Finance Professionals in Industry
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News
Finance Professionals in Industry Events
80% of women feel pressure to overperform at work
March 28, 2024
Caba’s recent research reveals the ongoing challenges that women face in the workplace, such as difficulty setting boundaries, reluctance to take time off and feeling pressure to overperform. Caba suggests steps that organisations should take to make the accounting profession more inclusive.
Organizations moving forward with generative AI despite concerns, survey shows
March 28, 2024
Finance leaders are still concerned about the expanded use of generative AI programs, such as ChatGPT and Microsoft Copilot, but more than a quarter of them say that hasn't stopped their organizations from experimenting with the technology, according to a new AICPA & CIMA survey.
Recruit, Engage and Retain: Create a Workplace Where Your Employees Will Thrive
March 27, 2024
The WIIFM, the age-old acronym for “What’s In it For Me,” is the mantra of today’s workforce, whether for prospective candidates or long-term employees. Firms are being pressed into looking for creative ways to attract talent and to retain that talent. And with the cost of onboarding a professional rising to the tens of thousands, firms are eager to maximize their return on investment.
71% of CFOs Plan to Raise Average Pay More Than 4%: Report
March 25, 2024
With core inflation in the U.S. hovering around 3%, the smaller pay increases employers offer workers this year may still outpace inflation.
Enforcement, voluntary programs yield over $1 billion from ERC claims
March 22, 2024
The IRS has identified about $1 billion in potential savings from erroneous employee retention credit (ERC) claims, with over half of that money coming from enforcement efforts and the rest from the ERC voluntary disclosure program (VDP) and claim withdrawal process, officials said Friday.
How financial services companies are responding to employee demands
March 21, 2024
If you're looking to hire in the financial services space, you can bank on one thing: The large majority of your competitors are offering candidates some form of a flexible work schedule.
Class Pass 2024-25
Purchase your professional development program credits in advance (as either a 40-hour Class Pass or 80-hour Class Pass) and enjoy significant savings! This year’s pass applies to seminars, CTCPA developed conferences, webinars, and livestream programs now through March 31, 2025. Class Pass is also a great way to get your staff the training they need at a discounted price. Note: Class Pass is for individuals - credits are not transferable to other employees within a firm or company.
K2's Excel Essentials for Staff Accountants
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $274
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
K2's Excel Tips , Tricks, and Techniques for Accountants
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $274
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
K2's Advanced Excel
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $274
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
K2's Budgeting and Forecasting Tools and Techniques
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $274
Do your budgeting and forecasting processes work as well as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous time and yield only marginal benefits. In this course, you will learn to achieve a greater return on your budgeting and forecasting activities using various tools and techniques available in today's market. In addition to learning how to utilize Excel more effectively for budgeting and forecasting activities, you will also learn about other tools, such as Budget Maestro, PROPHIX, and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, you will learn how to account for risk and uncertainty in your budgeting and forecasting models and why doing so is a best practice for more meaningful budgets and forecasts. Join us in this course to learn how to reduce your time on budgeting and forecasting tasks while simultaneously increasing their value.
K2's Case Studies in Fraud and Technology Controls
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $274
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk. A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Hot IRS Tax Examination Issues for Individuals and Businesses
9:00am - 4:30pm
Online
8.00 Credits
Member Price: $274
Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS has currently increased its audit coverage and is examining more taxpayers than in the recent past.
Employee Benefit Plans Conference (IN-PERSON)
8:20am - 4:30pm
Rocky Hill
8.00 Credits
Member Price: $274
*IMPORTANT: This is the IN-PERSON option for the Employee Benefit Plans Conference While we are planning for all speakers to attend in person, due to the uncertainty of today’s environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area.
Employee Benefit Plans Conference (VIRTUAL)
8:20am - 4:30pm
Online
8.00 Credits
Member Price: $274
*IMPORTANT: This is the VIRTUAL option for the Employee Benefit Plans Conference While we are planning for all speakers to attend in person, due to the uncertainty of today’s environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area.
Deceptive Accounting Practices
8:45am - 12:15pm
Online
4.00 Credits
Member Price: $140
The accounting profession and financial markets have been plagued during the past several years with numerous cases of financial reporting problems. This course will go through some real life examples of financial statement fraud and/or failed audits. The course will cover how to recognize deceptive practices related to revenue recognition, detail related party and off-balance sheet schemes, and how earnings can be manipulated through inappropriate estimates.
Find the right groups for you.
CTCPA groups and committees are a fantastic way to engage in peer-to-peer discussion, learn about hot-button issues, trends, and standards, and network with other CTCPA members.
