Week 1: The AB5s of Employees and Independent Contractors
CPE: 2
Field of Study: Taxes
Discussion Leader: Doug Van Der Aa, CPA, JD, Van Der Aa Tax Education
Date: 08/06/2021
Description: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the server tax penalties for misclassification. We will take a look at the Dynamex court case, which lead to AB5, and how it will impact your organization. We will also examine the "gig" worker and review the broader independent contractor workforce.
Week 2: Microsoft 365 Apps - Teams, SharePoint and OneDriveCPE: 2
Field of Study: Information Technology
Discussion Leader: John Higgins, CPA, CITP, CPA Crossings, LLC
Date: 08/13/2021
Description: This session begins by taking a close look at how to use the Teams app as the foundation for your digital communication, collaboration and knowledge sharing platform. You will learn the importance of developing a Teams deployment strategy and discuss best practices. We will also demonstrate how SharePoint and OneDrive serve as your primary document storage solution in the cloud and how Teams and SharePoint connect at the hip.
Week 3: Advanced Negotiations: Beyond Getting to YesCPE: 2
Field of Study: Business Management & Organization
Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Date: 08/20/2021
Description: Anytime someone says "I want," "I need," or "Will you," you are in a negotiation.
For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it.
More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This webinar explores negotiation's human side, to give you powerful people skills that will let you get more.
Week 4: Five Marvelous Business Books in 100 MinutesCPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC
Date: 08/27/2021
Description: You work hard - but finding the time to keep up with the latest business insights is a challenge. This session makes it easy to catch up with the latest thinking in five very different topics.
This seminar will review: The End of Accounting, The Right and Wrong Stuff: How Brilliant Careers Are Made and Unmade, Big Potential, Pitch Anything and Give and Take: Why Helping Others Drives Our Success. Save time, learn the key lessons of five insightful business books in just 100 minutes.
Whether you are a CFO, an experienced mid-level leader or new in your career, talented professionals who want to succeed will benefit from these insights.
PICPA Member: $229
Nonmember: $329
Course No. BUCF0821
Level: Intermediate
Prerequisites: General knowledge of CFO role
Notes
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.