CPE Catalog & Events
Introduction to Not-for-Profit Accounting
-
Webinar
2.00 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
How-To Guide to Fraud Investigations
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
2024 The Complete Guide to the Preparation for Form 1041
-
Webinar
8.00 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Inventory, Expense and Payroll Fraud
-
Webinar
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
-
Webinar
2.00 Credits
Member Price: $99
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
The CFO Who Went to Prison
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Use of technology in an audit of financial statements - Risk Assessment
-
Webinar
2.00 Credits
Member Price: $118
Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process
K2's An Accountant's Guide To Blockchain And Cryptocurrency
-
Webinar
4.00 Credits
Member Price: $159
Understanding the fundamental tenets of blockchain technology Examples of applied applications of blockchain technology Identifying leading cryptocurrencies available today Understanding risks associated with cryptocurrencies
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
-
Webinar
4.00 Credits
Member Price: $213
5-step process for recognizing revenue
Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards
-
Webinar
1.00 Credits
Member Price: $39
??????Quality Management Standards Risk Management Compliance and Adoption
Microsoft Outlook "Must Know" Email Tips
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Diversity, Inclusion, Equity & Belonging
-
Webinar
1.00 Credits
Member Price: $39
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
2024 Common Deficiencies in Employee Benefit Plans
-
Webinar
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs
Introduction to Single Audit
-
Webinar
2.00 Credits
Member Price: $79
Compliance Federal Funds Single Audit
Audit 402: Audit Quality Control - Avoid Peer Review Issues
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
-
Webinar
2.00 Credits
Member Price: $99
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Secure Act 2.0 - Everything that you Need to Know
-
Webinar
2.20 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Presentation Skills for Auditors
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impactWhat to avoid in a PowerPoint presentation
Minimizing Workplace Warfare
-
Webinar
1.20 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
-
Webinar
2.00 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning