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| This course is an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. It is an interdisciplinary field, drawing from on concepts from a variety of subject areas. Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design and development, and decision-making. | |
| This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return. The value of a bond is essentially the present value of all future interest and principal payments. Stock price may be expressed as a function of the expected future dividends and a rate… | |
| This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and a way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.As a… | |
| This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the “regular rate of pay.” Through practical examples and compliance-focused scenarios, learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and… | |
| This course provides a focused analysis of the individual and small business provisions in H.R.1, “One Big Beautiful Bill.” Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA will showcase 10 powerful Excel features that can help accountants work more efficiently, including tools like XLOOKUP, SUMIF, PivotTables, and AutoRecover. You’ll see how to streamline tasks by using structured tables, filter data instantly with keyboard shortcuts, and enhance clarity with conditional formatting. David also shares clever ways to simplify your interface—like adding a Clear Filter button—and explains how to recover from common mistakes… | |
| Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field. Explore the intricacies… | |
| A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It… | |
| Description: This seminar will review situations in which a CPA or accounting professional may have be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior.This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel.Learning Objectives: By the end of the course, the participant will be able to:1. Define the elements of… | |
| This course covers the authoritative GAAP for construction contractors as found in FASB ASC 910 along with the guidance contained in the AICPA Guide for Construction Contractors. In this course, Jeff will cover the unique aspects of accounting in the construction industry and how the standards and guidance address those issues.The course will also include many examples to aid in understanding. In addition to the exceptional material, Jeff will include his signature video parodies, which… | |
| This seminar examines recent events involving the theft of company or public money and the circumstances that allowed the fraud to occur. We will be looking at a variety of case studies to illustrate these points. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies… | |
| Description: This seminar examines recent events involving the theft of company or public money and the circumstances that allowed the fraud to occur. We will be looking at a variety of case studies to illustrate these points. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.Program Content:· Reasons why fraud occurs.· Case studies of situations where embezzlement occurred.· Red flags indicating that an organization is at risk… | |
| In the complex world of finance and accounting, the significance of mastering accounts payable best practices cannot be overstated. As the financial backbone of any organization, the efficient management of accounts payable plays a pivotal role in safeguarding its fiscal health. Sadly, many companies ignore these best practices and the impact is felt on your bottom line. The accounts payable function is changing at a dizzying pace. Unfortunately, keeping up to speed these days can… | |
| In this presentation author and Excel expert David Ringstrom, CPA, helps you expand your Excel toolbox by comparing the INDEX/MATCH functions to the XLOOKUP worksheet function in Excel 2021 and Excel for Microsoft 365. You'll also see how to transform ugly reports exported from accounting software and other platforms into analysis ready formats by using Power Query. David will also show you how to use Excel's Solver feature to identify the combination of amounts from… | |
| Effective policies and procedures in the Accounts Payable function are critical for any organization wishing to reduce or eliminate duplicate payments, prevent and detect fraud, and be cost-effective and compliant with all regulatory issues affecting the payment function. The first step in that battle is having a current, detailed policy and procedures manual. This course presents information the professional can use to create an effective manual, that not only documents the organization's policies and procedures… | |
| November 12th, 2026 Location: DoubleTree by Hilton Arlington DFW South 1507 N. Watson Rd Arlington, TX 76006 (817) 640-7712 Speaker: Shelli Huston | |
| November 11th, 2026 Location: DoubleTree by Hilton Arlington DFW South 1507 N. Watson Rd Arlington, TX 76006 (817) 640-7712 Speaker: Shelli Huston | |
| November 11th & 12th, 2026 Location: DoubleTree by Hilton Arlington DFW South 1507 N. Watson Rd Arlington, TX 76006 (817) 640-7712 Speaker: Shelli Huston | |
| Best practices for the accounts payable function are critical for those organizations concerned about their profitability. For poor practices result in excess cost, duplicate payments, increased processing expenses, fraud, and frayed vendor relationships. And, of course, there is the growing issue of regulatory compliance as the Feds and states look for their fair share. This course presents information the professional can use to identify best practice problems as well as regulatory concerns. Industry expert Mary… | |
| In this presentation, author and Excel expert David Ringstrom, CPA, teaches you how to create resilient and easy-to-maintain budget spreadsheets. David will contrast assigning names to cells, which both simplify formula writing and review, as well as spreadsheet navigation with the Table features, which offers similar benefits. You'll see how the Use In Formula command streamlines formula writing, and how the VLOOKUP, XLOOKUP, and SUMIF functions minimize formula maintenance.Learning Objectives:•••To complete this course participants need… | |
| As long as invoices remain a staple of the B2B billing and payment process, smart companies will do everything they can to reduce the number of headaches associated with them. What is interesting as we go through the list is that there are ways to greatly reduce or eliminate some of them. Companies just have to decide to do so and then stick to the regimen. Those routines are spelled out in this paper.In this… | |
| This course is designed for managers working for multinational companies (MNCs) as well as accountants, CFOs, controllers, treasurers, and international investors. In a modern economy, neither businesses nor individual investors can afford to be ignorant of the basic concepts of international finance. Changes in exchange rates and differences in national inflation and interest rates can affect the competitive position of businesses regardless of whether they are engaged in international operations.For companies that are engaged in… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will empower you with techniques that make for efficient spreadsheet design and data analysis. Learn how to streamline your Excel worksheets by placing titles in a single row, thereby eliminating clutter and improving readability. Discover the power of referencing source data cells directly and creating settings tables for easy configuration and review. Enhance your calculations by assigning names to key input cells, writing smarter… | |
| The ease of access to and rapid flow of information makes cybercrime different from real-world crimes. For example, the transformation of crime with the establishment of the computer and networked technologies leads to the shift of target from more tangible to less tangible forms in values of wealth; from things to ideas expressed in informational sources. Cybersecurity is a complex and ever-changing phenomenon. This course is designed to help you navigate the complexities of this… | |
| Excel is fraught with nuances, especially when working with dates or times. In this presentation author and Excel expert David H. Ringstrom, CPA covers the gamut of date and time related functions and features in Excel. He'll explain common frustrations that arise when entering dates in Excel spreadsheets, along with date and time keyboard shortcuts. David will compare the nuances of the NOW function versus the TODAY function, along with techniques such as using TEXT… | |
| Travel expenses are, for many organizations, their second largest controllable expense. This is just one of the reasons why every organization must have a strong policy that governs these expenditures. That being said, the number of problems that continue to plague many companies when it comes to expense reimbursements defies logic. There has to be a better way.In this course, industry expert Mary Schaeffer takes a look at some of the more common problems experienced… | |
| December 10th & 11th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 10th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 11th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 14th & 15th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 14th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 15th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| In this presentation author and Excel expert David Ringstrom, CPA, will empower you to avoid crises in Excel due to program crashes and establish safety nets for your spreadsheets. Learn how to configure AutoRecover settings and enable automatic backups for key workbooks, including the AutoSave feature available in Excel 2021 and Excel for Microsoft 365. Uncover mouse tricks for efficiently duplicating worksheets and explore both worksheet and workbook protection options to prevent unauthorized changes. Gain… | |
| As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.With a focus on real-world application, this course provides… | |
| This course covers a broad range of topics all involving uncertainties in accounting and auditing. It discusses the accounting standards for Going Concern, Contingencies, Guarantees, and Credit Losses. It also covers the audit standards related to auditing accounting estimates and considering going concern.In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.Learning Objectives:Upon successful completion of this course, the participant should… | |
| A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It… | |
| This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through a comprehensive exploration of Excel's formula and error-handling capabilities. You'll gain invaluable insights into tackling common spreadsheet challenges, starting with understanding and resolving merged cell errors and various types of formula errors. David will delve into the evolution of worksheet functions and demonstrate techniques for checking worksheet function compatibility across different Excel versions. Explore the latest Excel 2021 and Excel… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of essential Excel keyboard shortcuts and time-saving techniques. Attendees will learn how to streamline their workflow with menu keyboard shortcuts, copy and paste shortcuts, and efficient worksheet navigation shortcuts. David will also demonstrate the power of Ctrl-R and Ctrl-D keyboard shortcuts, as well as the Show Formulas feature and formula auditing keyboard shortcuts. Participants will discover how… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of beginning to advanced logic functions and related formulas. Topics covered include the IF and IFS functions, as well as nested IF functions. You'll see how to troubleshoot formulas with the Evaluate Formula feature. David will compare the IFERROR and IFNA functions so that you know the best practices for each. Other functions covered include IS functions… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will demystify some of Excel’s built-in safety nets and nuanced behaviors that can make or break your workflow. You'll learn how to recover unsaved workbooks, make sense of the Auto Recover feature, and understand where OneDrive fits into Excel’s autosave ecosystem. David walks you through how to tweak recovery settings to minimize data loss and shares practical advice for navigating Excel’s sometimes-unpredictable handling of… | |
| In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the power and flexibility of PivotTables—Excel’s most effective tool for summarizing and analyzing large datasets. David walks you through the process of creating PivotTables from data ranges and Excel tables, and explains how to format your source data for best results. You’ll learn how to build and customize PivotTables, add or remove fields, rename headers, apply number formatting, and even switch… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will walk you through a deep dive on printing and page layout techniques in Excel. Topics covered include setting or clearing print ranges, adding cells to the print area, utilizing page break preview and page breaks effectively, printing just a chart from a worksheet, and using Quick Print for efficient printing. Other topics include managing print titles, utilizing the Header and Footer Tools, and… | |
| In this presentation, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of the Custom Views feature. David will also contrast Custom Views with the Sheet Views feature available in Excel 2021 and Excel for Microsoft 365. Both features allow you to hide or display rows and columns, as well as filter settings, by simply applying a view. Custom Views also enables you to hide… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will cover a range of topics to enhance your Excel skills. You will learn how to assign names to cells, which lays groundwork for the LET and LAMBDA functions. The LET function is available in Excel 2021 and Excel for Microsoft 365 and enables you to create pairs of names and associated values that can store intermediate calculations. David will address common issues such… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will take you on a deep dive into the art of data management and analysis in Excel. You'll discover indispensable techniques for filtering Data efficiently and learn time-saving filtering keyboard shortcuts, including how to add Clear Filter to the Quick Access Toolbar for seamless data refinement. David will unveil the power of ad hoc totals while filtering and demonstrate the versatility of the Table… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful features of Excel that can enhance your data management and visualization skills. You will learn how to effectively use built-in Excel templates and create custom workbook and worksheet templates tailored to your needs. David will also demonstrate how to create and utilize chart templates, including building a waterfall chart with VLOOKUP and setting its totals. Additionally, the session… | |
| This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. | |
| Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future.In addition to the cases, Jeff will cover various aspects, both authoritative and guidance, related to fraud to further improve… | |
| December 3nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner |