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Surgent's Unlimited Plus Package
1/1/2025 - 12/31/2025
Location: PLSS-9999-01-SSDL
1/1/2025 - 12/31/2025
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start.
Package includes 12 months of access to:
- Over 10,000 credits to choose from
- 8,500+ live webinars
- 1000+ self-study PDF courses
- 1,300+ on-demand webcasts
- Surgent's exclusive premium courses
Pricing: As a member, you pay just $625.00 – 30% off Surgent’s retail price!
Why Choose the Unlimited Plus Package?
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour.
Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase.
What Is Included in the Package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=
Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=
Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=
Location: PLSS-9999-01-SSDL
Surgent's Unlimited Self-Study Package
1/1/2025 - 12/31/2025
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
1/1/2025 - 12/31/2025
Surgent's Unlimited Self-Study Package
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits.
As a member, you pay just $380.00 30% off Surgent’s retail price!
Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable pdfs. With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you.
And when you’re ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course material you need for the next 12 months.
Package includes annual access to:
- 1,000+ credits
- 250+ PDF courses
- Downloadable course material and supplements
- CPE certificate delivery within 24 hours
What’s included? Click here to view the current course list:
https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
Surgent's Unlimited Webinar Package
1/1/2025 - 12/31/2025
All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching).
Technical support and interactive Q&A are available throughout all webinars.
Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away.
Location: UNWS-9999-01-WEBNR
1/1/2025 - 12/31/2025
Surgent's Unlimited Webinar Package
Surgent's Unlimited Webinar Package get unlimited access to our webinar catalog.
With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders you’ll get the guidance and analysis you need with an unmatched customer experience.
As a member, you pay just $520.00 – 30% off Surgent’s retail price!
Why Choose the Unlimited Webinar Package?
Includes 12 month of access to:
- 8,000+ credits
- 2,100+ live webinars
- Interactive Q&A with renowned subject matter experts
- Downloadable course material and supplements
- Certificate delivery within 24 hours
All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching).
Technical support and interactive Q&A are available throughout all webinars.
Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away.
What's Included? Click here to view the current course list:
https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref=
* Note: this package does not include premium webinar
Location: UNWS-9999-01-WEBNR
AICPA New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
4/10/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
4/10/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
- Leverage resources for optimal QM performance
- Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.
- In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.
- These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.
- Second in a four-part webcast series
- This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Identify the four kinds of resources needed to maintain quality management systems.
- Recognize who is included and excluded on an engagement team.
- Distinguish between internal and external human resources.
- Recognize service providers and what they offer firms.
- Assess the engagement partner’s responsibility for quality management at the engagement level.
Location: Online
AICPA New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
4/17/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
4/17/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Boost quality management through improved processes
- With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.
- The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.
- Third in a four-part webcast series
- This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the changes to Quality management standards and why they were implemented.
- Identify the changes to Monitoring and remediation.
- Analyze how deficiencies are identified and Learn how to evaluate their severity.
- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
FSA Program: The Emergency Commodity Assistance Program (ECAP)
4/23/2025
The FSA recently announced the Emergency Commodity Assistance Program (ECAP) form that allows filers to submit an optional CCC-943 increase in payment limitation. The FSA is providing this training session to discuss this form and the changes made to the certification to our membership. The following from the FSA provides a brief description:
Prerequisites: None
Advanced Prep: None
Credits: 1 CPE Credit Hour (approx. 1-hour session, the ND CPA Society will adjust credit received to reflect the actual session time)
Speaker: FSA
Location: Online
4/23/2025
The FSA recently announced the Emergency Commodity Assistance Program (ECAP) form that allows filers to submit an optional CCC-943 increase in payment limitation. The FSA is providing this training session to discuss this form and the changes made to the certification to our membership. The following from the FSA provides a brief description:
"Authorized by the American Relief Act, 2025, the Emergency Commodity Assistance Program (ECAP) provides economic assistance payments to eligible agricultural commodity producers for the 2024 crop year.
These payments help producers mitigate the impacts of increased input costs and falling commodity prices." (Farm Service Agency, ECAP Emergency Commodity Assistance Program [Fact sheet], March 2025, p.1)
These payments help producers mitigate the impacts of increased input costs and falling commodity prices." (Farm Service Agency, ECAP Emergency Commodity Assistance Program [Fact sheet], March 2025, p.1)
Prerequisites: None
Advanced Prep: None
Credits: 1 CPE Credit Hour (approx. 1-hour session, the ND CPA Society will adjust credit received to reflect the actual session time)
Speaker: FSA
Location: Online
AICPA New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
4/24/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
4/24/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Pull together all components for an effective and tailored QM system
- For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies.
- The revised QM standards are designed to emphasize firm leadership’s responsibility for proactively managing quality, strengthening a firm’s monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm.
- To succeed under these new standards, you’ll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice.
- Fourth in a four-part webcast series
- This is the fourth webcast in a four-part series on the Auditing Standard Board’s (ASB) new Quality Management Standards and looks at how to create an effective QM system. You’ll take a deep dive into aspects of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Apply the requirements of SQMS 1.
- Design and implement a system of quality management
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
MNCPA AI Unboxed: Exploring the Power and Potential of AI
5/22/2025
Location: Online
5/22/2025
Whether you're a beginner or looking to deepen your understanding of artificial intelligence (AI), this webinar will provide you with insights into how AI is shaping industries, enhancing decision-making, and driving innovation across the globe. From real-world applications in accounting to future trends, join us as we explore the opportunities and challenges AI presents in today's rapidly evolving technological landscape.
Major subjects:
- Introduction to artificial intelligence
- AI tools and technologies
- AI applications in accounting
- Ethical considerations in AI
- Getting started with AI
- Understand the fundamentals of AI
- Identify real-world applications of AI
- Recognize key AI technologies and tools
- Build a foundation in AI skills
Designed for: Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes
Credits: 1.5 (NASBA FOS: Information Technology)
Speakers: Jennifer Elder and Tommy Stephens
Prerequisites: None
Level: Basic
Member Price: $75
Non-member Price: $105
Location: Online
MNCPA AI Unboxed: Member Bundle
5/22/2025
Prerequisites: None
Level: Basic
Session 2:
Date: May 29
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Using AI and Excel
Master the powerful combination of artificial intelligence (AI) and Excel. Learn how to enhance your Excel skills with AI-driven tools to automate tasks, analyze data, and uncover hidden insights. Find out how AI can supercharge your spreadsheets, streamline workflows and improve decision-making by transforming complex data into actionable intelligence. Whether you’re handling large datasets or looking to simplify routine tasks, this course will help you harness the full potential of AI and Excel to boost your productivity and efficiency!
Major subjects:
Prerequisites:
Session 3:
Date: June 5
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Financial Statement Analysis with AI
Use the power of artificial intelligence (AI) to streamline financial analysis, uncover deeper insights, and enhance decision-making. Learn how to leverage AI tools to analyze financial statements more efficiently, identify trends and anomalies, and make data-driven recommendations with confidence. Gain cutting-edge techniques to elevate your financial analysis to drive strategic outcomes.
Major subjects:
Prerequisites:
Session 4:
Date: June 12
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Jennifer Elder
AI Unboxed: Using AI to Research and Report
Unlock the power of artificial intelligence (AI) to enhance your research and reporting by learning how to leverage AI tools to gather data, analyze trends, and create compelling, data-driven reports in a fraction of the time. Gain cutting-edge techniques to streamline your research process, ensure accuracy, and generate impactful insights.
Major subjects:
Location: Online
Registration ends on 5/22/2025
5/22/2025
Members Only Bundle: $250 for all 4 Webinars
Session 1:
Date: May 22
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speakers: Jennifer Elder and Tommy Stephens
AI Unboxed: Exploring the Power and Potential of AI (Webinar)
Whether you're a beginner or looking to deepen your understanding of artificial intelligence (AI), this webinar will provide you with insights into how AI is shaping industries, enhancing decision-making, and driving innovation across the globe. From real-world applications in accounting to future trends, join us as we explore the opportunities and challenges AI presents in today's rapidly evolving technological landscape.
Major subjects:
- Introduction to artificial intelligence
- AI tools and technologies
- AI applications in accounting
- Ethical considerations in AI
- Getting started with AI
- Understand the fundamentals of AI
- Identify real-world applications of AI
- Recognize key AI technologies and tools
- Build a foundation in AI skills
Prerequisites: None
Level: Basic
Session 2:
Date: May 29
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Using AI and Excel
Master the powerful combination of artificial intelligence (AI) and Excel. Learn how to enhance your Excel skills with AI-driven tools to automate tasks, analyze data, and uncover hidden insights. Find out how AI can supercharge your spreadsheets, streamline workflows and improve decision-making by transforming complex data into actionable intelligence. Whether you’re handling large datasets or looking to simplify routine tasks, this course will help you harness the full potential of AI and Excel to boost your productivity and efficiency!
Major subjects:
- AI and Excel integration
- Automating tasks with AI in Excel
- AI-enhanced data analysis in Excel
- AI for predictive modeling and forecasting in Excel
- Data visualization with AI in Excel
- Learn how AI tools and features are incorporated into Excel to enhance its functionality and usability.
- Gain skills to automate repetitive tasks such as data entry, trend recognition and insights generation in Excel.
- Understand how AI-enhanced Excel tools can be applied to accounting and finance.
Prerequisites:
- Fundamental understanding of basic AI concepts
- The ability to create AI prompts
- Understanding of the key differences between the most common AI platforms
Session 3:
Date: June 5
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Financial Statement Analysis with AI
Use the power of artificial intelligence (AI) to streamline financial analysis, uncover deeper insights, and enhance decision-making. Learn how to leverage AI tools to analyze financial statements more efficiently, identify trends and anomalies, and make data-driven recommendations with confidence. Gain cutting-edge techniques to elevate your financial analysis to drive strategic outcomes.
Major subjects:
- How AI is transforming financial statement analysis
- Automating financial data collection and processing
- Detecting anomalies and trends with AI
- Predictive analytics and forecasting
- Enhancing reporting and visualization with AI
- Understand AI’s role in financial analysis.
- Gain skills to use AI for efficiently gathering and processing financial data from statements and other sources.
- Develop the ability to leverage AI for analyzing key financial statements, ratios and performance metrics.
Prerequisites:
- Comprehension of basic AI capabilities and concepts
- Fundamental understanding of privacy and security risks
- Understanding of basic Excel commands
Session 4:
Date: June 12
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Jennifer Elder
AI Unboxed: Using AI to Research and Report
Unlock the power of artificial intelligence (AI) to enhance your research and reporting by learning how to leverage AI tools to gather data, analyze trends, and create compelling, data-driven reports in a fraction of the time. Gain cutting-edge techniques to streamline your research process, ensure accuracy, and generate impactful insights.
Major subjects:
- AI for data collection and analysis
- Accelerating research tasks
- AI-assisted reporting techniques
- Understand the role of AI in research in reporting
- Leverage AI for efficient data collection and analysis
- Increase efficiency of research processes with AI tools
- Implement AI in your reporting workflow
Designed for: Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes
Prerequisites: None
Level: Basic
Location: Online
Registration ends on 5/22/2025
MNCPA AI Unboxed: Using AI and Excel
5/29/2025
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
Location: Online
5/29/2025
Master the powerful combination of artificial intelligence (AI) and Excel. Learn how to enhance your Excel skills with AI-driven tools to automate tasks, analyze data, and uncover hidden insights. Find out how AI can supercharge your spreadsheets, streamline workflows and improve decision-making by transforming complex data into actionable intelligence. Whether you’re handling large datasets or looking to simplify routine tasks, this course will help you harness the full potential of AI and Excel to boost your productivity and efficiency!
Major subjects:
- AI and Excel integration
- Automating tasks with AI in Excel
- AI-enhanced data analysis in Excel
- AI for predictive modeling and forecasting in Excel
- Data visualization with AI in Excel
- Learn how AI tools and features are incorporated into Excel to enhance its functionality and usability.
- Gain skills to automate repetitive tasks such as data entry, trend recognition and insights generation in Excel.
- Understand how AI-enhanced Excel tools can be applied to accounting and finance.
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
- Fundamental understanding of basic AI concepts
- The ability to create AI prompts
- Understanding of the key differences between the most common AI platforms
Level: Intermediate
Member Price: $75
Non-member Price: $105
Location: Online
MNCPA AI Unboxed: Financial Statement Analysis with AI
6/5/2025
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
Location: Online
6/5/2025
Use the power of artificial intelligence (AI) to streamline financial analysis, uncover deeper insights, and enhance decision-making. Learn how to leverage AI tools to analyze financial statements more efficiently, identify trends and anomalies, and make data-driven recommendations with confidence. Gain cutting-edge techniques to elevate your financial analysis to drive strategic outcomes.
Major subjects:
- How AI is transforming financial statement analysis
- Automating financial data collection and processing
- Detecting anomalies and trends with AI
- Predictive analytics and forecasting
- Enhancing reporting and visualization with AI
- Understand AI’s role in financial analysis.
- Gain skills to use AI for efficiently gathering and processing financial data from statements and other sources.
- Develop the ability to leverage AI for analyzing key financial statements, ratios and performance metrics.
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
- Comprehension of basic AI capabilities and concepts
- Fundamental understanding of privacy and security risks
- Understanding of basic Excel commands
Level: Intermediate
Member Price: $75
Non-member Price: $10
Location: Online
Understanding the Form 990 and its Preparation Prerequisites (Webinar)
6/10/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
6/10/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
- Overview of the Form 990's design and goals behind the Core Form’s and Schedules
- Address of the key factors that make a third-party organization a "related organization"
- Exploration of the key definitions comprising Part VII-A’s managers (i.e., “TDOKEs”): Trustee/Director (TD)/Officer (O)/Key Employee (KE) and “High 5s”, two of which categories are based upon the definition (and magnitude) of "reportable compensation"
- Understanding the definitions of "family member”, “business relationship”, "independence" and “35% controlled entity which are central to both Core Form Part VI and Schedule L
- Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data
- Need for 990-filers to engage a filer’s Board of Directors in understanding what the completed Form 990 conveys to the public and regulators
- Appreciate the public relations and regulatory impact of the 12-page Core Form and the most-common substantive-topic Schedules
- Identify the circumstances "triggering" each of the 15 substantive-topic Schedules
- Master the six key Glossary Terms that all 990 preparers must be able to apply
- Embrace the impact of Board member’s failure to be "independent" when they are the subject directly or indirectly, of Schedule L reporting
- Discern the variety of parties most likely to be able to provide preparers with the data necessary to correctly disclose information relating to the 990's inquiries
- Recognize the value of, and discern approaches appropriate to, public relation sensitive disclosures and presenting the completed form to a filer's Board
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
MNCPA AI Unboxed: Using AI to Research and Report
6/12/2025
Location: Online
6/12/2025
Unlock the power of artificial intelligence (AI) to enhance your research and reporting by learning how to leverage AI tools to gather data, analyze trends, and create compelling, data-driven reports in a fraction of the time. Gain cutting-edge techniques to streamline your research process, ensure accuracy, and generate impactful insights.
Major subjects:
- AI for data collection and analysis
- Accelerating research tasks
- AI-assisted reporting techniques
- Understand the role of AI in research in reporting
- Leverage AI for efficient data collection and analysis
- Increase efficiency of research processes with AI tools
- Implement AI in your reporting workflow
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Jennifer Elder
Designed for: Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes
Prerequisites: None
Level: Basic
Member Price: $75
Non-member Price: $10
Location: Online
Live Webinar K2's Excel PivotTables for Accountants
6/18/2025
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day!
This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Major Topics:
• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
• Formatting PivotTables
• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
• Analytical techniques available in PivotTables
Learning Objectives:
• Identify the six main elements of a PivotTable report and their use when creating PivotTables
• Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
• Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
• Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
• Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
• Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
• Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact
Who Should Attend: Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Program Level: Advanced
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
6/18/2025
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day!
This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Major Topics:
• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
• Formatting PivotTables
• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
• Analytical techniques available in PivotTables
Learning Objectives:
• Identify the six main elements of a PivotTable report and their use when creating PivotTables
• Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
• Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
• Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
• Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
• Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
• Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact
Who Should Attend: Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Program Level: Advanced
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2's Excel Best Practices
6/19/2025
As spreadsheets evolve, so must your creating, editing, and auditing practices. 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 fully.
Major Topics:
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
6/19/2025
As spreadsheets evolve, so must your creating, editing, and auditing practices. 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 fully.
Major Topics:
- Best practices associated with creating Excel workbooks, including managing workbooks
- How to secure Excel workbooks
- Collaboration options and best practices in Excel
- Effective reporting techniques in Excel
- List critical spreadsheet design fundamentals
- Identify techniques used to minimize data input errors
- Utilize Excel’s Table feature as a foundational component of spreadsheets
- Identify and implement three different methods for consolidating data
- Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
- List and apply four techniques for sharing an Excel workbook and collaborating with others
- Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
- Identify the advantages of working with Defined Names in Excel
- List and apply six techniques for securing Excel data
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2's Better Productivity Through Artificial Intelligence & Automation Tools
6/24/2025
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Major Topics:
• Practical opportunities to leverage artificial intelligence and automation in business settings
• Potential risks associated with using AI and automation, including inherent ethical issues
• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Learning Objectives:
• List potential benefits and risks associated with artificial intelligence and automation
• Identify examples of tasks that you can improve using AI
• List examples of how you can use Power Automate and similar tools to automate tasks
• Specify characteristics of tasks that lend themselves to automated workflows
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of business technologies and workflows
Location: Virtual
6/24/2025
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Major Topics:
• Practical opportunities to leverage artificial intelligence and automation in business settings
• Potential risks associated with using AI and automation, including inherent ethical issues
• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Learning Objectives:
• List potential benefits and risks associated with artificial intelligence and automation
• Identify examples of tasks that you can improve using AI
• List examples of how you can use Power Automate and similar tools to automate tasks
• Specify characteristics of tasks that lend themselves to automated workflows
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of business technologies and workflows
Location: Virtual
Live Webinar K2's Ethics And Technology
6/24/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
6/24/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
6/26/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
6/26/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
- The benefits of a 501(c)(3) organization being classified as a public charity rather than a private foundation (and how Schedule A, Part I "claims" qualification as such)
- The public policy precepts and approach preparers need apply in demonstrating filer has met the predominant "public support test" which is demonstrated at Schedule A's Part II
- The overarching needs and preparation tasks of Schedule B and related worksheets, including which donors are to be listed and with what identifying information required (dependent on the filer’s 501(c)-subsection); and what information 501(c)(3) filers may omit from the 990’s public inspection copy
- Recognize function of Schedule A Part I in reporting the primary basis of a filer’s non-private foundation classification in the tax year, regardless of prior years' qualification
- Identify the revenue input differences underlying each of the two public support tests' bottom-line "public support” percentage-result evaluated over rolling five tax year periods
- Understand "public support" as a measure of donors’ diversity (or of those purchasing related services) and appreciate that both public support tests apply limits on how much of a donor’s gifts (or a purchaser of service’s fees) can comprise “public support”
- Identify the pertinent reporting conventions applicable in Schedule B for disclosing donors' contributions (and/or donors' identity to the IRS or via public inspection conventions)
- Embrace and appreciate: (a) the key six inquiries in Part VI of the 990 and their public relations impact; (b) the narratives to be provided in relation to those key Part VI lines, and (c) that the face of the Form is misleading as to what are appropriate narratives!
- Learn the objective criteria by which the Board can garner a “Yes” answer to the inquiry at Part VI’s Line 11a with respect having been provided the Form 990 pre-filing
- Identify the multiple disclosures required when a management company is employed at any time in the tax year being reported upon and contrast these with Part VII-A reporting
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
7/1/2025
Description:
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
7/1/2025
Description:
- Create a robust QM system based upon your firm’s needs
- Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm’s circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses — policies and procedures — to the quality risks facing the firm.
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the steps to perform a quality risk assessment.
- Determine a firm’s risk assessment plan.
- Select responses to quality risks.
- Identify how to monitor results.
Location: Online
AICPA New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
7/8/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
7/8/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
- Leverage resources for optimal QM performance
- Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.
- In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.
- These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.
- Second in a four-part webcast series
- This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Identify the four kinds of resources needed to maintain quality management systems.
- Recognize who is included and excluded on an engagement team.
- Distinguish between internal and external human resources.
- Recognize service providers and what they offer firms.
- Assess the engagement partner’s responsibility for quality management at the engagement level.
Location: Online
AICPA New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
7/15/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
7/15/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Boost quality management through improved processes
- With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.
- The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.
- Third in a four-part webcast series
- This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the changes to Quality management standards and why they were implemented.
- Identify the changes to Monitoring and remediation.
- Analyze how deficiencies are identified and Learn how to evaluate their severity.
- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
7/22/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
7/22/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Pull together all components for an effective and tailored QM system
- For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies.
- The revised QM standards are designed to emphasize firm leadership’s responsibility for proactively managing quality, strengthening a firm’s monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm.
- To succeed under these new standards, you’ll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice.
- Fourth in a four-part webcast series
- This is the fourth webcast in a four-part series on the Auditing Standard Board’s (ASB) new Quality Management Standards and looks at how to create an effective QM system. You’ll take a deep dive into aspects of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Apply the requirements of SQMS 1.
- Design and implement a system of quality management
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
Live Webinar K2's Business Intelligence, Featuring Microsoft's Power BI Tools
9/15/2025
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools – from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Major Topics:
• The importance of Business Intelligence in today’s business climate
• Differentiating between Power BI licensing options
• A hands-on approach to creating effective Power BI reports and dashboards
Learning Objectives:
• Create Excel-based BI dashboards
• List the potential shortcomings of BI solutions based wholly on Excel
• Identify and implement various Excel add-ins that might be helpful in BI applications
• Differentiate between the BI opportunities in Excel and Power BI
• Create and distribute dashboards using Power BI
Who Should Attend: Business professionals seeking to develop and implement BI solutions
Program Level: Advanced
Field of Study: Accounting (8 CPE)
Prerequisites: Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer
Location: Virtual
9/15/2025
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools – from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Major Topics:
• The importance of Business Intelligence in today’s business climate
• Differentiating between Power BI licensing options
• A hands-on approach to creating effective Power BI reports and dashboards
Learning Objectives:
• Create Excel-based BI dashboards
• List the potential shortcomings of BI solutions based wholly on Excel
• Identify and implement various Excel add-ins that might be helpful in BI applications
• Differentiate between the BI opportunities in Excel and Power BI
• Create and distribute dashboards using Power BI
Who Should Attend: Business professionals seeking to develop and implement BI solutions
Program Level: Advanced
Field of Study: Accounting (8 CPE)
Prerequisites: Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer
Location: Virtual
Understanding the Form 990 and its Preparation Prerequisites (Webinar)
9/18/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
9/18/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
- Overview of the Form 990's design and goals behind the Core Form’s and Schedules
- Address of the key factors that make a third-party organization a "related organization"
- Exploration of the key definitions comprising Part VII-A’s managers (i.e., “TDOKEs”): Trustee/Director (TD)/Officer (O)/Key Employee (KE) and “High 5s”, two of which categories are based upon the definition (and magnitude) of "reportable compensation"
- Understanding the definitions of "family member”, “business relationship”, "independence" and “35% controlled entity which are central to both Core Form Part VI and Schedule L
- Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data
- Need for 990-filers to engage a filer’s Board of Directors in understanding what the completed Form 990 conveys to the public and regulators
- Appreciate the public relations and regulatory impact of the 12-page Core Form and the most-common substantive-topic Schedules
- Identify the circumstances "triggering" each of the 15 substantive-topic Schedules
- Master the six key Glossary Terms that all 990 preparers must be able to apply
- Embrace the impact of Board member’s failure to be "independent" when they are the subject directly or indirectly, of Schedule L reporting
- Discern the variety of parties most likely to be able to provide preparers with the data necessary to correctly disclose information relating to the 990's inquiries
- Recognize the value of, and discern approaches appropriate to, public relation sensitive disclosures and presenting the completed form to a filer's Board
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
9/25/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
9/25/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
- The benefits of a 501(c)(3) organization being classified as a public charity rather than a private foundation (and how Schedule A, Part I "claims" qualification as such)
- The public policy precepts and approach preparers need apply in demonstrating filer has met the predominant "public support test" which is demonstrated at Schedule A's Part II
- The overarching needs and preparation tasks of Schedule B and related worksheets, including which donors are to be listed and with what identifying information required (dependent on the filer’s 501(c)-subsection); and what information 501(c)(3) filers may omit from the 990’s public inspection copy
- Recognize function of Schedule A Part I in reporting the primary basis of a filer’s non-private foundation classification in the tax year, regardless of prior years' qualification
- Identify the revenue input differences underlying each of the two public support tests' bottom-line "public support” percentage-result evaluated over rolling five tax year periods
- Understand "public support" as a measure of donors’ diversity (or of those purchasing related services) and appreciate that both public support tests apply limits on how much of a donor’s gifts (or a purchaser of service’s fees) can comprise “public support”
- Identify the pertinent reporting conventions applicable in Schedule B for disclosing donors' contributions (and/or donors' identity to the IRS or via public inspection conventions)
- Embrace and appreciate: (a) the key six inquiries in Part VI of the 990 and their public relations impact; (b) the narratives to be provided in relation to those key Part VI lines, and (c) that the face of the Form is misleading as to what are appropriate narratives!
- Learn the objective criteria by which the Board can garner a “Yes” answer to the inquiry at Part VI’s Line 11a with respect having been provided the Form 990 pre-filing
- Identify the multiple disclosures required when a management company is employed at any time in the tax year being reported upon and contrast these with Part VII-A reporting
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
Professional Ethics: The AICPA's Comprehensive Course
1/15/2026
Location: On-Demand
1/15/2026
Professional Ethics: The AICPA's Comprehensive Course On-Demand (For Licensure)
Product# 155906
Upon purchase of this course you will be sent a link to access the course online. This link is good for one year after purchase.
You must pass this course with a score of 90% or higher.
This revised course teaches you the AICPA, SEC and GAO independence rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date AICPA, SEC and GAO rules.
This CPE course also explains the revised AICPA Code of Professional Conduct and conceptual framework, which all members of the AICPA must follow. It covers the basic tenets of ethical and professional conduct, covering the principles of ethics, and it explains why the code is necessary and how it is organized.
Location: On-Demand
