Isn’t it time you learned how to take advantage of critical features available in your Microsoft 365/Office 365 subscription? In this session, you will learn to use tools such as...
Business intelligence efforts continue to grow, and Microsoft’s Power BI platform is central to many of these efforts. Participate in this session to learn more about business...
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent...
Auditing standards require auditors to assess risk-including controls-and use that assessment as a foundation for performing the audit. Risk assessment is not just a technical GAAS...
Business succession planning is integral to running a successful business. This course will provide an overview of the processes that are needed to transfer a business interest.
Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in...
Tax rates, personal liability, operations – these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of...
Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of...
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the...
Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its...
The presentation includes an in-depth discussion of the when the Forms 1065 and 1120S, Schedules K-2 and K-3 must be completed, as well as important developments for filing 2021...
The COVID-19 pandemic and related supply chain issues demonstrate the importance of effective inventory management, control, and analysis of this business lifeline. Inventory...