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CPE & Event Calendar

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

Showing 91 Seminars Results

Pooled Employer Plan (PEP)

Tuesday, September 27 12:00pm - 1:00pm

Virtual

0.00 Credits

If you are a sole practitioner or a smaller firm ( fewer than 25 employees) please try to attend one of these sessions. Through our group purchasing power, we have the ability to offer you a retirement plan that was previously only available to larger enterprises. If you have considered this as a staff benefit but were deterred by the cost or the amount of work, this could really change things up.  Please join us for an informational webinar on the MassCPAs retirement plan with our partners at Integrated Partners – learn how to save money and cut red tape by working with us.   Zoom links will be provided in the confirmation email.

LEADERSHIP SERIES: Resilience and Leading Successful Change

Wednesday, September 28 11:00am - 2:00pm

Virtual

3.00 Credits

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% reimbusement, 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 1131389. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.In today’s world, employees need to be resilient to change in order for their businesses to continue to remain successful and relevant. Current events such as the pandemic, digitization, robotics & RPA and technological innovations are coming from all angles. To help your employees overcome these challenges, you must help them cultivate change management, flexibility and emotional intelligence. In this session, we’ll focus on the tools and skills employees should have to increase their resiliency, perseverance and adaptiveness to improve their success and profitability.

Getting Started with Workforce Training

Wednesday, October 5 12:00pm - 1:00pm

Virtual

0.00 Credits

 

FAQ-Accounting and Auditing

Tuesday, October 18 8:45am - 4:30pm

Virtual

8.00 Credits

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% reimbusement, 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 1136611. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org This program hits the mark by reviewing real issues and questions asked prior to the session by accountants who are past attendees of our seminars. The course covers "live" issues dealing with accounting and disclosures, preparation services, compilations, reviews, and audits. This course lends practical solutions to issues that may confront those in practice.

MassCPAs Regional CPE: Accounting & Auditing Update/ Accounting for Leases

Tuesday, October 18 9:00am - 4:30pm

New Bedford

8.00 Credits

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% reimbusement, 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 1139080. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. This course will look at the recent activities of FASB. We'll cover standards effective in the current year as well as those that will be effective in the future. We'll then switch gears and discuss standards issued by the Auditing Standards Board and the Accounting & Review Services Committees of the AICPA. We'll look at the impact of the new standards and how you can prepare to implement them in a practical way. This course offers an in-depth look at the Topic 842, Leases which is effective this year. The leases standard requires organizations to recognize lease assets and related lease liabilities on the balance sheet. This comprehensive course will cover recognition, measurement, as well as presentation and disclosure requirements as well as focus on a key area of change which is proper identification of a lease using a principles-based approach. We will discuss implementation requirements from both the lessee and lessor accounting models. In addition, we explore a variety of scenarios including short-term leases, purchase options, variable lease payments, and remeasurement. As usual, this GLS course is up-to-date, offering practical journal entry examples, lessons learned from implementation, and explores recently issued amendments to the lease accounting guidance.

LEADERSHIP SERIES: Building a High-Performing Hybrid Team

Tuesday, October 18 11:00am - 2:00pm

Virtual

3.00 Credits

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% reimbusement, 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 1131389. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.A distributed workforce is the long-term reality for leadership. In this session, we'll review strategies and share three effective tactics leaders need to build (or rebuild) high performing teams in a hybrid environment. We'll discuss several challenges, including mixed audiences and scattered sites, Zoom burnout and an increased need for training to upskill employees to a new standard of work.

Equity Compensation Accounting

Wednesday, October 19 8:45am - 12:15pm

Virtual

4.00 Credits

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% reimbusement, 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 1136661. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Public and private companies with stock options and restricted shares generally make equity-based, non-cash payments to employees and directors as part of their compensation or to suppliers as payment. This course provides an accounting resource for companies making equity-based payments and illustrates the financial statement impact of equity-based payments. ASC 718, Compensation-Stock Compensation, provides accounting guidance for sharebased payment transactions with employees and for non-employee payment transactions, such as to members of the Board of Directors or to suppliers.

Level I - Basic Staff Training

Thursday, October 20 8:45am - Friday, October 21 4:30pm

Virtual

16.00 Credits

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% reimbusement, 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 1136662. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Role of New Staff By identifying the factors accounting for the growth of local and regional firms in the past decade, participants become aware of the changing nature of the profession. After recognizing that "taking the total service approach" is the key to growth, participants identify the ways in which new staff can contribute to the success of both themselves and their firm. Understanding Audit Objectives Through guided discussion, participants identify the major steps in the audit process and the alternatives that are available throughout the process. Audit objectives are identified and discussed. The nature of and the circumstances under which tests of transactions and tests of balances are performed are discussed. Working Paper Techniques / Cash In a session scheduled on the first day of the program, participants critique a set of working papers in an area that they are familiar with-cash. Participants first identify the most common deficiencies found in the working papers of new staff. Then through guided discussion and exposure to electronically generated working papers, participants learn the most practical means of overcoming these deficiencies. In the process participants become aware of the characteristics and benefits of using electronic working papers. Techniques developed in this session are reinforced throughout the course. Analytical Procedures Guided discussion is used to introduce participants to the purposes served and the fundamental techniques employed in performing analytical procedures. Participants are assigned a case study in which they utilize these techniques to first identify and then follow up on accounts where special problems may exist. Compilation and Review Services Participants identify and discuss the different levels of assurance and responsibility associated with compilations, reviews and audits. Minimum levels of knowledge required in performing compilations and reviews are identified. The kinds of procedures performed on compilations and reviews and the circumstances under which they are performed are identified and discussed. Participants are given an unadjusted trial balance taken from the books of a closely-held corporation along with selected information about certain accounts. Utilizing this information, small groups of participants identify accounts needing possible adjustments, discuss the various alternatives available under GAAP, and then prepare adjusting entries that will permit the preparation of financial statements in accordance with GAAP. Tax Rocognition and Research Techniques The twofold objectives of this session are to improve each participant's skills at Identifying situations common to small and medium-sized clients that have tax implications Performing noncomplex tax research to resolve questions associated with each situation. Working with the same small company case used in the Compilation and Review Services module, participants first identify numerous situations with tax implications and then perform basic tax research in a tax reference manual, such as the Master Tax Guide, in order to either resolve each tax question or recommend more in-depth research. Auditing / Reviewing Selected Accounts In several sessions devoted to various balance sheet accounts, emphasis is placed on: Identifying the audit and/or reviewing objectives applicable to a given account Designing and implementing those procedures that will, in the most efficient and effective manner, provide sufficient evidence to meet the specified objectives Small group case analysis is used to help participants improve the skills they need in effectively and efficiently auditing receivables, payables and inventories

Finance and Innovation

Friday, October 21 8:30am

Virtual

8.00 Credits

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% reimbusement, 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 1136663. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Innovation drives economic growth. The key to reigniting the American economy is reigniting innovation. Innovation can be fostered, nurtured, encouraged and sustained by our companies and organizations. Innovation is not solely the purview of marketing, sales, service or production. Financial managers can create organizations that thrive on innovation or kill new ideas. They may choose to help develop and maintain practices that nurture innovation, or they can just maintain the status quo. Truly innovative finance professionals provide new, more meaningful and actionable information to all employees.

K2's Securing Your Data - Practical Tools for Protecting Information

Monday, October 24 10:00am - 1:30am

Virtual

4.00 Credits

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% reimbusement, 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 1138587. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Security is not optional and yesterday's security techniques are not working to minimize today's security threats. Therefore, now is the time for you to tune up what you know about protecting sensitive data.  In this program, you will learn about the latest tools and techniques for securing your data, including encryption, virus protection, secure communications, electronic signatures, secure authentication, and more.  You will also learn how to implement a very practical, five-step approach to securing your PC and the types of questions you should be asking of your staff to ensure server-based information remains protected. Extensive demonstrations will be used by your K2 instructor to teach the techniques and concepts presented.Security failures, such as a breach of client or customer data, are costly – they can even drive your company out of business. What are the security tools you need and how do you use them to secure your sensitive data and systems? Can you afford to take the risk of attempting to manage today's threats by using yesterday's techniques? Participate in this program to learn how you can implement viable and practical solutions to mitigating today's security threats.

K2's Small Business Accounting Shootout

Monday, October 24 2:00pm - 5:30pm

Virtual

4.00 Credits

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% reimbusement, 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 1138588. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. The market for accounting solutions designed for small businesses has never been better! From traditional desktop applications to newer Cloud-based solutions, small businesses have affordable options available today that were unthinkable for many just a few years ago. In this seminar, you will learn about these options and receive the benefit of an unbiased comparison of many of today's leading solutions, helping you make an informed decision about the future direction of your accounting platform. Solutions from Intuit, Sage, Xero, Wave, and others will be reviewed and compared to help you decide whether you should remain with your current platform or perhaps switch to a different one. Additionally, you will learn about various third-party add-ins to help you make informed decisions about issues such as automated data entry, sales tax processing, reporting, and business intelligence. In sum, if you are the least bit curious about the accounting options available for smaller businesses, this is the most critical session in which you will participate this year.

K2's Technology Update

Tuesday, October 25 10:00am - 1:30pm

Virtual

4.00 Credits

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% reimbusement, 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 1138596. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Are you ready to learn about the latest trends in technology? Do you sometimes feel lost in the technology jungle? Would you like clear guidance regarding Windows, Office, the Cloud, security, and other technology-related issues? If you answered "yes" to any of these questions, then make plans now to invest four hours in this fast-paced and highly informative seminar that is sure to ramp up your return on technology investment.The technology tools available to businesses have never been better, but many are not taking full advantage of these tools. This course helps professionals, at all levels, understand the major trends in hardware, software, and services and how to utilize these tools to meet organizational objectives both efficiently and effectively. More than just a seminar on the latest computers, you will learn about the full spectrum of practical technology available to you and your team and how to implement these tools for maximum impact.

K2's Testing and Auditing Excel Workbooks

Tuesday, October 25 2:00pm - 5:30pm

Virtual

4.00 Credits

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% reimbusement, 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 1138599. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Excel errors continue to plague organizations of all sizes and as spreadsheets become ever-more common, the effects of these errors will continue to impact virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before they adversely affect reports and decision-making processes. In this session you will learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Equally important, you will learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them. You do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team to identify and correct potentially disastrous spreadsheet errors.

Understanding the COSO Framework for Internal Controls

Wednesday, October 26 8:45am - 12:15pm

Virtual

4.00 Credits

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% reimbusement, 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 1136664. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Internal controls over financial reporting are used to prevent, detect, and correct misstatement. They also help to reduce the chance that fraud will occur. The auditor is required to obtain an understanding of an entity's controls as part of the risk assessment process. This workshop will provide participants with an opportunity to explore the design of controls over the significant systems typically found in a small and medium-sized client through the use and understanding of the COSO framework.

K2's Top PDF Features You Should Know

Wednesday, October 26 10:00am - 1:30am

Virtual

4.00 Credits

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% reimbusement, 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 1138597. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Stop struggling with PDFs! Using Adobe Acrobat, and other PDF tools, provides access to a number of features, which make working with these common files a breeze. In this course, you will learn how to use tools and features, such as PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, building indices and catalogs, portfolios, and securing PDF documents, to their fullest in order to work more effectively and efficiently with PDF documents.The popularity and usefulness of PDFs increases daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these very common files. You do not need to let this be the case. Join us in this very timely program where you will learn the top features necessary to optimize your work with PDF documents.

Working Remotely - The New Normal

Wednesday, October 26 2:00pm - 5:30pm

Virtual

4.00 Credits

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% reimbusement, 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 1138600. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Whether by choice or necessity, many team members now find themselves working remotely. In this new normal, questions abound surrounding remote access to desktops and data, security, communications, collaboration, and other considerations. When implemented correctly, remote work strategies can be a "win-win" for all involved; on the other hand, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.In this session, you will learn today's best practices for working remotely. Specifically, you will learn about various remote access tools available to you, communication and collaboration options, and security best practices. You will also learn about the need to manage and monitor workflows in remote work environments and tools that you can use for that purpose. After completing this session, you should be able to implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.

