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CPE Catalog & Events

Conferences/UACPA Classes 105 Chapter/Special Events 19 Ethics 2169 Webinars 17127 OnDemand/Self Study 813 All 20231

Showing 105 Conferences/UACPA Classes Results

Advanced Audits of 401(k) Plans: Best Practices and Current Developments

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Webinar

8.00 Credits

Member Price: $280

Audit requirements for ERISA 103(a)(3)(C) audits. An annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Avoiding common mistakes while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues.

Making Excel Formulas Work for You

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Webinar

4.00 Credits

Member Price: $185

This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: Understanding formula conventions. Working with Functions. Examples of Powerful Excel formulas.

Getting Ahead: The Art of Marketing for CPAs

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Webinar

2.00 Credits

Member Price: $105

Challenges of marketing CPA firms. Developing marketing strategy. Elements of a marketing plan. Example: CPA firm marketing plan. Marketing regulatory/AICPA issues. Picking the right marketing channels. Marketing channel statistical analysis. Developing marketing metrics.

Shortcuts that Excel Users Love

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Webinar

2.00 Credits

Member Price: $105

This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.

Advanced Excel Topics for Spreadsheet Power Users

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Webinar

8.00 Credits

Member Price: $280

This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The topics discussed in this session include: Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.