CPE & Event Calendar

Please join us for our In-Person Joint Infoshare with MassCPAs Alternative Investments & Regulated Investments Companies Committees. Agenda will include breakfast, networking and rich agenda put together by each committee's leadership including a keynote session with the SEC. (Eligible for 3 CPE Credits)AGENDA8:00–8:45 a.m. Breakfast and Networking  8:45–8:50 a.m. Welcome from MassCPAs    8:50–9:35 a.m. Conversation with Meghan Ryan, CPA, assistant chief accountant, Division of Investment Management, U.S. Securities and Exchange Commission    9:40–10:25 a.m. Panel Discussion: Rule Changes, Challenges and Trends in the Alternative Investments Industry  Keaton McKernan, CPA, controller, Cormorant Asset Management  Joyce Todisco, CPA, vice president of Alternatives Oversight, Fidelity  Brendan Wakeham, senior vice president and senior fund controller, HarbourVest    10:30–11:00 a.m. Deloitte’s Fair Value Survey  Katie Yorra, CPA, audit partner, Deloitte LLP  Michelle Coombs, CPA, audit and assurance senior manager, Deloitte LLP    11:00–11:15 a.m. Industry Update on Cryptocurrency with Kurt Goetjen, CPA, managing director, KPMG LLP    11:20 a.m.–12:00 p.m. Trends in Artificial Intelligence (AI) in Wealth Management with Abhinav Goel, senior manager, EY  Location will be Downtown Boston at Deloitte LLP's new offices Winthrop Center, 115 Federal Street, Boston, MA, 02110 Please note this meeting will be IN PERSON only, and we will not be offering virtual attendance. Please reach out to Melissa at mnystedt@masscpas.org if you have any questions.

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information available in order to effectively advise your clients on these important changes.

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.

This session features the latest behavioral science, demonstrations of experiments, and compelling real-life stories to disrupt everything you thought you knew about fraud. It will spur you to challenge "sacred cows" of the industry and help you develop better thinking approaches to detect, deter, or investigate fraud, waste and abuse. Learn why many of our basic assumptions about fraud are flawed, why some widely accepted investigative practices are more harmful than helpful, and how auditors and investigators sometimes unwittingly assist fraud schemes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Please join us for our quarterly Young Professionals Committee meeting. Committee meetings are open to all MassCPAs members. AGENDA: Panel Discussion: Inspiring Voices from Women to Watch Award Recipients Get ready to elevate your career at our next meeting! Join us for an exclusive preview of the upcoming Women’s Leadership Summit and discover why this is an event you won’t want to miss. Plus, hear firsthand from an incredible panel of former Women to Watch Award recipients as they share their journeys in the accounting field, highlighting the power of leadership and the impact of volunteering. This is your chance to gain invaluable insights and inspiration from some of our industry’s brightest leaders! Our panelists include: Kayla Ducharme, CPA Audit Senior Manager at KPMG  MassCPAs Alternative Investments Committee Chair Hillary Caplan Sefcik, CPA Assurance Manager at CohnReznick LLP MassCPAs Women in Accounting Committee Chair Kacie McManus, CPA Associate Principal-Forensic Services at Charles River Associates MassCPAs Litigation Consulting and Business Valuation Committee Chair CPE Credit: In order to verify your attendance, you must log into zoom using the same email address used to register for this event and linked to your MassCPAs profile Join the committee roster? If you want to join this committee roster, to have access to the MassCPAs online community and be kept up to date with future events, let us know.If you have any questions, contact Melissa at MNystedt@masscpas.org 

If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 10 real life cases and puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly and find out where to go for help. Once you have studied ethics using real world cases, you'll never want to do it any other way. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The webinar will provide an overview of the regulated, legal side of the industry which now includes 19 states with recreational/adult use access and 38 states with medical access. This session will lay a foundation focusing on the modern historical background of the cannabis plant and the evolution of laws and regulations related to marijuana and agricultural hemp. The segment is designed to be useful for CPA practitioners desiring to provide or enhance their services within the cannabis and hemp niches. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

This course explores 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 from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.  **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

You could pay $0 for this course!This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible (By October 8th)  The course code for this program is C-2248. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. MassCPAs is thrilled to bring back our Women's Leadership Summit in-person this fall! Join us at the Westin Waltham Hotel on Tuesday, October 29, to network and hear from inspiring women, while celebrating the presentation of the 2024 Women to Watch Awards to an exceptional group of emerging and experienced leaders from across the accounting industry. “Discover the talents of four local entrepreneurs at our Health and Wellness Pop-up, recommended by past Women to Watch award recipients!” 

This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.

Please join us for our October Litigation Consulting and Business Valuation Committee Meeting. Committee meetings are open to all MassCPAs members. AGENDA: Unlocking Ownership: Understanding the Basics and Valuation of ESOPs This presentation provides an overview of ESOPs, explaining their structure, benefits for employees and companies, and the key factors involved in their valuation. It also highlights the challenges of implementing ESOPs and their role as a strategic tool for business succession and long-term sustainability Presenters: Sandra S. Smith, CPA, CGMA, CVA – Managing Director of Atlantic Management Company John H. Sanders Jr., CVA -Manager of Atlantic Management Company  Atlantic Management Company (https://www.atlantic-mgmt.com) is a Portsmouth, NH and New Orleans, LA based financial and transaction advisory firm that provides business valuation, ESOP and merger and acquisition services for privately owned middle market companies.  Our 56-year history is reflected in our experienced professional staff and diverse client list, which includes virtually every industry from manufacturing to emerging high-tech disciplines, as well as retail, wholesale and business services. CPE Credit: In order to verify your attendance, you must log into zoom using the same email address used to register for this event and linked to your MassCPAs profile Join the committee roster? If you want to join this committee roster, to have access to the MassCPAs online community and be kept up to date with future events, let us know.If you have any questions, contact Melissa at MNystedt@masscpas.org 

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.

The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.