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CPE Catalog & Events

Showing 7791 All Results

Audit 103: Adapting to the Engagement - Complying with SSARS

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services

Building Trust in Remote Teams: Catalyze Collaboration and Communication

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Webinar

1.00 Credits

Member Price: $39

Communication Teamwork Collaboration

Preparing for & Conducting Discharge Meetings

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Webinar

1.20 Credits

Member Price: $39

Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks

Maintaining a Harmonious Working Environment

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Webinar

1.20 Credits

Member Price: $39

Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.

2024 Resolving Ethical Dilemmas-You Make the Call

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Webinar

1.50 Credits

Member Price: $59

Ethical frameworks Threats and safeguards to objectivity and independence

The Controllers Role in Data Analytics and Big Data

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Financial Statements

Introduction to Forensic Accounting

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Webinar

1.80 Credits

Member Price: $59

Forensic Accounting Accounting Auditing Finance

The Corporate Transparency Act - What You Need to Know to Protect Your Client

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Webinar

2.00 Credits

Member Price: $79

CTA Filing Deadlines: Adapt and synchronize with the new schedules Beneficial Ownership Defined: Navigating the new transparency standards The Alabama Impact: Examining the court's influence on CTA enforcement Risk Management: Strategic navigation through CTA's legal framework Leveraging Transparency: Gaining a competitive advantage through CTA insights Disclosure Obligations: Clarify reporting requirements Corporate Configuration: Comprehend the alterations in structure Avoiding Sanctions: Proactive measures for CTA compliance

Ethics: 10 Crucial Qualities of High Character CPAs

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

K2's 2024 Advanced Collaboration Solutions

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Webinar

2.00 Credits

Member Price: $79

Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology

2024 Fringe Benefit Planning - Today and Beyond

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Webinar

8.00 Credits

Member Price: $225

Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules

1040 Tax Prep Automation with AI Tools

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.

Why Can't We All Just Get Along? Understanding & Appreciating Our Differences

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Webinar

1.00 Credits

Member Price: $39

Emotional Intelligence Communication Teamwork

Ethics: What a CPA in Business & Industry Needs to Know

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Webinar

2.00 Credits

Member Price: $89

Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business

Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data

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Webinar

2.00 Credits

Member Price: $99

Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards

Forensic Accounting: When The Office Is A Crime Scene

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Excel - Working with Text, Date & Time Functions & Formulas

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions

Payroll Essentials: Ethics in Payroll

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Ethical framework in the payroll processThe role of ethics by stakeholders involved in the payroll processReal-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll

Surgent's Accountability: Stop the Blame Game

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Webinar

4.00 Credits

Member Price: $159

Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well

The Controllership Series - The Financial Close Process

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Financial Statements