CPE Catalog & Events

Understanding/Creating Internal Control Systems (Part 2)

Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology

What You Can Learn From the Statement of Cash Flows

Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures

What's New in Excel

New features and tools in ExcelUpdates to the Excel Function Library

Yellow Book Independence and Single Audit Fundamentals

The conceptual framework approach to independence Independence threats related to preparing financial statements and accounting records Consideration of specific non-audit services that would and would not impair independence Documentation necessary to support adequate consideration of auditor consideration Fundamentals of a compliance audit performed under the Uniform Guidance Schedule of expenditure of federal awards Determination of major programs Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Writing an audit finding Reporting requirements of a single audit

You Don't Know What You Don't Know About Excel (Part 2)

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

You Don't Know What You Don't Know About Excel Part 1

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

Surgent's Unlimited Plus Webinar Package

Surgent's Unlimited Self- Study Package

Surgent's Unlimited Webinar Package

Audit Documentation - Workpapers To Pass Review

The major topics covered in this course include: Proper documentation as a means of audit quality Factors impacting the nature and extent of documentation Sample workpaper index and other organization tips Use of audit programs as means of audit documentation Checklist for self-review of workpapers and clearing review notes Multiple exercises on identifying workpaper deficiencies

Behind the Curtain: Exploring IRS Audit Technique Guides

The major topics that will be covered in this course include: Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries

Build Better Budgets: Fundamental Techniques

The major topics that will be covered in this course include: Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting

Corporate Transparency Act Developments

The major topics that will be covered in this course include: Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report. Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA's unconstitutionality Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

Donating Cryptocurrency and Avoiding Traps for the Unwary

The major topics that will be covered in this course include: Intro to digital assets Differences between cryptocurrency and non-fungible tokens (NFTs) IRS Notice 2014-12 Tax implications of contributing digital assets Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs. Substantiating charitable contributions of digital assets Traps for the unwary.

Everything There Is To Know About Summonsing

The major topics that will be covered in this course include: The ingredients that make up an IRS summons. The IRS' legal authority to summons. How to comply with a summons. Whether to appear in response with your client or not. Common errors the IRS can make that will invalidate a summons. Following DOJ summons referral process; all based on an actual case.

Finding Errors in Excel Spreadsheets

The major topics that will be covered in this class include: Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors. Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis. Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies. Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Guide Strategy, Attract Investments with Financial Forecasts

The major topics that will be covered in this course include: Introduction to Financial Statement Forecasting Overview of the importance and benefits of forecasting for strategic planning and investment attraction. The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends. Analyzing Historical Data: Methods for leveraging past financial data to inform future projections. Incorporating Market Trends: How to integrate market insights into financial forecasts. Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning. Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure

Hold Your Horses! How Landmark Fraud May Have Been Avoided

The major topics covered in this course include: Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies

How AI Is Automating Internal Control

The major topics covered in this class include: An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.

How Changes in Business Methods Affects Internal Control (Part 1)

After attending this presentation, you will be able to... Recognize changes that are occurring because of AI. Recall specific control types that have changed. Identify ways AI will strengthen controls.