4 Credits Online Microsoft PowerBI - Fundamentals of the PowerBI Desktop App Location: Online 10/22/2018 Member Price: $129.00 * This course is #8 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * PowerBI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the PowerBI Desktop interface,... Register Now >
8 Credits Online Surgent's Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update (CRAU) Location: Online 10/22/2018 Member Price: $259.00 Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of... Register Now >
8 Credits Online Surgent's Individual and Financial-Planning Tax Camp (IFCP) Location: Online 10/22/2018 Member Price: $259.00 Each year brings its own set of tax planning challenges, and this year of sweeping tax reform presents more challenges than most. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider... Register Now >
8 Credits Online Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (GNAA) Location: Online 10/22/2018 Member Price: $259.00 This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update... Register Now >
8 Credits Online Surgent's Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR) Location: Online 10/22/2018 Member Price: $239.00 The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar... Register Now >
8 Credits In-Person Accounting, Audit, and Attest Update for Practitioners With Small-Business Clients Location: Kansas City 10/22/2018 Member Price: $289.00 Specifically tailored for practitioners who do not perform audits, but provide other attest and non-attest services to small and mediumsized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional... Register Now >
1.5 Credits Online Driver-based Budgeting & Rolling Forecasts for Fast Analysis Location: Online 10/22/2018 Member Price: $64.00 The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these... Register Now >
2 Credits Online Surgent's Excel Budgeting Ideas (EXBI) Location: Online 10/22/2018 Member Price: $89.00 Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick... Register Now >
2 Credits Online Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (LFTE) Location: Online 10/22/2018 Member Price: $89.00 Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day;... Register Now >
2 Credits Online Tax Ethics: Best Practices for Today's CPA Location: Online 10/22/2018 Member Price: $79.00 A detailed analysis of the Circular 230 rules for conduct of a tax practice will be given, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. This course qualifies for PTIN credit. This event may be a rebroadcast of a live... Register Now >
2 Credits Online CTR Factor Leadership: How High Is Your Leadership Quotient Location: Online 10/22/2018 Member Price: $79.00 The greatest leaders in our lives have figured out how to get people to follow them voluntarily, predictably, and consistently. They have mastered the science of gravitational leadership. Voluntary followership is earned through specific currencies of influence, assets of impact, and investments... Register Now >
2 Credits Online S Corporations: How to Calculate the Owner's Basis in S Corporation Stock Location: Online 10/22/2018 Member Price: $79.00 A detailed analysis of the calculations related to determining an S shareholder's tax basis for S corporation shares using the Form 1120S, Schedule K-1 information. An illustrative example will demonstrate how the process works, as well as the many potential pitfalls. This course qualifies... Register Now >
2 Credits Online Surgent's Excel: Mastering PivotTables (EXPV) Location: Online 10/22/2018 Member Price: $89.00 PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas. Register Now >
2 Credits Online Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (SSAR) Location: Online 10/22/2018 Member Price: $89.00 Statements of Standards for Accounting and Review Services (SSARS) recently underwent a complete revision through the issuance of SSARS No. 21, Statements of Standards for Accounting and Review Services: Clarification and Recodification. The most monumental change is the creation of a brand new... Register Now >
4 Credits Online Surgent's Taking Your Medicine: Health Care Update (OBC4) Location: Online 10/22/2018 Member Price: $139.00 We live in interesting times when it comes to health care obligations for employers. The Affordable Care Act (ACA) fundamentally changed the way in which individuals and businesses approach healthcare. While attempts to repeal the ACA have proven unsuccessful so far, an end to the individual... Register Now >
3 Credits Online Creating Client Portals with Office 365 SharePoint Online Location: Online 10/22/2018 Member Price: $99.00 This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will... Register Now >
2 Credits Online Partnership Investments - How to Calculate the Owner's Basis Location: Online 10/22/2018 Member Price: $79.00 A detailed analysis of the calculations related to determining a partner's tax basis for a partnership interest using the Form 1065, Schedule K-1 information. An illustrated example with filled in forms will demonstrate how the process works and its many potential pitfalls. This course... Register Now >
8 Credits In-Person CFO Series: Reinventing the Finance Role Location: St Louis 10/23/2018 Member Price: $289.00 Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision. The CFO Series consists of a year’s worth of CPE including 20, two-hour topics presented by 5 different speakers... Register Now >
4 Credits Online Microsoft PowerBI - Fundamentals of the PowerBI Dashboards Location: Online 10/23/2018 Member Price: $129.00 * This course is #9 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform. We will... Register Now >
8 Credits Online Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (AAFP) Location: Online 10/23/2018 Member Price: $239.00 As we saw from the recent United States Department of Labor review of employee benefit plan audits, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. The AICPA has reacted by issuing a proposed SAS that will significantly impact how audits of... Register Now >