Call 800-739-9998, option 2 or email us.
Course Formats: = Lecture = Workshop = Roundtable = New Session |
Course Levels: = Basic = Intermediate = Advanced = Update = Overview |
Lectures will be offered in five tracks covering:
Best Practices with CCH Accounting Research Manager®
For professionals who want a better understanding of accounting and audit documents, this course provides training and best practices in conducting accounting research when performing searches on Accounting Research Manager® (ARM). It covers steps to research, builds on the basic knowledge of the system, and finds answers to several research questions by searching authoritative literature from the standard setters and CCH publications. The course also provides an overview of the FASB Codification of ARM and its affect on accounting research workflow.
CPE Field of Study: Specialized Knowledge & Applications
CCH's A&A Workflow Solution
Come see our complete Accounting and Audit workflow solution in action as we present the "process" from start to finish of a financial statement engagement. To illustrate, we will use products such as ProSystem fx® Engagement, ActiveData, Knowledge Coach, Portal and Accounting Research Manager® in a "day-in-the-life" scenario.
CPE Field of Study: Audit
Construction Industry Knowledge Based Audits (KBA)
Learn best practices and tips and tricks for audits of construction companies and contractors using the KBA methodology and the ProSystem fx® Knowledge Tools.
CPE Field of Study: Audit
FIN 48 for Private Companies: Lessons Learned and Best Practices
Learn about issues, concerns, lessons learned and best practices for FIN 48 reporting (now Accounting Standards Codification subtopic 740-10, Income Taxes) with private companies. This helpful session offers you a practical review of FIN 48 issues, developments and the unique considerations for privately held businesses. You'll learn about special issues including reporting for private companies with few or no internal tax staff, entities with non-existent or minimal internal tax controls or no past company tax audit history to benchmark tax positions against, and managing situations involving business owners who have taken very aggressive tax positions.
CPE Field of Study: Audit
GAAP Update
CPAs in public practice and industry need to stay on top of critical, new developments that affect auditing practice. In this session, you’ll get essential information to stay abreast of ever-changing developments from the FASB and ASB, including reliable analyses of need-to-know recently issued pronouncements.
CPE Field of Study: Audit
top of page
Introduction to CCH's Knowledge-Based Audit™ Methodology
Save time and improve your workflow by understanding the audit methodology behind the ProSystem fx® Knowledge Coach and Knowledge Tools products. See what efficiencies you will gain by successfully utilizing the new methodology.
CPE Field of Study: Audit
Introduction to ProSystem fx® Knowledge Coach
Learn all about Knowledge Coach, our new dynamic, program content generator and workflow tool fully integrated with ProSystem fx® Engagement. Utilizing content based on CCH's Knowledge-Based Audit™ methodology, this product is a must-have for all Engagement users.
CPE Field of Study: Audit
Speaking "IFRS": Becoming Fluent by Analyzing Real-World IFRS Financial Statements
Get your arms around IFRS through a case-study approach of reviewing actual IFRS financial statements. By analyzing “real-world’ IFRS financial statements, policies and notes, you’ll gain a practical understanding of key differences between U.S. GAAP and IFRS, and be able to talk intelligently with management and/or clients about the impact of IFRS on business reporting.
CPE Field of Study: Audit
What's New with ProSystem fx® Engagement
Discover what exciting changes have been made to this award-winning engagement management and trial balance solution, as well as information about our dynamic audit workflow engine, Knowledge Coach. You will also learn what future enhancements we have planned for these exciting products.
CPE Field of Study: Specialized Knowledge & Applications
top of page
Best Practices for Portal Implementation and Management
Take customer collaboration to the next level using CCH's hosted Portal solution. Learn how to develop a Portal roll-out plan and use Portal's advanced email notifications and smart tags. Topics also include folder template customization, security group customization, workflow considerations and integration points with other ProSystem fx® applications.
CPE Field of Study: Specialized Knowledge & Applications
Introduction to ProSystem fx® Practice (SaaS)
Learn more about the Next Generation time, billing and accounts receivable program. Get a preview of how to save time with Dashboard notifications, enhanced clocks and enhanced billing features. These enhanced features will help your firm on the way to a more efficient time, billing and cash receipts process.
CPE Field of Study: Specialized Knowledge & Applications
Introduction to ProSystem fx® Workstream
Learn more about the Next Generation project management platform that combines functionality of workflow and project management. Get a preview of how to save time with scalable project masters, use notifications to stay up-to-date on project changes, manage worksteps and budget more effectively. New and enhanced features will help your firm on the way to a complete digital office.
CPE Field of Study: Specialized Knowledge & Applications
Managing Projects using ProSytem fx® Workstream
Designed for an experienced workstream user, this session picks up the process of Workstream after the initial setup of Lists, Masters and Types. Based on the firms Champions Team already having the foundation of Workstream setup the focus of the session will be using the Notifications and Project Assignments on the Dashboard and Route sheet to manage workflow.
CPE Field of Study: Specialized Knowledge & Applications
ProSystem fx® Document - Strategies for Firm Wide Content Management
ProSystem fx® Document is designed as a content management system for your entire firm. Learn strategies for implementing ProSystem fx® Document outside of client related departments including firm administration, HR, billing and more. You'll hear from an expert on document management, and will be given an opportunity to share thoughts and ideas with your peers.
CPE Field of Study: Specialized Knowledge & Applications
What's New with ProSystem fx® Document
See how recent releases and the exciting enhancements planned for ProSystem fx® Document will help drive efficiency and productivity at your firm. CCH's development team will talk about CCH’s robust document management system.
CPE Field of Study: Specialized Knowledge & Applications
What's New with ProSystem fx® Practice
ProSystem fx® Practice Management and Practice Advantage users can get a head start on preparing for the move to the enhanced Practice platform. Learn how the new platform will facilitate improved efficiency in current processes and transparency into what’s happening at the firm and individual client level through customizable views and reports.
CPE Field of study: Specialized Knowledge & Applications
What's New with ProSystem fx® Scan
Improve your preparation of paperless 1040s. Learn about the new capabilities being incorporated into ProSystem fx® Scan with AutoFlow Technologyt™. CCH’s development team will highlight how new technologies coupled with improved workflows can help your business achieve increased efficiency and productivity.
CPE Field of Study:Specialized Knowledge & Applications
top of page
Management
Art of the Merge: Growth With & Without Merging
Join fellow CPA and Practice Growth Consultant Philip J. Whitman, President of Whitman Business Advisors, LLC (www.whitmanbiz.com), as he guides and challenges you to increase both top-line firm revenue and per partner net income. Whitman will give you an action plan that will help you become the firm you need to be to thrive in the future.
CPE Field of Study: Business Management & Organization
Critical Skills Every Manager Must Develop
When you are responsible for the management of people, planning and processes within the firm, it is imperative that you understand how to manage well. Once we have identified the five fundamental truths that every firm manager must know, we will clarify the core skills needed by every manager and then develop your personal action plan for progress.
CPE Field of Study: Business Management & Organization
Economics of the New IT Model
What is the new IT model and how will it impact your organization? We will discuss the components of the model and how to manage the transition. The CIO's role will be critical to your success. In addition, we will delve into the wisdom of crowds in making IT investment decisions versus weighing the costs and benefits. Finally, we will discuss the five key technology trends and their effect on your organization.
CPE Field of Study: Business Management & Organization
Feeding Your Firm's Starving Crowd: Giving Your Clients What They Really Want
This presentation looks at what it takes to make the shift from a “service centric” to a client centric firm. Participants will walk away with a structured approach for identifying and addressing a much broader spectrum of issues, including sample diagnostic and prospecting tools.
CPE Field of Study: Business Management & Organization
Keeping Your Niche Out of the Ditch
Launching service and industry niches and developing existing niches into boutiques have never been more important to CPAs than in today's rapidly changing environment. However, the challenges often cause firms to question the viability and profitability of providing new services in niche environments. How do you ensure that more mature services and industry niches continue to contribute maximum margin? How do you get new services and niches off the ground? This session delves into the traditional discipline of product management, draws on the applicability to professional services and centers on the process of bringing new offerings to market, as well as managing your entire portfolio.
