Skip to main content

CPE Catalog & Events

Showing 172 Conferences/UACPA Classes Results

CFO - The Effective CFO

-

Webinar

8.00 Credits

Member Price: $280

Enhancing Sales: Work with Sales to Drive Result. Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Many times, sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Sales were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line? We will discuss how. Working together yields superior results. Topics Discussed. Understanding the sales function and sales team. Differing backgrounds, expectations, and motivations. Developing strong relationships. Credibility and trust. How to ascertain what Sales really needs. Effective incentive plans that are understood by the sales team. Becoming the key support people for sales. Communicating value and profitability. Explaining risk. Understand the large impact that accounting has on sales. Understand how to enable sales to enhance financial results in your organization. This seminar includes two (2) case studies for group discussion. Prerequisite: At least six (6) months of professional financial statement analysis experience and at least six (6) months experience working with sales or business development. Growth Opportunities for CFOs: Value Added CFOs 2 Finance credits Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable. Ready to be an Effective CFO? Skills to Succeed 2 Business Management and Organization credits With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day - rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective. Measuring and Reporting - ESG and Sustainability 2 Finance credits ESG broadly covers many of the non-financial issues every organization faces. The use of ESG as a term however conjures images to many of tree-huggers protecting rare species at the expense of jobs and growth, requirements that well-qualified candidates are not hired or passed over for promotion because they do not meet "diversity standards" and that companies are constrained by restrictive laws and regulations from conducting their business. ESG is not about limiting growth or profitability. It is about measuring non-financial information and using that information to make companies more efficient and more profitable. ESG is not a fad that will go away but a method of viewing our organizations so that they can be better and more profitable. Topics Discussed • Defining sustainability • Environmental risks and opportunities: How your organization deals with natural resources • Social risks and opportunities: How your organization deals with people • Governance risks and Opportunities: How your organization deals with laws, regulations, and controls • Defining and measuring environmental, social and governance metrics (ESG) • Reporting on ESG metrics and your organization's efforts

Federal Tax Update - Individual and Business Current Developments with Pat Garverick WEBCAST

-

Webinar

8.00 Credits

Member Price: $325

This fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including, Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent individual and business income tax legislation passed to date, Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules, Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Schedule 461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses, Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit), Walk through the NEW final required minimum distribution (RMD) regulations, Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes

K2's Excel Essentials For Staff Accountants

-

Webinar

8.00 Credits

Member Price: $270

Best practices for creating and working with Excel workbooks, Effectively using Excel functions when creating formulas, The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks

K2’s Working Remotely - The New Normal

-

Webinar

4.00 Credits

Member Price: $180

• Key technologies that facilitate remote work options• Cybersecurity issues impacting remote work environments• How to communicate and collaborate when working remotely

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

-

Webinar

8.00 Credits

Member Price: $280

Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles, Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers, Retirements and redemptions: considerations for partnerships and S corporations, Timely coverage of breaking tax legislation, Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption, Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis, Overview of the economics and tax consequences of crowdfunding campaigns, Selected Practice and Reporting Issues: What's new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships, New Form 1099-K reporting requirements,Bonus depreciation in 2023, Section 163(j) in 2023, Section 174 Research & Experimental Expenditures, New FinCEN reporting requirements in 2024, Employee vs independent contractor considerations that companies should be aware of, A review of like-kind exchange transactions under Schedule 1031, State and local taxes: pass-through entity workarounds, Special basis adjustments, including comprehensive examples

Form 1120S - Preparation and Analysis

-

Webinar

2.00 Credits

Member Price: $105

Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders. Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3. Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders,including tax deferral, income shifting, and tax-free reorganizations.

K2’s Advanced QuickBooks Tips And Techniques

-

Webinar

4.00 Credits

Member Price: $180

• Tips for improving efficiency with QuickBooks and QuickBooks Online• Better reporting when working in QuickBooks environments• Tips for cleaning up QuickBooks and QuickBooks Online instances• Managing inventory more effectively when working with QuickBooks and QuickBooks Online

K2’s Excel Tips, Tricks, and Techniques for Accountants

-

Webinar

8.00 Credits

Member Price: $250

• Fundamental Excel techniques all accounting and financial professionals should know and use• Creating date-based calculations in Excel• How to create Excel templates• Key options you should enable in Excel• Linking data in Excel

K2’s Advanced Excel

-

Webinar

8.00 Credits

Member Price: $250

• Collaboration and security techniques• Tables, data models, and PivotTables• Advanced formulas• Data queries• Creating effective visualizations

Reviewing Individual Tax Returns: What Are You Missing?

-

Webinar

4.00 Credits

Member Price: $174

Common errors made involving the following tax topics: Section 199A qualified business income deduction, Home office, Hobby losses, Self-employment health insurance, Business start-up costs, Depreciation, Unreported income, Schedule C issues, Like-kind exchanges, Self-employment tax, Sections 1202 and 1244 stock, Charitable contributions of property

Becoming a Tax Ninja: Lightning-Fast Depreciation

-

Webinar

4.00 Credits

Member Price: $185

We'll cover the following important topics: Bonus depreciation after the Tax Cuts and Jobs Act. Schedule 179 and its application to real property. How and when the de minimis rules can be used on residential real property remodels. Utilizing the partial disposition election when remodeling real property.

Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers

-

Webinar

8.00 Credits

Member Price: $280

Reviews of portions of error-prone "staff-prepared" Forms 1120S and 1065 from client-provided information, What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork, The importance of Schedule M-1, Reporting requirements for Schedules K-2 and K-3, Don't fall prey to reporting oddities, When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120S or 1065, page 1? Form 1120S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Schedule 1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 - Why use Schedule 704(b) to maintain capital accounts; Schedule 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Schedule 754 step-up in basis rules, Multiple checklists of efficient procedures to identify potential issues on an 1120S or 1065 tax return

Federal Tax Update for Individual with Greg and George WEBCAST

-

Webinar

4.00 Credits

Member Price: $185

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Federal Tax Update for Business with Greg and George WEBCAST

-

Webinar

4.00 Credits

Member Price: $185

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

The Complete Guide to Preparing Forms 706 and 709

-

Webinar

8.00 Credits

Member Price: $280

How to prepare a federal estate tax return (Form 706), How to prepare a federal gift tax return (Form 709), How to comply with "Portability", Issues involved in the preparation of the decedent's final federal income tax return (Form 1040), Various postmortem estate planning issues involved in the preparation of the abovementioned tax returns, Complete understanding of estate and gift taxation

The Bottom Line on the New Lease Accounting Requirements

-

Webinar

4.00 Credits

Member Price: $174

Lease classification, Amortization of the lease asset, Derecognition of the underlying asset, Recognition of lease receivables

Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses

-

Webinar

4.00 Credits

Member Price: $175

Financial statement disclosures for small and medium-sized businesses, Balance sheet, income statement, and statement of cash flows presentation and disclosure issues, Disclosure examples from all sized entities which you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of Topic 606

CFO - Management Superpowers

-

Webinar

8.00 Credits

Member Price: $280

Five Management Superpowers. "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has. We walk through the A-to-Z of effective management from the standpoint of self, team, and individuals. It is not enough to be a `good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those who desire to ascend the ranks to higher leadership. Leadership is a skill that can be learned, and you can learn how. How feedback becomes effective. How to develop listening skills. Cultivation of self, cultivation of team members as individuals, cultivation of team members as a group. How to create a working environment in which team members feel acknowledged and "heard". Inspirational motivation for team success. Relational communication skills that increase productivity. The `secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term. Accepting Perfectionists: Understanding & Adapting. You may know people who believe, "Good, is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be perfectionists? Perhaps we have some of these tendencies? We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. We will review actions to take so that perfectionists may learn how to transform their behaviors. Based on research and proven methods, we will discuss tactics that may help. If you know at least one perfectionist, this session will significantly help you and them. Why perfection is not obtainable. The wonderful attributes of perfectionists. The not so wonderful attributes of perfectionists. Why do most attempts to deal with perfectionists fail? What works? Why many perfectionists are procrastinators and masters of self-punishment. Tactics to help the perfectionist become more effective. Is the climb worth the view? Why You Should Be a Learnaholic: Staying Ahead! Successful people do know one secret that keeps them on top? The answer is - they are lifelong learners. It is a mindset and a way of life that they learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learn-a-holics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss! The key mindset difference between extremely successful people and others. Learning styles: What they are, why they matter, and what your unique learning style is. The seven essential elements for lifelong learning success. Two daily habits that can make this lifestyle transition easier. A learning technique that works regardless of your personal learning style. "How-to" guide to starting your new life as a learn-a-holic. Advancing Your Role as a Business Leader. Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader. Leadership is earned, not given. Leaders understand: Human nature,. Others and Themselves. You have to care! The need for better relationships, credibility, and trust. Lessons from great leaders. Steps to becoming a better leader.

Reviewing Partnership Tax Returns: What Are You Missing?

-

Webinar

4.00 Credits

Member Price: $174

Form 1065, Schedules K and K-1, Schedules M-1 and M-2, Form 4562, Form 4797.

Federal Tax Update for Individual with Greg and George WEBCAST

-

Webinar

4.00 Credits

Member Price: $185

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.