July 2020 Sun Mon Tue Wed Thu Fri Sat 28 29 30 1 2 3 4 5 6 7 Accounting and Auditing for the Construction Industry Webcast | 4203463A Dealing with Due Diligence Matters in the New COVID World | 4204526A New Manager Series: Making the Shift from Individual Contributor to Supervisor Webcast | 4203277A OCBOA Case Studies Webcast | 4203519B PSV MAP Peer Exchange - Peninsula Going VIRTUAL | I2050720 SVSJ Board of Directors Meeting | N1050720 Conversation and Coffee with CalCPA| M1000720B 8 Business Writing Series: 10 Principles of Effective Email Webcast | 4203289A Deferred Income Taxes Webcast | 4203466A K2's Excel PivotTables for Accountants Webcast | 4203615C K2's Excel PivotTables for Accountants Webcast | 4203615B Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact Webcast | 4203560A Financial Statement Risks: Fraud, Misstatements and Earnings Management Webcast | 4202293A K2's Excel PivotTables for Accountants Webcast | 4203615A FR Chapter Board Meeting July 2020 | F1030720 IE Virtual Happy Hour | D2180720 Understanding Allocations of Partnership/LLC Debt, Income, Gain, Loss and Deductions Webcast | 4203127B CANCELED MBAexpress: Effective Change Management- V 2.0 | 4204512A CalCPA Member Zoom Hapy Hour| M100720I Webcast: Not-for-Profit Accounting and Auditing Update | 4203739A 9 K2's Profiting from Client Advisory Services Webcast | 4204365A S Corporations: Converting to C Corporation Webcast | 4203334A GAAP Update Webcast | 4202513B K2's Office 365: New Tools, New Tricks Webcast | 4203621A K2's Security–A Practical Guide Webcast | 4203605A GAAP Update Webcast | 4202513C STARTS AT 6:30 AM PDT SQ Member Connection Forum | M2020720 Webcast: Not-for-Profit Financial Reporting: Mastering the Unique Requirements | 4203741A Conversation and Coffee with CalCPA| M1000720D 10 Business Writing Series: Writing and Revising for Maximum Impact Webcast | 4203288A Recent Compilation and Review Issues Webcast | 4203979A Estate Tax Elimination Webcast | 4204314A Advanced Cash Flow Analysis | 4203794A CNC Member Connection Forum | B2040620B MBAexpress: Presenting Financial Information | 4204468B 11 12 13 Protecting Tax Information—Cyber-Security for the Tax Professional Webcast | 4204461A From Discovery to Trial: Working a Fraud Case Webcast | 4203440A Becoming an AICPA Peer Review Team orReview Captain: Case Study Application Webcast | 4203788A Auditing Bits in Bytes Session 6: Engagement Wrap-Up | 4204497A 14 Time Management for CPAs Webcast | 4203417A K2's Understanding Workflow and Automation Essentials Webcast | 4204373A Nonprofit Accounting And Auditing Update Webcast | 4203870A STARTS AT 6:30 AM PDT Nonprofit Accounting And Auditing Update Webcast | 4203870B New Manager Series: Balancing Leadership & Likeability Webcast | 4203278A K2's Advanced Topics in Power BI Webcast | 4204351A K2's Everything Google—How to Utilize Tools, Services and More Webcast | 4203888A Planning for the Challenges of Foreign Subsidiaries with Global Intangible Low-Taxed Income Webcast | 4203850A SQ Chapter Board of Directors Monthly Meeting July | M1170720 Conversation and Coffee with CalCPA| M1000720E Peer Review Update Webcast | 4203557B 15 Everyday Ethics: Doing Well by Doing Good-Regulatory Review Webcast | 4202090C Small-Business Financial Statements Webcast | 4202775B Everyday Ethics: Doing Well by Doing Good—Ethics Webcast | 4202093C Inner Work—The Key To Unlocking Leadership Potential Webcast | 4203839A Preparing Financial Statements for Clients Webcast | 4203297B SVSJ Management of an Accounting Practice Peer Exchange | N2100720 Not-For-Profit Organizations: Treasury Utilizing QuickBooks Webcast | 4203120A Anticipate Engagement: Motivating the Next Workforce | 4204224A Webcast: Partnership and LLC Core Tax Issues From Formation Through Liquidation | 4204397A 16 Business Valuation: A Review of the Essentials Webcast | 4201372A Tax Practice and Procedures for California CPAs Webcast | 4203021A STARTS AT 6:30 AM PDT S Corporations: QSUB Elections Webcast | 4203333A Business Valuation: A Review of the Essentials Webcast | 4201372B STARTS AT 6:30 AM PDT Fundamentals of Single Audit Webcast | 4204344B CANCELED | CNC Chapter Board of Directors Monthly Meeting July | B1020720 SC RDG Bankruptcy in California with the Post-Covid Era | J3020720 Tax Practice and Procedures for California CPAs Webcast | 4203021B Webcast: Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes | 4203782A Conversation and Coffee with CalCPA| M1000720G How to Lead, Coach, and Develop a Winning Team | 4204231A Leases: Topic 842 In Depth Webcast | 4202528A 17 CHC July Board Meeting | C1020720 101 Tax Planning Ideas Webcast | 4204329B K2's Emerging Technologies - 2020 and Beyond Webcast | 4204356B Blockchain and Digital Currency: The Next Frontier in Digital Transformation Webcast | 4203494A Understanding CPA Communication Privileges in Tax Practice Webcast | 4203491A K2's Excel Financial Modeling Best Practices Webcast | 4203612A Accounting for Nonprofit Board Members Webcast | 4203124A K2's PDF Tools for Productivity Webcast | 4203890A Providing Tax Advice: Professional Standards Webcast | 4203489A K2's The Perfect Storm - Data Governance and Privacy Regulations Webcast | 4204370A SVSJ ERISA Group: Employee Benefit Plan Audits - 2020 Update | N2210720 Webcast: Forensic Accounting Investigative Practices | 4204398A CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity | 4204200B privaC summit 2.0 | 5204252A 18 19 20 IE July Board of Directors Meeting | D1060720 SC Board of Directors Meeting for July 2020 | J1060720 Opening Up for Business and How to Thrive Beyond Webcast | 4204528A Basic Concepts of Governmental Accounting, Financial Reporting and Auditing Webcast | 4201646B Multi-Task Role of the CFO/Controller Webcast | 4202904B STARTS AT 6:30 AM PDT Multi-Task Role of the CFO/Controller Webcast | 4202904A Tax Research Skills Webcast | 4201354A Tax Research Skills Webcast | 4201354B STARTS AT 6:30 AM PDT Top 10 Tools for CFOs to be More Effective Business Partners | 4202811A Revenue: Topic 606 In Depth Webcast | 4202516A Effective Communication and Negotiation (#FutureReady) | 4204499A 21 Timing Rules for Income Tax Compliance and Planning | 4202242A New Manager Series: Are You Managing or Leading Webcast | 4203279A GASB Basic Financial Statements for State and Local Governments | 4201260A Tax Considerations for Buying and Selling a Business Webcast | 4202549A K2’s Accounting Solutions Shootout for Small and Mid-Sized Businesses Webcast | 4203872F K2’s Accounting Solutions Shootout for Small and Mid-Sized Businesses Webcast | 4203872D Credit Analysis Basics: The ABC's Of Bank Lending Webcast | 4203796A K2’s Accounting Solutions Shootout for Small and Mid-Sized Businesses Webcast | 4203872E SVSJ Tax Group: International Tax and Compliance Update | N2170720 Conversation and Coffee with CalCPA| M1000720H Webcast: Non-GAAP Financial Statement Options: Cash, Modified Cash and Tax Basis (8-11:30) | 4204395B Good Customer Criteria and the Credit Process | 4204502A MBAexpress: Nuances of Negotiating- V 2.0 | 4204519A Tax Considerations for Buying and Selling a Business Webcast | 4202549B Webcast: Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (12:30-4) | 4204491A Webcast: Non-GAAP Financial Statement Options: Cash, Modified Cash and Tax Basis (8-11:30) | 4204395A Timing Rules for Income Tax Compliance and Planning Webcast | 4202242B CANCELED 22 FSS Forensic Services Section July Happy Hour: TBD | SFS60720 The Accountant's Role in Mergers and Acquisitions | 4203281A Moving Wealth to U.S. Relatives Webcast | 4203806A Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior Webcast | 4202400A K2's Advanced Excel Webcast | 4203597E Government Pension Accounting and Financial Reporting | 4203499A Replacing the Annual Performance Appraisal Ritual Webcast | 4203146A K2's Advanced Excel Webcast | 4203597F K2's Advanced Excel Webcast | 4203597D OCLB Estate Planning: Data Security, Data Privacy, & Remote Working Consideration for CPAs | H2070720 IE Virtual Happy Hour | D2180720A PSV Board of Directors Meeting: July | I1070720 BK Chapter Board Meeting July 2020 | A1030720 CalCPA Member Cooking Class| M100720J Subtrust Funding Workshop Webcast | 4201486B Webcast: Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions | 4204489A Government OPEB Accounting and Financial Reporting Webcast | 4203500A Grow Your Business from Within: How to Deliver Maximum Value to Client's on Every Engagement | 4203545A 23 CPA Firm Success in the Age of COVID - Roundtable Discussion | C2160720 Tax Issues for Real Estate and Homebuilding Webcast | 4203465A Business Writing Series: Highlights of Grammar and Punctuation Webcast | 4203287A Personal Financial Planning Update: General Financial Planning Webcast | 4203176A Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services Webcast | 4203485C STARTS AT 6:30 AM PDT Selling a Principal Residence Webcast | 4203327A Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services Webcast | 4203485B Audit Standards Update: Clarifying Risk Assessment | 4201060A K2's Small Business Cloud Accounting Shootout Webcast | 4203891A K2's Personal Privacy Webcast | 4203892A Quality Control in a CPA Tax Practice: Circular 230 Changes Webcast | 4203487B Owning and Renting a Principal Residence Webcast | 4203328A K2's Implementing Internal Controls in QuickBooks Environments Webcast | 4203601D Quality Control in a CPA Tax Practice: Circular 230 Changes Webcast | 4203487C K2's Implementing Internal Controls in QuickBooks Environments Webcast | 4203601C SD Chapter Board Meeting | K1240720 SF MAP Busy Season - The Good, the Bad and the Ugly | L2150720 SQ Member Connection Forum | M2020720A Webcast: Select Estate and Life Planning Issues for the Middle-Income Client (12:30-4) | 4204490A Webcast: Succession Planning for the Small Business Owner: Finding the Exit Ramp (8-11:30) | 4204399A Leadership & the Tone at the Top | 4204506A 24 Taxation of the Construction Contractor Webcast | 4203464A Business Writing Series: Planning and Organizing Your Writing Webcast | 4203286A K2's Securing Your Data Webcast | 4203596C K2's Securing Your Data Webcast | 4203596D K2's Tech Update - A 2020 Vision Webcast | 4204367B CNC Member Connection Forum | B2040620C Case Studies in Accounting Fraud Webcast | 4203863B Webcast: Professional Ethics Update for CPAs in Business – Including Revised AICPA Code (8-11:30) | 4203751B 25 26 27 Coaching Competencies—Be Better Connected To Your Clients And Teams Webcast | 4203838A Financial Reporting: Your Guide to Reading Financial Reports Webcast | 4202875A STARTS AT 6:30 AM PDT IRAs: Tax Efficient Tools for Retirement Webcast | 4203906C K2's Sales Tax Compliance in a Post-Wayfair World Webcast | 4203873B K2's Best Word, Outlook, and PowerPoint Features Webcast | 4204352D Financial Reporting: Your Guide to Reading Financial Reports Webcast | 4202875B IRAs: Tax Efficient Tools for Retirement Webcast | 4203906D STARTS AT 6:30 AM PDT K2's Best Word, Outlook, and PowerPoint Features Webcast | 4204352C SC Emerging Professionals Virtual Easy Appetizer Party | J2040720A Estate and Trust Planning Virtual Conference | 5203242B Independent Contractors vs. Employees and the ABC Test Webcast | 4204254B 199A Planning Webcast | 4204324B CANCELED Auditing Bits in Bytes Session 7: Identifying, Evaluating and Communicating Internal Control | 4204498A State and Federal Ethics Considerations Webcast | 4203138B 28 FASB Update: What's New? Webcast | 4203290A CHC SB DG: COVID Discussion Panel: Discussion on Tax Season Through a Pandemic and Other Challenges | C3030720 K2's Excel Charting and Visualizations Webcast | 4204359C Understanding ESOPs—A Powerful Tool For Companies And Their Owners Webcast | 4203901A K2's Case Studies in Fraud and Technology Controls (4 hour version) Webcast | 4204353D New Manager Series: The How To's of Leading Webcast | 4203280A K2's Excel Charting and Visualizations Webcast | 4204359D K2's Case Studies in Fraud and Technology Controls (4 hour version) Webcast | 4204353C COSO: ERM for Small and Medium-Sized Enterprises | 4202000A Silicon Valley Virtual ABC Summerfest | N1020720 PSV VIRTUAL Tax Group Roundtable: Section 1202 Qualified Small Business Stock | I2080720 MBAexpress: Leading Up - Partner with your Boss | 4204517A Estate and Trust Planning Virtual Conference | 5203242B Estate Planning: A Comprehensive Overview Webcast | 4202314B Anticipate Client Needs: Beyond Best Practices in Client and CustomerService | 4203524A Webcast: Preparation, Compilation and Review Standards: The Best Annual Update and Review of the SSARS | 4204140B 29 Data Analytics for CPAs Webcast | 4204460A K2's Remote Access for Small Businesses Webcast | 4204366D K2's Excel's Best New Features Webcast | 4203874B K2's Remote Access for Small Businesses Webcast | 4204366C Preparation, Compilations and Reviews—A Practical Workshop Webcast | 4203844C STARTS AT 6:30 AM PDT Preparation, Compilations and Reviews—A Practical Workshop Webcast | 4203844B Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics Webcast | 4202180C Accountancy Laws, Ethics, Taxes and Financial Reporting: Regulatory Review Webcast | 4202177C Webcast: Preparing Financial Statements for Small and Medium Sized Business: The Best Annual Update of GAAP | 4204400A 30 K2's Enhancing Small Business Accounting with Add-Ons Webcast | 4204357B Foreign Information Returns: Key Forms Webcast | 4202726A Advanced Fraud Case Study: Part 1 Webcast | 4202886A 2020 Federal & California Business Tax Credits Update Webcast | 4203285A Advanced Fraud Case Study: Part 2 Webcast | 4202887A K2's Excel Power Query—10 Things You Need to Know Webcast | 4203875B Basic Understanding of Yellow Book and Single Audit Webcast | 4204343B Accounting Industry Update Webcast | 4203232B Webcast: The Business Financial Health Checkup | 4204401A 31 Quarterly California Tax Update Webcast | 4204304A K2's Implementing Security and Privacy Policies Webcast | 4204360B K2's The How's and Why's of Creating User Defined Functions in Excel Webcast | 4204369B K2's Transforming Your CPA Firm Webcast | 4204372B The Top Ten Business Myths Webcast | 4203144B 2020 FASB and AICPA Update Webcast | 4202497B K2's Next Generation Excel Reporting Webcast | 4204364B 2020 FASB and AICPA Update Webcast| 4202497A Webcast: Ethics Standards Update and Review for CPAs in Public Practice (8-11:30) | 4203698B Mid-Year End Federal and California Tax Update for Individuals, Businesses and Estates Webcast | 4203254A 1 2 3 Revenue: The Five Steps (Topic 606-10) Webcast | 4203310A Preparing Form 706: The Federal Estate Tax Return Webcast | 4201360A Effective Tax Return and Cash Flow Analysis Webcast | 4203152C STARTS AT 6:30 AM PDT Partnership Preparation, Basis Calculations and Distributions: Form 1065 Schedule K & K1 Analysis | 4203577A Effective Tax Return and Cash Flow Analysis Webcast | 4203152B Internal Control – Understanding and Testing Webcast | 4204527A PSV YEP: Yoga Night | I2100820 IE August Board of Directors Meeting | D1060820 MBAexpress: Excellent Customer Service | 4204515A 4 Leases: Is it a Lease? (Topic 842-10) Webcast | 4203307A K2's Budgeting and Forecasting Tools and Techniques Webcast | 4203603E K2's Budgeting and Forecasting Tools and Techniques Webcast | 4203603F Personal Financial Planning Update: General Financial Planning Webcast | 4203176B S Corporation Taxation: Comprehensive (Form 1120S) | 4203578A Communications Skills Training for the CPA Webcast | 4203415A Practical Tips for Controllers & CFOs Webcast | 4203789A K2's Budgeting and Forecasting Tools and Techniques Webcast | 4203603D PSV MAP Peer Exchange - Peninsula Going VIRTUAL | I2050820 SVSJ New Member Coffee | N1140820 SVSJ Board of Directors Meeting | N1050820 How to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance | 4204205B MBAexpress: Good Governance - V 2.0 | 4204507A Deception, Embezzlement and Fraud Webcast | 4203032B 5 K2's Business Continuity—Best Practices for Managing the Risks Webcast | 4203638D Advanced Planning With Trusts Webcast | 4203836B Lease Accounting for Lessees Under ASC 842 Webcast | 4203381B K2's Business Continuity—Best Practices for Managing the Risks Webcast | 4203638E Revenue Recognition Under ASC 606 Webcast | 4203231B K2's Business Continuity—Best Practices for Managing the Risks Webcast | 4203638F SQ Taxation Committee Discussion Forum | M2030820 PSV Nonprofit Group: VIRTUAL Meeting | I2030820 Webcast: Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (12:30-4) | 4204402A The Power of Women’s Networks | 4204219A Tone at the Top Webcast | 4204311B Webcast: Required Minimum Distributions: Compliance and Planning (8-11:30) | 4204403A 6 The Nuts and Bolts of High-End Planning Webcast | 4202323A Avoiding Tax Malpractice | 4203020A Ethical Responsibilities for CPAs: Ethics Webcast | 4202876D Financial Reporting: Presentation (U.S. GAAP vs IFRS) Webcast | 4203319A K2's Business Intelligence: Featuring Microsoft's Power BI Tools Webcast | 4203616F K2's Business Intelligence: Featuring Microsoft's Power BI Tools Webcast | 4203616D S Corporations: The Fundamentals and More Webcast | 4203118B K2's Business Intelligence: Featuring Microsoft's Power BI Tools Webcast | 4203616E What Every CPA Should Know About Fraud Webcast | 4202877C S Corporations: The Fundamentals and More Webcast | 4203118A How to Innovate When Your Boss Says ’No’ | 4204505A Webcast: Securing a Comfortable Retirement in the Age of Spending | 4204188A 7 GAAP Update Webcast | 4202513D K2's Cloud Computing Webcast | 4203633D Internal Control Development That Balances Risk with Strategy Webcast | 4203895A K2's Cloud Computing Webcast | 4203633E IRS International Tax Controversies: Procedural and Substantive Issues Webcast | 4203035B Internal Control Development That Balances Risk with Strategy Webcast | 4203895B STARTS AT 6:30 AM PDT K2's Cloud Computing Webcast | 4203633F GAAP Update Webcast | 4202513E STARTS AT 6:30 AM PDT IE Virtual Trivia Night | D3040820 Anticipate the Next Generation: A Different Take on Generations in the Workplace | 4204495A Webcast: Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30) | 4204133B MBAexpress: Project Management- V 2.0 | 4204520A Cannabis Industry Virtual Symposium | 5203315B 8