Accounting Day is AEI’s annual live education event that has been pushed back to October 25, 2021 due to COVID “live gathering” restrictions.
AEI’s primary focus is live events and webinars with webinars becoming the main focus since Covid. These events are not intended to be Accounting Day substitutes. Contact Jim Colville at: 858-682-9668 or ContactUs with questions or topic and speakers suggestions or if you wish to book a special or private webinar. Our webinar formats are quite diverse. This is noted on each webinar page and summarized here. Newly added noted with N Register Now Button not working? We find that trying a different browser usually helps.
Upcoming 2024 Live and Virtual Events
Please check back
Past 2024 Live Events and Webinars
Septemeber 19, 2024 9:00 am – 11:00 am PST (2.0 CPE)
Communicate Your Organization’s Activities and Successes More Effectively
Through Financial Reporting Including Creative Visuals
Exclusively for Nonprofits, Churches and HOAs and Their Advisors
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
September 3, 2024 2:00 pm – 4:00 pm (2.0 CPE)
Effective Time Saving Tools and Data Security in Today’s World
Including New and Surprising Excel Features
Personal Development / Fraud
Jim Colville, CPA, CFE-Retired
August 16, 2024 1:00 pm – 3:00 pm PST (2.0 CPE)
Solar Tax Credits in 2024 and Calif NEM 3, Including Solar Tax Credit Sharing
for Nonprofits, Churches and HOAs and Organizations That Don’t Qualify for Tax Credits
Including direct pay timing and procedures
Technical
Jim Colville, CPA, CFE Retired
August 6, 2024 2:00 pm – 4:00 pm PST (2.0 CPE)
Communicate Your Organization’s Activities and Successes More Effectively Through Financial Reporting.
Exclusively for Nonprofits, Churches and HOAs and Their Advisors
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
July 16, 2024 1:00 pm – 4:00 pm PST (3.0 CPE)
Detecting Fraud With Creative Internal Controls and Using Excel Techniques
Fraud and Technical
Jim Colville, CPA, CFE-Retired
April 16, 2024 2:00 pm – 4:00 pm PST (2.0 CPE)
Communicate Your Organization’s Activities and Successes More Effectively Through Financial Reporting.
This Course was Originally Designed for Commercial Enterprises, We Now Include Nonprofits, Churches and HOAs
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
April 9, 2024 1:00 pm – 3:00 pm PST (2.0 CPE)
Solar Tax Credits in 2024 and Calif NEM 3
Including Solar Tax Credit Sharing for Nonprofits, Churches and HOAs
and Available Rebates
Technical
Jim Colville, CPA, CFE Retired
March 27, 2024 9:00 am – 11:00 am (2.0 CPE)
Effective Time Saving Tools and Data Security in Today’s World
Personal Development / Fraud
Eldercare Resource Team
Jim Colville, CPA, CFE-Retired
Past Live Events and Webinars-2023 & Prior
November 7, 2023 8:00 am – 12:00 Noon (4.0 CPE)
Financial Ratios
Accounting and Auditing
Jim Colville, CPA,CFE-Retired
October 26, 2023 9:00 am – 11:00 am (2.0 CPE)
Gone Without a Trace
For Churches, Nonprofit Organizations and HOAs
Fraud / Accounting and Auditing
Jim Colville, CPA, CFE-Retired
September 20, 2023 1:00 pm – 3:00 pm PST (2.0 CPE)
Solar Tax Credits in 2023 and Calif NEM 3
Including Solar Tax Credit Sharing for Nonprofits, Churches and HOAs
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
August 22, 2023 9:00 am – 12:00 Noon (3.0 CPE)
Excel – Dynamic Arrays
Ten Times the Power and One-Tenth the Time
Course Description
Technical
Jim Colville, CPA, CFE-Retired
July 6, 2023 9:00 am – 12:00 Noon (3.0 CPE)
Excel – Dynamic Arrays
Ten Times the Power and One-Tenth the Time
Course Description
Technical
Jim Colville, CPA, CFE-Retired
June 28, 2023 1:00 pm – 3:00 pm PST (2.0 CPE)
Solar Tax Credits in 2023 and Calif NEM 3
Including Solar Tax Credit Sharing for Nonprofits, Churches and HOAs
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
May 24, 2023 8:00 am – 12:00 Noon (4.0 CPE)
Preventing Fraud
Accounting and Auditing
May 16, 2023 9:00 am – 12:00 Noon PST (3.0 CPE)
Solar Tax Credits in 2023 and Calif NEM 3
Including Solar Tax Credit Sharing for Nonprofits, Churches and HOAs
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
May 9, 2023 8:00 am – 12:00 Noon (4.0 CPE)
Detecting Fraud
Accounting and Auditing
April 5, 2023 9:00 am – 11:00 am (2.0 CPE)
Gone Without a Trace
Eldercare Resource Team-Part 1 of 3
Fraud / Accounting and Auditing
Jim Colville, CPA, CFE-Retired
March 20, 2023 9:00 am – 12:00 Noon (3.0 CPE)
Excel – Dynamic Arrays
Ten Times the Power and One-Tenth the Time
Course Description
Technical
Jim Colville, CPA, CFE-Retired
February 27, 2023 9:00 am – 12:00 Noon PST (3.0 CPE)
Solar Tax Credits in 2023 and Calif NEM 3
Including Solar Tax Credit Sharing for Nonprofits, Churches and HOAs
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
IMA 2022 Annual National Conference & Expo (Live)
(Institute of Management Accountants)
June 14, 2022 – Austin Texas
Excel Dynamic Arrays
Speaker: Jim Colville, CPA, CFE – Retired
Technical
April 20, 2022 9:00 am – 11:00 am (2.0 CPE)
Gone Without a Trace
Eldercare Resource Team
Fraud / Accounting and Auditing
Jim Colville, CPA, CFE-Retired
December 13, 2022 10:00 am – 12:00 Noon PST (2.0 CPE)
Solar Tax Credits for the Nonprofit Community
Technical
Panel; Moderator and Panelist: Jim Colville, CPA, CFE Retired
May 25, 2022 9:00 am – 12:00 Noon (3.0 CPE)
Excel – Dynamic Arrays
Ten Times the Power and One-Tenth the Time
Course Description
Technical
Jim Colville, CPA, CFE-Retired
April 6, 2022 10:00 am – 12:00 Noon PST (2.0 CPE)
Who Stole My Cheese – Profiles of Different Fraud Perpetrators and How to Prepare for Them
Fraud / Accounting and Auditing
Mark Dauberman, CPA EMBA
March 2, 2022 10:00 am – 12:00 Noon PST (2.0 CPE)
Money Talks Don’t Let it Walk
Fraud / Accounting and Auditing
Mark Dauberman, CPA EMBA
February 17, 2022 10:00 am – 12:00 Noon PST (2.0 CPE)
Fraud Essentials: Who-How-Why-What
Fraud / Accounting and Auditing
Mark Dauberman, CPA EMBA
February 24, 2022 1:00 pm – 5:00 pm PST (4.0 CPE)
Using Excel to Detect Fraud-Part I and II
Fraud and Technical
February 10, 2022 1:00 pm – 5:00 pm PST (4.0 CPE)
Audit Planning and Risk Assessment
Accounting and Auditing
January 27, 2022 9:00 am – 12:00 Noon (3.0 CPE)
Accounting Standards Update
Updates in 2021 and Updating key 2019 & 2020 Updates
Accounting and Auditing
January 26, 2022 1:00 pm – 5:00 pm PST (4.0 CPE)
GAAP Update Recent Pronouncements
Accounting and Auditing
January 18, 2022 9:00 am – 11:00 am PST (2.0 CPE)
Internal Control Common Misconceptions
Accounting and Auditing
January 11, 2022 1:00 pm – 5:00 pm PST (4.0 CPE)
Nonprofit Accounting and Auditing New Standards-Common Issues
Accounting and Auditing
November 18, 2021 1:00 pm – 5:00 pm PST (4.0 CPE)
Risk Assessment and Audit Planning-Common Issues
Accounting and Auditing
November 8, 2021 8:00 am – 11:00 am PST (3.0 CPE)
Post Accounting Day Q&A
Get Your Questions Answered from October 25
Accounting Day
Accounting and Auditing
September 16, 2021 1:00 pm – 5:00 pm PST (4.0 CPE)
Audit Planning and Risk Assessment
Accounting and Auditing
August 11, 2021 1:00 pm – 5:00 pm PST (4.0 CPE)
Nonprofit Accounting and Auditing New Standards-Common Issues
Accounting and Auditing
August 18, 2021 9:00 am – 11:00 am PST (2.0 CPE)
Internal Control Common Misconceptions
Accounting and Auditing
July 28, 2021 1:00 pm – 5:00 pm PST (4.0 CPE)
Auditing Issues with Nonprofit Organizations
Accounting and Auditing
June 29, 2021 1:00 pm – 3:00 pm PST (2.0 CPE)
Simple but Commonly Misunderstood Frauds
Accounting and Auditing
June 24, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Using Excel to Detect Fraud-Part I
Course Description
Fraud and Technical
June 16, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)
Excel-Working with Large and Multi-File Spreadsheets
Course Description
Technical
June 10, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel-Tables, Pivot Tables, Filters, and Queries
Course Description
Technical
June 3, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel-Dynamic Arrays
Ten Times the Power and One-Tenth the Time
Course Description
Technical
May 27, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel – Math, Formulas and Functions-Part 2
Course Description
Technical
May 25, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Using Excel to Detect Fraud-Part I
Course Description
Fraud and Technical
May 20, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel – Math, Formulas and Functions-Part 1
Course Description
Technical
May 18, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Preparing Financial Statements Using Excel
Course Description
Technical
May 13, 2021 3:00 pm – 4:00 pm PST (1.0 CPE)
How Do You Adapt to Change and Uncertainty?
5 Steps to Navigate Change & Uncertainty
Course Description
Personal Development
May 12, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)
Excel – Working with and Identifying Duplicates and Unique Values
Course Description
Technical
May 6, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel – Math, Formulas and Functions-Part 2
Course Description
Technical
April 28, 2021 9:00 am – 10:00 am PST (1.0 CPE)
How Do You Adapt to Change and Uncertainty?
5 Steps to Navigate Change & Uncertainty
Course Description
Personal Development
April 27, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)
Excel – Tables, Filters & Queries
Course Description
Technical
April 23, 2021 9:00 am – 10:00 am PST (1.0 CPE)
Excel in the Cloud and Other Platforms
Excel Today and in the Future
Course Description
Technical
April 20, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel-Working with Large Spreadsheets
Course Description
Technical
April 16, 2021 1:00 pm – 2:00 pm PST (1.0 CPE)
Excel – Dealing with Duplicates
Nano Session
Course Description
Technical
April 12, 2021 2:00 pm – 3:00 pm PST (1.0 CPE)
Excel – Surprise Fundamentals
Nano Session
Course Description
Technical
April 8, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)
Excel: Math, Formulas and Functions-Part 1
Course Description
Technical
March 30, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)x
Excel Dashboards and Other Reporting Concepts
Course Description
Technical
James M. Colville, CPA Retired, CFE
March 9, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel – VBA and Macros, A Comprehensive Introduction
Course Description
Technical
Jim Colville, CPA Retired, CFE
March 4, 2021 2:00 – 4:00 pm PST (2.0 CPE)
Hold On To Your Goods – Preventing & Detecting Inventory Fraud
Course Description
Fraud / Accounting and Auditing
Mark Dauberman, CPA EMBA
March 2, 2021 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel Dashboards
Course Description
Technical
Jim Colville, CPA Retired, CFE
February 26, 2021 10:00 – 11:30 am PST (1.5 CPE)
How Do You Adapt to Change and Uncertainty?
5 Steps to Navigate Change & Uncertainty
Course Description
Personal Development
Mark Bonser, Certified Life Coach
February 25, 2021 2:00 – 4:00 pm PST (2.0 CPE)
Internal Control Essentials – The Dynamic Nature of COSO
Course Description
Accounting and Auditing
Mark Dauberman, CPA EMBA
February 23, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)
Fraud Essentials: Who-How-Why-What
Course Description
Fraud / Accounting and Auditing
Mark Dauberman, CPA EMBA
February 22, 2021 2:00 – 4:00 pm PST (2.0 CPE)
Excel – Formulas and Functions
Course Description
Technical
Jim Colville, CPA Retired, CFE
February 18, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)
Don’t Fall into the GAAP – Reasons to Consider an Alternative
Course Description
Accounting and Auditing
Mark Dauberman, CPA EMBA
February 17, 2021 10:00 am – 12:00 Noon PST (2.0 CPE)
Excel – Working with Downloaded Data
Course Description
Technical
Jim Colville, CPA Retired, CFE>
February 16, 2021 10:00 am – Noon PST (2.0 CPE)
Who Stole My Cheese – Profiles of Different Fraud Perpetrators and How to Prepare for Them
Course Description
Fraud / Accounting and Auditing
Mark Dauberman, CPA EMBA
December 17, 2020 2:00 pm – 4:00 pm PST (2.0 CPE)
Excel – Math, Formulas, and Functions
Course Description
Technical
Jim Colville, CPA Retired, CFE
December 14, 2020 2:00 pm – 4:00 pm PST (2.0 CPE)
Effective Leadership-Finding Common Ground Despite Differing Points of View
Course Description
Professional Development
Mark Dauberman, CPA EMBA
December 10, 2020 2:00 pm – 3:30 pm PST (1.5 CPE)
How Do You Adapt to Change and Uncertainty?
Conscious Adaptability: 5 Steps to Navigate Change & Uncertainty
Course Description
Professional Development
Mark Bonser, Certified Life Coach
December 8, 2020 2:00 pm – 4:00 pm PST (2.0 CPE)
Understanding and Adopting the New Revenue Recognition Standard
Course Description
Accounting
Mark Dauberman, CPA EMBA
December 2, 2020 10:00 – 11:00 am PST (1.0 CPE)
Excel in the Cloud
Cloud Accounting and Excel
Excel Today and in the Future
Course Description
Technical
Jim Colville, CPA Retired, CFE
November 19, 2020 10:00 am – 12:00 pm PST (2.0 CPE)
Money Talks-Don’t Let it Walk: Prevent and Detect Cash Fraud
Course Description
Fraud
Mark Dauberman, CPA EMBA
November 17, 2020 10:00 am – 11:00 am PST (1.0 CPE)
Excel, Great Tricks That Solve Real-World Problems
Course Description
Technical
Jim Colville, CPA Retired, CFE
November 10, 2020 10:00 am – 12:00 pm PST (2.0 CPE)
Are You Independent When You Need to Be?
Course Description
A&A
Mark Dauberman, CPA EMBA
October 29, 2020 10:00 am – 11:30 am PST (1.5 CPE)
Conscious Adaptability: 5 Steps to Navigate Change and Uncertainty
Course Description
Professional Development
Mark Bonser, Certified Life Coach