CPE Catalog & Events
Thanks for the Feedback - Lessons in Giving and Receiving Feedback
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Webinar
1.00 Credits
Member Price: $75
Definition of feedback Types of feedback Emotions triggered by feedback Barriers to feedback How to be comfortable with being uncomfortable Blind spots SBI Method
Business Communication Essentials (Dynamic Communication in the Workplace)
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Webinar
1.00 Credits
Member Price: $39
Communication Feedback Management Leadership
2024 How to Choose the Right Business Entity for Your Client
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election Corporate tax rate to individual tax rate comparison examples
Mastering the Excel Lookup Functions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication
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Webinar
2.00 Credits
Member Price: $99
Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members’ morale, and fosters positive energy in the work climate Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members
2024 What's Going on at the AICPA
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Webinar
4.00 Credits
Member Price: $129
Group Audits Quality Management Less Complex Entities
Ethics and Technology for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Webinar
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
2024 Electronic Audit Evidence in Employee Benefit Plans
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Webinar
2.00 Credits
Member Price: $79
Audit Evidence Digital
2024 Public Procurement Basics: Protecting the People's Money
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Webinar
2.00 Credits
Member Price: $79
Code of Federal Regulation Procurement Federal Funds
Audit 106: Internal Control Fundamentals - Evaluating Design
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Responsibilities for gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control - Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingIdentifying critical elements of entity-level and transactional-level controlsCase studies related to identifying deficiencies in internal control documentation
Common Yellow Book & Single Audit Deficiencies - 2023
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Webinar
4.00 Credits
Member Price: $129
ICOC Compliance Testing Major Program Determination
Ethics: IRS Behavioral Insights for Accountants
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Webinar
2.00 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
2024 Internal Controls for Small and Medium-Sized Entities
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Webinar
1.00 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Public Speaking and Confident Communication in Business
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Webinar
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
2024 Inflation Reduction Act of 2022: Review and Update
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Webinar
2.00 Credits
Member Price: $79
Key provisions for individual taxpayers – deductions and credits Key provisions for business taxpayers – new taxes, deductions, and credits CHIPS Act provisions; Impacts on flow-through entities New reporting requirements Depreciation update: impact on bonus depreciation
Introduction to Governmental Accounting
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Webinar
2.00 Credits
Member Price: $79
Fund Accounting MD&A ACFR
Ethics Based Leadership for Women
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
2024 Federal Tax Update for Individuals with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $129
Recent federal tax legislation, cases and rulings affecting income of individual taxpayers Review changes to Form 1040 and its related schedules Gross Income, wages, Schedule C and Schedule E Itemized deductions Self-employment health insurance deduction Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions Tax planning