CPE Field of Study: Business Management & Organization
Leadership in the "New Normal"
What are CPA firms doing to thrive in the “new normal”? What is different about this new economy and what should you be thinking about? Leadership in turbulent times is different. This session will prepare you for navigating the rapidly changing and turbulent times ahead. You will learn the five qualities of an extraordinary leader, hear the latest trends and issues facing CPA firms, and what should be on your agenda now.
CPE Field of Study: Business Management & Organization
Leading Small Firms Through the Next Generation of Change
There are seven core strategies required to successfully navigate change and help firms transition to Next Generation status. As Executive Editor of The CPA Technology Advisor and CEO of RootWorks LLC, Darren Root will discuss the rapid change taking place in the profession including, technologies, best practices and current trends. At the core of his message is the importance of Thought Leadership, which promotes the necessity of active participation in community learning, knowledge sharing with peers and ongoing education.
CPE Field of Study: Business Management & Organization
Leveraging LinkedIn and Facebook to Build Communities
How strong is the bond between you and your clients? How well are you connected to your employees and referral sources? CPA firms and other organizations have started to use social networks to connect to clients, prospects, employees, vendors and referral sources. In this session, you will learn how your firm or organization can use LinkedIn and Facebook to build a strong community of supporters and fans.
CPE Field of Study: Business Management & Organization
Practice Management Technology - Is Your Firm Prepared for the Coming Revolution?
The new practice tools available to firms will provide unprecedented access to operational and strategic information. This session will focus on the planning firms have to do to move from their current time billing package to the next generation of practice management tools, the powerful features for service management, resource management and practice administration, and comprehensive time capture and billing features.
CPE Field of Study: Business Management & Organization
The Managing Partners Role & Impact on Human Capital
It is critical to define the role of your firm’s Managing Partner (MP) as it relates to the human capital of your organization. Specific issues and strategies will be discussed that affect the MP of every firm. A new way of looking at human capital will be explored. It’s not the people in your organization, it’s what those people bring and contribute to the organization. Ineffective leadership at the top will surely take the best out of the folks below. The MP is directly responsible for setting that tone.
CPE Field of Study: Business Management & Organization
The Seven Keys to Successful CPA Firm Management
Rick Telberg will reveal the linchpins to success in today's tumultuous economy boiled down to seven critical areas including, Leadership and Management, Creating a Great Place to Work, Building the Agile Organization and Strategy Execution. Rick provides data-driven information and analysis to the tax, accounting and finance community. In this session, you'll get actionable information to take back to your office and put to work immediately.
CPE Field of Study: Business Management & Organization
Twitter: A to Z
From major news anchors, to daytime TV and to celebrities, "Twittermania" seems to be taking over the world. But is it a valuable business development tool or just a media craze? Learn what it means to "tweet" and how you can use this power social networking site to strengthen your personal brand, recruit new employees, and develop meaningful professional relationships for yourself and your firm. This session will cover the how-to’s and the why-to’s of using Twitter for business development.
CPE Field of Study: Business Management & Organization
"You Know What I Know"-- The Real Meaning Behind Knowledge Management
With 75 percent of CPAs eligible for retirement by the year 2020, the risk of knowledge loss is growing in urgency. Yet the implementation of a knowledge management initiative can be a daunting task. While change is hard, ignoring the situation can prove catastrophic to your firm’s overall strategy. Learn what knowledge management really means and why it's critical to your firm's success. Gain insight on establishing and sharing best practices and FAQs from a peer, Mike Johnson from O'Sullivan Creel, who uses CCH KnowledgeConnect.
CPE Field of Study: Business Management & Organization
Tax
2010 Tax Law Update - Changes and Opportunities for Business Clients
Keeping up with significant tax legislation, regulations, rulings and other developments that impact your business clients can be challenging. You'll leave this session with practical tax-savings strategies to discuss with your business clients, as well as an understanding of the key issues and challenges you may encounter with your business clients' tax returns for the 2010 filing season.
CPE Field of Study: Taxes
2010 Tax Law Update - Changes and Opportunities for Individual Clients
Keeping up with significant tax legislation, regulations, rulings and other developments that impact your individual clients can be challenging. You'll leave with practical tax-savings strategies to discuss with your individual clients, as well as an understanding of the key issues and challenges you may encounter with your clients' tax returns for the 2010 filing season.
CPE Field of Study: Taxes
Best Practices in Conducting Federal Tax Research with IntelliConnect®
Improve productivity and learn about the various techniques needed to understand the many federal tax research sources available using IntelliConnect®. This course will focus on efficient federal tax researching in a systematic and methodical procedure that facilitates the tax research process using a document hierarchy approach to federal tax research.
CPE Field of Study: Specialized Knowledge & Applications
Best Practices in Conducting State Tax Research with IntelliConnect®
Maximize your productivity when researching state and local tax topics by learning tips and techniques on IntelliConnect®. Access the most up-to-date state tax news, rates, filing requirements and more. Find state tax answers quickly with Legislative Developments, StateNet, State Tax Citator and State Tax Smart Charts™.
CPE Field of Study: Specialized Knowledge & Applications
top of page
Building Tax Best Practices
Have you ever wondered about our two-day consulting sessions? See what's involved and learn some of our Best Practices for using ProSystem fx® Tax as well as guidance for developing and maintaining best practices for your firm.
CPE Field of Study: Specialized Knowledge & Applications
CCH's Tax Workflow Solution for Business Returns
Improve productivity by learning more about tax workflow within the ProSystem fx® Suite for business type tax returns. From importing the client’s data to delivering the tax return to your client, you will learn specific tips and tricks for each step along the way. Course topics include optimizing tax groupings inside of ProSystem fx® Engagement, simplifying tax workpapers with trial balance links, tips on completing an imported tax return in ProSystem fx® Tax and methods of return delivery to your client.
CPE Field of Study: Taxes
CCH's Tax Workflow Solution for Individual Returns
Improve productivity by learning more about tax workflow within the ProSystem fx® Suite for individual returns. From receipt of your client's source documents to delivery of the tax return, you will learn specific tips and tricks for each step along the way; including experienced customer advice. Course topics include automation of data entry to prepare 1040's using the revolutionary ProSystem fx® Scan with AutoFlow, best practices for reviewing on screen and tax return delivery options for your clients.
CPE Field of Study: Taxes
ClientRelate™—Turn Tax News into Revenue with New Billable Services
Grow your practice utilizing the power of ProSystem fx® Tax and ClientRelate™. ClientRelate helps you quickly and efficiently mine your clients' tax return data to identify and implement new tax savings opportunities. It will also help you effectively communicate how new tax developments will affect your clients. You will learn how ClientRelate helps you manage your resources and easily integrates with your daily workflow generating revenue and focusing on the most important element of your practice - your clients.
CPE Field of Study: Specialized Knowledge & Applications
top of page
Consolidated Tax Return Preparation
Increase productivity by learning the best practices related to preparing Federal consolidated tax returns. Topics include importing trial balance and apportionment data, as well as supporting statement options, elimination entries, automatic adjustments, and tiered consolidations. Find out how to manage the flow of data between the separate companies and the consolidation.
CPE Field of Study: Taxes
Explore the Benefits of ProSystem fx® Tax (SaaS)
Learn how to work more efficiently by leveraging the enhancements impacting the management, preparation and review of tax returns in the Next Generation of ProSystem fx® Tax (SaaS). Course topics will also include configuration of the Dashboard, Return Manager, Print Sets and Correspondence Manager.
CPE Field of Study: Taxes
FASB ASC 740 (FAS 109) Provisioning and FIN 48 Disclosure - Improving the Processes
With increasing compliance pressures on corporate tax professionals, it’s important to review your current Provisioning and Disclosure processes for improvements. This course discusses using workflow techniques with ProSystem fx® Engagement / CorpSystem® Workpaper Manager and ProSystem fx® Tax to provide increased control and automation with your current Microsoft Excel® spreadsheets and workpapers. This integration delivers more reliable results while keeping costs under control.
