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Checkpoint
Checkpoint Functionality - Fundamentals
Checkpoint
Checkpoint Functionality: Basic Functionality for University Students and Professors
Price: Free

This recorded webinar is designed specifically for university students and professors who utilize Checkpoint as part of their tax and accounting curriculum. You will learn how to log on to the system, both through the school network and from an off-campus site. Students will learn different methods of research, including Keyword, Citation, Table of Contents and Index searching and how to save information for homework assignments. You will also learn about the different databases in your subscription. Students and professors alike will walk away from this course with a better understanding of how to utilize Checkpoint both in and out of the classroom.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint
Checkpoint Functionality: Getting Started with the Basics
Price: Free

The material covered in this recorded webinar gives you the groundwork needed to use Checkpoint for your research. Basic functionality is the same in all practice areas, so whether you are researching international, federal or state tax issues, accounting, pension, estate, or payroll, what you learn here will apply to all! This course shows you how to keyword search, perform a citation search, efficiently navigate in the system and how to set yourself up to receive newsletters by e-mail so you can stay up-to-date on the latest happenings in your field.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

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Federal Tax
Checkpoint
Checkpoint Functionality: How to Use Cost Basis Plus
Price: Free

Researching cost basis and security payment information has been a grueling and time-consuming process.  Cost Basis Plus is an automated securities payment research tool designed to do in seconds what may otherwise take days.  In this brief, informative session you will learn how to search the Cost Basis database by defined variables, easily find dividends by CUSIP or Ticker symbol and see a demonstration of the interactive calculator.  You will also learn how to easily find related securities based on mergers, acquisitions or other corporate actions to help you identify the original security, and easily print or save your work.  As a result of attending this session, you will realize the time saved and never want to manually research cost basis again!


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
25 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint
Checkpoint Functionality: Tax Research for Attorneys (30-Minute Webinar)
Price: Free

This 30-minute recorded webinar is designed with the legal researcher in mind. During this course you will learn how to search by keyword and use customized Citation templates to find targeted documents. You will also learn how to use the Citator feature to help you quickly locate important case information. Lastly, you will learn how to access the Table of Contents for a source using the book icon shortcut from the Search screen, customize your newsletter preferences and take advantage of other time saving features like highlighting text and adding notes.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

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Payroll
Checkpoint
Checkpoint Functionality: Payroll Research (30-Minute Webinar)
Price: Free

This 30-minute recorded webinar will equip you with various search methods, including search by keyword, citation, index or table of contents, to help you find expert guidance and primary source content in your payroll library on Checkpoint. You will also learn how to keep up-to-date with new developments using the Payroll Guide Newsletter and compare information across multiple states using the Payroll Create-A-Chart tool.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Pension & Benefits
Checkpoint
Checkpoint Functionality: EBIA Benefits Compliance Research (30-Minute Webinar)
Price: Free

If you subscribe to any of the EBIA Compliance Manuals on Checkpoint, this training is for you! During this recorded 30-minute webinar you will learn how to get the most out of your EBIA library on Checkpoint, using a variety of features and search methods, including keyword searching, finding documents by citation, browsing content in the table of contents and using the Home screen. You will also learn how to use document icons to help you save and store your research and sign-up for email delivery of the EBIA Weekly.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint
Checkpoint Functionality: Getting Started NDX Nondiscrimination Testing
Price: Free

This training is designed for customers who currently subscribe to the Nondiscrimination Testing Tool on Checkpoint. In this class you will learn how to efficiently run Nondiscrimination Testing, using customized Excel templates integrated within the tool. In addition, you will learn how to access detailed reports of test results, link to reference material on Checkpoint and find supporting documentation including the User Guide and answers to frequently asked questions.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint
Checkpoint Functionality: Getting Started with The ACA Decision Support Tool
Price: Free

This recorded training will teach you how to get started using the ACA Decision Support Tool on Checkpoint. You will learn how to use the Employer Survey to input employer-specific data to generate a customized analysis of the impact of the Affordable Care Act. You will also learn how to model various scenarios and generate customized client reports for employer-provided health benefits.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint
Checkpoint Functionality: Pension & Benefits Research - RIA & EBIA (30-Minute Webinar)
Price: Free

This training is designed for customers who subscribe to any combination of Pension or Benefits research from RIA, WG&L or EBIA on Checkpoint. During this 30-minute recorded webinar you will learn various search methods, including searching by keyword, citation, index or table of contents, to help you find expert guidance and news from EBIA, RIA and WG&L authors and primary source content from the IRS, ERISA, DOL and PBGC.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Estate Planning
Checkpoint
Checkpoint Functionality: Estate Planning Research (30-Minute Webinar)
Price: Free

If you subscribe to Estate Planning products on Checkpoint, this recorded training is for you! During this training you will learn how to use various search features in Checkpoint to find the answers you need within your Estate Planning products. This training will equip you to search by keyword or citation, to find expert analysis from RIA & WG&L authors, new developments and primary source materials including Code & Regs, IRS Rulings, Cases and more.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

International Tax
Checkpoint
Checkpoint Functionality: Researching IBFD (30-Minute Webinar)
Price: Free

This training is designed for customers who currently subscribe to any of the IBFD International Tax products on Checkpoint.  During this class, you will learn how to browse through the IBFD Materials in your library and how to use these sources when conducting a keyword search.  You will also learn how to take advantage of additional lBFD Search Templates and Productivity Tools.  Finally, you will learn how to keep up-to-date on new developments in the industry.  The session will end by showing you how to access all of this information from a single dashboard - the Home tab.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint
Orbitax Functionality: Using Orbitax Essential International Tax Solution
Price: Free

In this class, you will learn how to use and leverage Checkpoint's Essential International Tax Solutions to create entity charting while utilizing management capabilities. You will also see how to combine tax rate and compliance information in the Research/Planning and Compliance Solutions to create, display, and maintain your own specific company data, including entity charts & attributes, transactions, and tax compliance commitments.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Accounting & Auditing
Checkpoint
Checkpoint Functionality: Accounting, Audit, & Corporate Finance for Universities
Price: Free

This recorded training is designed for University students and professors who have access to an Accounting, Audit or Corporate Finance library on Checkpoint, through their university. During this training you will learn how to login to Checkpoint, keyword search and navigate results, find documents by citation and access newsletters. Students and professors alike will walk away from this course with a better understanding of how to utilize Checkpoint both in and out of the classroom.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Checkpoint Learning
Administrator - CPE Tracking and Compliance
Checkpoint Learning
Checkpoint Learning Functionality: Administrators - Tracking CPE for the Firm
Price: Free

This course introduces you to many of the features and tools that you can use to set up and maintain the CPE needs of your firm's professionals in Checkpoint Learning. You will learn about creating learner profiles for your Checkpoint Learning users and tracking each users's CPE. You will also learn about creating e-mail alerts to remind users about their upcoming CPE deadlines.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
40 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: Firm Administrator Training for Subscription Packages
Price: Free

This training is intended for administrators new to their subscription package with Checkpoint Learning and covers the following:

  • How to login
  • How to change your password
  • How to add a professional designation
  • How to set up the tracking component
  • How to add CE history and documentation
  • How to access your purchased training (via the MyCPE tab)
    1. Online
    2. Download
    3. Online Grading
    4. Webinars
    5. Register for Seminars
    6. Checking your discount consumption
  • How to use the Competency Module (Premier Plus Customers only)
    1. How to choose competencies
    2. Assess competencies
    3. Invite Manager to assess competencies
    4. Complete courses linked to competencies from your assessment
  • How to use the Course Catalog

Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Administrator - Managing In-Firm Training
Checkpoint Learning
Checkpoint Learning Functionality: Administrators - Managing In-House Training with Checkpoint Learning’s University
Price: Free

This course discusses the multiple learning management tools available with Checkpoint Learning’s University module for managing and automating in-house CPE. You’ll learn about marketing your firm’s courses to professionals, storing course material, generating sign-in sheets and name tags, collecting course evaluations, and electronically issuing course attendance certificates, all from your own branded university.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
48 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Administrator - Learning Plans
Checkpoint Learning
Checkpoint Learning Functionality: Administrators - Creating and Managing Learning Plans
Price: Free

This course introduces Checkpoint Learning’s learning path module, which administrators can use to assign courses to users and monitor their employee’s professional development. You will learn how to create a learning path, assign learning paths and courses to professionals, and run reports.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
25 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Administrator - Reporting
Checkpoint Learning
Checkpoint Learning Functionality: Administrators - Reporting
Price: Free

This course introduces you to Checkpoint Learning’s many reporting features. You will learn about the reports that you can generate from the Employee tab and from the University tab. You will also learn how to generate custom reports and how to export your learning management system database from Checkpoint Learning to a format accessible by Microsoft Access.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
25 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Learner - CPE Tracking
Checkpoint Learning
Checkpoint Learning Functionality: CPE Tracking for the Licensed Professional
Price: Free

This course clarifies how to track and monitor your CPE history and activities on Checkpoint. You’ll learn about creating status reports to compare your CPE progress against your CPE requirements. You will also learn how to add additional CPE activities and upload certificates and documents.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
12 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint Learning
Checkpoint Learning Functionality: Professional Training for Subscription Packages
Price: Free

Discover how Checkpoint Learning makes tracking and accessing CPE effortless! This recorded webinar is designed for Independent Professionals or Practitioners to make the most of their Checkpoint Learning experience. From managing license requirements, to completing training to meet those requirements - this webinar will ensure you are set up for success in managing your CE and License requirements.

Note: This webinar does not qualify for CPE credit.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
22 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Checkpoint Tools
Checkpoint Tools
Checkpoint Tools
Checkpoint Tools Functionality: PPC Audit Practice Aids
Price: Free

This course demonstrates use of the four tool types available (PPC's Practice Aids, PPC's Workpapers, PPC's Interactive Disclosure Libraries, and PPC's Engagement Letter Generator) with an emphasis on the PPC functionality built into the Checkpoint Tools for PPC program and the Microsoft; Word and Microsoft; Excel templates that house the PPC Tools.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Checkpoint World
International Tax
Checkpoint World
Checkpoint World Functionality: Getting Started with the Basics
Price: Free

Checkpoint World is a comprehensive online global research solution for tax and accounting professionals working with multinational corporations. In this session you’ll learn how to access your subscription, navigate the platform and quickly search primary source materials by country, access expert commentary and analysis, view newsletters and create alerts to keep you informed.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint World
Checkpoint World Functionality: Research Basics for U.S. Practitioners
Price: Free

Checkpoint World is a global research solution for tax and accounting professionals working with multinational corporations. This session is specifically designed to meet the needs of current Checkpoint subscribers, based in the United States.

In this session you’ll learn how to access Checkpoint World from your current Checkpoint subscription, navigate the platform and easily locate the content you need such as:

  • Global Tax legislation translated into English
  • International treaties
  • Primary source materials like: bills, amendments, proposals, and cases
  • Commentary and analysis from respected practitioners and subject matter experts
  • And newsletters to keep you informed

 

As a result of attending this eLearning session, you’ll learn the basic features and functionality Checkpoint World offers to streamline the workflow of tax and accounting professionals around the world.

*If you are NOT a U.S. based researcher, please see Checkpoint World: Research Basics for Global Practitioners


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
15 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

PPC's SMART Practice Aids
SMART Practice Aids - What's New
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Integration with Advance Flow (30-Minute Webinar)
Price: Free

In this class you will learn how SMART Practice Aids easily integrates with AdvanceFlow, the first web-based audit management application. You will learn how to work with SMART in AdvanceFlow to collaborate on even the most complex jobs anytime, anywhere. Built on the GoFileRoom platform that's already used by most of the top accounting firms around the U.S., AdvanceFlow features deep integration with PPC's SMART Practice Aids.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Learn How to Easily Install
Price: Free

Join one of our IT experts to listen to tips on installing PPC’s SMART Practice Aids.  This class is designed for the person in your firm responsible for installing and updating SMART Practice Aids.  You can also take advantage of learning about the best practices when installing SMART Practice Aids!

This class will review the various options and help you determine the best installation approach.  You will learn tips and tricks to ensure a successful installation.

NOTE: This course is intended for experienced IT personnel responsible for administrative and network installation and support of SMART Practice Aids. If you only use local installation, you do not need to attend this class.  Always refer to the support site for current system requirements documentation.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Prepare for Installing Database Upgrade to SQL Express 2008 R2
Price: Free

Join one of our IT experts and prepare for installing PPC’s SMART Practice Aids database upgrade to SQL Express 2008 R2.  This class is designed for the person in your firm responsible for installing and updating SMART Practice Aids.  You can also take advantage of learning about the best practices when installing SMART Practice Aids!

