Webinars

Educating the Tax Pros: Enrolled Agent Training vs. CPA Continuing Education

Educating the Tax Pros: Enrolled Agent Training vs. CPA Continuing Education

Enrolled Agents vs. CPAs: The Distinctive Roles and Qualifications Author: Thomas Kiley| Date: October 30, 2023 Enrolled agents (EAs) are...
Forging Strong Leaders: The Crucial Role of CPD (Continuing Professional Development) for Accountants

Forging Strong Leaders: The Crucial Role of CPD (Continuing Professional Development) for Accountants

Author: Bo Fitzpatrick | Date: July 18, 2023 Accounting firms have traditionally directed their training initiatives towards accountants in the early...
In-Person Training vs Online Training? You’re Asking the Wrong Question

In-Person Training vs Online Training? You’re Asking the Wrong Question

Author: Thomas Kiley and Bethanne Chapman | Date: June 30, 2023 Virtual or in-person training? It’s a widely debated topic in...
Unlocking Global Potential: 3 Compelling Reasons to Outsource Offshore Accounting Staff Training

Unlocking Global Potential: 3 Compelling Reasons to Outsource Offshore Accounting Staff Training

Author: Thomas Kiley and Jessica Sacchetti | Date: June 15, 2023 “We’ve just tripled our workforce overseas” is a statement we...
Breaking the Cycle of Complacency: Can SAS 145 Transform Audit Risk Assessment?

Breaking the Cycle of Complacency: Can SAS 145 Transform Audit Risk Assessment?

Author: Jessica Sacchetti & Bethanne Chapman | Date: March 23, 2023 One of the earliest bad habits new accountants learn...
Play to Your Strengths: When In-House Training Is the Right Choice

Play to Your Strengths: When In-House Training Is the Right Choice

Author: Thomas Kiley & Bethanne Chapman | Date: February 23, 2023 Between law changes, court cases, new regulations, standards updates, turnover,...
Accounting Training: 3 Strategies for Regional CPA Firms to Attract Top Talent

Accounting Training: 3 Strategies for Regional CPA Firms to Attract Top Talent

Author: Jessica Sacchetti & Bo Fitzpatrick | Date: February 14, 2023 The accounting profession is at an inflection point. Fewer students...
Yearning for Learning: Why knowledge is the key to recruiting and retention

Yearning for Learning: Why knowledge is the key to recruiting and retention

Author: Jessica Sacchetti | Date: January 25, 2023 Accounting firms have long been known for somewhat siloed cultures within their...
Leading Virtual Meetings

Leading Virtual Meetings

As teams transition to remote working, the way we work together is changing. In this session we will discuss the...
Lean: The Accountant’s Initiative

Lean: The Accountant’s Initiative

Presented in collaboration with Mindful-CPA!What is Lean and why should we care? In this webinar, Sunish Mehta will introduce the...
People. Process. Technology. A Change Management Approach

People. Process. Technology. A Change Management Approach

Presented in collaboration with Mindful-CPA! In today’s business environment, change is name of the game. The real innovators that come...
Controlling – An Art for Business Improvement

Controlling – An Art for Business Improvement

Presented in collaboration with Mindful-CPA! Being an effective Controller is much of an art vs. a science. In this session,...
The Accountant – A Business ‘Intelligist’

The Accountant – A Business ‘Intelligist’

Presented in collaboration with Mindful-CPA!The role of the Accountant is changing as we speak with the advent of new technologies,...
Top Ten Compliance Risks In An Employee Benefit Plan –

Top Ten Compliance Risks In An Employee Benefit Plan –

Plus, how to incorporate the use of Data Analytics on your EBP audits!The US Department of Labor and IRS continually...
Unique Risks In Auditing Not For Profit Organizations

Unique Risks In Auditing Not For Profit Organizations

Not for profit organizations have quite different strategic objectives as compared to commercial enterprises. They often have differing and unique...
Prioritization Skills That Will Maximize Your Effectiveness

Prioritization Skills That Will Maximize Your Effectiveness

Presented in collaboration with Rampe Consulting!CPAs face unique challenges when receiving work from multiple managers and partners. Be more effective...
Why Great Managers Are Coaches

Why Great Managers Are Coaches

Presented in collaboration with Rampe Consulting!Coaching is an essential tool in any effective leader’s toolkit. Learn why a coach approach...
Essential Tools For Effective Leadership

Essential Tools For Effective Leadership

Presented in collaboration with Rampe Consulting!Leadership can feel exhilarating, challenging, and downright frustrating. Sometimes all in the same day. Explore...
How To Demonstrate Professionalism

How To Demonstrate Professionalism

Presented in collaboration with Rampe Consulting!Being “professional” does not have a standard definition, but there are common practices that many...
How To Fast-track Your Career As A CPA

How To Fast-track Your Career As A CPA

Presented in collaboration with Rampe Consulting!Learn the practical skills of developing a successful career as a CPA. We will explore...
Innovation And The Freedom To Fail

Innovation And The Freedom To Fail

Presented in collaboration with Rampe Consulting!In this session we explore the concept of failure, and research behind the traits that...
How To Influence And Manage Up

How To Influence And Manage Up

Presented in collaboration with Rampe Consulting!Senior leaders must learn how to influence those they do not manage directly. We will...
Essential Networking For CPAs

Essential Networking For CPAs

Presented in collaboration with Rampe Consulting!Networking and business development can be an uncomfortable topic for many rising stars at CPA...
Understanding The Client Experience

Understanding The Client Experience

Presented in collaboration with Rampe Consulting!Clients hire you to meet a business need, but the best ones stay because they...
Feedback: Give It, Get It, Use It

Feedback: Give It, Get It, Use It

Presented in collaboration with Rampe Consulting!In a perfect world, giving and receiving performance feedback would be easy. In reality, our...
Work Smarter, Not Harder: Tools For Time Management

Work Smarter, Not Harder: Tools For Time Management

Presented in collaboration with Rampe Consulting!Every professional finds themselves crunched for time. How do some seem to manage it with...
The Process Of Delegation

The Process Of Delegation

Presented in collaboration with Rampe Consulting!Do you find yourself completing tasks because “it’s faster to do it yourself?” You are...
How To Play To Your Strengths

How To Play To Your Strengths

Presented in collaboration with Rampe Consulting!Do you want to create more engagement and productivity for yourself and your team? In...
How To Manage Yourself

How To Manage Yourself

Presented in collaboration with Rampe Consulting!The greatest achievers all learned how to manage themselves. You can too. We will explore...
SSARS Developments: SSARS 25, Materiality In A Review Of FS And Adverse Conclusions

SSARS Developments: SSARS 25, Materiality In A Review Of FS And Adverse Conclusions

Since the introduction of review engagements in December 1978, there has been controversy over whether the accountant is required to...
Targeted Improvements To Hedge Accounting

Targeted Improvements To Hedge Accounting

Always a challenge to apply, the FASB has added further complexity to its hedging rules to accommodate expanded use and...
Audit Reporting Revisited: SAS 134 And SAS 137

Audit Reporting Revisited: SAS 134 And SAS 137

Upcoming Major Revisions to Auditor Reporting on FS and Other Information Included in Annual Reports The Auditing Standards Board recently...
The AICPA Financial Reporting For Small And Medium Sized Entities: Is It Worth A Second Look?

The AICPA Financial Reporting For Small And Medium Sized Entities: Is It Worth A Second Look?

