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COURSE DESCRIPTION

The course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice. Discover leading remote working technologies, how to avoid and address some common challenges of working
off-site, and how to effectively manage a team of professionals who work outside a traditional office environment

Topics Covered:

• What is Remote Working
• History of Remote Working
• Importance and Benefits of Remote Work
• Shift to Remote Work in Accounting Industry
• Why Accountants Need to Embrace Remote Working
• Remote Working Templates and Key Documentation
• Essential Tools and Technologies for Remote Accountants
• Remote Working Tech Stack
• Cyber Security Best Practices
• Confidentiality and Data Protection
• Creating a Dedicated and Comfortable Workspace
• Ergonomics and Maintaining Good Posture
• Setting Up the Necessary Hardware and Devices
• Organizing Your Digital Workspace
• Best Practices for Remote Communication
• Synchronous vs. Asynchronous Communications
• Building Relationships with Remote Teams
• Common Sense Remote Working Management Tips
• Hybrid Models of Remote Working
• Remote Working Case Studies
• Working with Clients and Stakeholders Remotely
• How to Maintain Professionalism in Virtual Meetings
• Setting and Prioritizing Goals
• Effective Time Management Strategies
• Avoiding Distractions and Staying Focused
• Balancing Work and Personal Life
• Adhering to Accounting Standards and Regulations
• Managing Remote Risks
• Staying Up to Date
• Identifying Remote Accounting Job Opportunities
• Developing a Strong Online Presence
• Successful Remote Accounting Teams and Organizations
• Overcoming Common Remote Work Challenges
• Evaluating Your Remote Work Readiness
• Action Plan for Implementing Remote Work

Learning Objectives:

After reading the course material, you will be able to:

• Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
• Point out at least 3 technology guides that can assist in setting up remote offices.
• Recall at least 10 jurisdictions around the world that offer financial incentives for remote working.
• List at least 10 case studies of successful remote working initiatives in professional services and accounting.
• Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
• Give examples of at least 10 ways COVID has impacted and accelerated remote work.

Who Should Attend:

Practitioners who want to evaluate remote work opportunities and challenges, and explore the concept of “work” as something you do, not where you are.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier
and faster. You'll walk away with scores of practical online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life.

Topics Covered:

• Getting Google Ready
• Google Personalization and Optimization
• Google Eyes and Ears: How Google Can Literally Read, Hear and See You
• Googling to Your Own Devices: How Results Vary by Computer
• Hiding in Plain Sight: What You’re Missing on the Google Results Page
• Google Sweet Talk
• Power Search Tools
• Google Mobile Tools
• Google Verticals
• How to Be a Google Super Searcher: Key Strategies

Learning Objectives:

After reading the course material, you will be able to:

• When reviewing the Google results page, practitioners will be able to identify at least 5 advanced query filters. These are not visible in the main interface and can only be seen by expanding a toolbar under user control.
• When entering keywords into Google, practitioners will be able to construct at least 12 different types of advanced queries. These give additional information to Google and help refine searches.
• When tracking a topic they want to follow on Google, practitioners will be able to create at least 5 different types of Google alerts. These send emails when new results for a topic show up in Google search.
• After creating a Google account, practitioners will be able to develop at least 2 different Google profiles – one personal, one business. These profiles help consolidate information that Google has collected about a practitioner
  and their operations. The profiles also help practitioners control what others see about them across Google services.
• When using different Internet devices, practitioners will be able to distinguish at least 4 ways Google search results may vary depending on the size and type of gadget they are using.

Who Should Attend:

This course is intended for an accounting professional who routinely uses Google to gather information, and wants to take their online discovery skills to the next level.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This course provides a concise overview of artificial intelligence (AI) – a constellation of technologies able to perform tasks that normally require human intelligence. The software self-educates by drawing conclusions from large
quantities of data and adjusts its calculations and outputs based on its observations. The course highlights how CPAs can use AI to drive innovation, increase productivity, and improve the accuracy and quality of their work.

Topics Covered:

• What is artificial intelligence (AI)?
• AI foundational technologies
• AI pros and cons
• How AI is already being used in everyday life
• How AI is deployed within the accounting profession
• Leading AI applications
• AI help resources

Learning Objectives:

After reading the course material, you will be able to:

• When considering AI, practitioners will be able to identify at least 5 foundational technologies that drive artificial intelligence.
• When exploring AI options, practitioners will be able to explain at least 5 ways AI mirrors human thought.
• When examining AI trends, practitioners will be able to point out at least 5 examples of artificial intelligence policies that have been developed by leading enterprises and government organizations.
• When evaluating AI software, practitioners will be able to use at least 6 AI marketplaces to compare the leading AI vendors in the accounting domain.
• When developing an AI game plan, practitioners will be able to list at least 8 skills that are required for the AI age.

Who Should Attend:

Practitioners who want a basic, non-technical understanding of AI and how to apply the technology in their accounting operations and workflow.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The session provides a concise overview of how practitioners can future-proof their accounting careers and prosper in this current VUCA (Volatile, Uncertain, Complex, and Ambiguous) business environment. Discover how to quickly master
key evolving technologies including artificial intelligence, business process automation, recognition (face, voice, gesture) analysis, autonomous things, mixed reality, augmented analytics, and more. Understand how these new advances
are transforming the accounting profession and how practitioners can take advantage.

Topics Covered:

• VUCA Business Environment
  
• COVID and the New Norm
• Evolving Accounting Roles 
• Changing Demographics and Industry Expectations
• Key Accounting Challenges
• Accounting Services Aren’t What You Think They Are
• “Doomed” vs. “Totally Safe” Professions
• What’s Ahead for the Accounting Profession
• How to Prepare for the New Automation Age

Learning Objectives:

After reading the course material, you will be able to:

• When considering the future of their operations, practitioners will be able to identify at least 5 ways COVID has impacted the accounting profession.
  
• When exploring automation options, practitioners will be able to explain at least 5 ways accounting roles at all levels have changed in recent years.
• When examining automation trends, practitioners will be able to point out at least 5 economic and business forces that are driving change.
• When evaluating automation software, practitioners will be able to use at least 6 RPA marketplaces to compare the leading technology vendors.
• When developing an automation game plan, practitioners will be able to list at least 10 strategies that guide how to successfully move forward. 

Who Should Attend:

Practitioners who want to embrace the new
normal of economic volatility and business uncertainty and thrive in the face
of accelerating technological change.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of behavioral finance. This is a field of study that combines psychology and economics to understand and explain how people make financial decisions. It recognizes that individuals are not always
rational and objective when it comes to their financial choices. Instead, they are influenced by various cognitive biases, emotions, and social factors that can impact their decision-making process. The course highlights the psychological
and behavioral factors that contribute to irrational and biased money decision-making and discusses strategies for overcoming these biases to make more rational financial choices.

Topics Covered:

• What is behavioral finance
  
• Importance of Behavioral Finance in Investing and Accounting
• Traditional vs. Behavioral Finance
• Rationale Investors
• Efficient Markets
• Limitations of Traditional Finance
• Core Principles of Behavioral Finance
• Market, Investor, and Practitioner Inefficiencies
• Checklist of Common Cognitive Biases and Emotional Pitfalls Related to Finance
• How to Apply Behavioral Finance Concepts in Real-Life Accounting Situations
• How to Promote a Culture of Objectivity and Critical Thinking
• How to Encourage Continuous Learning and Self-Awareness

Learning Objectives:

After reading the course material, you will be able to:

• Analyze the psychological and behavioral factors that contribute to irrational and biased
  
• money decision-making.
• Classify common cognitive biases that influence financial decision-making.
• Evaluate the role of mental accounting in financial decision-making.
• Distinguish the dangers of the ostrich effect in financial planning.
• Apply strategies for overcoming cognitive biases and emotions in financial decision-making.
• Assess the impact of present bias on financial planning.
• Identify the pitfalls of the sunk-cost fallacy in financial decision-making.
• Explain the role of anchoring bias in financial decision-making.
• Differentiate the impact of status quo bias on financial decision-making.
• Evaluate the dangers of the bandwagon effect in financial planning.

Who Should Attend:

This course is intended for anyone interested in improving their financial decision-making skills, including individuals, financial professionals, and business owners. It will be especially useful for those who have struggled with making irrational or biased financial choices in the past.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of how practitioners can improve and diversify their online research by using non-Google search tools. Attendees will discover a whole new universe of prime information that is essential in due
diligence, enterprise research, and financial audits but mostly invisible to Google. Participants will walk away with scores of new information sources and streams that will complement their use of Google and sharpen their due
diligence skills as trusted business advisers

Topics Covered:

• Why Online Research Skills Are So Critical for Accountants In Their Roles as Arbiters and Ultimate Deciders of Truth
• Why Accountants Have a Greater Ethical Standing Compared to Other Professions
• Why You Need More Than Google to Search the Web
• Google is Great But Not Perfect
• Vertical vs. Lateral Searching
• Online Research Strategy Tips
• General Search Engines
• Cluster Search Engines
• Privacy Search Engines
• User-Generated Content (USG) Search Engines
• Image Search
• Podcast Search
• Public Records Search
• Company Search
• People Search
• News Aggregators

Learning Objectives:

After reading the course material, you will be able to:

• When evaluating the Google search results page, practitioners will be able to identify at least 7 ways this information needs to be interpreted to ensure the results are taken in their proper context
• Practitioners will be able to use at least 4 general search engines that complement their use of Google.
• Practitioners will be able to utilize at least 5 cluster search engines that group information by topic and discover unexpected relationships between topics.
• Practitioners will be able to use at least 8 privacy search engines that do not store your queries or track your steps on the Internet.
• Practitioners will be able to access at least 12 user-generated content search engines that index any content—text, videos, images, reviews.—created by people, rather than brands.

Who Should Attend:

Practitioners who want to use more than Google when searching the Internet, and diversify their online due diligence toolbox and strategies

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This course provides a concise overview of ChatGPT and GPT.  These are emerging artificial intelligence technologies that answer questions, create content, generate code, and perform countless other cognitive tasks in natural
language. The results are not only credible but often superhuman. This new wave of intelligent software is arguably the most ground-breaking in the history of the world – and it’s only getting started.  The session analyzes
their key use cases, limitations, potential risks, and impacts on the accounting industry. The session is designed for accountants who wish to enhance their awareness and proficiency in emerging AI technologies, including GPT,
to ensure their continued relevance and success as trusted business advisors, value stewards, and guardians of public trust.  In this rapidly evolving technological landscape, staying ahead of the curve with AI knowledge is
crucial. Don't miss out on the opportunity to be part of the future of work, where your mastery of AI could lead to countless career advancement opportunities. Embrace the power of AI and take this course to jumpstart your journey
toward becoming a leader in the field. 

Topics Covered:

• What is ChatGPT and GPT
  
• How ChatGPT works
• Why ChatGPT is a game-changer
• Changing AI Landscape
• Prompt Engineering (PE)
• How ChatGPT will impact accounting
• GPT AI Starter Strategy for Accountants

Learning Objectives:

After reading the course material, you will be able to:

• Identify ChatGPT and GPT
  
• Analyze how ChatGPT works
• Predict the impact of ChatGPT on the accounting industry
• Assess the changing AI landscape
• Interpret how artificial intelligence and ChatGPT will transform core accounting tasks in 20 categories from automation to tax planning
• Evaluate Prompt Engineering (PE) principles to effectively communicate with ChatGPT
• Formulate a GPT AI starter strategy for your accounting operations

Who Should Attend:

This course is designed for accountants who want to stay up-to-date with the latest technology trends and improve their ability to use AI tools like ChatGPT. It will be particularly useful for those who want to enhance their advisory
services, data analysis, and collaboration capabilities.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

*Content Preview

COURSE DESCRIPTION

The course provides a concise overview of cognitive biases.  These are thinking errors and “brain bugs” that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your
accounting work. Discover the most common types of cognitive biases in the accounting profession, and how to recognize and address these flaws and blind spots in your “mental firmware”.

Topics Covered:

• Cognitive bias fundamentals
  
• Behavioral insights principles
• Why cognitive bias is not necessarily bad
• How cognitive bias is used to influence your behavior as a consumer
• Common cognitive errors in accounting 
• Why good accountants do bad audits 
• Strategies to address cognitive bias
• How to prime yourself and your environment to make better decisions

Learning Objectives:

After reading the course material, you will be able to:

• When making a decision, practitioners will be able to identify at least 5 ways cognitive biases may distort how they view a problem and what solutions they may consider.
  
• When examining their thought process, practitioners will be able to explain at least 5 ways your brain may lead you to make illogical interpretations.
• When shopping, practitioners will be able to point out at least 12 ways cognitive biases are used to hijack your psychological vulnerabilities.
• When doing routine accounting work, practitioners will be able to list at least 10 cognitive biases that are specific to the accounting profession.
• When seeking ways to minimize cognitive biases, practitioners will be able to give examples of at least 10 strategies to minimize illogical or irrational thinking. 

Who Should Attend:

Practitioners who want to improve their decisions by developing an awareness of the biases that may affect their thought processes and problem-solving.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

*Content Preview

COURSE DESCRIPTION

The course provides a concise overview of cognitive biases.  These are thinking errors and “brain bugs” that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your
accounting work. Discover the most common types of cognitive biases in the accounting profession, and how to recognize and address these flaws and blind spots in your “mental firmware”.

Topics Covered:

• The New Visually Rich and Post-Literate World
  
• Business Case for Data Visualizations
• Leading Software Review Portals
• Freely Usable and Stock Imagery
• Animated GIFs
• Emojis
• Sonification
• Design Talent Marketplaces
• Excel Analytics Apps
• Excel Dashboard Tips
• Word Clouds
• Location Intelligence and Maps
• Video-Conferencing and Live Broadcasting
• Video Apps
• Interactive Images
• Image Editors
• Mind Maps
• Infographics
• Visual Resumes
• Diagrams
• Charts
• Synthetic Media
• Screen and Webcam Recording
• Video Creators
• Animations
• Logos
• Timelines
• Online Presentation Platforms
• PowerPoint Templates
• Digital Flipbooks
• Information Dashboards
• 3D Design and Simulation
• Motion Graphics and Special Effects
  
• Data Viz Tutorials

Learning Objectives:

After reading the course material, you will be able to:

• Identify at least 15 technology forces and human factors that are driving growth in visual business communications
• Discuss at least 6 Microsoft Office visual app plug-ins that can be used to create dynamic dashboards and charts in Excel
• Point out at least 4 broadcasting platforms that can be used to deliver live streams, meetings, and video presentations for free
• Explore at least 6 infographic template services that allow practitioners to create an easy-to-understand overview of a topic using a collection of imagery, charts, and minimal text
• List at least 4 online charting apps that instantly create different types of charts including column, bar, line, area, gauge, and other visuals.

Who Should Attend:

Practitioners who want a basic, non-technical understanding of leading online data visualization applications, and how these tools can be used to improve the visual appeal, understandability, credibility, and shareability of their financial communications.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of Environmental, Social, and Governance (ESG) reporting. This is an emerging system of non-financial record-keeping and governance. Around the world, organizations of all sizes and kinds are under
increasing pressure from regulators, consumers, employees, and other stakeholders to provide a fuller and more integrated picture of how entities operate, invest, and create value. This includes taking into account
how their operations impact financial, manufactured, intellectual, human, social, relationship, and natural capital. Participants will walk away with an increased situational awareness of ESG reporting, and an ESG starter strategy.
This can be used immediately to position themselves for ESG success in an era of growing expectations for conscious capitalism, ethical investing, and moral leadership.

Topics Covered:

• What is ESG?
• Key Technology, Economic and Social Drivers of ESG
• ESG Current Landscape
• Issues in Shifting from Theory to Practice
• COP26: Implications for the Accounting Profession
• Technical Examples of ESG Reporting
• The “S” in ESG: Social Metrics
• The “G” in ESG: Governance Ethics
• ESG as an Emerging Client Advisory Service
• ESG Reporting Best Practices
• ESG and Blockchain
• Leading ESG Reporting Frameworks
• ESG Certifications
• Prominent ESG Software and Calculators
• ESG Starter Strategy

Learning Objectives:

After reading the course material, you will be able to:

• Understand at least 10 technological, business, and social trends driving ESG adoption
• Explain at least five leading trends in the current ESG landscape
• Appraise at least 10 key considerations when operationalizing ESG and shifting from theory to practice
• Point out at least 10 leading case studies of ESG reporting
• Summarize at least five ways practitioners can prepare for ESG success

Who Should Attend:

Practitioners who want a basic, non-technical understanding of ESG reporting and how to set themselves up for long-term success in an era of growing demands for non-financial disclosures.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of Facebook Inc., the globally renowned social media company. Even if you've been using Facebook for many years and think you know practically everything about the platform, think again. Facebook Inc. is actually a rich constellation of communication, training, enterprise collaboration, digital payment, augmented reality services, and smart hardware that go far beyond their popular social media app. You'll walk away with a new appreciation and expanded awareness of Facebook enterprise tools that can be used to improve accounting operations and workflow.

