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CPE Catalog

Showing 26 MOCPA CPE Events Results

Featured

Fraud & Forensic Accounting Conference

Thursday, December 8, 2022 8:30am - 4:30pm

St. Louis

8.00 Credits

As those who commit fraud become increasingly sophisticated, it's important to understand the complex nature of the threats you face in today's business environment.  Discover the tools, resources and information you need to protect your clients and organizations at the Fraud & Forensic Accounting Conference.  Engage with expert speakers for best practices, insights and strategies to strengthen your internal controls and anti-fraud programs.

Featured

Fraud & Forensic Accounting Conference - A Virtual Event

Thursday, December 8, 2022 8:30am - 4:30pm

Online

8.00 Credits

As those who commit fraud become increasingly sophisticated, it's important to understand the complex nature of the threats you face in today's business environment.  Discover the tools, resources and information you need to protect your clients and organizations at the Fraud & Forensic Accounting Conference.  Engage with expert speakers for best practices, insights and strategies to strengthen your internal controls and anti-fraud programs.

CFO Series: Creating Competitive Advantage

Tuesday, December 6, 2022 8:30am - 4:00pm

St. Louis

8.00 Credits

The CFO Series features high-quality presentations and an interactive executive level colleague-to-colleague approach with case studies, group discussions and team exercise.Each topic provides a comprehensive program for senior level financial managers and executives, CFOs and those who aspire to be CFOS, to learn and take away ideas that can be implemented immediately.If you are not sure about making a multi-day commitment, sign up for just a single day. All topics and each day stand on their own.  We are confident you'll come back for more!

CFO Series: Creating Competitive Advantage - Virtual Event

Tuesday, December 6, 2022 8:30am - 4:00pm

Online

8.00 Credits

The CFO Series features high-quality presentations and an interactive executive level colleague-to-colleague approach with case studies, group discussions and team exercise.Each topic provides a comprehensive program for senior level financial managers and executives, CFOs and those who aspire to be CFOS, to learn and take away ideas that can be implemented immediately.If you are not sure about making a multi-day commitment, sign up for just a single day. All topics and each day stand on their own.  We are confident you'll come back for more!

Fall Tax Institute - Kansas City

Wednesday, December 7, 2022 8:30am - Thursday, December 8, 2022 3:45pm

Overland Park

16.00 Credits

For tax practitioners, there's no better place to get immersed in current events than MOCPA's Fall Tax Institute.  This course has been one of our most popular courses for more than 20 years. If you are a regular attendee, then you will know why. If you haven't experienced Fall Tax yet, join us and find out why 1000+ attendees return every year. This two-day program, taught by nationally known speaker, Larry Gray, CPA, CGMA, will address all the changes affecting business entities and individuals in the current year, as well as a detailed analysis of how the new tax laws will affect your business and individual tax clients.

K2's Excel Tips, Tricks, and Techniques for Accountants

Wednesday, December 7, 2022 9:00am - 4:40pm

Online

8.00 Credits

Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Throughout the program, your K2 instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

K2's Artificial Intelligence for Accounting and Financial Professionals

Thursday, December 8, 2022 9:00am - 12:30pm

Online

4.00 Credits

Artificial Intelligence (AI) is no longer just a theoretical concept! Instead, AI is a practical tool available today to help you address and solve real-world problems. In this course, you will learn about the fundamentals of AI and how you can put this amazing technology to work today to help you and your team work more efficiently and effectively. Participate in this course to learn about the fundamentals of AI and specific types of problems AI can help you address. You will learn about AI features available in everyday applications - including Excel - and how you can use these features in situations such as detecting fraud and identifying potential errors in transactions. You will also learn how AI is changing how accounting and financial professionals work, both today and in the future.

K2's Emerging Technologies, Including Blockchain & Cryptocurrencies

Thursday, December 8, 2022 1:00pm - 4:30pm

Online

4.00 Credits

Unlike technologies we use every day, many of the currently emerging technologies have the potential to change how we work in the future. This session will cover an assortment of technologies which are nearing mainstream adoption and help you understand what they do, how they work, as well as some of the potential risks and rewards they offer potential users. Attend this course, and learn the basics of blockchain, cryptocurrencies, big data, artificial intelligence, and machine learning, as well as some of the uses, benefits, risks, and threats posed to legacy businesses by these innovative yet disruptive platforms.

CFO Executive Networking Roundtable - Kansas City

Friday, December 9, 2022 8:00am - 10:00am

Kansas City

2.00 Credits

In the business world today, accounting finance controllers are increasingly being asked to consult as strategists. As a CPA, your expertise brings a dynamic voice to business decisionmaking. Business and Industry roundtables are designed to ensure that CPAs in controllership roles are on the cutting edge of business issues, through regular peer and guided discussion groups. These roundtables are collaborative in nature, and participants are encouraged to engage in selected discussion topics by sharing expertise. Topics center around key issues for managing and supporting internal finance, control, strategy, and other critical roles such as:• Strategic planning• Forecasting• Budgeting• Risk management• Information and technology• Industry-specific concerns• Economic indicator issues• And many other interest areas! Make sure that you are up to speed with current trends on these topics, network with your local peers, and help your company navigate the complex business world today. The dedicated topic for December is: TBD  These popular virtual roundtables include 2 hours of state board approved CPE (Business Management & Organization). MOCPA pricing is $35 for members, $45 for nonmembers. This is a live and in-person event. For questions about this program or the CFO roundtable series, contact Andrew Grow at agrow@mocpa.org or 314-392-5820.

K2's Excel Charting and Visualizations

Friday, December 9, 2022 9:00am - 12:30pm

Online

4.00 Credits

Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. If that statement describes you, take part in this session to improve your skills when building charts and other visualizations in Excel. As a result of doing so, you will be able to create visualizations that will enhance your communication skills. This is much more than just a seminar on fundamental charts. Instead, in this session you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing - three qualities that will help to ensure that your readers and audience will understand the data you are presenting. If you are looking to improve your communication skills, this seminar is a must for you.

K2's Introduction to Excel Macros

Friday, December 9, 2022 1:00pm - 4:30pm

Online

4.00 Credits

You have used Excel for years and Lotus prior to that. During this time, you have said repeatedly, "One day, I'll learn how to write macros." Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel. Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel's Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don't miss this unique opportunity to learn how to begin working with macros - one of Excel's most powerful tools.

Fall Tax Institute - A Virtual Event

Wednesday, December 14, 2022 8:30am - Thursday, December 15, 2022 3:45pm

Online

16.00 Credits

For tax practitioners, there's no better place to get immersed in current events than MOCPA's Fall Tax Institute.  This course has been one of our most popular courses for more than 20 years. If you are a regular attendee, then you will know why. If you haven't experienced Fall Tax yet, join us and find out why 1000+ attendees return every year. This two-day program, taught by nationally known speaker, Larry Gray, CPA, CGMA, will address all the changes affecting business entities and individuals in the current year, as well as a detailed analysis of how the new tax laws will affect your business and individual tax clients.   *We're excited to offer our Fall Tax Institute online again. If you attend virtually, you will receive a digital copy of the 2022 Federal Tax Workbook. Physical books will be provided at the in-person events only.

Fall Tax Institute - Springfield

Wednesday, December 14, 2022 8:30am - Thursday, December 15, 2022 3:45pm

Springfield

16.00 Credits

For tax practitioners, there's no better place to get immersed in current events than MOCPA's Fall Tax Institute.  This course has been one of our most popular courses for more than 20 years. If you are a regular attendee, then you will know why. If you haven't experienced Fall Tax yet, join us and find out why 1000+ attendees return every year. This two-day program, taught by nationally known speaker, Larry Gray, CPA, CGMA, will address all the changes affecting business entities and individuals in the current year, as well as a detailed analysis of how the new tax laws will affect your business and individual tax clients. To make hotel reservations, you can call DoubleTree Springfield at 417-831-3131, refer to “Missouri Society of CPAs - Fall Tax Institute block” and receive the discounted rate that is available until the cut-off date of 11/13/2022.

Beer and Ethics: Missouri Regulatory Update with Case Studies

Thursday, December 15, 2022 3:00pm - 6:00pm

St. Louis

2.00 Credits

As a regulated profession, CPAs enjoy both public respect and legal privilege that are embodied in statute and rule. Each state board of accountancy has different (sometimes unique) statutes and rules that govern your license and our profession. What's more, how those rules are interpreted can impact your individual CPA license, CPA firm permit, and our broader CPA ecosystem here in Missouri. New for 2022, this course is for Missouri CPAs and support team members who have already taken the popular Missouri State-Specific Regulatory Ethics: A Plain English Guide course. This seminar will cover only new Missouri State Board of Accountancy 2021 statute and rule changes, and will focus on selected case study scenarios to illustrate real-world examples of how Missouri statutes and rules have been and are interpreted. Moderately interactive, participants may be asked to, well....participate, workshopping how you would advise selected case study CPAs navigate Missouri-specific regulations. This is a live, and in-person seminar only and facilities will have maximum capacity, so make sure to book your seat today for a fun and interactive Ethics program with your friends at MOCPA! Thursday, December 15MOCPA Learning Center540 Maryville Centre DriveSt. Louis MO 63141AGENDA:3-5 p.m. Program5-6 p.m. Happy HourCost: $50 Members $70 Non-MembersCPE Credit: 2 Hours of Regulatory EthicsAppetizers and Drinks: Adult beverages and Appetizers IncludedThis program has been developed and edited by members of MOCPA's Professional Ethics Committee and has been reviewed by members of the Missouri State Board of Accountancy.For additional details, please contact Andrew Grow at agrow@mocpa.org or (800) 264-7966, ext. 120.

K2's 2022's Biggest Security and Privacy Concerns

Monday, December 19, 2022 9:00am - 12:30pm

Online

4.00 Credits

Technology is a business-critical business capability in today's day and age. Any interruption to an organization's ability to use its information system poses a significant risk to its viability. Data breaches, cyber-attacks, and ransomware are examples of the most significant existential risks facing businesses today. There are threat actors worldwide that entirely focus on stealing organizational data, stealing economic resources, and disrupting commerce. They use complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. For example, publically reported data breaches now exceed 100k annually. These breaches resulted in releasing the personal information of millions of people worldwide, billions of dollars of compromised organizational assets, and putting countless people in harm's way. This course covers recent major security breaches, including Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, and LabCorp. It will discuss how these breaches occurred, why they occurred, and how organizations can prevent similar incidents from impacting them. Each case study examines a different form of security vulnerability and how to avoid it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and, from that experience, develop their own security best practices for their organizations.

K2's An Accountant's Guide to Blockchain and Cryptocurrency

Monday, December 19, 2022 1:00pm - 4:30pm

Online

4.00 Credits

Blockchain technology offers the promise of digital truth. When properly implemented, it provides a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing, with millions of new users every year. Organizations adopt this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike. While more popular than ever, few business professionals understand these technologies, their capabilities, risks, and potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. In fact, this incredible technology is a mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology, including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. By participating in this session, you will gain a deeper understanding of the inner workings of this technology and recommendations on getting started.

K2's Data Analytics for Accountants and Auditors

Tuesday, December 20, 2022 9:00am - 12:30pm

Online

4.00 Credits

In the world of “Big Data,” virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in the field of auditing, where internal and external auditors are increasingly turning to data analytics to identify situations requiring follow-up and investigation. Those who understand how to take advantage of various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time. In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft’s Power BI application. If you’re seeking to improve your skills in the field of data analytics, this session is the one for you!

2022 Missouri State-Specific Ethics: A Plain English Guide

Tuesday, December 20, 2022 10:00am - 12:00pm

Online

2.00 Credits

In a world of increasing complexity, the last thing CPAs need to worry about is obtaining or renewing licenses and permits with regulators. Yet, it can be challenging to find and understand the requirements to keep your license or firm humming along so you can focus on client and business work. Compliance-related issues are not fun, but the basics should be understood by all CPAs. To that end, MOCPA is proud to bring you the 2022 version of the popular Missouri State-Specific Regulatory Ethics course that was introduced in 2019. If you have not yet taken this course over the past three years or need a refresher on the full Missouri rules and regulations that govern your CPA license, CPA firm permit, CPA exam eligibility, AICPA Code of Professional Conduct discussion and more, this plain English course is for you. If you have taken this course, please consider attending a live update course, focusing on case examples in St. Louis, Kansas City, and Springfield this fall.This program has been developed and edited by members of MOCPA's Professional Ethics Committee and has been reviewed by members of the Missouri State Board of Accountancy. For additional details, please visit mocpa.org/ethics or contact Andrew Grow at agrow@mocpa.org or (800) 264-7966, ext. 120.

K2's Ethics and Technology

Tuesday, December 20, 2022 1:00pm - 4:30pm

Online

4.00 Credits

With the explosion of technology in the workplace that has occurred over the past thirty years, a fair question to ask is "what are the ethical considerations and impacts related to this technology?" Practical technology issues such as data privacy and security no doubt carry ethical considerations, but technology also affects the ethics associated with issues such as work-life balance, the digital divide, training needs, copyrights, and fraud. In this course, you will learn about "technoethics" and the implications this has on individuals and organizations. To that end, you will explore many of the current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the deep implications associated with ethics and technology, this could be the most important session in which you will ever participate.

Mental Health Series: Being a Mental Health Ally at the Workplace

Friday, January 13, 2023 10:00am - 11:00am

Online

1.00 Credits

Mental health includes our emotional, psychological, and social well-being. It affects how we think, feel, and act. It also helps determine how we handle stress, relate to others, and make healthy choices. Mental health is important at every stage of life, from childhood and adolescence through adulthood.