CPE Catalog & Events
Society Events are In-Person or Via NVCPA Hosted Zoom - All times listed in PST
Cases in Corporate Ethics: Discuss Real Life Conflicts
Thursday, March 30
6:00am - 10:00am
Webinar
4.00 Credits
Member Price: $139
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?
Financial & Tax Accounting for S Corporations & Partnerships
Thursday, March 30
6:00am - 2:00pm
Webinar
8.00 Credits
Member Price: $199
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
IRS Tax Liens and Tax Levies
Thursday, March 30
6:30am - 8:30am
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:The mechanics of the two big IRS enforcement toolsTax liens and tax leviesHow CPAs can help clients deal with these issues
Internal Controls to Mitigate Financial Reporting Risk
Thursday, March 30
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements
Surgent's Business Writing: Professional & Effective Emails
Thursday, March 30
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $99
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
The Aftermath of Government Investigations: Varsity Blues
Thursday, March 30
8:00am - 10:00am
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:Securities Laws and College Admissions ScandalUndercover investigationsProsecutors and Plea AgreementsJustice and ConvictionsCooperation AgreementsCosts of Contesting the ChargeRelevant Conduct and Sentencing
Becoming a Fraud Investigator
Thursday, March 30
8:30am - 10:30am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters
Retirement Planning: Next Stage for You or Your Client
Thursday, March 30
9:00am - 11:00am
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
The Omniverse and Metaverse for Accountants
Thursday, March 30
9:30am - 11:30am
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:Brief History of Experience-Sharing TechnologiesOmniverse and Metaverse BasicsThe Enterprise MetaverseLeading Case Studies and Platforms to DateNon-Fungible TokensDigital TwinsImmersive LearningRemote PresenceReality Editors and Product ExperienceVisual InspectionSynthetic MediaImmersive ExperiencesHolodeck TechnologyUniversal Basic RealityMetaverse Starter Strategy for Accountants
Risk Assessment - The Foundation of an Audit of a Live Event
Thursday, March 30
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:AICPA Audit Quality Initiative audit risk assessment findings and areas of focus.Audit risk assessment model.Audit risk assessment process, including identifying, assessing, and responding to audit risk.Examples of potential risk areas and responses.Required risk assessment documentation.AICPA Auditing Standards Board audit risk assessment project.
Remote Auditing: Management and Supervision
Thursday, March 30
10:30am - 12:30pm
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include: Challenges of working remotelyBest practices for remote supervision of individualsRemote team management
Excel - Using PivotTables for Data Analysis
Thursday, March 30
10:30am - 2:30pm
Webinar
4.00 Credits
Member Price: $139
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Endgame... Pandemic Impact on the Market Approach
Thursday, March 30
11:00am - 1:00pm
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include:Changes, if any, to performing the market approach as part of a business valuationImpacts of COVID-19 on business valuationWhat, when, and why of market approach considerations
Form 990 Parts V (Other Tax Issues) & I (Financial Summary)
Thursday, March 30
11:30am - 1:00pm
Webinar
1.50 Credits
Member Price: $64
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 propertyExplanation 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
Solidify Your Success: Powerful Personal Branding
Thursday, March 30
12:30pm - 2:30pm
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include:Discover your current brand message Six steps for deliberately changing or strengthening your brand
Key Cybersecurity Controls for CPAs
Thursday, March 30
1:00pm - 3:00pm
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
Advanced Budgeting - Balance Sheet and Cash Flow Projections
Friday, March 31
6:00am - 7:00am
Webinar
1.00 Credits
Member Price: $49
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
CPA Crossings Technology Trends Update
Friday, March 31
6:00am - 2:00pm
Webinar
8.00 Credits
Member Price: $199
The major topics that will be covered in this course include:Emerging mega technologies, what they are and potential applicationsState of the cloud computing market and working remotelyThe explosive growth in Internet of Things (IoT)Big data, data analytics and KPI dashboards, the new frontier for CPAsAutomation through artificial intelligence (AI), machine learning and robotic process automation (RPA)Blockchain technology: the new data storage modelDigital and crypto currencies: Bitcoin, Ethereum and moreCurrent state of cloud based software - financial, ERP, workflow and personal productivity applicationsUpdate on personal technology devicesA peek into the Metaverse
Fixing Your Chart of Accounts
Friday, March 31
7:00am - 8:00am
Webinar
1.00 Credits
Member Price: $49
Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes
Robotic Process Automation (RPA) for Accountants
Friday, March 31
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $79
RPA overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants