CPE Catalog & Events

The Competent Accountant - Mastering the Role of the Controller/ CFO

Business Management Organization

2024 Partnership Checkup: Key Tax Issues & Forms Reporting

Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process

The Ethic of Recruitment and Selection

The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success

The Head and Heart of Ethics - Featuring Bob Mims and Don Minges

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 Forgotten Managerial Accounting Tools

Cost-volume-profit analysis, including target profit and break-even calculations Relevant costs and decision-making Activity-based costing Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis

Cloud Services

A Better Way to Choose Your KPIs

KPIs Performance measures Metrics

Giving Feedback that Delivers Results

Communicaiton Performance Reviews Feedback Management Leadership

Common Audit and Financial Reporting Deficiencies in State and Local Governments

Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards

Sustainability: Doing Well by Doing Good

The major topics covered in this class include:Triple bottom lineSustainable business practicesincorporating sustainability into every business decision

10 Ways to Create Delighted Clients and More Referrals

Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that

2024 Financial & Tax Accounting for Partnerships & LLCs

Review of the Accounting Standards Codification and its application to partnerships and LLCs Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs Completion of the Form 1065 Schedule M-1 Financial accounting for the operations of a partnership/LLC

2024 Fiduciary & Tax Accounting Guide for Estates and Trusts

Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Estates & Trusts tax bracket Form 1041 - Schedule I Filing requirements Section 645 Election Estimated taxes

SAS 134: Exploring the New Audit Report

The major topics covered in this class include:Examples of current public company audit reportsImplications of SAS No.134Exploration of illustrative audit report examplesPotential communication of Key Audit Matters (KAMs)

2024 Accounting Update in a Post COVID-19 World

Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management

Digging Deep with Excel Pivot Tables

The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab

Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares

Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules

Synchronize Your Files to the Cloud with SharePoint -Updated

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

Surgent's Understanding and Testing Control and Compliance in a Single Audit

The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings

Shorten Month-End: Closing Best Practices

Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly