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Includes a Live Web Event on 05/17/2023 at 2:00 PM (EDT)
Date: 05/17/2023; Time: 2:00 PM - 4:00 PM ET, 2.0 CPE; The course provides a concise overview of the IRS Internal Revenue Manual – the agency “bible.” The publication identifies the key policies, procedures, instructions, and delegations of authority which guide the operation and administration of the Internal Revenue Service. The manual is used by IRS staff at all levels from revenue agents to appeals officers in their day-to-day workings. 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
The course provides a concise overview of the IRS Internal Revenue Manual – the agency “bible.” The publication identifies the key policies, procedures, instructions, and delegations of authority which guide the operation and administration of the Internal Revenue Service. The manual is used by IRS staff at all levels from revenue agents to appeals officers in their day-to-day workings.
Topics Covered:
- How IRM is Used Internally at IRS
- The 25 Manual Sections
- How IRM Can Benefit Practitioners
- Practitioner Priority Service
- Financial Analysis Handbook
- Bank Account Analysis
- Suspicious Activity Reports (SAR)
- Audit Technique Guides (ATGs)
Learning Objectives
At the end of this course, you will be able to:
- Identify at least 25 sections of the IRS manual and what information and guidance is provided in each.
- Explain at least 10 ways the manual can assist in their work as tax advisors.
- Point out at least 5 checklists the IRS uses to review websites, analyze financials, and make collection decisions.
- Utilize at least 2 checklists to guide fraud and money laundering inquiries.
- Use at least 10 audit technique guides (ATGs) that provide insight into issues and accounting methods unique to specific industries.
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 LawNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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.
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Includes a Live Web Event on 04/19/2023 at 2:00 PM (EDT)
Date: 04/19/2023; Time: 2:00 PM ET, 2.0 CPE; Important Insights on forms K2 and K3 and other timely and significant IRS Campaigns and Initiatives. This presentation will provide a practical and insightful overview of current IRS national campaigns and initiatives. We will cover the new F1065, F1120S, F8865 K-2 and K-3 Distributive Share Items—International, significant domestic campaigns including those targeting High Net Worth Individuals, Cryptocurrency, and other current significant campaigns. CPE Credit: 2
Important Insights on forms K2 and K3 and other timely and significant IRS Campaigns and Initiatives. This presentation will provide a practical and insightful overview of current IRS national campaigns and initiatives. We will cover the new F1065, F1120S, F8865 K-2 and K-3 Distributive Share Items—International, significant domestic campaigns including those targeting High Net Worth Individuals, Cryptocurrency, and other current significant campaigns. We will also discuss international campaigns, including those targeting , Sec 965 transition tax, Form 1120F compliance, FIRPTA Issues (Foreign Investment in Real Property Tax Act), and Foreign financial account reporting.
After this webinar you will be able:
- Correlate compliance initiatives with the Tax Gap
- Learn the required reporting requirements and potential penalties regarding new F1065, F1120S, F8865 K-2 and K-3 Distributive Share Items—International .
- Identify the tax exposure on the compliance initiatives
- Apply the practical insights to the compliance initiatives
- Recognize the international filing requirements
NASBA CPE: 2 Hours/Federal Tax Law
CTEC CPE: 2 Hours/Federal Tax Law
IRS CPE: 2 Hours/Federal Tax LawACAT CPE: 2 Hours/Federal Tax Law
Speaker: Andreozzi Bluestein LLP
NSA Webinar Program Level: Intermediate Prerequisites: Participants should have an understanding of S Corporations and Basis.
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.Andreozzi Bluestein
Andreozzi Bluestein LLP
Andreozzi Bluestein LLP
At Andreozzi Bluestein LLP, we pursue every case with energy, creative “out-of-the-box” thinking and a dedication to produce the positive results that our clients have come to expect. Our professionals pride themselves on having built national reputations based on these results.
Whether you need tax counsel for litigation, representation before the IRS, an advocate in tax controversies, or thorough tax analysis and objective consulting, our attorneys have the experience and obtain lasting solutions.
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Includes a Live Web Event on 04/12/2023 at 2:00 PM (EDT)
Date: 04/12/2023; Time: 2:00 PM - 4:00 PM ET; This course will discuss the ethical responsibilities of members of the Society in their roles as representatives on behalf of clients before the IRS and State Taxing Authorities. We will also explore the Internal Revenue Manual and Treasury Circular 230 requirements associated with performing due diligence as to accuracy when the tax accountant is aware of tax non-compliance. CPE: 2 Hours/Ethics
This course will discuss the ethical responsibilities of members of the Society in their roles as representatives on behalf of clients before the IRS and State Taxing Authorities.
We will also explore the Internal Revenue Manual and Treasury Circular 230 requirements associated with performing due diligence as to accuracy when the tax accountant is aware of tax non-compliance.
Learning Objectives
At the end of this course, you will be able to:
- Define Conflict of Interest
- Recognize when Circular 230 10.20 may cause issues in representation cases.
- Identify how Circular 230 10.21 & 10.22 apply to representation cases.
- Describe when Circular 230 10.23 may apply to representation cases.
- NSA Code of Conduct
NASBA CE: 2 Hours/Ethics
CTEC CE: 2 Hours/Ethics
IRS CE: 2 Hours/Ethics
ACAT CE: 2 Hours/EthicsNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
David Gannaway, EA
Mr. Gannaway joined J.S. Held in November 2020 as an executive vice president in the Forensic Accounting & Economics Group. Since 2007, he has been providing tax controversy, litigation support, and expert witness services to attorneys and clients in both civil and criminal litigations in federal and state courts across multiple business sectors including construction, healthcare, financial services, and nonprofit. As a former IRS criminal investigation special agent and assistant special agent in charge of the New York Field Office, Mr. Gannaway has 20 years of experience in managing and unraveling domestic/international complex white-collar financial fraud schemes involving tax evasion, corruption, and money laundering. He works closely with attorneys as a “Kovel” accountant in defending individuals under investigation or who may have been indicted for alleged white-collar financial crimes. Mr. Gannaway is a frequent speaker at industry conferences and a thought leader regarding civil/criminal income taxes, fraud schemes (prevention and detection), regulatory compliance, Bank Secrecy Act, and money laundering.
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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 ACAT CE: 2.0 Hours/Accounting, Information TechnologyNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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.
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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 ACAT CE: 2.0 Hours/Accounting, Information TechnologyNSA Webinar Program Level: Basic
Prerequisites: A basic understanding of payroll
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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
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Includes Credits Recorded On: 01/11/2023
Recorded: 01/11/2023; Time: 3:00 PM ET Continue from Crypto I with applying the rules and regulations covered in Part One to real world situations. Selling, trading, earning, mining, donating, inheriting, gifting, investing in initial offerings, etc. will be covered. NASBA CE: 1.0 Hour Federal Tax Law IRS: 1.0 Hour Federal Tax Law CTEC CE: 0 Hour Federal Tax Law
This course will teach you how to apply the various rules and regs we reviewed in Part I to real world situations, such as selling, trading, earning, mining, donating, inheriting, gifting, investing in initial offerings, etc. Tax options for reporting losses from various types of scams and schemes are also an important topic, particularly this year. We’ll also discuss situations for which we do not yet have IRS guidance. We’ll finish with a discussion of Best Practices for your office to implement when dealing with cryptocurrency clients.
Learning Objectives
At the end of this course, you will be able to:
- Utilize IRS regulations for client situations: selling, trading, earning, mining crypto, interest, dividends, contributions, gifts, inheritances, initial coin offerings
- Know how to apply possible tax reporting for losses due to scams, theft, rug pulls, etc.
- Differentiate situations covered by regulations from those that are not covered
- Engage in Best Practices for crypto clients
NASBA CE: 1.0 Hour Federal Tax Law
IRS: 1.0 Hour Federal Tax Law
CTEC CE: 0 Hour Federal Tax LawNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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.
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Includes Credits Recorded On: 01/11/2023
Recorded: 01/11/2023 - While cryptocurrency has taken a hard hit, it’s far from dead and is still likely to be part of our financial future. This webinar will discuss the basic vocabulary and concepts along with review of IRS compliance to date. NASBA CE: 1.0 Hour Federal Tax Law IRS: 1.0 Hour Federal Tax Law ACAT: 1.0 Hour Federal Tax Law CTEC CE: 0 Hour Federal Tax Law
While cryptocurrency has taken a hard hit, it’s far from dead and is still likely to be part of our financial future. Cryptocurrency aka virtual currency aka digital assets represents an internet-based exchange medium based on DeFi, or decentralized finance. This webinar introduces the basic vocabulary and concepts of the Cryptoverse, and explores IRS’ compliance efforts to date.
We’ll then discuss the IRS rules and regs issued to date for cryptocurrency: Notice 2014-21, Revenue Ruling 2019-24, Online FAQs, and Chief Counsel Memos, as well as the new reporting requirements from the Infrastructure and Investment Jobs Act.
Learning Objectives
At the end of this course, you will be able to:
- Differentiate between Ce-Fi and DeFi
- Explain important Cryptoverse concepts
- Apply IRS Compliance Requirements
- Analyze Notice 2014-21, Revenue Ruling 2019-24, Online FAQs, and Chief Counsel Memos
- Understand Infrastructure Act crypto requirements
NASBA CE: 1.0 Hour Federal Tax Law
IRS: 1.0 Hour Federal Tax Law
ACAT: 1.0 Hour Federal Tax Law
CTEC CE: 0 Hour Federal Tax LawNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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.
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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 BasedNo 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.
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-
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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.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-
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- Member - Free!
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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: 0Speaker: 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.
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