www.cpacrossings.com 877.370.2220

CPA Technology Best Practices

August – September Webinar Catalog

2011

SUMMER CPE

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Accounting & Auditing Auditing & Fraud Technology Tools This course will review the key technology tool and methodologies that help you conduct audits of financial information and provide better protection and detection of fraud. A combination of IT security and internal control technology concepts, along with specific tools that you can leverage to help prevent and detect fraud, will be covered. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/3/11 – 11:00 AM EST 9/27/11 – 11:00 AM EST

XBRL Level 1 - The Next Evolution in Financial Reporting The use of XBRL (eXtensible Business Reporting Language) is increasing rapidly both nationally and internationally and is only a matter of time before it directly impacts all accounting and tax professionals. This course gives an introduction to XBRL and will provide solid understanding of what it is, how it can be applied and its future potential. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 9/1/11 – 11:00 AM EST

Ethics

Ethics - Information Privacy Regulation Overview This course will provide an overview of the rapidly expanding array of information privacy regulations that CPAs need to be aware of and in compliance with. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/22/11 – 2:00 PM EST 9/27/11 – 2:00 PM EST

Ethics in Social & Business Networking NEW! CPAs and others are encouraged to use networking activities such as LinkedIn, Facebook and similar programs to market professional services. Networking websites have security and confidentiality issues. Are you inadvertently entering into engagements with new clients? Are you exposing yourself to conflicts of interest? This webinar will address these issues, as well as false and misleading advertising, unauthorized practice in a jurisdiction in which the CPA is not licensed, and violations of employer's computer use policies. Developer/Discussion Leader: Raymond Rowe, CPA, JD – Raymond T. Rowe, PC Scheduled Date/Time: 8/31/11 – 11:00 AM EST

Tax Practice Ethics: IRS Regulations of Tax Practitioners Regulation and enforcement action against tax preparers is a hot topic. Beginning in January 2011 all signing and non-signing tax preparers must obtain a PTIN number by passing a Federal tax compliance check, a suitability check and demonstrating competency. This includes most of your firm's non-CPA staff and senior accountants, seasonal employees, and para-professional employees. This course will examine the stringent new regulations proposed in August governing who may prepare tax returns for clients. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 8/18/11 – 11:00 AM EST 9/13/11 – 11:00 AM EST

2011 August – September Webinar Catalog

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Tax Practice Ethics: Section 6694 Research Requirements NEW! A review of Section 6694 tax return preparer requirements, Circular 230, and state-specific rules and how to relate them to situations commonly faced by practitioners. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 8/18/11 – 2:00 PM EST

Tax Practice Ethics: Section 7216 Regulations Regulation and enforcement actions against tax preparers is a HOT topic. This program examines the stringent new regulations under Section 7216 governing the use and disclosure of client tax return information and the form of consent letter that must be signed by the client before you can offer them non-tax preparation services. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 9/22/11 – 2:00 PM EST

Tax Practice Ethics: Updated AICPA Statements on Standards of Tax Practice NEW! Most accountants are familiar with the general ethics and independence rules governing their profession. However, many are painfully unaware of the content of the AICPA’s Statements on Standards of Tax Practice (SSTS). These enforceable ethical standards are incorporated into many state’s rules. This webinar will examine the content of Standards 1 through 7 as revised effective January 1, 2010, together with new comment drafts of Interpretation 1-1 and 1-2. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 8/23/11 – 2:00 PM EST 9/20/11 – 2:00 PM EST

Tax Update

2011 IRS Tax Update NEW! This program addresses the extensive and significant tax legislation enacted in 2011, with a focus on healthcare reform issues as they affect the small business. Tax cases and rulings affecting individuals and businesses will be covered. This webinar will be crammed with examples and critical information the practitioner needs to plan for the remainder of 2011 and beyond. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 8/23/11 – 11:00 AM EST 9/22/11 – 11:00 AM EST

2011 Year-End Tax Planning: Thinking Outside the Box NEW! Traditional tax planning involves deferring income and accelerating deductions and credits. Impending tax increases make this the year to think outside the box. This may be the year to accelerate income and to consider deferring deductions and credits to later years with higher rates. This timely webinar will highlight significant tax changes and year-end planning ideas you need to consider for your clients. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 8/17/11 – 11:00 AM EST 9/20/11 – 11:00 AM EST

2011 August – September Webinar Catalog

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Estate Planning and Administration After 2010 NEW! 2010 broke all the rules for estate and gift taxes. We started the year with no estate tax, not even for billionaires. In December, Congress addressed the issue and the impending $1 million exemption for 2011 and beyond by retroactively reinstating the estate and gift tax for 2010 (with the option to elect out). This webinar will address the new and improved estate tax for 2010 and 2012, the critically important election made by estates of persons who passed away in 2010, pitfalls in the new $5 million exemption (disinheriting Mom), and a look ahead to 2013 for both the scheduled reversion to a $1 million exemption and the new Medicare tax on unearned income. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 9/13/11 – 2:00 PM EST

Key Tax Issues Facing Members in Industry NEW! This webinar will focus on key tax issues from the internal accountant's point of view, with a focus on recently enacted legislation and how they will affect businesses. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 8/17/11 – 2:00 PM EST

Michigan Tax Reform NEW! This webinar will review the key highlights of the recently passed Michigan legislation restructuring both business and individual taxes. Developer/Discussion Leader: Federal Tax Workshops – Douglas J. VanDerAa, CPA, JD Scheduled Date/Time: 8/4/11 – 11:00 AM EST

Technology & Practice Management Adobe Acrobat for Accountants I - Basic Features & Functions This course will provide a live demonstration of how to use the basic features and functions of Adobe Acrobat, including tips on how to navigate, organize, review and annotate PDF files. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/15/11 – 11:00 AM EST 9/19/11 – 11:00 AM EST

Adobe Acrobat for Accountants II - Advanced Features & Functions This program will explore the advanced features of Adobe Acrobat and demonstrate how to take full advantage of its functions, with a focus on creating, formatting and securing your PDF files. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/15/11 – 2:00 PM EST 9/19/11 – 2:00 PM EST

Adobe Acrobat for Accountants III - Tips & Techniques for the Experienced User This course will focus on additional tips and techniques for leveraging the power of Adobe Acrobat into accounting and tax applications, with emphasis on the features and functions that will help you tap the full benefits of Acrobat. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/16/11 – 11:00 AM EST

2011 August – September Webinar Catalog

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Adobe Acrobat Forms Learn how to take advantage of the ability to use electronic forms created with Adobe Acrobat Professional version and gain the basic skills necessary to convert all of your current forms from paper, MS Word, or Excel format to the Acrobat forms platform. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 9/1/11 – 2:00 PM EST

Apple's iPad in the Accounting Profession NEW! Since Apple released their iPad in 2010, it made an immediate impact for professionals as a useful tool to organize and administrate their business. Join us for a review of the key features and functions that the Apple ipad has to offer and how to integrate them in to your everyday activities to help run your business more efficiently.

Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/11/11 – 2:00 PM EST 9/7/11 – 11:00 AM EST

Better Options for Backup NEW! "As long as you have your data, we can recover everything else." How many times have you or your organization gone to your backup only to find it bad or missing? Discover new alternatives for keeping your data safe, such as backup appliances with complete virtualization capability; internet-based backups; continuous data protection; and alternate backup media. Can you really afford to take chances with your most valuable asset - your organization's data? Learn better ways to back up your data by participating in this session. Developer/Discussion Leader: K2 Enterprises – Robert H. Spencer, Ph.D. / Randolph P. (Randy) Johnston, MCS Scheduled Date/Time: 8/5/11 – 11:00 AM EST 9/16/11 – 11:00 AM EST

Better Reporting with the Intuit Statement Writer NEW! The Intuit Statement Writer (ISW) add-on for QuickBooks frees you from the limitations imposed by QuickBooks on creating professional quality financial statements using tools with which you are already familiar – Word and Excel. In this fast-paced two-hour webinar, you will learn how to use the ISW to solve your QuickBooks reporting issues, ranging from simple balance sheets and income statements to more complex consolidated statements, complete with charts, supplementary schedules, and footnotes. If you need a better way of creating financial statements by integrating QuickBooks data with Excel and Word, then you must make plans to participate in this unique two-hour program. Developer/Discussion Leader: K2 Enterprises – Karl Egnatoff Scheduled Date/Time: 8/1/11 – 2:00 PM EST

Cloud Computing: Taking Your IT Strategy to the Next Level Cloud computing is the fastest growing segment of the accounting technology industry. This course is designed to provide you with a thorough understanding of what "cloud computing" is all about and how it impacts your IT strategy. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/11/11 – 11:00 AM EST 9/26/11 – 11:00 AM EST

Client Portals - How to Develop A Strategic Model This course will explain the concepts and benefits of implementing a portal to exchange information with your clients. Learn how you can save time and money by making the best choices when developing your strategy for your firm's portal model. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/2/11 – 11:00 AM EST 9/30/11 – 2:00 PM EST

2011 August – September Webinar Catalog

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Document Management Systems Software Review This course will present a review of leading document management software (DMS) solutions that are particularly suited to the CPA firms, as well as provide a "short list" of potential solutions and highlight key features and functions of each vendor's offerings. The solutions we review will cover the market from small, mid-size and large CPA firms, other professional services organizations and accounting offices. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/24/11 – 11:00 AM EST

Excel - Advanced Tips, Tricks & Techniques This course will provide you with a review and demonstration of a multitude of tips, tricks and techniques that will allow you to use Excel 2007 spreadsheets more effectively and efficiently. If you're like most people, there are probably a lot of very useful features in Excel to create and manage spreadsheets that you aren't aware of, or haven't taken the time to learn them. This course will help you accomplish that in a focused two hour session. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 9/8/11 – 2:00 PM EST

Excel - Auditing Your Spreadsheets to Ensure Data Integrity This course will teach you how to use all of the tools and feature of Excel 2007 to audit your spreadsheets and protect the integrity of your formulas and data values. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/24/11 – 2:00 PM EST 9/7/11 – 2:00 PM EST

Excel - Beginner Tips, Tricks & Techniques This course will provide you with a review and demonstration of basic techniques that will allow you to use Excel 2007 spreadsheets more effectively and efficiently. This course is designed for the novice Excel user who has a general understanding of Excel but desires to be more productive in the development of Excel spreadsheets. This course will help you accomplish that in a focused two hour session. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 9/8/11 – 11:00 AM EST

Excel - Best Unknown Features for Accountants NEW! Many accountants who use Excel daily and consider themselves advanced users are not aware of some of the software’s most powerful features. Discover how these underutilized tools could increase your productivity. Many are easy to use and provide great benefits in situations accountants encounter regularly. Learn how to eliminate all rounding errors with the flip of a switch and work with live accounting data from inside Excel. Would it help to automate the process of updating spreadsheet data? You’ll be amazed at how much more productive you can be with Excel! Developer/Discussion Leader: K2 Enterprises – William C. (Will) Fleenor, CPA.CITP, Ph.D. Scheduled Date/Time: 9/15/11 – 11:00 AM EST

Excel - Formulas and Functions Learn how to tap into the extensive array of tools available to build formulas in your spreadsheets to perform just about any type of calculation conceivable. This program will provide helpful tips and techniques to build more powerful and effective spreadsheets to analyze financial data, perform "what-if" analysis and more. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/30/11 – 2:00 PM EST

2011 August – September Webinar Catalog

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Excel - The Business Analytics Tool NEW! With over a million rows and sixteen thousand columns, Excel is a serious analytical tool. And with the introduction of PowerPivot in Excel 2010, the analytical capabilities of Excel continue to grow. Integrate an impressive array of newer features such as Tables with some old tried-and-true tools such as Data Tables, PivotTables, Solver, Goal Seek and you have a powerful analytics tool that can report results via dashboards. Learn how to perform business analytics in Excel! Developer/Discussion Leader: K2 Enterprises – Val Steed, CPA.CITP, MA / Brian Tankersley Scheduled Date/Time: 8/8/11 – 11:00 AM EST 9/29/11 – 11:00 AM EST

Excel - The Power of Pivot Tables This presentation will teach you everything you ever wanted to know about creating and using pivot tables in Excel for efficient and effective analysis of your data. You will be a pivot table expert after attending this session. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/30/11 – 11:00 AM EST

How to Go Paperless If you are trying to figure out why and how to take your firm paperless, this course is a must attend. This program will demonstrate the real benefits to be gained by going paperless and "best practices" for how to get there based on our experience helping hundreds of firms through this process. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/22/11 – 11:00 AM EST

iPad Part 1 - What You Need to Know NEW! If you have recently acquired an iPad, this workshop will make all the difference! Learn essential tips and techniques for getting the most out of these popular devices. Technology expert Bryan Smith guides you through the initial set-up process, helpful hints for using the iPad's on-screen keyboard, how to navigate the device's interface and more. You'll also get a preview of how the iPad can improve efficiency in both your personal and professional life. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 9/9/11 – 11:00 AM EST

iPad Part 2 - Doubling the Value of Your iPad NEW! Are you using your iPad to its fullest potential? Are you wondering how to do complete the tasks you normally do on your main computer on your iPad? Avoid the "trial and error" method and join Bryan Smith for a two-hour workshop that ensures you're not under-utilizing this powerful device. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 9/9/11 – 2:00 PM EST

Managing the Cost of Technology NEW! With arguably the second highest cost, after personnel, in any business being the cost of technology; every business owner is driven to minimize these intrusive costs as much as possible. This is not an easy assignment by any means. However, many SMB and firm owners have turned to the concept of Managed Services over the past five years to achieve this goal. This session will discuss what Managed Services is, how to select the appropriate provider and what you should pay. Included with this seminar will be a checklist of options, estimated costs and action items to get started. Developer/Discussion Leader: K2 Enterprises – Robert H. Spencer, Ph.D. / Randolph P. (Randy) Johnston, MCS Scheduled Date/Time: 8/5/11 – 2:00 PM EST 9/16/11 – 2:00 PM EST

2011 August – September Webinar Catalog

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Microsoft Office 2007/2010 - What's New? The changes between Office 2003 and 2007 are significant, whereas the changes between Office 2007 and 2010 are more incremental. This webinar will review the entire range of new features and functions that span both Office 2007 and 2010. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/31/11 – 2:00 PM EST 9/28/11 – 11:00 AM EST

Outlook Part 1 - E-mail Management Tips & Techniques (Basic) This course will teach you how to take full advantage of the basic features and functions of Outlook's e-mail application to compose and organize your e-mail messages as efficiently and effectively as possible. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/25/11 – 11:00 AM EST 9/14/11 – 11:00 AM EST

Outlook Part 2 - E-mail Management Tips & Techniques (Advanced) This course will demonstrate the more advanced features and functions of Outlook's e-mail application to compose and organize your email messages as efficiently and effectively as possible. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/25/11 – 2:00 PM EST 9/14/11 – 2:00 PM EST

Outlook Part 3 - Calendar & Contact Management Tips & Techniques This course will teach you how to take full advantage of the basic features and functions of Outlook's Calendar and Contact Management features to accomplish everyday tasks. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/2/11 – 2:00 PM EST 9/30/11 – 11:00 AM EST

PowerPoint Level 1 - Creating Professional Presentations This course will provide you with a review and live demonstration of how to efficiently use the features and functions of Microsoft PowerPoint to create professional presentations. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/26/11 – 11:00 AM EST

PowerPoint Level 2 - Advanced Presentation Design This course will help you take your PowerPoint presentations to the next level by providing a review and demonstration of tips and techniques to improve the quality and impact of your presentations. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/26/11 – 2:00 PM EST

Security Tools - Up Close and Personal NEW! Information security is no longer optional – it’s the law! This webcast covers tools for encrypting hard disks and flash drives, protecting data on laptops, mobile phones and other portable devices, securing documents, protecting desktops and servers, securing e-mail, securing text messaging, and more. This session will be taught by demonstrating how to use the most popular and useful security tools. Developer/Discussion Leader: K2 Enterprises – William C. (Will) Fleenor, CPA.CITP, Ph.D. Scheduled Date/Time: 9/15/11 – 2:00 PM EST

2011 August – September Webinar Catalog

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Social Networking - Essentials for Business NEW! Social networking is here to stay and ignoring it can have devastating results for your business. These new tools are quickly supplanting e-mail and voice as acceptable ways to communicate. However, many businesses lack a basic understanding of how to exploit its potential and manage the risks. This session provides practical guidance on 1) integrating social networking into your organization, 2) strengthening customer/client relationships through social networking, and 3) mitigating social networking risks with effective policies and internal control procedures. Developer/Discussion Leader: K2 Enterprises – Val Steed, CPA.CITP, MA / Brian Tankersley Scheduled Date/Time: 8/8/11 – 2:00 PM EST 9/29/11 – 2:00 PM EST

Solving the Top QuickBooks Issues NEW! Some 4 million businesses use QuickBooks applications and almost every one of them faces certain issues when using the software. In this session, you will learn best practice solutions to the most common QuickBooks issues such as ensuring the integrity of prior period transactions, securing QuickBooks data files, finding and reconciling discrepancies in account balances, and financial and operational reporting. You will also learn about complementary products that can help you to solve some of QuickBooks' most challenging issues. This session provides a terrific opportunity of how to make the most of QuickBooks. Developer/Discussion Leader: K2 Enterprises – Karl Egnatoff Scheduled Date/Time: 8/1/11 – 11:00 AM EST

Windows 7 - Tips & Techniques This course will demonstrate a multitude of tips and techniques that will allow you to use Windows 7 more effectively and efficiently. For those that have not yet upgraded or are considering an update, this course will provide the important information about the productivity gains of Windows 7 and special considerations in your upgrade strategy. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/16/11 – 2:00 PM EST 9/28/11 – 2:00 PM EST

Word - Advanced Tips, Tricks & Techniques This course will teach you how to take advantage of advanced features of Microsoft Word to prepare more professional looking documents and maximize your efficiency. You will also learn how to take advantage of the new streamlined integration features of Office 2007 to link spreadsheets, charts and external data sources to your documents. Developer/Discussion Leader: CPA Crossings, LLC – John Higgins, CPA.CITP / Bryan Smith, CPA.CITP, CISA Scheduled Date/Time: 8/19/11 – 2:00 PM EST

2011 August – September Webinar Catalog

For full course descriptions or to register, visit our website at cpe.cpacrossings.com

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August 1 NEW Solving the Top QuickBooks Issues (11:00 am EST)

NEW Better Reporting with the Intuit Statement Writer (2:00 pm EST)

August 2 Client Portals: How To Develop A Strategic Model (11:00 am EST)

Outlook Part 3 – Calendar & Contact Management Tips & Techniques (2:00 pm EST)

August 3 Auditing & Fraud Technology Tools (qualifies for A & A CPE) (11:00 am EST)

August 5 NEW Better Options for Backup (11:00 am EST)

NEW Managing the Cost of Technology (2:00 pm EST)

August 8 NEW Excel – The Business Analytics Tool (11:00 am EST)

NEW Social Networking – Essentials for Business (2:00 pm EST)

August 11 NEW Cloud Computing: (11:00 am EST) NEW Apple’s iPad in the Accounting Profession (2:00 pm EST)

August 15 Adobe Acrobat for Accountants I – Basic Features & Functions (11:00 am EST)

Adobe Acrobat for Accountants II – Advanced Features & Functions (2:00 pm EST)

August 16 Adobe Acrobat for Accountants III – Tips & Techniques for the Experienced User (11:00 am EST)

Windows 7 – Tips, Tricks & Techniques (2:00 pm EST)

August 17 NEW 2011 Year-End Tax Planning: Thinking Outside the Box (11:00 am EST)

NEW Key Tax Issues Facing Members in Industry (2:00 pm EST)

August 18 Tax Practice Ethics: IRS Regulations of Tax Practitioners (qualifies for ethics CPE) (11:00 am EST)

Tax Practice Ethics: Section 7216 Regulations (qualifies for ethics CPE) (2:00 pm EST)

August 19 Word – Advanced Tips, Tricks & Techniques (2:00 pm EST)

August 22 How To Go Paperless (11:00 am EST)

Ethics – Information Privacy Regulations Overview (qualifies for ethics CPE) (2:00 pm EST)

August 23 NEW 2011 IRS Tax Update (11:00 am EST)

NEW Tax Practice Ethics: Update AICPA Statements on Standards of Tax Practice (2:00 pm EST)

August 24 Document Management Systems Software Review (11:00 am EST)

Excel – Auditing Your Spreadsheets to Ensure Data Integrity (2:00 pm EST)

August 25 Outlook Part 1 – E-Mail Management Tips & Techniques (Basic) (11:00 am EST)

Outlook Part 2 – E-Mail Management Tips & Techniques (Advanced) (2:00 pm EST)

August 26 PowerPoint Level 1 – Creating Professional Presentations (11:00 am EST)

PowerPoint Level 2 – Advanced Presentation Design (2:00 pm EST)

August 30 Excel – The Power of Pivot Tables (11:00 am EST)

Excel - Formulas and Functions (2:00 pm EST)

August 31 NEW Ethics in Social & Business Networking (qualifies for ethics CPE) (11:00 am EST)

MS Office 2007/2010 – What’s New? (2:00 pm EST)

Chronological Listing – AUGUST 2011

For full course descriptions or to register, visit our website at cpe.cpacrossings.com

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September 1 XBRL Level 1 – The Next Evolution in Financial Reporting (qualifies for A & A CPE) (11:00 am EST)

Adobe Acrobat Forms (2:00 pm EST)

September 7 NEW Apple’s iPad in the Accounting Profession (11:00 am EST)

Excel – Auditing Your Spreadsheets to Ensure Data Integrity (2:00 pm EST)

September 8 Excel – Beginner Tips, Tricks & Techniques (11:00 am EST)

Excel – Advanced Tips, Tricks & Techniques (2:00 pm EST)

September 9 NEW iPad Part 1 – What You Need to Know (11:00 am EST)

NEW iPad Part 2 – Doubling the Value of Your iPad (2:00 pm EST)

September 13 NEW Tax Practice Ethics: IRS Regulations of Tax Practitioners (qualifies for ethics CPE) (11:00 am EST)

NEW Estate Planning and Administration After 2010 (2:00 pm EST)

September 14 Outlook Part 1 – E-Mail Management Tips & Techniques (Basic) (11:00 am EST)

Outlook Part 2 – E-Mail Management Tips & Techniques (Advanced) (2:00 pm EST)

September 15 NEW Excel – Best Unknown Features for Accountants (11:00 am EST)

NEW Security Tools – Up Close and Personal (2:00 pm EST)

September 16 NEW Better Options for Backup (11:00 am EST)

NEW Managing the Cost of Technology (2:00 pm EST)

September 19 Adobe Acrobat for Accountants I – Basic Features & Functions (11:00 am EST)

Adobe Acrobat for Accountants II – Advanced Features & Functions (2:00 pm EST)

September 20 NEW 2011 Year-End Tax Planning: Thinking Outside the Box (11:00 am EST)

NEW Tax Practice Ethics: Update AICPA Statements on Standards of Tax Practice (2:00 pm EST)

September 22 NEW 2011 IRS Tax Update (11:00 am EST)

Tax Practice Ethics: Section 7216 Regulations (qualifies for ethics CPE) (2:00 pm EST)

September 26 NEW Cloud Computing: Taking Your IT Strategy to the Next Level (11:00 am EST)

September 27 Auditing & Fraud Technology Tools (qualifies for A & A CPE) (11:00 am EST)

Ethics – Information Privacy Regulations Overview (qualifies for ethics CPE) (2:00 pm EST)

September 28 MS Office 2007/2010 – What’s New? (11:00 am EST)

Windows 7 – Tips & Techniques (2:00 pm EST)

September 29 NEW Excel – The Business Analytics Tool (11:00 am EST)

NEW Social Networking – Essentials for Business (2:00 pm EST)

September 30 Outlook Part 3 – Calendar & Contact Management Tips & Techniques (11:00 am EST)

Client Portals: How To Develop A Strategic Model (2:00 pm EST)

Certification CPA Crossings, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

Chronological Listing – SEPTEMBER 2011

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