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 webinars in which the 2021 schedule is listed below. 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 2023 Events
Please check back

Recent Past 2023 Webinar Events

July 13, 2023 8:00 am – 12:00 Noon (4.0 CPE)
Financial Ratios
Accounting and Auditing

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

Recent Past Live 2022 Events

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

Recent Past Webinars:

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

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