CPE & Event Calendar

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-3517. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org..Blockchain technology offers the promise of digital truth. When appropriately implemented, it provides a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing, with millions of new users every year. Organizations adopt this technology daily to help improve their existing operations through its ledger capabilities or by executing smart contracts. Cryptocurrency is one example of blockchain technology, and its growth and value have exploded to over $2 trillion in the last few years. This growth has helped fuel the adoption of Wall Street traders and traditional investors. While more popular than ever, few business professionals understand these technologies and their capabilities, risks, and potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. Unfortunately, this incredible technology is a mystery for most accounting professionals. This course will provide an in-depth look at this technology, including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. By participating in this session, you will gain a deeper understanding of the inner workings of this technology and recommendations for getting started.

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-4100. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org..Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team. Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

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-2958. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org..The QuickBooks platform - including the desktop and online environments - is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks' "deep" features to maximize your effectiveness with QuickBooks.

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-6488. 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.

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-8899. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.. This four-topic event focuses on three separate, proven tactics to increase profitability, including cost reductions, revenue enhancements, reducing investment, avoiding waste and taking a more integrated look at avoiding risk. We also look at methods to optimize the return from the marketing function. The focus is simple – getting the most bang for the buck with proven approaches to increase profitability and to improve the organization.Tactics to Improve Bottom Line: 1st Improve ROI2 Finance credits What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this the first of three sessions, see 1) above, we will explore successful strategies to improve pricing, increase volume, and reduce risk. We will discuss proven techniques to help your organization thrive.Tactics to Reduce Investment: 2nd Strategy ROI 2 Finance credits What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive.Tactics to Reduce Risk: 3rd Strategy to Help ROI 2 Auditing credits What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement – it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared! Bridging the Gap with Marketing Management: The Four Ps 2 Business Management & Organization credits What should we know about marketing and what are the four ‘P’s of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other – we will show you how.

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-6497. 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 undefinedness worth of CPE with a single decision. This virtual series is designed for financial leaders, regardless of title, wo are, or aspire to be, chief financial offers. We target the discussion to people in medium-sized organizations. This course covers 360 Budgeting: Understanding & Preventing Common Budget Calamaties, 360 Budgeting: Building Flexible Budget Models, Managing Budgeting undefined Soft Side: Avoiding People Issues, 360 Budgeting: Presenting and communicating your numbers.

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-6524. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org..Are you and your team members prepared for a business disruption? Natural disasters, technology glitches, human failures, sabotage, and terrorism threaten businesses of all sizes today. In this course, you will learn how to develop and implement a business continuity plan (BCP) to help manage the risks associated with business interruptions. In addition, you will learn how to address critical issues related to staffing, how virtualization can speed recovery times, and how Cloud-based storage, synchronization, and mirrored databases can help ensure that you always have access to your critical data and applications. Most importantly, you will learn to identify your organization's significant risks and create an effective plan to address these contingencies. Today's technology-dependent organizations must have a plan for operating when facilities, power, communications, or technology fail or become compromised. Unfortunately, many companies only learn about critical infrastructure weaknesses after experiencing an outage. Participate in this course and learn how to identify, understand, and develop strategies for mitigating risks of business interruption.

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-6514. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org..Microsoft Access is an enigma to business professionals, primarily because many try to use Microsoft Office Access as they use Excel. Unfortunately, they fail to understand that the two applications are decidedly different tools, and they become frustrated when they do not realize their intended results. In this course, you will learn about tables and queries - two cornerstone pieces of databases. You will also learn how to link data between multiple tables and why your choice matters. Moreover, you will learn how to design and create a complete database, including one with Forms and Reports. If you're serious about using Microsoft Office Access to manage larger volumes of data, this course is for you.

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-2985. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org..The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.

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-9359. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.We tend to focus on fighting today’s fires without spending adequate time on bigger, more important risks inherent in today’s inter-connected, competitive world. This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate or exploit them. We will discuss the professional obligations of the board and executive management to assess risks and the responsibility of internal and external auditors to evaluate the adequacy of these assessments.

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.

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.

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-6542. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This 2-hour mini course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide 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.

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 C-1725. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. This 4 Hr webinar focuses on the preparation of the Uniform Financial Statement. Changes to the 2024 Audit & Preparation Manual including Chapter 257 changes will be highlighted.  Directives contained in Manual addendums and revisions will be discussed. Topics include general Schedule B program definitions and types, specific program requirements, impact of COVID funding, PPP loan forgiveness, obsolete UFR lines and sections, specific line item usage, reporting contributions in programs, correlation of client revenue lines with program statistics, capital budget assets, FTEs, blue flags, salary limits, allocation of administration expense, required supplemental schedules, VendorWeb data, the Federal Funds Listing – contract numbers, MMARS and object codes, the use of pivot tables to generate UFR data your clients can understand, available analytical tools, and more. Included is a list of common errors from the 2020 UFR database as well as common but unnecessary reporting.

Miles Education is solving the accounting shortage with an unconventional approach: leveraging MS Accounting STEM graduates.  These are international CPA candidates who have 4+ years work experience in tax, audit and accounting.  Miles Education does NOT provide an Offshoring or Outsourcing solution; CPA professionals from the Miles Education's talent pool will be ready to work in your US office locations, as your full time W2 employees without any VISA formalities on your end.

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-9360. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you

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-9362. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Are you managing your cash, or is your cash managing you? Can you effectively project cash position a week, month or year from now? This seminar demonstrates how to develop long and short-term cash management processes, allowing for productive days and restful nights. This session provides timeless cash management techniques and strategies.

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-8761. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This course may assist those who want or need to remain up to date on recently issued and effective guidance impacting the accounting and auditing of small privately held businesses. 

Strong individual contributors who are technical experts in their own discipline frequently get promoted into positions of organizational leadership. Unfortunately, the technical expertise that earned them a leadership role is often not the same skill set needed to lead effectively. In this session, we’ll cover different leadership styles and how to effectively manage a range of diverse teams and individuals. We’ll also discuss ways to shift from a detail-oriented, tactical point-of-view to a strategic perspective that considers the broader organizational picture and introduce the Leadership Practices Inventory (LPI©), a 360-degree leadership assessment to gather information from each participant’s direct reports, peers, managers and other individuals with whom the participant regularly interacts. The findings from this assessment provide participants with a report that identifies strengths and areas for development.

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-8900. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. This presentation focuses on one key role we all share – being a reviewer. Every financial professional must review. We review; processes, systems, test results, performance, taxes, financials, timelines, and progress. The spotlight is to enhance our skills as a reviewer. Are we great at listening, and asking the right questions? We will also discuss a high-level overview of taxation and the newer skills needed to be an effective financial leader. At every level, we are responsible for reviewing and improving ourselves, a responsibility that never ends. We cannot fall behind in an ever-changing, dynamic environment. Technology is always moving forward, just as we should.Aren’t We All Auditors? All the Time 2 Auditing credits Audits involve testing, review, examination, and verification. However, on another level - you and I audit; procedures, reports at work, who fulfilled commitments, systems, other people’s driving skills, deliveries, etc. We all audit everything all the time, and that is wonderful. Auditing skills are valuable and necessary for our professional success and personal happiness. Every professional will audit what they encounter, including us. We will illustrate how continuous auditing skills are valuable, all the time. Whether you are an auditor, or not, our role as a business leader IS to audit continuously! Better leaders have these skills.Audits Begin with The Right Questions: Listen! 2 Auditing credits Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!What We Can Do to Minimize Taxes: Without Danger 2 Tax credits When stepping into a leadership role you may not have been exposed to all the various tax issues. We will take a thirty-thousand-foot view into corporate income taxes and some other taxes. The focus is to potentially lower taxes. We will explore what and how to communicate with your external accounting firm. What is the value of proper fixed asset schedules and their crucial role? Depreciation, qualified business income, and the employee retention credit will be reviewed. Keep a schedule, be prepared, because at the end of day – you will be held accountable and responsible for missed dates, missed opportunities, and also may be given credit for taxes saved. Be prepared and aware of tax savings alternatives.Successful System Implementations: Planning! 2 Information Technology credits System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success – proper planning. What are the steps to take? Which functions need to be involved? How to reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over – learn from others who have paid the hefty price.