Firms that have traditionally used an Active Directory group policy to push SMART products to their user community will have an opportunity to review the options and learn tips and tricks.

NOTE: This course is intended for experienced IT personnel responsible for administrative and network installation and support of SMART Practice Aids.  If you only use local installation, you do not need to attend this class.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
50 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Risk Assessment
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Risk Assessment
Price: Free

This recorded class is designed for subscribers to SMART Practice Aids - Risk Assessment that do not have Field Work. Users of SMART Practice Aids Field Work should refer to classes available for that product.You will see how SMART works together and integrates with Checkpoint and Checkpoint Tools. You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs. You will also see how to easily access important installation and implementation guidance and support


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Field Work
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Field Work & Risk Assessment - for firms not using external engagement software
Price: Free

This recorded class is designed for Field Work users who do NOT use paperless engagement software.If you DO use paperless engagement software, you should refer to the class for SMART Field Work With Paperless Software. In this class, you will see how SMART works together and integrates with Checkpoint and Checkpoint Tools. You will learn how to plan and execute the entire PPC audit process within SMART. You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs.And, you will also see how to easily access important installation and implementation guidance and support.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Field Work & Risk Assessment - for firms using any external engagement software
Price: Free

This recorded class is designed for Field Work users who use paperless engagement software.  If you do NOT use paperless engagement software, you should refer to the class for SMART Field Work Without Paperless Software. In this class, you will see how SMART works together and integrates with Checkpoint and Checkpoint Tools.  You will learn how to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, tailoring and completing audit programs, and generating SMART Image Documents to store in your paperless software.  And, you will also see how to easily access important installation and implementation guidance and support.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Disclosure
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Getting Started with Disclosure
Price: Free

In this recorded webinar, learn how to use PPC’s SMART Practice Aids – Disclosure, fully integrated with the SMART Practice Aids Risk Assessment and Internal Control, as well as Field Work. You will learn how to take advantage of the dynamic SMART Practice Aids functionality when creating and completing your disclosure checklists. Also, you will learn how to easily create, customize and maintain Firm Libraries of approved note disclosures. See how to easily key word search example note disclosures in your Firm Libraries and PPC Libraries. And learn how to easily update your disclosure checklist to ensure you and your staff are using the most current checklist available on each engagement.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Checkpoint Tools
PPC's SMART Practice Aids
Checkpoint Tools Functionality: PPC Audit Practice Aids
Price: Free

This course demonstrates use of the four tool types available (PPC's Practice Aids, PPC's Workpapers, PPC's Interactive Disclosure Libraries, and PPC's Engagement Letter Generator) with an emphasis on the PPC functionality built into the Checkpoint Tools for PPC program and the Microsoft; Word and Microsoft; Excel templates that house the PPC Tools.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Beyond the Basics (30-Minute Webinar)
Price: Free

Are you ready to learn features above and beyond the basics? Join us in this 30 minute recorded webinar to learn how to use SMART multi-user functionality, clear your risk assessments or regenerate an audit area. You will also learn tips and tricks with these helpful functions: suppress printing of Practical Considerations, enabling additional SMART modules after an engagement is created, transfer, receive, backup, and engagement wrap-up.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

View Alternate Courses


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Compilation and Review
Price: Free

Learn how to increase efficiency by using SMART Practice Aids - Compilation and Review. You will learn how to easily automate your industry-tailored checklists and forms for the engagement planning and performance of your compilation and review engagements. In this class the instructor will explain how to utilize the dynamic SMART functionality of the leading engagement process delivered in PPC's Guide to Compilation and Review Engagements.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Engagement Rollforward
Price: Free

Engagement Rollforward is a powerful feature that allows you to:

  • Create a new engagement based on a prior-period or master engagement.
  • Bring forward settings and customization from a prior-period engagement.
  • Optionally bring forward planning from responses, identified risks, risk assessments, and audit approaches from a prior-period engagement.
  • View significant PPC changes to planning form questions and audit procedures.

In this recorded webinar, you will see live examples of rolling forward intact and rolling forward regenerate.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

34 results.