With the explosion of technology in the workplace over the past thirty years, a fair question to ask is, “What are the ethical considerations and impacts related to this technology?” Practical technology issues such as data privacy and security...
With approximately 500 functions now available in Excel, it is easy to overlook some newer and more powerful tools. Learn how to take advantage of Excel’s more advanced features – some new and some legacy – to elevate your productivity to...
Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. Learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to...
Getting ready for the busy season involves not only knowing what’s new for the current year but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few...
This class is designed for those professionals who will never do accounting and auditing stuff in the remainder of their careers yet need to meet a regulatory burden. Recent pronouncements from the FASB and ASB and ARSC are presented and...
This past year has shown us the need for numerous projects and the need to manage those projects uniquely. Project management is an important part of every organization; however, often, companies do not differentiate between project management...
Excel users that regularly manipulate, analyze, or present data can improve their productivity substantially by utilizing PivotTables. Many users avoid PivotTables even though they know how powerful they are because they believe PivotTables are...
Discuss leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching...
Explore ways to incorporate data analytics and related technologies in your audit practices and how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services...
Review explanations and planning ideas relating to the latest 2024 corporate and business tax developments, including the most recent guidance on new tax law provisions; prepare for tax season and focus on tried-and-true traditional tax planning...
