CPE & Event Calendar

Please join us for our monthly Government Accounting & Auditing committee meeting. Committee meetings are open to all MassCPAs members. 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 

Please join us for our monthly Accounting & Auditing committee meeting. Committee meetings are open to all MassCPAs members. 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     

Please join us for our monthly MAP committee meeting. If you have any questions, please contact Julia at jekelund@masscpas.org.

Please join us for our October Client Advisory Services (CAS) Committee meeting. Committee meetings are open to all MassCPAs members. AGENDA: Refresh QuickBooks Online Data in Excel and Enhance Insights with Microsoft CopilotJoin us for an informative session where you’ll discover how to access live QuickBooks Online (QBO) data directly in Excel and leverage the power of Microsoft Copilot to gain deeper insights. Learn how to use the latest Copilot features to improve your understanding of financial results, streamline data analysis, and automate workflows for enhanced productivity.Key learnings: • Learn how to keep QBO financial data live and refreshable in Excel using Flash Reports.• Explore new features in the latest release of Microsoft Copilot.• Discover how to use Copilot to analyze financial statements more effectively.• Use Copilot in Excel to generate complex formulas and automate tasks.• See how Chat-GPT can be called from an Excel formula for analyzing large datasets, such as a 2,000-row data set.Presenters: Bill Jelen Bill is the host of MrExcel.com and the author of 69 books about Microsoft Excel including Pivot Table Data Crunching with Copilot from Microsoft Press. He was an ESPN commentator for the World Excel Championships, has made over 80 guest appearances on TV's Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. He writes the Excel column for Strategic Finance magazine. He has produced over 2400 episodes of his video podcast Learn Excel from MrExcel. Bill will entertain you while showing you the powerful tricks in Excel. Before founding MrExcel.com in 1998, Jelen spent twelve years “in the trenches”, as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly held company. Jelen joins us from Merritt Island, Florida.Chris MeyerChris Meyer is the CEO and Co-Founder of Finatical Software and an expert in financial systems, specializing in ERP and accounting system integration with Microsoft Excel. A qualified Chartered Accountant (South Africa) and CIMA-certified, Chris began his career as an auditor at KPMG before moving into financial systems, implementing SAP to Fortune 1000 clients across Europe and the USA. For the last 15 years, his focus has been developing reporting applications that empower finance users to easily access data using Excel. Chris is based in Durham, North Carolina. 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 

Please join us for our monthly Taxation committee meeting. Committee meetings are open to all MassCPAs members. If you have any questions, please contact Molly at msullivan@masscpas.org.

Please join us for our bimonthly HR & Firm Operations committee meeting. Committee meetings are open to all MassCPAs members. If you have any questions, please contact Melissa at mnystedt@masscpas.org  AGENDA: Laurie LaBrie, SPHR, SHRM-SCP President of Integrated Human Resources, Inc. will share a presentation and Q&A session: HR Compliance and Trends Update   

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)What You'll Get Out of It:• Industry Updates: Learn about the latest trends in alternative and regulated investments.• Expert Panels: Engage with discussions led by industry leaders, including a deep dive into Deloitte’s Fair Value Survey and PCAOB findings.• Networking Opportunities: Connect with peers over breakfast and during the event, broadening your professional network.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. You could pay $0 for this event!This event 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 (which is October 3, 2024). The course code for this program is C-11155. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Please join us for our quarterly ERISA Accounting & Auditing Committee meeting. Committee meetings are open to all MassCPAs members. AGENDA: Join us as we welcome back: David A. Guadagnoli, Partner, Sullivan & Worcester LLP to discuss with us: The Ever Evolving Nature of Plan Corrections Following up on his Plan Corrections presentation at the May program, David Guadagnoli is returning for a deeper dive into specific retirement plan corrections problems.  In addition to discussing some recent cases he has worked on, David is happy to turn this into a brainstorming session and has invited us to come ready with questions (or to submit questions to him directly in advance at dguadagnoli@sullivanlaw.com).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 

Please join us for our October Academic & Career Development Committee Meeting. Committee meetings are open to all MassCPAs members. Please reach out to Allie at aorlando@masscpas.org with any questions.

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 

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 

Please join us for our monthly Government Accounting & Auditing committee meeting. Committee meetings are open to all MassCPAs members. 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 

Please join us for our quarterly Cannabis committee meeting. Committee meetings are open to all MassCPAs members. 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 

Please join us for our monthly Taxation committee meeting. Committee meetings are open to all MassCPAs members. 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, please contact Molly at msullivan@masscpas.org.

Please join us for our monthly Accounting & Auditing committee meeting. Committee meetings are open to all MassCPAs members. 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 

Please join us for our monthly Nonprofit Accounting & Auditing committee meeting. Committee meetings are open to all MassCPAs members. 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 

Please join us for our quarterly Women in Accounting committee meeting. Committee meetings are open to all MassCPAs members. 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 

Please join us for our bimonthly Marketing committee meeting. Committee meetings are open to all MassCPAs members. If you have any questions, please contact Jill at jfoley@masscpas.org.

Please join us for our bimonthly HR & Firm Operations committee meeting. Committee meetings are open to all MassCPAs members. If you have any questions, please contact Melissa at mnystedt@masscpas.org  

Please join us for our December Client Advisory Services (CAS) Committee meeting. Committee meetings are open to all MassCPAs members. 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