The “Big GAAP/Little GAAP” issue has returned due to the cost and complexity related to new FASB standards on revenue,...
Risk Assessment As A Tool For Better, More Profitable Audits

Risk Assessment As A Tool For Better, More Profitable Audits

A thorough review of required risk assessment procedures (RAPs) emphasizing their importance in performance of efficient and effective audits. CPE...
The “Leased” Common Denominator: Lessee’s Balance Sheets Transformed

The “Leased” Common Denominator: Lessee’s Balance Sheets Transformed

Fundamentals of FASB Accounting Standards Codification (ASC) 842 from the standpoint of the lessee/tenant. CPE Hours 2 CPE Designation ACCT...
Dynamic Agreed-Upon Procedures Engagements – New Standards Provide Flexibility To Practitioners

Dynamic Agreed-Upon Procedures Engagements – New Standards Provide Flexibility To Practitioners

Coverage of the AICPA Auditing Standards Board’s (ASB’s) Statement on Standards for Attestation Engagements (SSAE) No. 19 on Agreed-Upon Procedures...
The “Leased” Common Denominator: Lessor Accounting Changes

The “Leased” Common Denominator: Lessor Accounting Changes

Fundamentals of FASB Accounting Standards Codification (ASC) 842 from the standpoint of the lessor/landlord. CPE Hours 2 CPE Designation ACCT...
How To Be Effective On-Camera (For CPAS)

How To Be Effective On-Camera (For CPAS)

Working on camera is no longer a skill only needed by actors. Accounting and finance professionals regularly find themselves being...
Employment Engagement: Providing And Receiving Effective Feedback

Employment Engagement: Providing And Receiving Effective Feedback

In this webinar, we will use the latest research in providing and receiving effective feedback. This webinar will provide SMART...
De-Stress For Success!

De-Stress For Success!

In this webinar, designed specifically for accounting and finance professionals, we will explore root causes of stress and pressure that...
Improv For Business Communication

Improv For Business Communication

Most people have interacted with leaders who they would say are great at “thinking on their feet”. They would describe...
Bridging The Generational Gap

Bridging The Generational Gap

In this webinar, designed specifically for accounting and finance professionals, we will explore the perceptions of the generational differences between...
Professional Ethics

Professional Ethics

In this webinar, we will examine specific areas of the AICPA code of professional conduct (“code”) and use case studies...
Artificial Intelligence

Artificial Intelligence

Are we handing over our professional judgement to machine learning?Artificial Intelligence (AI) has been in our collective awareness since the...
Blockchain The Movie

Blockchain The Movie

The amazing origin story of Blockchain rising from the financial crisis to the introduction of bitcoin and now saving the...
Leading Virtual Teams

Leading Virtual Teams

The world as we know it has been turned upside down. People need practical tools to lead virtually across Barriers...
Mindfully Tackling The Covid-19 Challenge

Mindfully Tackling The Covid-19 Challenge

Presented in collaboration with Mindful-CPA!In this session, Sunish Mehta will share using the basic elements of mindfulness as a tool...
Getting Your Message Across

Getting Your Message Across

Presented in collaboration with Rampe Consulting!We all have our favorite methods of communication; the ones we go to by default....
How To Have Executive Presence – 3 Essential Ingredients

How To Have Executive Presence – 3 Essential Ingredients

Presented in collaboration with Rampe Consulting!Ever witness someone who had that “it” factor in a meeting? In this workshop, you...
Understanding Firm Economics

Understanding Firm Economics

Presented in collaboration with Rampe Consulting!We expect our team to understand their client’s businesses, but they do not always fully...
Client Service Recovery: How To Make It Right

Client Service Recovery: How To Make It Right

Presented in collaboration with Rampe Consulting! In those rare moments when you make a mistake, the outcome can be a...
Pension Auditing And Reporting Changes: Applying SAS 136 In Performing And Reporting On ERISA Audits

Pension Auditing And Reporting Changes: Applying SAS 136 In Performing And Reporting On ERISA Audits

Coverage of the AICPA Auditing Standards Board’s (ASB’s) Statement on Standards for Auditing Standards (SAS) No. 136, Forming an Opinion...
Revenue Recognition: Avoiding The Pitfalls Encountered By Others

Revenue Recognition: Avoiding The Pitfalls Encountered By Others

Much can be learned from studying the issues that have arisen in companies that implemented ASC 606 prior to the...
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