CPE Catalog & Events
Surgent's Quarterly Fraud Update
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TBD
1.0 Credits
Member Price: $79
Latest fraud schemes Fraud detection and prevention strategies
Anti-Bullying and Sensitivity
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TBD
1.0 Credits
Member Price: $39
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
2024 Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $79
GAGAS Yellow Book Independence
The Three Million Dollar Ribbon
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TBD
2.0 Credits
Member Price: $79
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Audit 502: The Art of Discipline and Getting Things Done
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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TBD
2.0 Credits
Member Price: $99
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
2024 Spring Tax Review with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $129
Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers Individual taxpayer credits Tax depreciation update Significant IRS rules and court decisions impacting individuals, corporations and partnerships
2024 Topic 842 - Implementing Leases Workshop
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TBD
4.0 Credits
Member Price: $129
Leases Topic 842 Recognition & Measurement
2024 Your Front-Row Ticket to the 2024 Accounting & Auditing Season
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TBD
4.0 Credits
Member Price: $129
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
Payroll Essentials: Payroll Returns Done Right
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
Five Ways to Improve Your Leadership Skills
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TBD
1.0 Credits
Member Price: $39
Leadership Self-awareness Communication Delegation Empowerment
K2's 2023 OneDrive's Best Practices
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TBD
1.0 Credits
Member Price: $39
Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint
Defining Lines: Advanced Professional Boundaries
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TBD
2.0 Credits
Member Price: $79
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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TBD
2.0 Credits
Member Price: $79
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Consideration of Fraud in a Financial Statement Audit
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement AuditReviewing the components of the fraud triangleA Fraud Prevention Checklist to be used by auditors and shared with their clientsA review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entitiesOther important matters covered in AU-C 240
2024 A Guide to Sampling - Part 2
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TBD
2.0 Credits
Member Price: $79
Sampling ICFR Single Audit Sampling
Exploring Internal Controls That Could Have Prevented Frauds
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
How to Create an ROI-Based Marketing Plan for Your Firm
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
Inventory, Expense and Payroll Fraud
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TBD
2.0 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
2024 Nonprofit Taxation Rules and Form 990
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)