CPE Catalog & Events
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Webinar
2.00 Credits
Member Price: $99
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Navigating IRS Collections: The Collection Process
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Stand Out - How to Create a Unique Employer Brand
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Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Revenue Recognition Determine the Transaction Price Part 2
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Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
GPT Builder for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Builder platform and interface for accounting professionalsCreating accounting-specific custom instructions and knowledge basesImplementing financial data analysis capabilities through GPTsDesigning GPTs for tax preparation assistance and compliance checkingBuilding client communication tools with accounting terminologyEnhancing bookkeeping efficiency with automated GPT workflowsSecurity and confidentiality considerations for financial data
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Webinar
2.00 Credits
Member Price: $99
Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team
Surgent's Exploring Business Valuation Fundamentals
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Webinar
2.00 Credits
Member Price: $99
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
Surgent's Tax Reporting for Executive Compensation
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Webinar
2.00 Credits
Member Price: $99
Nonqualified deferred compensation (NQDC) Nonqualified stock options (NQSOs) Incentive stock options (ISOs) Restricted stock/restricted stock units (RSUs) Stock appreciation rights (SARs) and phantom stock Employee stock purchase plans (ESPPs) Applicable tax forms and schedules Stock sale reporting Estimated taxes Filing deadlines and extensions State taxation
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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Webinar
4.00 Credits
Member Price: $129
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Effective Coaching Strategies for High Performance
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Webinar
4.00 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
Thinking Like an Auditor When Preparing Your Financial Statements
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Webinar
2.00 Credits
Member Price: $79
Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks
Big Picture Mega-Trends, Big Data, and World We Now Face
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Webinar
2.00 Credits
Member Price: $79
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
Better Forecasts: Be a Better Predictor
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Webinar
2.00 Credits
Member Price: $79
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
CFO & Controller Critical Skills: Budgeting & Forecasting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
Surgent's Representing a Client in an IRS Audit
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Webinar
3.00 Credits
Member Price: $149
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues
Critical "Soft" Skills for CFOs and Controllers
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Webinar
4.00 Credits
Member Price: $129
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Controls to Secure the Growing Digital Footprint
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
K2's Technology Update
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Webinar
4.00 Credits
Member Price: $129
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues