time or at a point in time under Topic 606 *Other unique considerations in applying the five-step model for entities currently using SOP 81-1/ASC 605-35 *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices from entities already adopting Topic 606 |
| 11/5/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WS-1029: Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (21WS-1029)*Annual update of the changes affecting 401(k) plans *Discussion of audit strategy while improving overall efficiency *Description of common mistakes as noted in peer reviews and DOL inspections |
| 12/14/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1135: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (21WS-1135)*Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation *Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues *Recognize and properly handle special pass-through items of income and expense *Accurately prepare S corporation returns and reconcile book income to taxable income *Accurately prepare partnership returns and reconcile book income to taxable income *Properly handle the tax treatment of distributions to shareholders, partners, or members *Understand the special restrictions and sanctions for tax year end selection *Review the basics of partnership and LLC formation and basis calculation *Self-employment tax or NOT, for each entity *Filling in K-1s correctly for S corporations, partnerships, and LLCs *How the Affordable Care Act affects tax returns *The most frequently used forms and schedules, including some form "oddities" |
| 1/11/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1238: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (21WS-1238)*Topic 606’s five-step revenue recognition model *Determining whether to recognize revenue over time or at a point in time under Topic 606 *Other unique considerations in applying the five-step model for entities currently using SOP 81-1/ASC 605-35 *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices from entities already adopting Topic 606 |
| 2/23/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0998: Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (21WS-0998)*Implementing the new Yellow Book *Developing issues related to performing single audits under the OMB’s Uniform Guidance for Federal Awards *Key AICPA developments affecting audits of governments and nonprofits including SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, and SAS No. 135, Omnibus Statement on Auditing Standards--2019 *Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 84, Fiduciary Activities and GASB No. 87, Leases *Prepare for the implementation of the new FASB ASU on grants, contracts and contributions (i.e., ASU No. 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made) *Develop a deeper understanding of the effects that ASU No. 2016-02, Leases, will have on nonprofits |
| 12/8/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0904: Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (21WS-0904)*How and why a partnership makes a 754 election *The effect of the 754 election when an interest in a partnership is sold or inherited *How the 754 election applies when a partnership makes a distribution of property to one or more of its partners *How to make the 754 basis adjustment |
| 11/19/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1032: Surgent's Ethics for Tax Professionals (Webinar) (21WS-1032)*What does practicing before the IRS mean? *Who may practice before the IRS? *What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? *May a tax preparer rely on the work of other tax return preparers? *May a tax preparer rely on and use client-provided information? *Standards associated with giving advice to clients *Abolition of the disclaimer requirement *When must a tax preparer examine a client’s books and records? |
| 12/14/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WS-0990: Surgent's Mastering Accounting for Income Taxes (Webinar) (21WS-0990)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *CARES Act accounting implications *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 12/7/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0919: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (21WS-0919)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters *Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
| 11/23/2021 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1019: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-1019)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 12/11/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0975: Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (21WS-0975)*Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition *Tax treatment of consulting agreements and covenants not to compete *Sale of personal goodwill associated with an asset acquisition *Tax consequences associated with a stock acquisition and an asset acquisition *Acquisitive reorganizations *Non-tax issues that must be considered when a corporation is acquired |
| 12/3/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-0772: Surgent's Fraud in Not-for-Profit Entities and Governments: Stealing from Everyone (Webinar) (21WS-0772)*The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement Audit *The Yellow Book requirements related to fraud, waste and abuse *Common conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governments *Recent frauds that occurred in not-for-profit entities involving the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraud *Recent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers’ compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assets *Tools for fraud prevention and detection |
| 10/26/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0857: Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (21WS-0857)*Implementing the new Yellow Book *Developing issues related to performing single audits under the OMB’s Uniform Guidance for Federal Awards *Key AICPA developments affecting audits of governments and nonprofits including SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, and SAS No. 135, Omnibus Statement on Auditing Standards--2019 *Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 84, Fiduciary Activities and GASB No. 87, Leases *Prepare for the implementation of the new FASB ASU on grants, contracts and contributions (i.e., ASU No. 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made) *Develop a deeper understanding of the effects that ASU No. 2016-02, Leases, will have on nonprofits |
| 11/11/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1157: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-1157) |