Events

Webinar

Balance Sheet Management: The Least Understood Risk

• 11:30 am–1:10 pm ET

• Event Code: WB080320
• CPE Credits: 2

• Available with CPE Select

Most companies manage their income statement, but many organizations virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable problems. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. The session will also examine ... More Info

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Webinar

Open-Book Management: It’s More Than Financial Reporting!

• 2:00 pm–3:40 pm ET

• Event Code: WB080420
• CPE Credits: 2

• Available with CPE Select

Open-Book Management (OBM) is a unique methodology and approach to running an organization. It is based on a simple, yet powerful belief, “When employees think, act and feel like owners…everybody wins.” This thoroughly tested and proven operating system (as explained in Jack Stack’s bestselling book “The Great Game of Business”) ... More Info

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Webcast

Basis Calculations & Distributions for Pass-Through Entity Owners

• 9:00 am–4:45 pm ET

• Event Code: W0032520
• CPE Credits: 8

This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-through entities (i.e., S-corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s ... More Info

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Webinar

Advanced Budgeting: Balance Sheet & Cash-Flow Projections

• 10:00 am–10:50 am ET

• Event Code: WB080720
• CPE Credits: 1

• Available with CPE Select

Unless you expect your organization to be stable in the short, medium, and long term, you need to understand how to create long-term balance sheet and cash-flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they ... More Info

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Webinar

Confessions of a Mompreneur: Leadership Lessons Learned

• 11:00 am–11:50 am ET

• Event Code: WB080820
• CPE Credits: 1

• Available with CPE Select

As founder of a 34-year-old award-winning strategy firm, Sherré has literally raised a business and three daughters, all younger than her business. As a result, her daughters got front-row seats to the life of an entrepreneurial mom and were frequently at her side during times when what comes out of ... More Info

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Webinar

Critical Thinking for Financial Professionals

• 12:00 pm–12:50 pm ET

• Event Code: WB080920
• CPE Credits: 1

• Available with CPE Select

What were they thinking? Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that poor choices must be due to someone’s incompetence, inexperience, bad character, or low intelligence. Yet, when we make a mistake ourselves, we someone rationalize it ... More Info

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Webinar

Covid-19: PPP Loan Provisions & Forgiveness Update

• 12:30 pm–2:10 pm ET

• Event Code: WB098220
• CPE Credits: 2

This course will discuss the revised PPP loan provisions included in the December 27, 2020 Stimulus bill.  It integrates the retroactive changes into the PPP1 program and also discusses the PPP2 program.  The presentation addresses the many loan issues impacting CPAs and their clients for both PPP1 and PPP2 loans.  The unique loan reporting ... More Info

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Webcast

Business and COVID-19 Tax Update 2020

• 1:00 pm–4:45 pm ET

• Event Code: W0032620
• CPE Credits: 4

This program will highlight the most recent and important tax provisions, rules and concepts impacting business tax returns, including the late December, Consolidated Appropriations Act, 2021 and other important COVID-19 related developments.

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Webinar

What’s Going on at the GASB

• 1:00 pm–4:45 pm ET

• Event Code: WB081020
• CPE Credits: 4

• Available with CPE Select

This course reviews accounting standards issued by the Government Accounting Standards Board (GASB) that have been recently issued as well as those that will be effective in the near future. In addition to reviewing the standards, we will also focus on implementation strategies and challenges. Finally, we will turn our ... More Info

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Webcast

Partnership Prep, Basis Calculations, & Distributions: Form 1065

• 9:00 am–4:45 pm ET

• Event Code: W0032820
• 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

Corporate Finance: Valuing a Business

• 9:30 am–11:10 am ET

• Event Code: WB081220
• CPE Credits: 2

• Available with CPE Select

This session discusses various business valuation methods whether for a start-up, spin-off, or acquisition at any stage. Many valuation methods exist. Which method is right? Which is the “best” for a given business? Program content includes crucial topics such as the absolute single best metric, the Cost of Capital, the ... More Info

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Webcast

Guide to 1041 Preparation of Estates & Trusts

• 9:30 am–1:15 pm ET

• Event Code: W0032720
• CPE Credits: 4

The program will examine critical issues in preparing your clients’ Form 1041 U.S. Income Tax Return for Estates and Trusts. Learn where taxable income is determined differently from individuals; filing requirements and deadlines; reporting alternatives for grant or trusts; the calculation and allocation of DNI; and the impact of the ... More Info

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Webinar

Creating Equity Compensation Plans

• 1:30 pm–3:10 pm ET

• Event Code: WB081120
• 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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Webcast

Single Audit: Best Practices & Common Deficiencies

• 8:30 am–4:15 pm ET

• Event Code: W0033120
• CPE Credits: 8

This course is designed to provide participants with the information to properly perform and document a Single Audit under the Uniform Grant Guidance. We’ll focus on considerations that will impact current audits including the new 2019 Compliance Supplement, procurement, and effective dates. We’ll also look at common deficiencies in single ... More Info

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Webcast

Passive Activities & Rental Real Estate Income Tax Issues

• 9:00 am–4:45 pm ET

• Event Code: W0032920
• CPE Credits: 8

This comprehensive training is designed to get the accountant up-to-speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive ... More Info

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Webcast

Power BI®: Advanced Data Analytics with Power Pivot

• 9:00 am–4:45 pm ET

• Event Code: W0033020
• CPE Credits: 8

This fast-paced course focuses on using Excel® Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. ... More Info

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Webinar

Putting Yourself on the Map: Putting Your Best Foot Forward at Work!

• 9:30 am–10:20 am ET

• Event Code: WB081520
• CPE Credits: 1

• Available with CPE Select

What is it that makes a job candidate the hiring choice? What compels an employer to keep a certain employee when downsizing? What causes a supervisor to give a raise or a promotion? There are 10 qualities that employers look for in individuals that they see as invaluable. This seminar ... More Info

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Webinar

The Art of Saying “No”

• 10:30 am–11:20 am ET

• Event Code: WB081320
• CPE Credits: 1

• Available with CPE Select

The ability to set boundaries is one of the most important skills to master for both personal and professional growth. One of the most important aspects of a good boundary is the ability to say “No” to the people, activities and engagements that we do not enjoy or that do ... More Info

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Webinar

Meetings that Work!

• 3:00 pm–3:50 pm ET

• Event Code: WB081420
• CPE Credits: 1

• Available with CPE Select

Meetings are usually seen as a four-letter word. They are often pointless, a megaphone for self-promoters, too long, too boring… and more! However, effective and efficient meetings, aka unicorns, really do add to the bottom line of any organization. This seminar will teach participants how to find unicorns, and create ... More Info

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Webcast

Yellow Book: Changes & Common Deficiencies

• 8:30 am–12:15 pm ET

• Event Code: W0033220
• CPE Credits: 4

The Yellow Book is getting an update. This course will cover the major changes auditors need to know when performing audits under GAGAS (aka Yellow Book or Government Auditing Standards). Areas of focus will include the updated independence requirements, form and organization of the guidance, as well as quality control. ... More Info

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Webinar

Shortcuts that Excel® Users Love

• 9:30 am–11:10 am ET

• Event Code: WB082120
• CPE Credits: 2

• Available with CPE Select

Many people who 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

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Webinar

Accounting for Decision Makers

• 11:30 am–1:20 pm ET

• Event Code: WB081620
• CPE Credits: 2

• Available with CPE Select

In today’s current climate businesses are having to make decisions regarding cost control. This current climate requires decisions related to cost, volume and pricing changes to help you make critical decisions.  Many of these decisions will start with a break-even analysis when you have a single product or service or when ... More Info

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Webinar

Emotional Intelligence: The Critical Factor in Success

• 11:30 am–1:10 pm ET

• Event Code: WB081720
• 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

Disruptive Technologies

• 12:30 pm–2:10 pm ET

• Event Code: WB081820
• CPE Credits: 2

• Available with CPE Select

Disruptive technologies are innovations that significantly alter the way that we do business.  While there have always been technological advancements throughout the years that have altered the way companies and individuals operate, recently there have been four disruptive technologies that are changing the way our society will operate for the ... More Info

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Webcast

It’s Personal! Individual Tax Update 2020

• 1:00 pm–4:45 pm ET

• Event Code: W0033320
• CPE Credits: 4

This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season.

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