Professional Development and Event Catalog

Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.

Every organization today is facing an onslaught of pressure to master Artificial Intelligence “AI” strategies across their enterprises. Never before have we witnessed such a steep expectation for how a “technology” can transform a business, and never before have we been expected to leverage a technology so quickly and so completely.  There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy, and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.

In this course, we will share tips and tricks for working remotely.  You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.

In order not to perform an excessive number of audit procedures (over audit) auditors must perform procedures in order to determine in what areas are there weak internal controls that could result in a risk that the financial statements would be materially misstated and not be detected.  SAS No. 122, AU 300 – 499, Measuring Audit Risk provides guidance as well as required procedures that must be performed in every audit in order to determine the risk of material misstatement.  No longer can the auditor state that they assess the risk of material misstatement at maximum without having a basis for making such assessment.  As a result, the standards now require that the auditor make such an assessment of a material misstatement of the financial statement on every audit in order to have a basis for such assessment.  This program is an overview of the statement documentation requirements in assessing such a risk.

This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.

In the world of work today, nothing is more critical than Culture.  If people are your competitive advantage, then culture is the best way to help your people realize a great destination. While many leaders and companies talk a lot about culture, few take the time to really plan, build, and invest in a great culture. Today, the world of work could not be more challenging, and the changes that we are seeing in the workforce, such as the rise of remote workers and increasing turnover, are adding to the complexity. Now more than ever, Culture must become your competitive advantage. In this course, you will learn about the key macro changes in the workforce and what some leading companies and leaders are doing to create amazing cultures and high-performing organizations. From LinkedIn to Patagonia to Eventbrite, you will learn from some top organizations ow they have successfully leveraged culture. You will learn what Culture is and can be, and you will learn what culture is not. As you set sail in 2024 and beyond as a leader, you will benefit from this class and learn how to make culture your competitive advantage. Your teacher for the class is Steve Cadigan, whom many credit for being the architect of LinkedIn's world-class and groundbreaking culture. 

With increasing competition for finding the best qualified candidates and retaining today’s workforce, it’s more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days, and more! We’ll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life “integration”, and increased employee engagement and satisfaction. You’ll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you’re in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization. 

Good judgment works well in handling most employee relations matters.  However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability.   This course provides practical knowledge and scripts for responding to requests for accommodations regarding religious practices or disabilities, confronting employees in substance abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.

You often can perform an audit in accordance with all of the standards, and still have a substandard audit IF you did not get out among the clients employees (let them know you are there and where you located), talk to as many people as you can regardless as to whether you may think that they may have any helpful information; constantly observe your surrounding where ever you are at (you never now what you might see) and lastly, listen to not only what people are saying to you but are also saying around you. This presentation is designed to illustrate the importance of making yourself available to your client’s employees, let them know that you are there and where you can be found. Talk with them because if there is a problem, somebody knows and they will often tell you all about it IF you just ask them.  Look at your surrounding everywhere you go.  What are you looking for?  I don’t know but I’ll know it when I see it. Lastly, listen to what they have to say.  Every word is important because they may say something that you had not asked about.  Remember, you never want to discover something and go to an individual who you determined knew about it and ask, why didn’t you tell me about this and their response was, you never asked me!

U.S. federal tax and its impacts In this Tax Rewind quarterly webcast series, Art Auerbach, CPA, CGMA, will focus on the latest U.S. federal tax and its impacts on individuals and businesses. We'll discuss: Tax planning strategies Legislative changes The latest in IRS tax practice and procedures

We are excited to announce the Connecticut Society of CPAs Accounting Scholarship Foundation Golf Tournament is celebrating its' 25th year of bringing members, clients and supporters together "fore" a great cause. All proceeds benefit the CTCPA Accounting Scholarship Foundation to help tomorrow’s accounting professionals by awarding scholarships and grants to accounting students at Connecticut high schools, colleges, and universities.  Assisting CTCPA with our initiative to replenish the Pipeline is as easy as playing a round on the links! Schedule: 8:30 a.m.: Registration; driving range and putting green will be openBreakfast on the patio (pancakes, eggs, home fries, sausage, bacon, fruit, and toast station) 10 a.m.: Shotgun start 2:30 p.m.: Cocktail hour with open bar and hors d'oeuvres 3:30 p.m.: Awards, raffles, and buffet dinner Pick your format: Scramble or best two of four, best ball (prior format). Please let CTCPA know what format your foursome is playing prior to the day of the tournament. Awards for Team Low Gross, Team Low Net, Longest Drive, and Closest to the Line.  High-end teacup raffle during dinner. Click the "Register Offsite" button to download a fillable PDF form to secure your sponsorship or golfer registration. Once you submit your registration via email to cindyp@ctcpas.org, you'll receive an invoice by email.    

Excel University Volume 1 focuses on the Excel features, functions and techniques that enable you to get your tasks done more quickly. It is designed to establish a firm foundation for your workbooks, and to help reduce errors and improve efficiency in your recurring-use workbooks. The knowledge in this volume is used throughout the entire Excel University series.

Excel University Volume 2 builds upon the foundation set in Volume 1, and explores ways to automate recurring-use reports. We refer to workbooks that update their report values automatically when new data is inserted into the workbook as “hands-free” reports. Volume 2 demonstrates how to set up a workbook for hands-free reporting. The features, functions, and techniques presented in this course are sure to shave valuable time off of your reporting tasks.

Excel University Volume 3 picks up right where Volume 2 leaves off. This volume focuses on PivotTables, and we recreate the final report of Volume 2 with a PivotTable. Plus, we examine efficient ways to retrieve external data and various Excel features that enable us to communicate our message graphically. The features, functions, and techniques presented in this course are sure to shave valuable time off of your reporting tasks.

The fourth installment in the Excel University series covers the Excel features, functions, and techniques that will help you build reliable workpapers. The items covered in this volume will help improve your productivity so you can get your work done faster!

Excel University Masters 1 teaches Power Query, Power Pivot, and Power BI. It demonstrates how to use these powerful tools to build the process that builds our reports (tables and graphs). We select the report and graph type based on Stephen Few's book, Show Me the Numbers. Plus, we incorporate his design practices to ensure effective communication. This course uses case studies to simulate real-world workbooks and projects. The final case study brings everything together as we build a dashboard to monitor our business. We complete each case study in both Excel and Power BI. There is also a library of Excel workbooks with reference charts. Check out the first video from the course below to learn more.

Excel University Masters 2 teaches Macros and VBA (Visual Basic for Applications). It demonstrates how to use VBA to automate manual tasks. Plus, VBA allows you to see and control Excel like never before. This course uses case studies to simulate real-world workbooks and projects. Check out the first video from the course below to learn more.

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 using your package today. Package includes 12 months of access to: More than 8,000 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Pricing: As a member, you pay just $675 - 25% 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 foratm - 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 - All CPE coursesWebinar -  All webinars Self-Study – All self-study  

Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – more than 250 courses, each from 2-16 credits. As a member, you pay just $389 – 29% 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 more than 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 materials you need for the next 12 months. Package includes annual access to: 1,200+ credits 250+ downloadable courses Reference material downloads Instant test results Immediate certificate delivery What’s included? Click here to view the current course list: Surgent's Unlimited Self-Study Package