CPE Catalog & Events
Deception, Embezzlement and Fraud 2024
-
TBD
8.0 Credits
Member Price: $299
• Narcissism Studies • Fraud • Embezzlement • Technology used in scams
Real Estate Taxation Full Circle 2024
-
TBD
8.0 Credits
Member Price: $299
• Personal residence and vacation home advantages and traps • Depreciation, credits, passive losses, qualified business income (QBI) • Installment sales • Involuntary conversions • Like-kind exchanges • Real estate investment trusts (REITs)
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
-
TBD
8.0 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
How Changes in Business Methods Affects Internal Control
-
TBD
8.0 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Surgent's A Complete Guide to the Yellow Book
-
TBD
8.0 Credits
Member Price: $279
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
-
TBD
8.0 Credits
Member Price: $299
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Emotional Intelligence
-
TBD
1.0 Credits
Member Price: $39
Emotions Relationships
Internal Control Changes for Remote Workers
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
2024 Risk Assessment - A Common Deficiency
-
TBD
1.0 Credits
Member Price: $39
Risk Assessment Common Deficiencies
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
-
TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
K2's 2024 Consumer Electronics Show 2024 - Navigating The Future Of Technology
-
TBD
1.0 Credits
Member Price: $39
Smart Home Innovations: Discover the latest advancements in home automation and IoT devices Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies
Are Those Independent Contractors Really Independent Contractors?
-
TBD
1.0 Credits
Member Price: $39
Classification of workers as employees or independent contractors
Navigating Difficult Conversations with Coworkers
-
TBD
1.0 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Performance Targets That Deliver Results Without Burnout
-
TBD
1.2 Credits
Member Price: $39
Performance target design Target testing
Networking Works: Build Relationships to Build Your Business
-
TBD
1.2 Credits
Member Price: $39
Communication Relationship-building Active listening Public speaking
The Role of HR in Business Sustainability
-
TBD
1.2 Credits
Member Price: $39
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
-
TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
The Corporate Transparency Act - What You Need to Know to Protect Your Client
-
TBD
2.0 Credits
Member Price: $79
CTA Filing Deadlines: Adapt and synchronize with the new schedules Beneficial Ownership Defined: Navigating the new transparency standards The Alabama Impact: Examining the court's influence on CTA enforcement Risk Management: Strategic navigation through CTA's legal framework Leveraging Transparency: Gaining a competitive advantage through CTA insights Disclosure Obligations: Clarify reporting requirements Corporate Configuration: Comprehend the alterations in structure Avoiding Sanctions: Proactive measures for CTA compliance
2024 Business Losses: Going Backward and Forward
-
TBD
2.0 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
Surgent's Use the Data Model to Build More Powerful PivotTables
-
TBD
2.0 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets