On Demand
Power BI® – Go Beyond PivotTables with Power Pivot (Course 6)
- Online
- Event Code: ODX01825
- CPE Credits: 4
- Legacy Level:Advanced
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
This course focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model, calculations, hierarchies and KPI’s) and you will learn how you can use each of these features. Although, the majority of the time will be spent on ... More Info
On Demand
Power BI® – Introduction to MS Power BI® Tools (Course 1)
- Online
- Event Code: ODX01325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in ... More Info
On Demand
Power BI® – OLAP Formulas & More Time Intelligent Functions
- Online
- Event Code: ODX02225
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ... More Info
On Demand
Power BI® – Prepare Your Data Efficiently for Excel® Analysis (Course 2)
- Online
- Event Code: ODX01425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Before you can analyze data, you first must get the data. This course focuses on getting data into Excel using different data sources. Whether your data is text, comma delimited (CSV), reports, Excel, databases, web, applications and/or many others, Excel provides the ability to access that data. You will ... More Info
On Demand
Power BI® – Share Your Data Analysis using PowerBI.com (Course 9)
- Online
- Event Code: ODX02125
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
What good is data analysis if you can’t share it? This course will focus on using Microsoft’s cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or ... More Info
On Demand
Power BI® – Use Advanced Calculations with DAX Formulas (Course 7)
- Online
- Event Code: ODX01925
- CPE Credits: 4
- Legacy Level:Advanced
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
This course focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. We will review what you learned in “Power BI – Go Beyond PivotTables with Power Pivot” and take your calculations to the next level using advanced DAX formulas. You will learn ... More Info
On Demand
Power BI® – Use PBI Desktop to Create Reports & Dashboards (Course 8)
- Online
- Event Code: ODX02025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. ... More Info
On Demand
Power BI® – Use Power Query to Transform Your Data (Course 5)
- Online
- Event Code: ODX01725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail – the inability to get the correct data. This class focuses on using ... More Info
On Demand
Professional Skepticism – Finding Fraud & Error
- Online
- Event Code: ODX12125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- NCACPA On Demand 365
Professional Skepticism – Creating a Mindset for Finding Fraud and Error is a critical skill for audit and other attest services. The public places a high value on assurance services provided by an external public accountant, as the CPA’s involvement directly enhances the degree of confidence intended users can place ... More Info
On Demand
Reference Rate Reform
- Online
- Event Code: ODX07325
- CPE Credits: 1
- Legacy Level:Overview
- Fields of Study: Accounting
- NCACPA On Demand 365
At its height, LIBOR was the benchmark for over US $350 trillion in financial contracts worldwide. Yet, due to concerns over the manipulation of the rate, standard setters determined that LIBOR should be discontinued. The global response to reference rate reform required financial reporting standard setters to provide practical expedients ... More Info
On Demand
Retirement Planning; IRA’s
- Online
- Event Code: ODX03025
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Specialized Knowledge
- NCACPA On Demand 365
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting ... More Info
On Demand
Roadmap to Ethical Decision Making
- Online
- Event Code: ODX09425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
- NCACPA On Demand 365
Practitioners need to exercise caution to ensure they maintain independence as they assist their clients with reviews, audits, and compilation engagements. This course provides a roadmap to best practices and guidance provided by the AICPA’s Code of Professional Conduct and analyzes and applies it to actual scenario-based case studies, providing ... More Info
On Demand
Schedule C of Form 1040
- Online
- Event Code: ODX03725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. Required Knowledge: None Advanced Preparation: ... More Info
On Demand
Section 174: New Rules for Research & Experimentation
- Online
- Event Code: ODX08725
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. Required Knowledge: Basic Tax Knowledge Advanced Preparation: None Who Should Attend: CPAs in public practice and industry ... More Info
On Demand
Secure Act 2.0: What you need to know
- Online
- Event Code: ODX08225
- CPE Credits: 1.5
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers. Required Knowledge: None Advanced Preparation: None Who Should Attend: CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.
On Demand
Shortcuts that Excel® Users Love
- Online
- Event Code: ODX05925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
- NCACPA On Demand 365
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
On Demand
Steps to Stop External Fraud
- Online
- Event Code: ODX05025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
- NCACPA On Demand 365
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
On Demand
Talk This Way – Communication Skills for the CPA
- Online
- Event Code: ODX08525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Communications & Marketing
- NCACPA On Demand 365
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written ... More Info
On Demand
Taxation of Business Entities
- Online
- Event Code: ODX03825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. Required Knowledge: None Advanced Preparation: None Who Should Attend: This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, ... More Info
On Demand
Taxation of Judgement and Settlements
- Online
- Event Code: ODX07925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among ... More Info
On Demand
Taxation of Non-fungible Tokens (NFTs)
- Online
- Event Code: ODX04325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets. ... More Info
On Demand
The Art of Discipline & Getting Things Done – Applying Better Time, Team, & Project Management Techniques
- Online
- Event Code: ODX09225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
- NCACPA On Demand 365
The Art of Discipline and Getting Things Done – Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a ... More Info
On Demand
The Choice of Entity Decision: What is best for your client?
- Online
- Event Code: ODX08825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions. Required Knowledge: Basic understanding of tax and entity decision Advanced Preparation: None Who Should Attend: CPAs in public practice and industry seeking an update on the latest tax ... More Info
On Demand
Treasury Circular 230 for EAs and Other Tax Preparers
- Online
- Event Code: ODX08025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) ... More Info
On Demand
Understanding Internal Control Constructs
- Online
- Event Code: ODX04925
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting
- NCACPA On Demand 365
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info