Interpreting the New Revenue Recognition Standard: What All CPA's Need to Know

Thursday, October 27 8:30am - 12:00pm

Virtual

4.00 Credits

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% reimbusement, 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 1136949. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. The effective date of FASB ASC 606, Revenue from Contracts with Customers, is upon us! Do you know which contracts are within the scope of the standard and when revenue should be recognized at a point in time of over time? This course answers those questions by providing a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know. Recent updates to this course include the latest guidance from FASB, industryspecific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition, as well as disclosure illustrations.

Level II - Semi-Senior Staff Training

Thursday, October 27 8:45am - Friday, October 28 4:30pm

Virtual

16.00 Credits

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% reimbusement, 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 1136665. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Satisfy Client and CPA Firm Needs The objective of this section is to identify ways to maintain and improve good communication with clients and partners. There is also an opportunity to critique actual practice situations involving poor communications. Apply Analytical Procedures This session emphasizes the values and uses of analytical procedures for auditing and review services and how these tests can be used to help a client run their business better as a part of a client-services-oriented approach. Participants will learn how to correctly apply the SSARS and SAS requirements to clients through several cases covering ratio analysis and analytical procedures. Conduct Small Audits Previous learning about the financial accounting process, transaction cycles, and the nature of generally accepted accounting principles will be reinforced and applied to the audit of a small client. Understanding the client and their industry; assessing control risk, inherent risk, and risk of fraud; linking assessed risks to resulting evidence; designing the most efficient audit approach; and making management suggestions on small jobs are all addressed in the case application. Perform Review Service Engagements In this session participants explore both the SSARS requirements and the practical problems encountered in applying them to compilations and reviews. A major case study is used to help participants understand differences in the nature and extent of procedures necessary for completing reviews and compilations, including analytical procedures, working papers and common GAAP problems. Participants will also learn how to use review service engagement forms and check lists more effectively. Draft Financial Statements and Footnotes Participants will review and recommend changes in the format, terminology, and account groupings for a set of financial statements included in a major case study. Adherence to firm policies and utilization of professional judgement in adapting to varying circumstances will be emphasized in full group discussion. Using a reporting checklist, small groups of participants will also organize and outline the contents of footnotes for the case study financial statements. Participants will evaluate an accountant's report for a review service engagement using the facts contained in the case materials. They will also complete an engagement reporting exercise to become familiar with the different types of reports needed under differing circumstances. Improve Corporate Tax Knowledge Completion of the major case in this module requires that participants identify and resolve numerous tax issues in order to determine a small business client's tax liability for the year. A tax return preparation and review checklist for C corporations is provided as an aid. Other cases in the module require that participants solve problems involving unethical tax return preparation, methods of depreciating assets and determining the appropriate form of a business organization.

The Bottom Line on the New Lease Accounting Requirements

Thursday, October 27 1:00pm - 4:30pm

Virtual

4.00 Credits

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% reimbusement, 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 1136745. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Which leases are within the scope of FASB ASC 842, Leases, and what are thebasic accounting, financial reporting and disclosure requirements? This courseaddresses those questions by focusing on the basic core principles of this newmajor standard. Discussion includes basic identification, recognition,measurement, presentation and disclosure requirements. Case study exercisesare included to illustrate application of the standard.This course discusses the lessee accounting model, including lease classification,amortization of the right-of-use asset, and interest on the lease liability. Thiscourse also discusses the lessor accounting model, including profit recognitionand collectability.

CFO - Creating Competitive Advantage

Friday, October 28 8:30am

Virtual

8.00 Credits

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% reimbusement, 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 1136666. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.The CFO Series provides a convenient, proven, one-stop solution for CFOs and those who aspire to be CFOs, to choose an entire year's worth of CPE with a single decision.