Skip to main content

CPE Catalog & Events

Showing 13801 All Events Results

K2's 2023 Introduction To Excel Macros

-

Online

4.0 Credits

Member Price: $129

You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, “One day, I’ll learn how to write macros.” Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA). This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel’s Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

South Florida Accounting Conference (SFAC)

-

Plantation

20.0 Credits

Member Price: $575

The 2024 South Florida Accounting Conference is the FICPA's signature South Florida event.  This year's program features a diverse set of topics to meet the needs of CPAs. Whether you work in business and industry or client services, our speakers will help you navigate the complexities of sales tax, estate planning, fraud, risk management, cybersecurity, employee benefits, and more.  Throughout the event you will have access to a Solutions Center Exhibit Hall with an array of providers, and access to the profession’s most engaging and informative speakers.  Arrive on Nov. 4 for four additional pre-conference CPE hours during our Learning Labs - included with your SFAC registration. Learning Labs are career-inspiring 15-minute conversations with industry experts. Sign up during your SFAC registration to secure your seat.   Thank you to our Sponsors & Exhibitors! CPE Credit: This conference qualifies for up to 20 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. The type of credit is dependent upon breakout selection. $tack the $avings! In addition to FICPA member and early registration discounts, save an additional 10% when registering five to seven from your organization and 15% on eight or more.  Call Member Services for more information: 1-800-342-3197. FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday. Social Media Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPASFAC.

Real Estate Taxation: Critical Considerations

-

**Online**

4.0 Credits

Member Price: $169

*** Save 15% on this event when you use the code FALL24 at checkout *** This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022. Speaker - Nicola, Jr. JD, CPA, CVA, Joseph P.

IRS Highly Effective Penalty Relief Strategies

-

Online

1.0 Credits

Member Price: $55

You are likely familiar with the various forms of penalty relief (reasonable cause, administrative remedies, and first-time penalty relief), BUT can you apply this and consistently expect a favorable outcome? This program will focus on crafting a well-executed request for penalty relief, along with exploring a lesser-known option which can be employed as an effective case resolution tool. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Providing Ethical Leadership: Learning to be the Best Version of Yourself

-

Online

1.0 Credits

Member Price: $39

This course will examine certain qualities a leader must exhibit to set an ethical tone from the top.

Excel for Accounting Professionals Session 6: List Comparisons and Indenting

-

Online

2.0 Credits

Member Price: $118

This session opens with how to use Excel's lookup functions to perform list comparisons. Also, this webcast covers how to perform multicolumn list comparisons without first combining several columns into a single lookup column. We discuss how a minor detail like how we indent can produce major efficiency gains. We end the webcast by comparing traditional lookup functions to Excel;'s multiple condition summing function. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the webcast, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals

-

Online

4.0 Credits

Member Price: $129

Financial skills needed in many situations are constantly changing.  It is prudent to routinely look into your toolbox to restock or revise your tool set.  In this course we will examine three tool categories that form the foundation for many analytical processes.

Leases: ASC Topic 842 in Depth 2024

-

Online

8.0 Credits

Member Price: $299

This course provides in-depth coverage of ASC Topic 842, Leases. Leasing is popular among corporations for needs including office space and equipment. Since ASC Topic 842, Leases has been adopted by most entities, it is time to review the topic, including any recently issued updates. Excerpts from publicly traded companies' recent disclosures on Leases are also examined.

K2's 2023 Excel Best Practices

-

Online

8.0 Credits

Member Price: $225

As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.  

K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs

-

Online

8.0 Credits

Member Price: $225

Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk. A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.  

2024 Annual Update for Governments & Not-for-Profits

-

Online

8.0 Credits

Member Price: $239

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We then move to the NFP side of the house with a look at the Accounting Standard Updates issued by the FASB that impacts nonprofit entities. Following that, we review the work of the Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on. After the break, we will conduct a deeper dive into Yellow Book and Single Audit engagements. The course closes with a look at the significant changes in the 2024 Compliance Supplement, the changes to the Uniform Guidance and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Managing Current Fraud Trends in a Shifting Environment

-

Online

8.0 Credits

Member Price: $239

As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's A Complete Guide to the Yellow Book

-

Online

8.0 Credits

Member Price: $279

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

-

Online

8.0 Credits

Member Price: $299

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

-

Online

8.0 Credits

Member Price: $279

This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.

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

-

Online

8.0 Credits

Member Price: $299

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

Microsoft Outlook "Must Know" Email Tips

-

Online

2.0 Credits

Member Price: $89

If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 Deep Dive into Quality Management

-

Online

2.0 Credits

Member Price: $79

Quality management will have a big impact on CPA firms. This course will cover both SQMS 1 and 2 as well as the related engagement level standards (SAS 146 and SSARS 26). The new standards will require a risk-based approach to quality management as well as the documentation of an information & communication process. This two hour class will provide a deep dive into what you need to know to start your implementation process!

K2's 2024 Tech Update

-

Online

2.0 Credits

Member Price: $79

Technology continues to revolutionize our professional and personal lives. Stay up to date on key technologies that may affect you in the very near future so that you may position you and your organization for success.

Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations

-

Online

2.0 Credits

Member Price: $99

How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.