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CPE Catalog & Events

Showing 23310 All Results

An Exhaustive Look At Fraud and Ways To Control It

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Webinar

8.00 Credits

Member Price: $239

The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working

Surgent's Annual Accounting and Auditing Update

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Webinar

8.00 Credits

Member Price: $299

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

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Webinar

8.00 Credits

Member Price: $299

Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits

How Much Are Your Ethics Worth?

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

Introduction to Yellow Book

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Webinar

2.00 Credits

Member Price: $79

GAGAS Yellow Book Independence

Surgent's Individual Charitable Planning: Philanthropy for Income Tax Return Reporting

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Webinar

2.00 Credits

Member Price: $99

Which organizations are qualified to receive contributions? Types of charitable contributions taxpayers can deduct The deduction for quid pro quo contributions Strategies for donating property that has decreased/increased in value Figuring the deduction for contributions of capital gain property Importance of timing when making contributions Considering QCDs if a taxpayer is at least 70 ½ Specifics of donor advised funds Deduction may be limited to 20%, 30%, 50%, or 60% of adjusted gross income depending on type of property donated How to figure your deduction when limits apply Contribution carryovers when your donation exceeds limits What written statements should be received from qualified organizations? What records should taxpayers keep? Substantiation requirements for cash contributions of less than/more than $250 Substantiation requirements for noncash contributions of less than $250 to over $500,000 When does taxpayer need an appraisal? How and where to report contributions for individual income tax reporting

2024 Not-for-Profit Accounting & Auditing Update

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Webinar

4.00 Credits

Member Price: $129

CECL NAC Independence

K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs

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Webinar

8.00 Credits

Member Price: $225

Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim

2024 Single Audit Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits

Anti-Money Laundering Warning Signs and Mitigation Techniques

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Webinar

2.00 Credits

Member Price: $85

Warning signs of money laundering Legal services Prevention AML mitigation methods Features to look for in AML solutions Ten things in AML watchlist provider

Integrate ChatGPT into Your Client Advisory Services-Updated

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

Comps, Reviews & Preparations-How the Accounting Profession Got it Right 2024

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Webinar

4.00 Credits

General Principles applicable to all SSARS engagements Compilations Reviews Preparations

Corporate Finance Competency: Three Basic Tool Categories 2024

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Webinar

4.00 Credits

Financial statement analysis Integrated strategic and financial planning Action-oriented business metrics Activity-based management Five cases

Build a Data Model for Analysis in Power BI

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.

101 Tax Planning Ideas 2024

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Webinar

8.00 Credits

Planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan

Using Internal Control to Strengthen Security, Efficiency, and Employee Conduct

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Webinar

8.00 Credits

Member Price: $250

This session is taught via the use of real-world examples and case studies. An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.

Cyber Attacks Through Impersonation

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this class include:Impersonation techniques used to launch cyber attacksCybercriminals' focus: stealing financial assets and intellectual propertyPractical advice on controls to implement to reduce victimization from impersonation cyber attacksPractical advice to reduce the impact of a cyber attack

Audit 403: Fraud Trends - Applying Real-Life Lessons

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud

Creating a Winning Culture

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Webinar

1.00 Credits

Member Price: $71

Culture - Why, What, and the Magnetic Firm Purpose-driven Great Leadership Culture of Growth Inspiring Workplace

Financial Statement Fraud

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Webinar

2.00 Credits

Member Price: $79

Financial statement fraud