Events

Webinar

Getting the Most From Microsoft Outlook®

• 10:30 am–12:10 pm ET

• Event Code: WB052719
• CPE Credits: 2

• Available with CPE Select

Microsoft® Outlook® is still one of the most regularly used email and calendar applications in the world today. It is popular because it is both powerful and relatively easy to use. There are, however, many useful features that a high percentage of people do not know about. In this session, ... More Info

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Webinar

Creating Equity Compensation Plans

• 12:30 pm–2:10 pm ET

• Event Code: WB052819
• CPE Credits: 2

• Available with CPE Select

In today’s business world, there is a talent war and the organizations with the best talent will win. There is a clear need to motivate and compensate talented personnel. Equity compensation plans are useful to retain, reward, and recruit. Whether the business is large or a small start-up, developing an ... More Info

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Webinar

Effective Communication for Financial Managers

• 2:30 pm–4:10 pm ET

• Event Code: WB052919
• CPE Credits: 2

• Available with CPE Select

Surprisingly, in an era dubbed the “communication age,” many executives consider inadequate and ineffective information exchange between managers and employees a primary concern. In fact, in a survey produced by Robert Half Management Resources, they found that 61% of CFOs said the biggest mistake companies make in managing their employees ... More Info

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Webinar

IRC §199A QBI Deduction: Ins & Outs of the New QBI Deduction Calculation & Reporting

• 9:00 am–4:45 pm ET

• Event Code: WB053019
• CPE Credits: 8

The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that has lowered the income tax rates for individual and corporate taxpayers and introduced a new 20% deduction for qualified business income (QBI) for sole proprietors and pass-thru entities. The cornerstone of this course is ... More Info

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Webcast

Microsoft® Office® Overview: Helpful Knowledge: Excel®, Word®, Outlook®, & PowerPoint®

• 9:00 am–4:45 pm ET

• Event Code: W0033819
• CPE Credits: 8

One of the most oft-used software suites is Microsoft® Office®. The key components of the suite are Excel®, Outlook®, PowerPoint®, and Word®. A strong understanding of the nuances of each can make users notably more productive. In this session, we introduce participants to many powerful and often unknown features available ... More Info

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Webinar

Creating Client Portals With Office 365® SharePoint® Online

• 10:30 am–1:00 pm ET

• Event Code: WB053119
• CPE Credits: 3

• Available with CPE Select

This course is designed specifically for those firms that want to use SharePoint® Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will introduce you to a comprehensive ... More Info

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Webinar

Fixing Your Chart of Accounts

• 10:30 am–11:20 am ET

• Event Code: WB053219
• CPE Credits: 1

• Available with CPE Select

A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer “what if” questions and helps eliminate data-entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data, and keeping errors from ... More Info

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Webinar

Aligning Budgets to Strategy: The Key to Long-Term Profitability

• 1:00 pm–2:40 pm ET

• Event Code: WB053319
• CPE Credits: 2

• Available with CPE Select

In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webinar explores a practical “real-world” planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The ... More Info

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Networking

ECU Student Night

• 6:00 pm–7:30 pm ET
• Greenville

• Event Code: ST000119

Join local students and accounting professionals on Monday, January 27 from 6:00–7:30 pm in the Bate Building on East Carolina University’s campus for a student night including a speed networking activity! Students will have the opportunity to meet CPAs and accounting professionals to discuss various accounting career paths while professionals will have the ... More Info

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Webcast

Hands-On Tax Return Workshop: S Corporations (Form 1120S)

• 9:00 am–4:45 pm ET

• Event Code: W0035019
• CPE Credits: 8

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.

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Webinar

Microsoft® Power BI®: Fundamentals of the Power BI Desktop App

• 9:00 am–12:45 pm ET

• Event Code: WB053419
• CPE Credits: 4

• Available with CPE Select

This course is No. 8 in the Microsoft® Power BI® series of webinars. Power BI Desktop is a new standalone tool that adds visualization to your data. This course focuses on learning the Power BI Desktop interface, connecting to data sources, and creating the visualizations. We will demonstrate the creation ... More Info

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Webcast

Partnership Preparation, Basis Calculations & Distributions: Form 1065 Schedule K & K-1 Analysis

• 9:00 am–4:45 pm ET

• Event Code: W0033919
• CPE Credits: 8

This comprehensive training is designed to get the accountant up-to-speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member’s basis. The cornerstone of this course is the in-depth, line-by-line analysis of the Form 1065 ... More Info

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Webinar

Better Meetings: Make Meetings Fun & Productive

• 10:30 am–12:10 pm ET

• Event Code: WB053519
• CPE Credits: 2

• Available with CPE Select

Most meetings are a snooze-fest; they waste time and prevent you from getting work done. Why do some businesses have productive meetings and others do not? Do we really need to have a meeting? What are the alternatives? This session discusses many proven tactics to make your meetings highly productive. ... More Info

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Webinar

Adobe® Acrobat® Advanced Tips, Tricks, & Techniques

• 1:00 pm–4:45 pm ET

• Event Code: WB053619
• CPE Credits: 4

• Available with CPE Select

This advanced course will teach you how to utilize Adobe® Acrobat® features to create and work within PDF files with maximum efficiency. Adobe Acrobat is widely used as a method of presenting information and exchanging documents electronically. The use of PDF files continues to grow significantly. Mastering the use of ... More Info

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Webcast

New Section 199A Deduction Rules & Regulations

• 1:00 pm–4:45 pm ET

• Event Code: W0034019
• CPE Credits: 4

This course will provide in depth-coverage of the all-important new 20% Section 199A deduction, including the final regulations issued in January 2019. Understanding this extremely complicated deduction with its limitations and phase-out is critically important to millions of partners, S shareholders, and self-employed taxpayers.

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Webinar

Four Critical Success Factors to Creating Sustainable Growth

• 10:30 am–11:10 am ET

• Event Code: WB053719
• CPE Credits: 2

• Available with CPE Select

The world changes rapidly. If your business strategy is not built on this premise, you are already falling behind. Intelligence, emotional acumen, agility, and profitability are all critical to growth, and essential amidst constant change. Based on validated research and best practices, this session will introduce you to a Sustainable ... More Info

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Webinar

Basis Calculations for Partners & LLC Members

• 1:00 pm–4:45 pm ET

• Event Code: WB054019
• CPE Credits: 4

• Available with CPE Select

This comprehensive training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of a partnership (i.e., partners and LLC members).

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Webcast

Business Tax Strategies for S Corporations & Partnerships

• 1:00 pm–4:45 pm ET

• Event Code: W0034119
• CPE Credits: 4

This program will address the impact of the recent Tax Cuts and Jobs Act, with a focus on important provisions, rules, and concepts related to S Corporation and partnership returns.

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Webinar

Closing Best Practices: Shorten Month-End

• 1:00 pm–4:45 pm ET

• Event Code: WB053919
• CPE Credits: 4

• Available with CPE Select

Surveys show that the average North American company completes its monthly financial statement closing in five days. However, some companies are able to close their books in one day or less. Many financial managers who feel pressured to shorten financial statement preparation time struggle with the balance between accuracy and ... More Info

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Webinar

Microsoft® Power BI®: Improve Data Analysis With DAX Measures

• 1:00 pm–2:40 pm ET

• Event Code: WB053819
• CPE Credits: 2

• Available with CPE Select

This course is No. 5 in the Microsoft® Power BI® series of webinars. This course focuses on improving your data so that it contains the information you need to analyze. One major issue of data analysis, is bad data, so this course will focus on turning bad data into good ... More Info

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Webinar

Microsoft® Power BI®: Get Started With the Right Data

• 3:00 pm–4:40 pm ET

• Event Code: WB054119
• CPE Credits: 2

• Available with CPE Select

This course is No. 2 in the Microsoft® Power BI® series of webinars. Before you can analyze data, you first must get the data. This course focuses on getting data into a data model and then working with that data. Attendees will learn the importance of having data in a ... More Info

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Webinar

How Fraud Can Affect Smaller Organizations

• 9:30 am–1:15 pm ET

• Event Code: WB054219
• CPE Credits: 4

• Available with CPE Select

Many small- to medium-sized companies do not properly address the risk that arises which is related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top-level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info

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Webinar

Effective Business Writing

• 10:30 am–12:10 pm ET

• Event Code: WB054319
• CPE Credits: 2

• Available with CPE Select

American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts, and turns off customers. Optimize your time spent in communications as a writer and a reader. Prevent your readers from sending your documents to the circular file because they are too much work to ... More Info

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Webinar

Managing People: Conquering the Soft Side of Your Job

• 12:30 pm–2:10 pm ET

• Event Code: WB054419
• CPE Credits: 2

• Available with CPE Select

Financial managers rarely get fired due to lack of GAAP or tax knowledge. They get fired because they fail at the people side of their job. An accountant with good people management skills can rise to CEO, but if you can’t manage and develop people, your career scope will be ... More Info

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Webcast

It’s Personal: Key Tax Update for Individuals

• 1:00 pm–4:45 pm ET

• Event Code: W0034219
• CPE Credits: 4

This program will highlight recent individual tax developments resulting from the Tax Cuts and Jobs Act and provide practitioners with a comprehensive update for the upcoming tax season.

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