CPE Catalog & Events
Coaching Skills That Improve Performance
-
TBD
4.0 Credits
Member Price: $129
Coaching Effective Communication
2024 Estate and Financial Planning for the Older Client
-
TBD
8.0 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Due Diligence Requirements: Circular 230 and Other Professional Standards 2024
-
TBD
2.0 Credits
Member Price: $89
• Due diligence requirements under Treasury guidance, including supervisory responsibilities • Due diligence requirements under professional standards • Increased expectations for inquiry and analysis? • Meeting increased expectations: informing clients and defensive measures for practitioners • Due diligence for preparer advice responsibilities
Leadershift Ethics: Things Must Change!
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Surgent's Food, Beverage, and Entertainment Expensing
-
TBD
2.0 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Microsoft Outlook "Must Know" Email Tips
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Surgent's Current Issues in Accounting and Auditing: An Annual Update
-
TBD
4.0 Credits
Member Price: $159
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
-
TBD
1.0 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
HR Guide to Evolving Business Strategy, Finance and Development
-
TBD
1.2 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Relationship Between Ethics, Morality, and the Law
-
TBD
2.0 Credits
Member Price: $85
Meaning of morality and ethics The variation Distinguishing factors Theories of Jonathan Haidt Milgram experiment Authoritarian behavior and ethics Ethical authority? Conflicts
Governmental Accounting 101
-
TBD
2.0 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Are You Qualified? The Ethics of Practice Development and Skill Enhancement
-
TBD
2.0 Credits
Member Price: $79
The Catch-22 of Practice Development and Skill Enhancement The Ethics of Education and Experience Requirements Examples of Skill-Expansion Resources Practice- and Skill-Expansion Cases to Consider Conclusion
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
-
TBD
2.0 Credits
Member Price: $79
Do conflicts of interest matter? Are we aware of common conflicts of interest? What does the Code of Professional Conduct require? How to recognize Conflicts of Interest? Ethical issues regarding competence and gifts and entertainment. Tradeoffs involved in dealing with conflicts of interest? Suggestions on how to avoid conflicts of interest.
Improve Spreadsheets by Building Controls in Excel
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Business Longevity - Is Your Business Wobbling?
-
TBD
4.0 Credits
Member Price: $129
Business Management Organization
Communication Skills for Introverts
-
TBD
2.0 Credits
Member Price: $89
The five areas to improve your communication that will be presented are:ListeningWritingUnderstanding your audienceVirtual communicationNon-verbal Communication
2024 Performance Auditing Made Easy
-
TBD
1.5 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
Beneficiary Options for Inherited IRA and 401(k) Accounts
-
TBD
2.0 Credits
Member Price: $89
Financial Statements for the Simple Business Entity 2024
-
TBD
4.0 Credits
Member Price: $159
• Accounting for simple business entities • Income tax, modified cash basis and other alternatives to GAAP • Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements • Documenting accounting decisions to minimize potential liability
Audit Risk Assessment in Plain English
-
TBD
2.0 Credits
Member Price: $79
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment