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CPE & Event Calendar

For details about the CPE and event categories below, please click here.

Showing 265 Seminars Results

Level IV: Management and Leadership Essentials Training

Begins: Ends:

Virtual

24.00 Credits

Member Price: $799

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. The course code for this program is C-8906 . To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

K2's Excel Essentials for Staff Accountants

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is 1136750. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Staff accountants have specific needs when working with Excel. Unfortunately, these needs are often not met by their existing Excel knowledge. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.

K2's Excel Tips, Tricks, and Techniques for Accountants

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is 1136754. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

K2's Advanced Excel

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is 1129982. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Level II: Semi-Senior Staff Training

Begins: Ends:

Virtual

24.00 Credits

Member Price: $799

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. The course code for this program is C-3273. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

Partnership and S Corporations: How to Report Partner and Shareholder Basis

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Virtual

4.00 Credits

Member Price: $219

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. The course code for this program is C-9276. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.A detailed analysis of the calculations related to determining a partner's tax basis for a partnership interest and shareholder interest in an S corporation. How to use the Forms 1065 and 1120S, Schedule K-1 information for basis determination will be demonstrated using illustrated examples with filled in forms to show how the process works along with its many potential pitfalls.

K2's Budgeting and Forecasting Tools and Techniques

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is 1136670. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Do your budgeting and forecasting processes work as well as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous amounts of time and yield only marginal benefits. In this course, you will learn to achieve a greater return on your budgeting and forecasting activities by using various tools and techniques available in today's market. In addition to learning how to utilize Excel more effectively for budgeting and forecasting activities, you will also learn about other tools, such as Budget Maestro, PROPHIX, and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, you will learn how to account for risk and uncertainty in your budgeting and forecasting models and why doing so is a best practice for more meaningful budgets and forecasts. Join us in this course to learn how to reduce your time on budgeting and forecasting tasks while simultaneously increasing their value.

Fraud, Internal Controls and Ethics: Best Practices and Case Studies

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Virtual

4.00 Credits

Member Price: $209

You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbursement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is C-4107 To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.orgThis 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.

K2's Case Studies In Fraud And Technology Controls

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is 1130297. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk. A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

Hot IRS Tax Examination Issues for Individuals and Businesses

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is 1136945. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS has currently increased its audit coverage and is examining more taxpayers than in the recent past.

Level III: Beginning in Charge Training

Begins: Ends:

Virtual

24.00 Credits

Member Price: $799

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. The course code for this program is C-3316. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality and learn to make non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

Artificial Intelligence (AI) and Machine Learning: Practical Applications

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Virtual

4.00 Credits

Member Price: $219

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. The course code for this program is C-9275. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Artificial Intelligence (“AI”) and Machine Learning (“ML”) are being deployed in organizations large and small at a rapidly increasing rate. Your organization is likely testing, deploying and perhaps refining AI-powered applications across a variety of departments and business functions. Why should this matter to accounting, internal audit, finance and cyber professionals? Should our teams be testing and deploying also? During this interactive session we will demonstrate and describe the differences between chat- based AI search tools and more robust AI-powered applications such as one that we helped build to help prioritize and dispatch IT help desk tickets. The session will include example policies for responsible and ethical AI, and resources to help curious professionals learn more about these subjects. These technologies are powerful and quite capable, they are not without risk. After all, with great power comes great responsibility. These technologies can also be misused (accidentally or intentionally) to destroy value instead of creating it. We also discuss which is the greater risk; a) not using these new technologies or b) misusing these new technologies? Leading organizations have been using AI and ML. Successful leaders must be aware of the pros and cons and how to properly utilize these tools.  

Postmortem Estate Planning: Navigating Decedent's Estate Issues

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is C-3972. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.In the ever-evolving field of estate planning, addressing the complex issues that arise upon a client's death is of utmost importance. Postmortem estate planning plays a critical role in managing various aspects, including the decedent's estate tax return, final income tax return, estate income tax return, and the financial planning of the heirs. This comprehensive course equips practitioners with a thorough understanding of after-death planning issues related to a decedent's estate.

Disclosure - The Key to Financial Statements

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is C-3962. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.A company's financial statements are far more than just financial data. This is where the disclosures become key to explaining what the numbers may not be able to on their own. Keep your professional reputation stellar by making sure your financial statements are up-to-speed. This course will explain and illustrate disclosure requirements, clear up misconceptions on practice problems, correct disclosure deficiencies most frequently cited by peer reviewers, and illustrate revenue and lease disclosures based on Topics 606 and 842. Qualifies for the 24-hour Yellow Book requirement. Determination as to the qualification of certain courses for the Yellow Book 24-hour requirement should be made on an auditor-specific basis depending on that auditor's Yellow Book clients. Note that the determination of course qualification is a matter of an auditor's professional judgment in consultation with appropriate individuals in the audit firm. The 24 hours are a subset of the 80-hour requirement.

AI and Data Analytics for Auditing - The Big Picture

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Virtual

2.00 Credits

Member Price: $109

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. The course code for this program is C-8960. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.

Level V: Advanced Management and Leadership Essentials - Overview

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Virtual

2.00 Credits

Member Price: $109

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. The course code for this program is C-9414. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program) breakout rooms to ensure small group engagement and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course material.

Spring Tax Update with Steve Dilley

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is C-9277. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This program provides an update to the latest tax developments, rules and regulations impacting both individual and business taxpayers, with a review and integration of the numerous 2022/23 legislation.

Deceptive Accounting Practices

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Virtual

4.00 Credits

Member Price: $219

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. The course code for this program is 1144543. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.The accounting profession and financial markets have been plagued during the past several years with numerous cases of financial reporting problems. This course will go through some real life examples of financial statement fraud and/or failed audits. The course will cover how to recognize deceptive practices related to revenue recognition, detail related party and off-balance sheet schemes, and how earnings can be manipulated through inappropriate estimates.

Cryptocurrency Accounting

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Virtual

2.00 Credits

Member Price: $109

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. The course code for this program is 1144560. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This course provides an overview of cryptocurrency basics and use cases. Learn the latest trends in crypto applications and the current state of accounting applications of cryptocurrency. It will cover the appropriate accounting for cryptocurrency and address some of the challenges in accounting for cryptocurrency.

Financial Accounting for LLCs, Partnerships and S Corporations

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Virtual

8.00 Credits

Member Price: $309

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. The course code for this program is C-9278. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities.