CPE Catalog & Events
Effectively Responding to IRS Letters
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TBD
2.0 Credits
Member Price: $79
Types of IRS letters: General notices, audits, collections, return requests, and errors Deadlines for responding to IRS correspondence Communication best practices for dealing with the IRS Avoiding escalation and penalties through proactive responses Ensuring compliance when addressing IRS correspondence Real-world examples of successful IRS communications Common pitfalls in handling IRS letters and how to avoid them
What's Going on at the FASB (2025)
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
Audit Skills for Beginners
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TBD
4.0 Credits
Member Price: $129
Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Managerial Accounting: Your Prescription for Better Decision
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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TBD
8.0 Credits
Member Price: $225
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
K2's Excel Essentials For Staff Accountants
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TBD
8.0 Credits
Member Price: $225
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
Defining Where and Why Internal Controls are Needed
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
How to Start a CFO Service
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.
Ethics at Work: Diversity, Equity and Inclusion
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
Surgent's Performing an Effective Audit Risk Assessment
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TBD
4.0 Credits
Member Price: $159
Audit process and planning Materiality, performance materiality, and tolerable misstatement Assessing the risk of material misstatement Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls Designing procedures to test the effectiveness of controls Issues noted related to performing substantive procedures Documentation Communication with the Client and Governance
Leading and Managing the Accounting Department
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TBD
4.0 Credits
Member Price: $129
Accounting Leadership Management
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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TBD
8.0 Credits
Member Price: $225
The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Navigating IRS Collections: The Collection Process
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TBD
2.0 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.
Internal Controls for Small and Medium-Sized Entities
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TBD
1.0 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
Tax Practice Standards
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TBD
2.0 Credits
Member Price: $79
Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law
Advanced Negotiations: Never Split the Difference
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TBD
2.0 Credits
Member Price: $79
Negotiations Business Management
Build Better Budgets: Fundamental Techniques
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Cash Conversion Cycle: Tool and Techniques
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TBD
2.0 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle