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  • Includes a Live Web Event on 03/29/2023 at 2:00 PM (EDT)

    Date: 03/29/2023; Time: 2:00 PM ET, 2.0 CPE; Learn the secret to leverage planning, cashflow and communications to thrive and grow your business in tough economic times. You will develop a strategic roadmap using these often-overlooked basics to make you and your business more productive and profitable. NASBA CE: 2.0 Hours/Practice Management/Business Development IRS: 0 Hours CTEC CE: 0 Hours

    Learn the secret to leverage planning, cashflow and communications to thrive and grow your business in tough economic times. You will develop a strategic roadmap using these often-overlooked basics to make you and your business more productive and profitable.

    Learning Objectives

    At the end of this course, you will be able to:

    • Create a “turbulent times” strategic outline you can implement in 30 days.
    • Identify key areas of you business that could be holding you back.
    • Improve your cashflow through ruthless discrimination of the necessary, “nice to have”, and “time to eliminate” expenses.
    • Apply a simple system to have your business pay your personal and business taxes.
    • Understand and apply communication strategies that retain and grow your client base. Identify and establish 2-3 systems in 2023 to leverage you time.

    NASBA CE: 2.0 Hours/Practice Management/Business Development
    IRS:  0 Hours
    CTEC CE:  0 Hours 

    NSA Webinar Program Level: Basic
    Prerequisites: None   
    Advance Preparation: None   
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Deb Matz

    CEO

    Design Life’s Journey

    Deb Matz is the CEO & Business Profit Strategist at Design Life’s Journey. She helps business owners make more money by improving their cash flow and setting up systems that give the owners more time to do what they like to do. Deb works with business owners to improve their profitability and show them how to increase the value of their business, so they have an asset that supports their lifestyle now and in retirement.

    Deb has over 20 years of experience as a financial advisor, wealth strategist and nearly a decade in tax preparation and tax planning. She has owned several businesses, so she knows the struggles and victories most business owners experience. Her passion is to help small businesses thrive in an economic environment which seems to favor larger corporations.

    Deb is the mother of two adult children and enjoys an active lifestyle. When she is not working you likely to find her downhill skiing, cycling, kayaking, curling, hiking, gardening, enjoying outdoor concerts or the Arts, or enjoying a cold beer or a glass of wine with friends.

  • Includes a Live Web Event on 03/22/2023 at 2:00 PM (EDT)

    Date: 03/22/2023; Time: 2:00 PM ET, 2.0 CPE Total - Accounting (1) Tax (1); The US Dept. of Labor has strict overtime rules. The IRS has rules for how to categorize an employee. Are you familiar with the rules, do you have any questions about implementing the rules? Businesses are also having audit issues with the way workers are categorized. This course will review the IRS and Department of Labor rules. NASBA CE: 1.0 Hour Accounting / 1.0 Hour Federal Tax Law IRS: 1.0 Hour Federal Tax Law​ CTEC CE: 1.0 Hour Federal Tax Law

    The US Department of Labor has strict overtime rules. Are you familiar with the rules, do you have any questions about implementing the rules? Businesses are also having audit issues with the way workers are categorized. Do you know all the IRS rules for how to categorize an employee? This course will review the IRS and Department of Labor rules. It is surprising how many organizations fail to follow the worker categorization and overtime rules. The penalties can be severe including fines and criminal charges. This course will review the rules and pitfalls to help participants take valuable knowledge on these topics back into their workplace.

    Learning Objectives

    At the end of this course, you will be able to:

    Review the methodologies for categorizing workers

    Review the new overtime rules

    NASBA CE: 1.0 Hour Accounting / 1.0 Hour Federal Tax Law
    IRS:  1.0 Hours Federal Tax Law
    CTEC CE:  1.0 Hours Federal Tax Law

    NSA Webinar Program Level: Basic
    Prerequisites: A basic understanding of payroll
    Advance Preparation: None   
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Dr. Robert K. Minniti

    DBA, CPA, CFE, CVA, MAFF, CrFA, CFF, CGMA, PI

    Minniti CPA LLC

    Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. 


    He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, cyber security, privacy laws, data security, Sarbanes-Oxley compliance work and business consulting. 


    In addition to his practice Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, Wolters Kluwer CPE Link/CCH, AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, CPE Warehouse, My-CPE, Canopy CPE, BankersWeb, Global CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, various state CPA Societies, and corporate CPE training. Dr. Minniti is currently serving as a committee member on the Arizona State Board of Accountancy's Law Review Advisory Committee.


    For Additional Information

    LinkedIn Profile: www.linkedin.com/in/robertminn...

    Company Website: www.minniticpallc.com

  • Includes a Live Web Event on 03/15/2023 at 2:00 PM (EDT)

    Date: 03/15/2023; Time: 2:00 PM ET, 1.0 CPE; Under the right circumstances, an Offer in Compromise is a great way to address overwhelming IRS debt. Learn how to identify clients that are candidates for this type of strategy, as well as the procedural aspects of an Offer in Compromise (OIC). NASBA CE: 1.0 Hours/Federal Taxation IRS: 1 Federl Taxation CTEC CE: 1 Federal Taxation ACAT CE: 1 Federal Taxation

    Under the right circumstances, an Offer in Compromise is a great way to address overwhelming IRS debt. Learn how to identify clients that are candidates for this type of strategy, as well as the procedural aspects of an Offer in Compromise (OIC). We will cover the main components of an OIC, compliance issues, and the IRS’ formula for OIC’s. We will also cover examples of situations in which an Offer in Compromise may not be an appropriate strategy. 

    Learning Objectives

    At the end of this course, you will be able to:

    • Educate clients with outstanding tax liabilities on the three different methods for requesting a compromise of that liability with the Internal Revenue Service.
    • Diagnose which of the various options may be the best path forward for the client.
    • Identify whether bankruptcy may be a better, more holistic alternative to compromising/resolving their outstanding debts.

    NASBA CE: 1.0 Hours/Federal Taxation 
    IRS:  1 Federal Taxation  
    CTEC CE: 1 Federal Taxation 
    ACAT CE: 1 Federal Taxation 

    NSA Webinar Program Level: Basic
    Prerequisites: None   
    Advance Preparation: None   
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Justin Andreozzi

    Justin is a Senior Associate at Andreozzi Bluestein LLP.  He received his B.A. from Roberts Wesleyan College in Rochester, New York, and he received his J.D. from the State University of New York at Buffalo Law School.  Justin concentrated in tax at SUNY Buffalo Law School, taking courses including Federal Income Tax I & II, Tax Policy, State & Local Taxation, Corporate Taxation, and a tax focused independent study. His practice is focused on individual and corporate tax controversy and criminal litigation.

    Along with his commitment to the firm, Justin has also shown a commitment to assisting low income individuals in Buffalo. His concerted efforts with other attorneys at Andreozzi Bluestein LLP were recognized when our firm received the Law Firm Commitment Award from the ECBA Volunteer Lawyers Project in 2014.  Justin was also honored as a selection in Buffalo Business First’s 2016 “30 Under 30.”


  • Includes a Live Web Event on 03/08/2023 at 2:00 PM (EST)

    Date: 03/08/2023; Time: 2:00 PM ET, 1.0 CPE; This course will look at how to develop a strong working professional network and ways to leverage the network to assist with many of the various aspects of the tax and accounting profession. NASBA CE: 1.0 Hours/Practice Management/Personal Development IRS: 0 Hours CTEC CE: 0 Hours

    This course will look at how to develop a strong working professional network and ways to leverage the network to assist with many of the various aspects of the tax and accounting profession. We will also focus on work-life balance by exploring various methods on how to deal with many of the work and personal issues the accounting and tax professional faces, especially during the busy part of the year. 

    Learning Objectives

    At the end of this course, you will be able to:

    • Identify methods available to build a strong networking group.
    • Summarize how a strong networking group plays an important part in the development and growth of the tax and accounting professional’s career.
    • Develop a work-life balance plan using aspects faced by accounting and tax professionals.
    • Devise ways to deal with difficult clients, employees, coworkers and personal issues using a work-life balance plan to cope with the stress and craziness of a busy tax and accounting season.

    NASBA CE: 1.0 Hour/Practice Management/Business Development
    IRS:  0 Hours
    CTEC CE:  0 Hours 

    NSA Webinar Program Level: Basic
    Prerequisites: None   
    Advance Preparation: None   
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    ​Kenneth Portera

    Kenneth Portera EA, ATP has been preparing taxes for over 30 years and is the founder and owner/operator of Kenneth Portera & Associates LLC a year-round tax preparation and accounting firm which he started in 2009. His practice provides tax controversy representation, tax preparation for individuals, partnerships, corporations, estates, non-profits and gift tax filings. Prior to going off on his own he held positions of CEO, CFO, Treasurer, and Controller for various financial service companies. He holds an undergraduate degree in accounting from Pace University and completed some specialized graduate courses from The New School a NYC University.  Ken taught as an adjunct for 13 years in the New York City University system as part of the accounting and finance department and has held positions on the Board of the New Jersey Chapter of the NATP and is a past director of the NJSEA.

  • Includes a Live Web Event on 02/22/2023 at 2:00 PM (EST)

    Date: 02/22/2023; Time: 2:00 PM ET, 2.0 CPE; This course provides a concise overview of smart contracts. You’ll walk away with a foundational awareness of smart contract principles, and how accountants can use this technology to boost their relevance, value and revenue. NASBA CE: 2.0 Hours/Accounting, Information Technology IRS: 0 Hours CTEC CE: 0 Hours

    This course provides a concise overview of smart contracts. These are computer codes that automatically manage business agreements and execute legal contracts. They are triggered when predetermined conditions are met, and can automate many enterprise processes and tasks. While still emerging and standards continue to evolve, smart contracts are on course to radically transform commerce.  The technology eliminates many middlemen and frictions to accelerate transactions, improve accuracy, sharpen transparency, and increase the velocity of money.   You’ll walk away with a foundational awareness of smart contract principles, and how accountants can use this technology to boost their relevance, value and revenue.

    Learning Objectives

    At the end of this course, you will be able to: 

    • Identify at least five ways smart contracts are different than traditional legal contracts
    • Explain at least six new smart contract use cases
    • Give examples of least 12 smart contract case studies and best practices
    • Illustrate at least 10 smart contract benefits Summarize at least 10 ways smart contracts are expected to transform the accounting profession

    NASBA CE: 2.0 Hours/Accounting, Information Technology
    IRS:  0 Hours
    CTEC CE:  0 Hours 

    NSA Webinar Program Level: Basic
    Prerequisites: None   
    Advance Preparation: None   
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Garrett Wasny

    GARRETT WASNY, MA, CMC, CITP/FITP, is a Certified Management Consultant (CMC) and award-winning digital skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His roles include webinar producer, Internet speaker, author, app developer, professional development leader, and former management consultant for Price Waterhouse.  He's published 50+ ebooks and courses on accounting technology and ethics, written hundreds of articles on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations in more than 40 countries.


  • Includes a Live Web Event on 02/15/2023 at 2:00 PM (EST)

    Date: 02/15/2023; Time: 2:00 PM ET, 2.0 CPE; Prepare yourself for the client talk on the reduced filing requirement for the filing of Form 1099-K effective for tax year 2023, we’re expecting to see many more Forms 1099-K than ever before. Tax practitioners will need to understand how to report the various types of income reported. NASBA CE: 2.0 Hour Federal Tax Law IRS: 2.0 Hour Federal Tax Law​ CTEC CE: 2.0 Hour Federal Tax Law

    Prepare yourself for the client talk on the reduced filing requirement for the filing of Form 1099-K effective for tax year 2023, we’re expecting to see many more Forms 1099-K than ever before. Taxpayers may receive 1099-Ks not just for their trade or business, but also for hobby income, one-off activities such as the sale of personal items online, and possibly for purely personal expenses as well. Tax practitioners will need to understand how to report the various types of income reported, as well as how to make adjustments on the tax return to both satisfy IRS matching software and ensure the income is properly recorded.

    Learning Objectives

    At the end of this course, you will be able to:

    • Explain the information reported on the Form 1099-K
    • Nominee the 1099-K income to another person, business, or entity
    • Differentiate business income from hobby income
    • Report sales of personal property reported on Form 1099-K

    NASBA CE: 2.0 Hours Federal Tax Law
    IRS:  2.0 Hours Federal Tax Law
    CTEC CE:  2.0 Hours Federal Tax Law
    ACAT CE: 2.0 Hours Federal Tax Law

    NSA Webinar Program Level: Basic
    Prerequisites: None   
    Advance Preparation: None   
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Amy M. Wall, EA, MBA

    Amy M. Wall, EA, MBA, is recently retired from her private tax practice in Tucson, Arizona, where she worked with individuals, small businesses and S Corporations. Amy now spends her time teaching and writing on taxation. She teaches for several continuing education providers and has been published in a number of tax journals, including NATP’s Tax Pro Journal and Wolters Kluwer Journal of Tax Practice & Procedure. She is the author of Virtual Tax: the taxation of Cryptocurrency; Income Taxes for Real Estate Agents; Divorce and Taxes, and The Parish, a work of fiction about a tax preparer whose nighttime clients aren’t quite what they seem. 

  • Includes a Live Web Event on 02/08/2023 at 2:00 PM (EST)

    Date: 02/08/2023; Time: 2:00 PM ET, 2.0 CPE Total - Accounting (1) Tax (1); This course will cover the overall aspects of accounting and how they are employed when preparing tax returns when basic accounting principles are used and how they differ from tax accounting. NASBA CE: 1.0 Hour Accounting / 1.0 Hour Federal Tax Law IRS: 1.0 Hour Federal Tax Law​ CTEC CE: 1.0 Hour Federal Tax Law

    This course will cover the overall aspects of accounting and how they are employed when preparing tax returns when basic accounting principles are used and how they differ from tax accounting. At the conclusion of the presentation the attendees should have gained a better understanding of accounting based financial statements, inventory methods, and the difference between cash and accrual methods when applied to income tax preparation.

    Learning Objectives

    At the end of this course, you will be able to:

    •  Explain various accounting principles without having had any formal background in accounting.
    •  Identify the many accounting line items and their usage in financial statements.
    •  Compare book accounting versus tax accounting.
    •  Interpret and resolve client’s errors when self-kept books and financial statements are maintained by them.

    NASBA CE: 1.0 Hour Accounting / 1.0 Hour Federal Tax Law
    IRS:  1.0 Hours Federal Tax Law
    CTEC CE:  1.0 Hours Federal Tax Law

    NSA Webinar Program Level: Basic
    Prerequisites: None
    Advance Preparation: None   
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    ​Kenneth Portera

    Kenneth Portera EA, ATP has been preparing taxes for over 30 years and is the founder and owner/operator of Kenneth Portera & Associates LLC a year-round tax preparation and accounting firm which he started in 2009. His practice provides tax controversy representation, tax preparation for individuals, partnerships, corporations, estates, non-profits and gift tax filings. Prior to going off on his own he held positions of CEO, CFO, Treasurer, and Controller for various financial service companies. He holds an undergraduate degree in accounting from Pace University and completed some specialized graduate courses from The New School a NYC University.  Ken taught as an adjunct for 13 years in the New York City University system as part of the accounting and finance department and has held positions on the Board of the New Jersey Chapter of the NATP and is a past director of the NJSEA.

  • Includes Credits Recorded On: 08/11/2022

    Part 2 of the ARA Exam Review will focus on the review and emphasis of knowledge in the areas of Personal Residence, Decedents Final Income Tax Return, Income Taxation of Estates and Trusts, Federal Gift Tax, Federal Estate Tax Returns and Tools of Estate Planning along with Ethics topics. CPE: 0

    This 2-hour webinar will review Personal Residence, Decedents Final Income Tax Return, Income Taxation of Estates and Trusts, Federal Gift Tax, Federal Estate Tax Returns and Tools of Estate Planning along with Ethics topics of the ARA course materials with the goal of enforcing knowledge to pass the ARA exam. This webinars is designed to prepare attendees for the Accredited Retirement Advisor (ARA) exam. The ARA course materials will be referenced throughout. Review of the ARA course material and/or prior knowledge in the topic areas is STRONGLY recommended before attending these webinars. You can purchase the ARA course materials here

    Registration for ARA examination is additional and optional. Learn more about the ARA credential here!

    Learning Objectives
    At the end of this course, you will be able to:

    • Apply the knowledge learned in the review course to pass the ARA exam.

    CPE - 0

    NSA Webinar Program Level: Basic
    Prerequisites: None
    Advance Preparation:
     Recommended - https://nsawebinars.nsacct.org/ARA 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

    Sandra R. Turner, ERPA, CPC, QPA

    Sandra R. Turner is the founder and vice-president of Retirement Plan Specialists, Inc. a full service
    fee-based administration, actuarial, and consulting firm for retirement plans of small to
    medium sized entities. She is a widely respected expert and an acknowledged leader in her field
    with over forty years of experience.

    ACCREDITATIONS and AWARDS
     Enrolled Retirement Plan Agent (ERPA) – Ms. Turner is licensed to practice before the
    Internal Revenue Service in retirement plan issues that are non-actuarial in scope becoming
    one of the first individuals enrolled in this designation in June, 2009.
     Certified Pension Consultant, American Society of Pension Professionals &
    Actuaries (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in March, 1990.
     Qualified Pension Administrator, American Society of Pension Professionals &
    Actuaries, (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in August, 1989
     Continued Accreditation – Ms. Turner keeps current with all continuing education credits
    as required by the IRS Office of Professional Responsibility and the American Retirement
    Association.
     2016 Connie Murdock Award – Presented by the Small Business Council of America for
    outstanding leadership and service in representing the interests of small business in tax and
    employee benefit plans.
     2015 -2017 – Florida Commission Human Relations – gubernatorial appointment by
    Governor Rick Scott as commissioner advocating human rights and nondiscrimination

  • Includes Credits Recorded On: 08/09/2022

    This 2-hour webinar will cover the first five sections of the ARA course materials with the goal of enforcing knowledge to pass the ARA exam in the areas of Social Security, Medicare/Medicaid, Veterans Benefits, and Long-Term Care and Retirement Plans. CPE: 0

    This 2-hour webinar will cover the first five sections of the ARA course materials with the goal of enforcing knowledge to pass the ARA exam in the areas of Social Security, Medicare/Medicaid, Veterans Benefits, and Long-Term Care and Retirement Plans. This webinars is designed to prepare attendees for the Accredited Retirement Advisor (ARA) exam. The ARA course materials will be referenced throughout. Review of the ARA course material and/or prior knowledge in the topic areas is STRONGLY recommended before attending these webinars. You can purchase the ARA course materials here

    Registration for ARA examination is additional and optional. Learn more about the ARA credential here!

    Learning Objectives
    At the end of this course, you will be able to:

    • Apply the knowledge learned in the review course to pass the ARA exam.

    CPE - 0

    NSA Webinar Program Level: Basic
    Prerequisites: None 
    Advance Preparation: recommended -  https://nsawebinars.nsacct.org/ARA 
    Delivery Method: Group-Internet Based
    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Sandra R. Turner, ERPA, CPC, QPA

    Sandra R. Turner is the founder and vice-president of Retirement Plan Specialists, Inc. a full service
    fee-based administration, actuarial, and consulting firm for retirement plans of small to
    medium sized entities. She is a widely respected expert and an acknowledged leader in her field
    with over forty years of experience.

    ACCREDITATIONS and AWARDS
     Enrolled Retirement Plan Agent (ERPA) – Ms. Turner is licensed to practice before the
    Internal Revenue Service in retirement plan issues that are non-actuarial in scope becoming
    one of the first individuals enrolled in this designation in June, 2009.
     Certified Pension Consultant, American Society of Pension Professionals &
    Actuaries (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in March, 1990.
     Qualified Pension Administrator, American Society of Pension Professionals &
    Actuaries, (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in August, 1989
     Continued Accreditation – Ms. Turner keeps current with all continuing education credits
    as required by the IRS Office of Professional Responsibility and the American Retirement
    Association.
     2016 Connie Murdock Award – Presented by the Small Business Council of America for
    outstanding leadership and service in representing the interests of small business in tax and
    employee benefit plans.
     2015 -2017 – Florida Commission Human Relations – gubernatorial appointment by
    Governor Rick Scott as commissioner advocating human rights and nondiscrimination

  • Recorded On: 04/21/2022

    This course provides a concise overview of robotic process automation (RPA) -- technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These "bots" can automatically log into applications, enter data, do calculations, complete tasks, make decisions based on predefined parameters, and log out. While still evolving, RPA applications have the potential to automate many accounting functions, transform business processes, and accelerate financial workflows. NASBA CPE: 2 hours Information Technology / Practice Management IRS CPE Credit: 0

    This course provides a concise overview of robotic process automation (RPA) -- technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These "bots" can automatically log into applications, enter data, do calculations, complete tasks, make decisions based on predefined parameters, and log out. While still evolving, RPA applications have the potential to automate many accounting functions, transform business processes, and accelerate financial workflows.

    Learning Objectives:

    Upon successful completion of this course, you will be able to:

    • Identify at least 5 ways RPA technologies differ from VBA (Visual Basic for Accountants) or Excel Macros.
    • Explain at least 5 ways the technology can be applied to accounting work.
    • Point out at least 5 economic and business forces that are driving the growth of the technology.
    • Use at least 6 RPA marketplaces to compare the leading technology vendors.
    • List at least 20 case studies that provide guidance on how to successfully implement the technology.

    NASBA CPE: 2 hours Information Technology / Practice Management 
    IRS CPE Credit: 0

    Speaker: Garrett Wasny, CITP, FITP, CMC, MA

    NSA Webinar Program Level: Beginner Prerequisites: None   Advance Preparation: None   Delivery Method: Group-Internet Based 

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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 submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.