Topics Covered:

• The difference between the Facebook app and Facebook Inc.
• How many people actually use (and don’t use) Facebook
• Facebook app fundamentals
• Messenger
• Instagram
• WhatsApp
• Oculus
• Workplace
• Portal
• Novi
• Facebook Blueprint
• Developer Program

Learning Objectives:

After reading the course material, you will be able to:

• When using Facebook, practitioners will be able to create at least 3 Facebook pages for your enterprise that allow you to share business information and invite customers to directly contact you.
• When navigating Facebook, practitioners will be able to point out at least 10 ways Facebook can be used for competitive intelligence and to gather insights on your business landscape, customers, and competitors.
• When reviewing Instagram, practitioners will be able to identify at least 3 ways the app can be used to build brand awareness and engage customers.
• When evaluating Facebook messaging options, practitioners will be able to list at least 10 differences between WhatsApp and Messenger.
• When reviewing Facebook Workplace, practitioners will be able to give at least 4 examples of how the app is being used to get people talking and working together.

Who Should Attend:

Practitioners who want to explore Facebook’s lesser-known digital services and hardware products for business, and how these tools can be used to expand your Internet presence and social capital.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This course is designed to provide an overview of United States federal employee conduct violations and what lessons they provide for accountants related to ethical behavior. Participants will learn about the various types of conduct violations that can occur in the federal workforce, including abuse of position, bribery, conflicts of interest, fraud, gift violations, misuse of government resources and personnel, and political activity violations.

Topics Covered:

• Definition and examples of federal employee conduct violations
• The impact of conduct violations on individuals and organizations
• The Role of personal ethics in the federal workforce
• Consequences of violating ethical standards
• Strategies for preventing and addressing conduct violations
• Case studies of federal employee conduct violations
• Lessons learned from conduct violation cases

Learning Objectives:

After reading the course material, you will be able to:

• Identify federal employee conduct violations and provide examples
• Analyze the impact of conduct violations on individuals and organizations
• Evaluate the importance of personal ethics in the federal workforce
• Identify the consequences of violating ethical standards
• Develop strategies for preventing and addressing conduct violations
• Analyze case studies of federal employee conduct violations
• Identify lessons learned from conduct violation cases and apply them to future situations

Who Should Attend:

This course is designed for individuals who are keen on acquiring a deeper understanding of ethical standards and wish to delve into thought-provoking case studies involving moral failures within the United States federal government. The session is particularly beneficial for professionals who wish to promote a culture of integrity within their organizations, and how to better prepare for and manage ethical dilemmas.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of Google Analytics (GA), a web analytics service offered by Google. This tool is the most widely used website statistics service in the world. The app can be used to track and report website traffic and better understand how your customers interact with your online content. While the service might appear complex and intimidating at first, its core functions are relatively easy to master. Discover how to analyze data quickly and encourage collaboration with an easy-to-use interface and shareable reports. You’ll walk away with a fundamental understanding of the platform, and how it can be used to uncover powerful insights on your business and accounting operations that may have been previously unknown.

Topics Covered:

• Google Analytics basics
  
• User interface tour
• How to access and set up 
• Demo account
• Best practices
• Real-time reports
• Audience reports
• Acquisition reports
• How accounting operations ranked in Google Analytics for local business study
• How accountants can use the app for their online visibility and credibility

Learning Objectives:

After reading the course material, you will be able to:

• When setting up GA, practitioners will be able to create a maximum of 100 accounts that can be used to track website traffic.
  
• When navigating GA, practitioners will be able to point out at least 20 panels in the GA dashboard that provide key insights.
• When reviewing the GA interface, practitioners will be able to create at least 10 types of reports that track visitors and engagement in real time.
• When utilizing GA, practitioners will be able to monitor at least 10 data signals that capture demographic, geographic, and technology information on their website visitors.
• When reviewing GA, practitioners will be able to give at least 4 examples of how the app can be used to increase visits to a website

Who Should Attend:

Practitioners who want to better track their website activity and use these insights to increase their online traffic, customer base, and revenues.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of global business research -- the practice of collecting, organizing, and interpreting information related to opportunities outside of local and national markets. This is becoming increasingly important for accountants because Internet and e-commerce advancements have made every online enterprise instantly global. Firms are now broadening their focus and expanding their operations and ambitions. They’re going global and targeting 95 percent of world consumers outside of Canada and the US. As never before, businesspeople are asking questions about exporting, investing, sourcing, partnering, and even recruiting offshore -- and turning to their practitioners for answers. Discover the key factors you’ll need to address in an overseas business plan including international regulation, compliance, taxation, market analysis, and more. You’ll walk away with a foundational understanding of how to explore your export potential, and where to go online for the latest and best information to establish and grow a business worldwide.

Topics Covered:

• Why Go Global
• Optimizing Your Global Online Research
• Using Social Media to Explore International Business Opportunities
• Google Market Intelligence Tools
• Google Translate
• World Business and Taxation Reports
• Global Business Incentives
• Commercial Guides and Reports
• Geopolitical Risks
• Trade and Investment Statistics
• Global Business Networks
• International Business Specialists
• Accounting International Alliances
• Offshore Staffing
• International Commerce Platforms
• Global Business Finance
• Shipping and Duty Resources
• Cross-Border Advocacy
• Key Takeaways

Learning Objectives:

After reading the course material, you will be able to:

• Understand how to make your way in the global economy
• Gather free market intelligence reports prepared by commercial experts
• Pinpoint the most promising industry opportunities by country
• Review what trade barriers are in place and what regulations need to be followed
• Develop an export strategy and cross-border marketing plan

Who Should Attend:

Practitioners at all levels who want a foundational understanding of how to explore your export potential, and where to go online for the latest and best information to establish and grow a business worldwide.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The course provides a concise overview of Google’s more than 200 online enterprise tools. These include services that can be used by accountants for communication, publishing, mobile connectivity, advertising, entrepreneurship, and other critical business functions. Discover easy-to-use (and mostly free) apps that can help you with cloud computing, blog writing, website analysis, consumer surveys, online promotion, location intelligence, on-the-go computing, email backups, multi-office collaboration, digital commerce, photo sharing, online help networks, corporate social responsibility and more. You'll walk away with a powerful, practical, and easy-to-use set of digital super tools that can add value, accelerate workflow, boost output, and trim expenses in almost every area of your accounting and business operations.

Topics Covered:

• Google is more than a search
• Google’s suite of enterprise solutions
• Setting up a Google foundation
• Claiming your Google identity
• Personalizing your Google experience
• Security and privacy
• Digital wellness
• Billion-user app club
• Google’s digital Superpowers

Learning Objectives:

After reading the course material, you will be able to:

• When using Google, practitioners will be able to identify at least 100 enterprise solutions they can use to improve their online productivity.
• When managing their Google account, practitioners will be able to point out at least 20 ways they can control their Google information.
• When using Google Drive, practitioners will be able to recall at least 60 ways they can use the app to create, store, and share digital files.
• When utilizing Google Assistant, practitioners will be able to list at least 200 ways they can interact with the app using their natural voice and complete digital tasks.
• When examining the Google Cloud infrastructure suite, practitioners will be able to give at least 10 examples of how the service can be used for data management and analytics.

Who Should Attend:

Practitioners who want to use Google for more than Internet searching and tap its huge (and ever-expanding) universe of business productivity solutions.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

*Content Preview

COURSE DESCRIPTION

This course provides a concise overview of Google Forms -- a cloud-based data collection and analysis program. The online software can be used by accountants to create digital forms, capture and review data, move routine tasks and processes to the Internet, reduce printing expenses, go paperless, survey staff and clients, onboard new employees and customers, share ideas, get fast feedback, improve collaboration and more.

Topics Covered:

• Google Forms basics
  
• Case studies
• Key set-up steps
• Interface tour
• Template Gallery
• Advanced tips
• Themes
• Collaboration options
• Help Resources

Learning Objectives:

After reading the course material, you will be able to:

• When evaluating Google Forms, practitioners will be able to identify at least 20 case studies of the technology and how it can be applied in an accounting context.
  
• When using Google Forms, practitioners will be able to explain at least 3 ways a form can be created online using different desktop and mobile devices.
• When navigating Google Forms, practitioners will be able to create at least 10 types of survey questions and information capture options. 
• When creating a Google Form, practitioners will be able to use at least 10 design themes and customization tools. 
• When developing a Google Form, practitioners will be able to access at least 10 extensions and add-ons that can increase the functionality of the form.

Who Should Attend:

Practitioners who want to quickly master Google Forms and add new data capture and analytical powers to their operations and skillset.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This course provides a concise overview of Google’s suite of location intelligence tools. These applications can be used by accountants to prepare geographic visualizations, create collaborative maps, derive insights from geospatial data, analyze spatial relationships, and make better business decisions from an accounting perspective.

Topics Covered:

• What is location intelligence?
• Leading case studies
• Google’s suite of location intelligence services
• Google Assistant
• Google Lens
• Google Location History
• Google Maps and MyMaps
• Google Local Guides
• Google Tour Builder
• Google Maps Platform
• Google Market Finder
• Google Analytics

Learning Objectives:

After reading the course material, you will be able to:

• When considering location intelligence services, practitioners will be able to identify at least 5 ways geographic technologies can drive business value and uncover new insights.
• When using Google Lens, practitioners will be able to explain at least 5 different ways the app can conduct visual and geographic searches.
• When navigating Google Location History, practitioners will be able to point out at least 5 ways the service tracks your whereabouts and past travel.
• When using Google Maps, practitioners will be able to share their real-time location with at least 10 other individuals.
• When interacting with Google MyMaps, practitioners will be able to create at least 50 digital maps that can be designed with custom icons and markers.

Who Should Attend:

Practitioners who want to use Google’s location tools to better gather and analyze geographic data and improve their spatial awareness of business and accounting operations.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This course provides a concise overview and non-technical explanation of leading cybersecurity best practices for accountants.  While perfect security is not possible in a world where threat actors are always finding new and creative ways to exploit users and technology, the presentation discusses how to instantly improve your security posture even with limited resources and time.  You’ll walk away with a fundamental understanding of online protection basics and how to develop custom cyber security for your operations. 

Topics Covered:

• Cyber security fundamentals
  
• What are data breaches? 
• Impact of COVID on cyber security
• Why cyber security is critical for accountants
• What’s behind lagging security?
• Rethinking cyber security as a business priority
• What does a baseline cyber security plan look like
• Leading cyber security software and services
• Starter cyber security gameplan 

Learning Objectives:

After reading the course material, you will be able to:

• When considering cyber security, practitioners will be able to identify at least 10 core technology elements that need to be coordinated to protect their information systems.
  
• When examining online security incidents, practitioners will be able to give examples of at least 10 online breaches that have involved accounting operations and tax administrations around the world. 
• When looking to practically apply cyber security, practitioners will be able to point out at least 4 examples of online protection templates and checklists that can be used to increase cyber resilience.
• When evaluating cyber security solutions, practitioners will be able to explain at least 6 categories of digital protection software and how they are designed to secure all types of data. 
• When developing a cyber security game plan, practitioners will be able to list at least 10 online resources and communities that provide cyber security guidance and assistance. 

Who Should Attend:

Practitioners who want to launch, optimize and manage a cybersecurity plan for their operations and improve their threat awareness and resilience.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

*Content Preview

COURSE DESCRIPTION

The course provides a concise overview of the Internet of Things (IoT), a global ecosystem of advanced technologies that connect objects to the Internet, each other, and people. Discover how new IoT apps and devices are being used to increase operational efficiency, develop post-transaction relationships, and create new revenue streams in enterprises worldwide. You'll walk away with a fundamental understanding of IoT applications and their potential to help accountants boost their relevance, value, and revenue.

Topics Covered:

• Internet of Things (IoT) fundamentals
• Recent IoT award winners
• Case Studies
• Economic and business impact
• How IoT and accounting intersect
• IoT and data quality
• Leading IoT challenges and risks
• How to monetize IoT
• New IoT mindsets and mental models
• IoT starter strategy for Accountants
• IoT help resources

Learning Objectives:

After reading the course material, you will be able to:

• When considering IoT, practitioners will be able to identify at least 10 economic, business, and technology forces that are driving IoT growth.
• When exploring IoT options, practitioners will be able to give examples of at least 10 IoT case studies from leading enterprises and governments around the world.
• When looking to practically apply IoT, practitioners will be able to point out at least 10 examples of how IoT can be used in accounting operations.
• When examining IoT software, practitioners will be able to explain at least 6 ways IoT impacts data quality.
• When developing an IoT game plan, practitioners will be able to list at least 12 new mindsets and mental models that are required to succeed in the IoT age.

Who Should Attend:

Practitioners who want a basic, non-technical understanding of Internet of Things applications and devices, and how to start positioning themselves and their operations to take full advantage of the technology.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships: