On Demand
Entertainment, Meals & Travel Expenses: Review & Update
- Online
- Event Code: ODX04125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. Required Knowledge: Basic ... More Info
On Demand
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: ODX11325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
On Demand
Ethics & Technology for CPAs
- Online
- Event Code: ODX10325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
- NCACPA On Demand 365
This course will explore the ethical principles included in the Code of Professional Conduct that address emerging practice issues created by new technologies. Consider the how technologies could impact audit quality and the integrity of the financial systems and whether they create a need for CPAs to change their skill ... More Info
On Demand
Ethics Based Leadership for Women
- Online
- Event Code: ODX14625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
- NCACPA On Demand 365
This workshop, framed through an ethical lens, is offered to empower women who wish to consider the privileges, responsibilities, and challenges of holding leadership positions. Despite advances, women are significantly underrepresented in the workplace. In addition to external societal barriers for which many women are held back, there are many ... More Info
On Demand
Ethics: 10 Crucial Qualities of High-Character CPAs
- Online
- Event Code: ODX04225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
- NCACPA On Demand 365
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty ... More Info
On Demand
Excel® – Advanced Defined Names & Excel® Tables
- Online
- Event Code: ODX02425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
The importance of Defined Names and Excel Tables is detailed in our course “Excel – Two Must Know Features: Defined Names & Tables.” Once you understand these two features, how can you use them to build advanced spreadsheets? This course is designed to demonstrate how you can use these features ... More Info
On Demand
Excel® – Advanced Financial & Statistical Calculations
- Online
- Event Code: ODX00925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
In this course, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your ... More Info
On Demand
Excel® – Advanced Spreadsheet Troubleshooting Techniques
- Online
- Event Code: ODX00825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
In this course, we will focus on debugging and troubleshooting complex formulas. You will learn various techniques that will assist you in creating complex compound formulas. You will also learn methods to resolve issues when you receive errors. Do you dread that annoying ERROR! message popping up on your spreadsheets? ... More Info
On Demand
Excel® – Building Powerful Lookup & Reference Formulas
- Online
- Event Code: ODX01025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
In this course, we will focus on the Logical, Information and Lookup and Reference functions. In the Logical function section, you will learn to perform logical tests using the IF function along with AND, OR and NOT. In the Information function section, you will learn various ERROR checking functions that ... More Info
On Demand
Excel® – Create KPI Dashboards for Maximum Impact
- Online
- Event Code: ODX00625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then we will work through importing data, setting up calculated fields and columns, and creating key ... More Info
On Demand
Excel® – Feature Review in 100 minutes
- Online
- Event Code: ODX00325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to enhance your ability to create spreadsheets more efficiently and with more accurately. However, if you aren’t aware ... More Info
On Demand
Excel® – Formatting Spreadsheets for Beginners
- Online
- Event Code: ODX02525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Formatting Excel spreadsheets to look their best can be a tedious task. From deciding which fonts to use to cell formatting to multiple sheets to printing to distribution, these factors can take considerable valuable time. This class is designed to help you efficiently format spreadsheets, so you can spend time ... More Info
On Demand
Excel® – From a Blank Sheet to a Finished Workbook
- Online
- Event Code: ODX00225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Have you ever opened a blank workbook in Excel and just stared at it, wondering where to begin? Or, do you spend most of your time just formatting cells to make your spreadsheet look pretty? Or, do you just wonder if there is a better way to creating your spreadsheets? ... More Info
On Demand
Excel® – Functions & Formula Shootout
- Online
- Event Code: ODX00125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Are you aware there are 470+ formula functions in Excel? Do you realize that they add new functions in every major version of Excel? Did you know that Microsoft adds new functions throughout the year in the Office 365 version of Excel? Are you stuck using old or simple functions ... More Info
On Demand
Excel® – New Features That Benefit Excel® 2019 & O365 Users
- Online
- Event Code: ODX02325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Over the years, Excel has added MANY new features and functionality, yet most people still use it in the same way they first learned. Part of the reason is new features were added when the newest version was announced approximately every 3 years. The list was so extensive, making it ... More Info
On Demand
Excel® – Two Must Know Features; Defined Name & Tables
- Online
- Event Code: ODX01225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
This course is designed to build the foundation to becoming an Excel formula expert. Our focus will be on design techniques that should be used when creating formulas. Excel has over 500 functions and among those, Defined Names is one of the top choices in creating formulas that make your ... More Info
On Demand
Excel® – Using Charts for a Non-Financial Audience
- Online
- Event Code: ODX00725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
This course will show you how to use Excel’s charting and formatting features to present financial data to a non-financial audience. As the saying goes, “A picture is worth a thousand words.” People tend to better understand the point when visuals are used. We will explore the many capabilities of ... More Info
On Demand
Excel® – Using PivotTables for Data Analysis
- Online
- Event Code: ODX00425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate ... More Info
On Demand
Excel® – Working With Text, Date & Time Functions & Formulas
- Online
- Event Code: ODX01125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
In this course, we will focus on Text functions and Date and Time functions. Want to automatically update the date and time on your spreadsheet? Or pick text strings from other cells to automatically copy and update to a different cell? You will learn how to incorporate text, date and ... More Info
On Demand
Exploring Internal Controls: That Could Have Prevented Frauds
- Online
- Event Code: ODX12625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Auditing
- NCACPA On Demand 365
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters’ ability to accomplish their nefarious acts. Required Knowledge: Basic working knowledge of auditing techniques Advanced Preparation: None Who Should Attend: Accounting ... More Info
On Demand
Finding Errors in Excel® Spreadsheets
- Online
- Event Code: ODX12025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Auditing
- NCACPA On Demand 365
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants ... More Info
On Demand
Fraud & Embezzlement; Case Studies from the Trenches
- Online
- Event Code: ODX03225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
- NCACPA On Demand 365
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
On Demand
Fundamentals of Form 1040 — Business
- Online
- Event Code: ODX14425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 – Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, ... More Info
On Demand
Fundamentals of Form 1040 — Individual
- Online
- Event Code: ODX14225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
On Demand
Fundamentals of Income Taxation
- Online
- Event Code: ODX03625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
Please join us for a introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal for CPAs, CFPs, EAs and other tax preparers. Required ... More Info