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The Timely Demise of Scheduling Spreadsheets in the Accounting Industry

  • Accountant
  • CPA (CA)
  • CPA/CITP
  • CMA
  • CPA (US)
  • CVA
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

During this online continuing education course, Bill Cornfield, President and founder of WSG, will discuss the reasons scheduling spreadsheets are common in the accounting industry, and will examine the pros and cons of their use. 

In this online CPE webinar Mr. Cornfield will also discuss the elements that should be included in a better scheduling tool, and what improved scheduling can mean for firm productivity and profitability.

This online CPE course covers the following key topics:

  • Would you know if your projects and project deliverables are behind schedule?
  • Would you know if more staff or resources are needed for a particular project?
  • What administrative and management oversight functions are built-in to ensure project schedules are kept up-to-date?
  • How would you prevent an unauthorized user from modifying project schedules?
  • Are you able to see what users are available?

Learning Objectives

  • To review why scheduling spreadsheets are popular in the accounting industry
  • To discuss the challenges accounting firms face using spreadsheets for scheduling and time reporting
  • What are alternative solutions to help improve firm efficiency and productivity – and therefore, profit

Recommended For

  • This online CPE webinar is recommended for Mid Sized and Large Sized CPA Firms and other accounting professionals who require precise, data-driven tools that will work across their devices, whether they are in the office or on the go.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CEO
  • Certified Information Technology Professionals
  • Certified Public Accountant (CPA)
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Director of Accounting
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPD Credit for Certified Information Technology Professionals (CITP)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Bill Cornfield

President, WSG Systems Corp

Bill Cornfield is the founder of WSG. In his current role he regularly consults with senior management of WSG’s clients regarding all aspects of their professional services organizations. He is a respected expert in client/server, mobile and web computing technology. Before starting WSG, Mr. Cornfield served as Vice President and Director of the Electronic Banking Division at J.P. Morgan Chase in New York. He was responsible for the development of the world’s first commercial Home Banking System, Pronto for J.P. Morgan Chase and BankLink a corporate cash management system. Prior to joining J.P. Morgan Chase, he was with Deloitte where he was responsible for working with large clients performing systems reviews and analysis. He is a CPA, and holds a Master's Degree in Business Administration from the University of Chicago.

About Company

WSG Systems Corp

go.empiresuite.com/

WSG Systems Corp. was founded in 1984.  WSG’s sole focus is developing best of breed solutions for project-oriented businesses for time and expense entry, resource scheduling and comprehensive time off management.  The Empire SUITE, our flagship product, is comprised of robust, easy-to-use applications including Empire TIME, Empire EXPENSE, Empire RESOURCE and Empire TIME OFF.  The Empire SUITE also includes Empire AUTOMATED TAX SCHEDULING, an artificial-intelligence based tool for automatically scheduling tax compliance work.  The Empire SUITE is designed to simplify time and expense entry, efficiently schedule resources, and help firms gain a better understanding of their overall performance and help them improve their profitability.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.2

111 Ratings

Excellent

39

Very Good

53

Average

17

Poor

1

Terrible

1

JP

James Painter, Accountant, CPA (US)

Jun 30th, 2021

Good.

VM

Victoria Martin

Jun 30th, 2021

I would not say a waste of time, but I gained no real valuable information. I have been trying to find a decent scheduling package for over 30 years and there are really very few out there that are reasonably affordable or will do all the things that they say they will do.

LL

Leslie Linsey, CPA (US)

Jun 30th, 2021

it was interesting but the presenter uses the term UM way too much and it was very annoying

MM

Mostafa Maksy, Accountant, CPA (US)

Jun 30th, 2021

Very good.

KE

Kareem Elhossary, Accountant, CPA (US)

Jul 2nd, 2021

Good

The Timely Demise of Scheduling Spreadsheets in the Accounting Industry

FREE

1 Credit

Subject Area

Accounting

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