CPE Catalog & Events
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Top 10 Business Myths and How to Avoid Them
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TBD
2.0 Credits
Member Price: $79
What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses
K2's Working Remotely - The New Normal
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TBD
4.0 Credits
Member Price: $159
• Key technologies that facilitate remote work options • Cybersecurity issues impacting remote work environments • How to communicate and collaborate when working remotely
Business Consulting for CPAs
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TBD
4.0 Credits
Member Price: $129
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Reporting the Results of a Fraud Investigation
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Written reports and supporting documentationMethods of presenting evidence to help non-accountants understand the numbersEvaluating reports of opposing expertsResponding to a motion in limine or Daubert challenge as an expert witnessCommon lines of questioning for financial expertsPreparing for deposition and trialEffectively testifying at deposition and trial
The Controllership Series - Addressing Budgeting Uncertainty
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
The Controller Function - Elevating the Role
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
2024 Communication Skills for CPAs
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TBD
2.0 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
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TBD
2.0 Credits
Member Price: $99
Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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TBD
2.0 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)
To Verify or Let It Fly: What to Do About Questionable Tax Return Information
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TBD
2.0 Credits
Member Price: $79
Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States U.S. v. Fairchild Conclusion
The New Psychology of Fraud with Dr. Toby Groves
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:How we unwittingly assist in the production of misleading information The neuroscience of psychopathyBehavioral profilingThe new psychology of skepticismCognitive errors including attribution and overgeneralizationHow experience, intuition and assumptions can cause cognitive errors
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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TBD
1.0 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
HR Guide to Evolving Business Strategy, Finance and Development
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TBD
1.2 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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TBD
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Forensic and Fraud Interviewing Techniques and Skills
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TBD
2.2 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Using e-Signature Software to Process Agreements-Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
Balance Sheet Management: The Least Understood Risk
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TBD
4.0 Credits
Member Price: $129
Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples
Leadershift: How to Embrace Disruption and Lead Change
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Why it is critical to lead change in your company nowThe seven steps of leading changeHow to set expectationsHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effortHow to create and mobilize change networks to accelerate change The best of the best communication strategiesHow to establish simple 360 feedback Managing yourself
2024 Upholding Independence While Holding Your Client's Hand
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TBD
2.0 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters