Events

Self-Study

NC Accountancy Law: Ethics, Principles, & Professional Responsibilities

• 12:00 am–11:59 pm ET

• Event Code: SS000120
• CPE Credits: 8

North Carolina accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, in recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and in how to respond to third-party disputes regarding your CPA license. The NC rules also examine the ... More Info

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Self-Study

Professional Ethics & Conduct (50 minutes)

• 12:00 am–11:59 pm ET

• Event Code: SS000220
• CPE Credits: 1

North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info

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Webinar

Defining Where & Why Internal Controls Are Needed

• 10:30 am–12:10 pm ET

• Event Code: WB058919
• CPE Credits: 2

• Available with CPE Select

Most organizations have many of the basic controls measures required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision-making. In this session, we work to identify areas where important ... More Info

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Webinar

Excel®: Create KPI Dashboards for Maximum Impact

• 10:30 am–12:10 pm ET

• Event Code: WB058819
• CPE Credits: 2

• Available with CPE Select

Most accountants use Excel® to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing ... More Info

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Webinar

A Look at the COSO Enterprise Risk Management Framework

• 1:00 pm–4:45 pm ET

• Event Code: WB059119
• CPE Credits: 4

• Available with CPE Select

The COSO Enterprise Risk Management Framework was designed to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in regulation standards. In the third quarter of 2017 COSO released an updated version of ERM which works to ... More Info

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Webinar

Excel®: Designing Your Spreadsheets for Maximum Efficiency

• 1:00 pm–2:40 pm ET

• Event Code: WB059019
• CPE Credits: 2

• Available with CPE Select

Microsoft® Excel® is one of the most powerful programs available for CPAs. It includes many time-saving techniques that most CPAs never put into practice. This course is designed to help you get up and running on Excel quickly and efficiently. Even if you have used Excel for years but never ... More Info

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Webinar

How to Build a Virtual Accounting Services Practice

• 1:30 pm–4:00 pm ET

• Event Code: WB059219
• CPE Credits: 3

• Available with CPE Select

Every industry and every profession is being transformed by the rapid evolution in information technology, particularly with cloud computing. The accounting profession is no exception. In fact, accounting professionals across the country are tapping into the cloud to provide innovative and profitable accounting services. The specific models that have emerged ... More Info

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Webinar

Beyond Traditional Budgeting: Reduce Work & Improve Control

• 10:30 am–12:10 pm ET

• Event Code: WB059419
• CPE Credits: 2

• Available with CPE Select

Many financial managers wage a constant struggle to keep their projections current and keep their operating managers engaged and focused on their budgets. This session will show you how to use performance metrics to reduce forecasting work and improve financial control and manager engagement in their department’s numbers.

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Webinar

Excel®: Using Charts for a Nonfinancial Audience

• 10:30 am–12:10 pm ET

• Event Code: WB059319
• CPE Credits: 2

• Available with CPE Select

This webinar will show you how to use Excel®’s charting and formatting features to present financial data to a nonfinancial audience. You know the old saying “A picture is worth a thousand words”—people tend to better understand your point when visuals are used. We will explore the many capabilities of ... More Info

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Webinar

Risk Analysis & Management

• 12:30 pm–2:10 pm ET

• Event Code: WB059519
• CPE Credits: 2

• Available with CPE Select

In this turbulent world, risk management responsibility has fallen squarely on financial management’s shoulders. Audit committees and external auditors are asking questions they never asked before. We must prepare to give them answers! Come get insights about Enterprise Risk Management (ERM) and what standards such as the COSO ERM model ... More Info

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Webinar

Excel®: Using PivotTables for Data Analysis

• 1:00 pm–4:45 pm ET

• Event Code: WB059619
• CPE Credits: 4

• Available with CPE Select

This course is No. 4 in the Microsoft® Power BI® series of webinars. Excel® is the No. 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 ... More Info

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Webinar

Big Data & Data Analytics: What They’re all About

• 2:30 pm–4:10 pm ET

• Event Code: WB059719
• CPE Credits: 2

• Available with CPE Select

Unless you have been living under the proverbial rock, you have probably been hearing the terms “big data” and “data analytics” tossed around quite a bit lately. This is because they’re the hottest trend in information analysis. For CPAs, the ability to unleash the power of big data and data ... More Info

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Webinar

Office 365®: Unleash the Power in Your Organization

• 9:00 am–4:45 pm ET

• Event Code: WB059819
• CPE Credits: 8

One of the biggest trends in business information technology these days is the deployment of Microsoft’s Office 365® suite of desktop and cloud-based applications. Any organization that uses Microsoft® Office® needs to understand the compelling value proposition of the Office 365 ecosystem. The real value of Office 365 is everything ... More Info

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Webinar

Three Market Analysis Priorities to Drive Profitability

• 10:30 am–12:10 pm ET

• Event Code: WB059919
• CPE Credits: 2

• Available with CPE Select

If you only analyze financial statements, you are probably missing many opportunities to increase profitability and cash flow. In this session, you will learn a Profit Sizing™ process involving three key types of market analysis areas * Business offerings * Market segments * Geographic pockets. Developed through 30 years of ... More Info

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Webinar

Schedule M-2 Preparation & Tax Ramifications of S Corporation Distributions

• 1:00 pm–2:40 pm ET

• Event Code: WB060019
• CPE Credits: 2

• Available with CPE Select

This comprehensive training is designed to get the accountant up to speed quickly on how to prepare the S Corporation Schedule M-2 and determine the tax ramifications of distributions.

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Webinar

Adobe® Acrobat® Advanced Tips, Tricks, & Techniques

• 9:30 am–1:15 pm ET

• Event Code: WB060119
• 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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Webinar

Emotional Intelligence: The Critical Factor in Success

• 9:30 am–11:10 am ET

• Event Code: WB060219
• CPE Credits: 2

• Available with CPE Select

Emotional intelligence is an individual’s capacity to understand both their own and other people’s emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional, and social success. Every business leader can improve their ... More Info

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Webinar

Mastering the Office 365® Calendar App

• 1:30 pm–3:10 pm ET

• Event Code: WB060319
• CPE Credits: 2

• Available with CPE Select

If you have an Office 365® subscription there is a good chance that you continue to use the Outlook® desktop app to manage your calendar. This course will take you through a deep dive of the online Calendar app, so that you can fully leverage your Office 365 subscription investment. ... More Info

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Webinar

Effective Networking: Energize Your Career

• 9:30 am–10:45 am ET

• Event Code: WB060519
• CPE Credits: 1.5

• Available with CPE Select

It is not who you know, but who knows you. You land jobs, win clients, make sales and get promotions based on your visibility within your company, industry, and business community. According to several studies, people find 70-75% of all new jobs through networking. Despite knowing that we should network, ... More Info

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Webinar

Microsoft® Power BI®: Fundamentals of Power Query

• 9:30 am–11:10 am ET

• Event Code: WB060419
• CPE Credits: 2

• Available with CPE Select

This course is No. 7 in the Microsoft® Power BI® series of webinars. 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 where most data analysis project fail … ... More Info

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Webinar

Mastering the Office 365® Tasks App

• 11:30 am–1:10 pm ET

• Event Code: WB060619
• CPE Credits: 2

• Available with CPE Select

Everyone has a “to-do” list to manage. Some people use a paper notepad or sticky notes, others may use an Excel® or Word® file to track their to-dos. One of the most practical tools to use is the Outlook® tasks application. This course will provide a comprehensive review of how ... More Info

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Webinar

Outsourcing Relationships: Enjoy the Benefits, Avoid Pitfalls

• 12:30 pm–2:10 pm ET

• Event Code: WB060719
• CPE Credits: 2

• Available with CPE Select

Companies are increasingly outsourcing their supply chain’s more complex elements, including selling, manufacturing, distribution, warehousing, and customs clearance. This session will focus on the due diligence, contracting, managing, and monitoring of third parties that companies should, but do not always do. The seminar will identify the risks, potential pitfalls, and ... More Info

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Webinar

Mastering the Office 365® Mail App

• 1:30 pm–4:00 pm ET

• Event Code: WB060819
• CPE Credits: 3

• Available with CPE Select

Chances are you have been using the Outlook® email app for many years. If you have an Office 365® subscription you will definitely want to take advantage of the online Mail app, so that you can have the best of both worlds. This course will provide you with a deep ... More Info

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Webinar

Excel®: Advanced Spreadsheet Troubleshooting Techniques

• 10:30 am–12:10 pm ET

• Event Code: WB060919
• CPE Credits: 2

• Available with CPE Select

Do you dread that annoying ERROR! message popping up on your spreadsheets? Tired of using the same long, elaborate formulas when you could be using the ones that are already built into Excel®? Then this class is for you! In this webinar, we will focus on Debugging and Troubleshooting complex ... More Info

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Webinar

Prepare for a CFO Role

• 1:00 pm–1:50 pm ET

• Event Code: WB061019
• CPE Credits: 1

• Available with CPE Select

Many accountants spend their early career trying to develop technical skills, yet a surprising proportion of public company Chief Financial Officers don’t even have an accounting degree. What does it take to become a CFO and be successful once you get there? Whether you are early or late in your ... More Info

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