CPE Catalog & Events
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
A 7-Step Framework for Marketing Client Accounting Services
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:An efficient process to identify, attract and consultatively sell CAS to new prospectsRemain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channelsHow to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
Federal Tax Update: Individual Form 1040 2024
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TBD
8.0 Credits
Member Price: $299
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
Financial Accounting Standards: A Comprehensive Review-Part 2 2024
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TBD
8.0 Credits
Member Price: $299
• Application of professional judgment • Codification, GAAP and the GAAP hierarchy • Recent changes in financial statement presentation • Hot Topics in financial reporting & accounting
2024 Annual Update for Accountants & Auditors
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
2024 Fringe Benefit Planning - Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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TBD
8.0 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Industry Accountant Key Performance Metrics
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TBD
8.0 Credits
Member Price: $279
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Emotional Intelligence
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TBD
1.0 Credits
Member Price: $39
Emotions Relationships
Implementation Challenges with the New FASB Lease Standard
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases (ASC Topic 842).Key differences between ASC Topic 842 and ASC Topic 840.Commitments that are on the balance sheet: operating leases and finance leasesAllocation consideration to lease and nonlease components.Lease payments, discount rate, inception date, commencement date, lease term.Impairments of right-of-use asset, modifications, subleases.Policy elections and disclosures.
Making Culture A Competitive Advantage
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TBD
1.0 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
Accounting & Auditing for Cryptocurrency
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TBD
1.0 Credits
Member Price: $39
Cryptocurrency Ditigal assets
DEI in the Remote Work Era
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TBD
1.2 Credits
Member Price: $39
DEI Employee engagement Remote work Organizational culture Employee relations
Take Your PowerPoint From Mess to Success
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TBD
1.0 Credits
Member Price: $39
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
5 Steps to Cultivate a Values-Based Approach to Governance
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TBD
1.2 Credits
Member Price: $39
Employee engagement Values-based governance Organizational culture Employee relations
Networking Works: Build Relationships to Build Your Business
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TBD
1.2 Credits
Member Price: $39
Communication Relationship-building Active listening Public speaking
Benefits and Best Practices for Telework
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TBD
2.0 Credits
Member Price: $79
Business Management Hybrid work options
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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TBD
2.0 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Addressing Common Documentation Deficiencies
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TBD
2.0 Credits
Member Price: $79
Documentation Deficiencies