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Preparation, Compilation, and Review Engagements: Update and Review

ID: 59170
Tuesday February 20, 2024 11:00AM - 03:00PM
Topics:
Audit + Assurance
Non-members
$261.00
Members
$213.00
Your price
$261.00

Get the latest developments

If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements.

Learn about the U.S. business economy, peer review, FASB and SSARS updates, and other areas affecting preparation, compilation, and review engagements.

Learning Objectives:
· Identify key economic factors and accountant's responsibility for fraud
· Recognize recent SSARSs, accounting and reporting developments
· Identify the professional standards and risk factors relevant to the performance of preparation, compilation and review engagements, including engagements on pro forma and prospective financial information

Who will benefit:
· CPA firm seniors (and above) managing engagements performed in accordance with SSARS

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Auditing Financial Statements of ERISA Plans

ID: 59171
Tuesday February 20, 2024 12:00PM - 04:00PM
Topics:
Audit + Assurance
Financial Accounting, Reporting + Analysis
Non-members
$261.00
Members
$213.00
Your price
$261.00

Lay the groundwork for effective ERISA audits

The new standards will enhance audits performed under the Employee Retirement Income Security Act (ERISA). Understanding the clarified responsibilities of auditors and clients will ensure that you're familiar with ERISA auditing and reporting best practices.

Identify audit procedures required for investment activity, contributions, benefit payments, or withdrawals at the participant level in this all-new webcast. Join us to learn how to alter your procedures depending on the type of audit and risk assessment and determine the classification of common plan investments.

You will also gain valuable knowledge on GAAP presentation and disclosure requirements for EBP financial statements.

Learning Objectives:
· Identify auditing procedures for the statement of net assets available for benefits and the statement of changes in net assets available for benefits.
· Recognize the types and classification of common plan investments.
· Distinguish plan investment audit procedures based upon type of audit and risk assessment.
· Identify audit procedures at the participant level required for investment gains (or losses), contributions, and benefit payments or withdrawals.
· Recognize the presentation and disclosure requirements in accordance with GAAP.

Who will benefit:
· Auditors of employee benefit plans
· Practitioners considering the addition of EBP audits as a service offering
· Accountants in business and industry responsible for company benefits

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Controls to Secure the Growing Digital Footprint

ID: 59558
Tuesday February 20, 2024 01:00PM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • Securing individual documents
  • Protecting information resident in the Cloud
  • Securing data stored on or accessed by mobile devices

Who will benefit: Accounting and other business professionals that need to add security to the electronic content with which they work.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Operations Level Internal Control

ID: 59559
Wednesday February 21, 2024 09:00AM - 01:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • An overview of controls that drive procedures
  • Considerations for procedural control development
  • Understanding and controlling risk that arises when organizations change

Who will benefit: Accounting and other business professionals that wish to know more about measures that control organization operations.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

The Tax Advocacy Panel (TAP): Driving IRS Tax Policy

ID: 59560
Thursday February 22, 2024 09:30AM - 11:30AM
Topics:
Ethics + Professional Standards
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course will provide an overview of the work and impact of the Tax Advocacy Panel (TAP) on the US tax system, regulatory ethics, and the accounting profession. TAP is a group of volunteer taxpayers who work in partnership with the Internal Revenue Service (IRS) to identify and address taxpayer issues, recommend changes to the tax system, and improve the overall efficiency and effectiveness of the IRS. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • The role of TAP in the US tax system and how it shapes regulatory ethics
  • Gathering feedback from taxpayers
  • Making recommendations to the IRS
  • Working with IRS employees to implement and maintain solutions
  • The impact of TAP on the tax system and accounting profession
  • TAP's efforts to improve efficiency and effectiveness
  • The importance of trust and confidence in the tax system

Who will benefit: This course is designed for individuals interested in learning about the work of the Tax Advocacy Panel (TAP) and its impact on the US tax system and accounting profession.

NOTE – This ethics course has not been approved by the Accountancy Board of Ohio therefore does not count towards your mandatory 3 Hours of Professional Standards and Responsibilities credit per renewal period. This course does count towards your 120 CPE Hours.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Schedule C of Form 1040

ID: 59561
Thursday February 22, 2024 11:30AM - 01:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

  • When Schedule C applies
  • Cash v. Accrual method
  • Typical business deductions
  • Business vehicle expenses
  • Section 179 and bonus depreciation

Who will benefit: This course is ideal for sbf111胜博发, EAs, or other tax professionals.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Fraud & Embezzlement: Case Studies from the Trenches

ID: 59562
Thursday February 22, 2024 01:00PM - 03:00PM
Topics:
Ethics + Professional Standards
Risk Management + Fraud
Non-members
$111.25
Members
$89.00
Your price
$111.25

Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, “All the Queen’s Horses.” We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for sbf111胜博发, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. The major topics that will be covered in this class include:

 

  • How organizations can find themselves defrauded due to lax oversight and weak internal controls.
  • How the existence of the “trusted advisor” creates situations where sbf111胜博发 can drop their professional skepticism.
  • Illustrations of the issues companies should look for in preventing fraud and embezzlement.

 

Who will benefit: sbf111胜博发, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.

NOTE – This ethics course has not been approved by the Accountancy Board of Ohio therefore does not count towards your mandatory 3 Hours of Professional Standards and Responsibilities credit per renewal period. This course does count towards your 120 CPE Hours.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Communicating Financial Information to Non-Accountants

ID: 59563
Friday February 23, 2024 09:00AM - 11:00AM
Topics:
Essential Skills + Professional Development
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

  • The math literacy barrier
  • The financial literacy barrier
  • What to say and how to say it
  • Communicating ideas graphically

Who will benefit: Anyone who must present financial information to people who do not have a financial background.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Payroll Essentials: The Payroll Cycle of Life

ID: 59564
Friday February 23, 2024 09:00AM - 11:00AM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the inner workings of payroll and payroll taxes. We will introduce you to the various types of payroll statutory and withholding taxes, under what conditions and which employees these various types of taxes apply, how to calculate, withhold and deposit those taxes and the related due dates requirements that apply to payroll taxes. This course will include real-life examples of how to process payroll, the withholding and payroll tax deposit regime, familiar payroll forms, and tips and tricks for tying it all together. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

  • The various types of payroll taxes related to compensation
  • Payroll calculations related to the various of payroll taxes
  • Introduction to common payroll forms
  • Resources, recommendations, and guidance on compensation and payroll related topics

Who will benefit: Appropriate for professionals at all organization levels, including seasoned professionals. This includes sbf111胜博发 in public practice, as well as tax professionals working in industry, including those in Controller and CFO roles with limited exposure to payroll.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Auditing Digital Assets, Part I

ID: 59172
Friday February 23, 2024 10:00AM - 12:00PM
Topics:
Audit + Assurance
Non-members
$142.00
Members
$118.00
Your price
$142.00

Auditing entities that hold or transact digital assets

Would you like to better understand the environment of digital asset transactions? Have you ever wondered if you should accept or continue a client engagement?

This webcast will help you identify challenges, risks and factors to consider when deciding to accept or continue with a client who holds or transacts with digital assets.

During the webcast and discussion, you will learn:

- The Digital Assets Working Group's mission and the process through which nonauthoritative guidance is developed

- What private keys are and ways to safeguard them and the digital assets to which they enable access

- About the rapidly evolving nature of the digital asset ecosystem that may lead to challenges when performing required procedures surrounding laws and regulations

You will gain:

- Insight into the unique aspects of the risk assessment process when involved in the digital assets space

- Awareness of the pseudo-anonymous nature of digital asset transactions that may lead to challenges in performing required procedures surrounding related-party relationships and transactions with related parties

You will also gain access to valuable resources:
- Accounting for and Auditing of Digital Assets Practice Aid
- Blockchain Universal Glossary
- Webcast: Accounting for Digital Assets under U.S. GAAP
- Digital Asset Resources

Learning Objectives:
· Recognize the terminology associated with auditing entities within the digital asset ecosystem.
· Identify applicable auditing standards and unique audit challenges related to: client acceptance and continuance; risk assessment and processes and controls; and laws, regulations and related parties.
· Identify potential factors to consider and procedures to perform in response to the challenges identified.

Who will benefit:
· Accounting and finance professionals
· sbf111胜博发
· Auditors

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.