CPE Field of Study: Taxes
Foreign Account Reporting and Compliance Update
The 2010 HIRE Act added numerous changes in the foreign account reporting area. The IRS has stepped up its large-scale initiative to seek out taxpayers with undisclosed foreign bank accounts and the penalties for non-compliance are extremely severe. You and your clients cannot be caught unaware! Understand your clients' obligations and the requirements and procedures for reporting on foreign accounts in this helpful review and update session.
CPE Field of Study: Taxes
Hot Topics in Tax Practice & Procedure
New IRS rules and regulations have changed on how tax practice is conducted and how client relationships and communications must be managed. This practical discussion provides updates and insights on new tax practice and procedure standards and what practitioners need to do to comply with heightened professional responsibility requirements.
CPE Field of Study: Taxes
International Tax Traps for the Unwary: IRS Forms and Reporting Obligations
Don’t be caught unaware! Learn about the increasingly heightened disclosure obligations for taxpayers with cross-border activities and the IRS forms that must be filed. This practical review focuses on common scenarios for taxpayers with such reporting obligations - who must file certain IRS forms, when the forms must be filed and what to avoid.
CPE Field of Study: Taxes
IntelliConnect® Productivity Tools: Getting to Your Answers Faster!
Improve productivity by leveraging the many time-saving features and tools included in IntelliConnect®. Explore research Best Practices and leverage the sample workpapers, decision trees and templates versus recreating the wheel. This course also covers CCH@Hand, another tool integrated into your workflow to find faster answers to your tax questions, check citations and copy material directly into email and Microsoft® Office applications.
CPE Field of Study: Specialized Knowledge & Applications
Multi-State Return Processing Using ProSystem fx® Tax
Learn how to streamline the processing of multi-state tax returns using ProSystem fx® Tax for Individuals, C and S corporations and partnerships. Review the fundamentals and detailed examples focusing on topics such as creating multiple state returns, the sourcing of state data, allocation and apportionment best practices for businesses, composite returns, and state unitary/combined return processing.
CPE Field of Study: Taxes
ProSystem fx® Tax - Form 1040 - Tips and Tricks
Get the right answers to your tough 1040 return preparation questions with this advanced course. Topics include handling auto trade-ins, net operating losses, setting up the annualized income method of estimating taxes, Form 1045-Application for Tentative Refund, discharge of indebtedness, vacation home properties and more.
CPE Field of Study: Taxes
ProSystem fx® Tax - Form 1065 Preparation Techniques
Learn the finer details of the Partnership program. This course will cover topics such as the inner workings of complex, tiered allocations, specific examples of automatic Income/Capital allocations when there are or are not transfers of interest during the year, and the proper setup and use of the new affiliate return feature. Discussion will also include the use of import/export capabilities using Microsoft® Excel and the do’s and don’ts of preparing Schedule M-3.
CPE Field of Study: Taxes
ProSystem fx® Tax — What’s New for 2010
Get a head start on the 2010 tax return filing season. Hear about the planned enhancements to the 2010 ProSystem fx® Tax program including, system and technology improvements and changes due to legislative activity. You will also learn how these enhancements will affect your firm's processing methodology for the upcoming season. Designed for experienced ProSystem fx® Tax users.
CPE Field of Study: Specialized Knowledge & Applications
Roth IRA Conversion Issues and Strategies
Learn the ins and outs of Roth IRA conversions and how to take advantage of the new rules and opportunities. In the past, taxpayers with AGI above $100,000 were precluded from converting traditional IRAs to Roth IRAs. But now, this limitation is lifted and many more taxpayers can convert to a Roth IRA. This planning-focused session will review the practical and tactical issues surrounding Roth IRA conversions and will provide the keys to successful conversion strategies for your clients.
CPE Field of Study: Taxes
Sales & Use Tax Compliance, Audit and SST
Need a basic overview of sales and use tax compliance? In this session we'll cover important topics such as nexus, tax return filing requirements, local issues, general exemptions, exemption certificate management, consumer use tax, manufacturing exemptions, differences among states, sales and use tax automation, audit defense, and tax consulting. The presenter will also discuss recent developments relating to Streamlined Sales Tax (SST) as a result of the current economic difficulties that states are experiencing.
CPE Field of Study: Taxes
Tax Function Optimization - The Role of Technology in Preparing Tax Provisions and Managing Risk
Learn how to create an effective tax accounting function within the corporate environment including managing the regulatory environment, expectations of today’s tax department, elements of a successful strategic plan, data considerations and the role of tax technology.
CPE Field of Study: Taxes
Tax Law Update for Estates and Trusts
Tax professionals face an unprecedented level of uncertainty regarding estates and trusts, as well as the ongoing stream of new developments for estates and trusts. This session will arm you with the knowledge to help you effectively advise your clients on important planning issues and tax considerations for estates and trusts, and give you tips and practical suggestions to help you advise clients on today's challenges and opportunities.
CPE Field of Study: Taxes
Tax Research Consultant™ - Streamlining Your Workflow and Finding Your Answers
With the Tax Research Consultant™ (TRC), you can find practical, real-world solutions to the important tax issues your clients face — and expect you to know how to handle. Written by a team of experienced tax practitioners, TRC integrates thorough explanations with interactive practice aids, real-world examples, sample calculations, worksheets and other tools to help you offer trusted advice on the full range of tax transactional issues your clients face. In this session, you’ll learn how to put TRC to work to make a difference for your practice.
CPE Field of Study: Specialized Knowledge & Applications
The Long Arms of State Taxing Authorities: Nonresident Income Tax Allocations and Audit Issues
Do you, your employees or any of your clients travel across state lines for business? If the answer is “yes,” do you track these cross-border trips and do you know what the tax obligations are to those other states? If the answer is “no,” you better watch out, because you may be hearing from an out-of-state tax auditor. Learn why out-of-state tax auditors are looking to tax anyone who crosses their borders to do work and how they may have you or your clients in their tax collection cross-hairs. This hot topic session will help you understand the scope of nonresident income tax allocation issues and how they affect both individuals and employers on a multistate basis.
CPE Field of Study: Taxes
What's New with Electronic Filing
Stay on top of the recent electronic filing changes and learn the best practice suggestions for electronic filing. Course topics include IRS e-Services, 5500 Signing Ceremony and 1040 Modernized e-file.
CPE Field of Study: Taxes
2010 Quantum of Gadgets
Roman Kepczyk, aka CITP 008, shares with you the latest gadgets to improve productivity in your firm and bring some excitement to your life! Whether you are in the office or on the go, there are new technologies and gadgets that streamline production processes and improve communications. Find out what trends and tools are on the leading edge, as well as those that are beyond the bleeding edge and just “out there.”
CPE Field of Study: Computer Science
Better Options for Backup
"As long as you have your data, we can recover everything else." How many times have you or your organization gone to your backup only to find it bad or missing? Discover new alternatives for keeping your data safe, such as backup appliances with complete virtualization capability, internet-based backups, continuous data protection and alternate backup media. Can you really afford to take chances with your most valuable asset - your organization's data? Learn better ways to back up your data by participating in this session.
CPE Field of Study: Computer Science
Implementing Scanning Technologies
Implementing the right scanning solution and technologies for your business is a critical factor to the success of transitioning to a paperless office. Learn how to implement a scanning solution that will meet the current and future demands of your business and continue to increase productivity and efficiency. Topics include scanner selection and criteria, software applications and utilities, and staffing considerations.
CPE Field of Study: Computer Science
Portals – Developing an Effective Strategy
Everyone’s thinking about them and many firms are already reaping some of the early benefits of establishing a client portal. In the long run, an effective portal strategy has the potential to significantly enhance the CPA/client relationship. In this session we will review alternative portal strategies and how to develop a roadmap that will achieve your objectives. We will review innovative portal applications, technology considerations, a step-by-step deployment approach, portal administration tasks and how to promote your portal as a client benefit.
CPE Field of Study: Specialized Knowledge & Applications
ProSystem fx® Suite (SaaS) Data Migration
One of the many benefits of the Next Generation ProSystem fx® Suite is the sharing of common firm, client and staff information across all products. This session will focus on best practices for migrating multiple foundation products to the Suite. Topics include creating a data migration plan, interpreting migration diagnostic reports, and migrating common and application specific data.
CPE Field of Study: Specialized Knowledge & Applications
ProSystem fx® Suite (SaaS) Preparation and Planning
Whether implementing the Next Generation ProSystem fx® Suite next month or next year, it's never too soon to start planning. Attend this session to learn about the resources available to ensure a successful transition to the new Suite, and become familiar with important Suite concepts. Topics include data analysis, organization structure and training considerations.
CPE Field of Study: Specialized Knowledge & Applications
ProSystem fx® Tax (SaaS) Data Migration
Learn how to migrate client, staff and return information into Tax (SaaS). This session will include in-depth discussions around migration considerations for customers moving to ProSystem fx® Tax (SaaS) from foundation Tax applications. Topics also include installing the data migration utility, creating a data migration plan and interpreting migration diagnostic reports.
CPE Field of Study: Specialized Knowledge & Applications
Securing the ProSystem fx® Suite
Security should be at the forefront of any firm's IT strategy, but how well does that strategy encompass the ProSystem fx® Suite? In this session you will learn about the various security mechanisms internal to ProSystem fx® applications including, security groups, user rights, passwords and service accounts. You'll also learn about security related infrastructure concerns around SQL Server, file storage and off site data management.
CPE Field of Study: Computer Science
top of page
Supporting and Optimizing ProSystem fx® Document
Keeping your hardware and software systems performing to their fullest potential is critical in a digital office. Topics for this session will include backup, maintenance and optimization tips, troubleshooting techniques, and security considerations related to your use of ProSystem fx® Document. By understanding how your staff will use Document in conjunction with other applications in the ProSystem fx® Suite, you'll be able to better support them and ensure their productivity.
CPE Field of Study: Computer Science
Supporting and Optimizing ProSystem fx® Engagement
By fully understanding the features of ProSystem fx® Engagement, you’ll be able to assist your firm with minimizing administrative processes, maximizing efficiency and streamlining support for staff. This session will show you the utilities within Engagement that will make your job easier, and the agenda will include a discussion of current topics that affect your firm.
CPE Field of Study: Computer Science
Supporting and Optimizing ProSystem fx® Suite (SaaS)
The Next Generation of the ProSystem fx® Suite is driven by Smart Client technology that provides a single point of access to all applications in the Suite. Presented from an IT perspective, this session covers important Smart Client and Suite installation and configuration topics. Attendees will learn about Suite system requirements, bandwidth considerations, Active Directory integration, staff and client security, and dashboard configurations.
CPE Field of Study: Computer Science
Trends in Virtualization
Virtualization technologies are continuing to transform IT environments. Learn about the major vendors in virtualization, their various solutions and how your firm can benefit from this emerging technology. Topics include virtualization and the ProSystem fx® Suite, redundancy and disaster recovery, deployment, cost savings, and test environments.
CPE Field of Study: Computer Science
What You Should Know and Consider When Moving to the Cloud
Moving to the cloud will immediately change your current technology plan. From spam filters, to email servers, to your office suite, to your CCH solutions and more, there’s a lot to consider and plan for. Join this discussion to learn about both strategic and technical concepts you should know and consider when planning your firm’s move to the cloud.
CPE Field of Study: Specialized Knowledge & Applications
Working with Microsoft® Office 2010
Learn more about the latest release of Microsoft® Office and its features and benefits in a modern office environment. In addition to the new functionality, the overall use in a modern day CPA firm will be discussed and demonstrated as part of an overall desktop strategy for the future. Microsoft® Office 2010’s interaction and support with CCH products will also be demonstrated and discussed.
CPE Field of Study: Specialized Knowledge & Applications
Organization Size
To ensure attendees find CCH User Conference 2010 beneficial, we will offer topics that are of interest to small, medium, and large organizations. Topics will be the same for all groups:
- Small Organizations — 1 – 9 users
- Medium Organizations — 10 – 49 users
- Large Organizations — 50+ users