Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. 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:

• General disclosures about the entity and its environment
• Common critical information useful to financial statement readers for making economic decisions
• Explain results of operations through information that supplements the face financial statements

Who will benefit: Accountants at all levels interested in remaining current with accounting and financial reporting requirements

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

If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 10 real life cases and puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly and find out where to go for help. Once you have studied ethics using real world cases, you'll never want to do it any other way. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. We introduce new case selections to this seminar every year. Past cases have included these issues:

• Can you protect the public interest without violating our profession's confidentiality rules?
• How can a corporate world CPA get in trouble with their board of accountancy?
• Is a culture of fear and intimidation particularly susceptible to corporate fraud?
• How can using the CPA credential get a corporate accountant in trouble?
• Is exaggerating your CPE hours a violation of our professional codes of conduct?
• What are your options when your employer is clearly breaking the law?
• Does any legislation provide effective Whistleblower protection?

Who will benefit: Corporate Financial Professionals

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.

Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we'll discover what sets ethics apart and, therefore, sets the profession apart as well. We'll explore the tools available, the role of bias, and dive into real life case studies. We'll apply the AICPA's ethical framework and detect where bias was involved in the case studies. We'll even discover that one person set the price tag on their ethics at $53.7 million, only to lose it all in the end. 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:

• Understanding ethics
• Available tools to aid in ethical decision making
• The role of bias in making ethical decisions
• Application through case studies

Who will benefit: All sbf111胜博发 and anyone interested in ethics

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.

Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. 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:

• "Tales from the Front" - practice issues sbf111胜博发 are dealing with in these extraordinary times
• Review of AICPA Code of Professional Conduct
• Review of IRS Circular 230
• Review of client tax return disclosure rules (Sec. 6103)
• Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections

Who will benefit: sbf111胜博发 in public practice seeking an update on the latest tax developments affecting ethics in a crisis world.

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.

Dawn Brolin, author of the new book, "The Designated Motivator for Accounting Professionals", leads this practical, play-by-play session to help you understand the key positions that every firm needs to fill with the right technology solutions and provider partnerships. Attendees will learn how to leverage integrations between all technology applications for tax, accounting, client experience, and administrative workflows. 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 to put more money and billable time back into your practice.
• Scientifically-proven motivational theories that will keep your mindset positive and your productivity high this tax season.

Who will benefit: Practitioners offering tax preparation, accounting, payroll, and client advisory services who want to learn the latest technology solutions and how to leverage them to optimize their practices.

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

* This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This class does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. 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:

• Tour of the Power BI Desktop interface
• Using Power BI Desktop to connect to data sources
• Available visualizations in Power BI Desktop
• Building interactivity into visualizations

This course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence Who will benefit: Anyone who wants to learn how to analyze data

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

Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don’t have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
• Review and discuss information systems’ headaches that slow you down
• Work through examples of close cycle “time killers” and how to resolve them
• Get inventory and cost of sales under control
• Identify the improvement projects that will yield the biggest benefit
• Review what leading edge finance managers are doing to close more quickly

Who will benefit: Corporate Financial Managers

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

Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing others. 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:

• Differentiating between managing and leading, while highlighting the importance of each
• Assessing your own natural management and leadership style
• Adapting management and leadership styles to the specific circumstances
• Becoming a catalyst for positive change
• Overcoming barriers to successfully managing and leading
• Successfully engaging in difficult conversations to minimize performance issues and conflict

Who will benefit: Accountants with both short-term management and long-term leadership responsibilities

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

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 book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has client relationship or prospecting responsibilities. 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:

• Continued marketing to existing clients
• How to better connect with existing and prospective clients
• Motivating prospective clients to engage with your firm
• Methods for building value perceptions with existing and prospective clients
• Differentiating your firm from the competition, including translating features into benefits
• Handling objections and closing a sale

Who will benefit: Accountants retaining existing clients and developing prospective new clients

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

Session 9 of Borenstein's Form 990 Foundational Series: This session focuses first (and primarily) on Part V, providing explanation of each inquiry from two perspectives – the line’s underlying compliance requirement, and the business need ramifications they generate. Part V invokes multiple compliance points set out in federal tax law (such as payroll tax obligations, and donors’ ability to access charitable contributions deductibility) that are not elsewhere addressed in the 990's Core Form or Schedules. The author/instructor addresses issues and nuances not covered in the instructions and provides preparation tips. Part I's preparation needs start with avoiding calculation confusion when completing the Summary Financials totals at lines 8-22. These lines' abbreviated categories and oddball capture of "fundraising expenses" from competing Core Form parts are covered, along with tips on addressing questions readers may have in exploring this part. Although this course is categorized as "Basic", the content is also suitable for those seeking intermediate-level training. 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:

• Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification)
• Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) “number of employees” [and ramifications on mandated e-filing applicable to larger organizations] (Line 2)  2) When a Form 990-T filing is (and is not) required (Line 3a)  3) The quid pro quo solicitation disclosure mandates (Line 7a/7b) 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)
• Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of property
• Explanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15)
• Potholes in culling the current and prior year’s tax return information necessary to complete Part I's Lines 8–22

Who will benefit: Public accounting tax and audit staff, and nonprofit organization's Treasurers, CFOs and other finance/compliance advisors

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