CPE Catalog & Events
Ethics: How to Give and Receive Criticism the Right Way
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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TBD
1.0 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
2024 AICPA Regulatory Ethics Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
2024 Crypto, Blockchain and Taxes
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TBD
2.0 Credits
Member Price: $79
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
K2's 2024 Excel PivotTables for Accountants
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TBD
8.0 Credits
Member Price: $225
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
Ethics: How Successful CPAs Use AI The Right Way
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPTThe role that five powerful principles - the principles of ethical intelligence - play in using AI the right wayShort writing exercises (30 seconds each) that will deepen your understanding of the topicAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence
AI Update: Chatbots, Prompt Query & Useful Tools 2024
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TBD
1.5 Credits
Member Price: $49
• How Major Artificial Intelligence languages have changed recently in what their uses are. • New developments in Chatbot and Prompt Query Tools for CPA and other non-tech professionals to use. • Major Artificial Intelligence breakthroughs over the past 6 months. • Suggested best AI tools for CPA's to use in their profession.
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2024
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TBD
2.0 Credits
Member Price: $89
• Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction • Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q • Qualified Conservation Easements, Schedule U • Making Sec. 6166 election and using Graegin loans
Why People Are Irrational, Biased and Emotional With Money
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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TBD
4.0 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Surgent's Federal Tax Update
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TBD
4.0 Credits
Member Price: $159
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation Bonus depreciation Section 174 Research and Experimental Expenditures New FinCEN reporting requirements in 2024 Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's Understanding and Testing Control and Compliance in a Single Audit
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TBD
4.0 Credits
Member Price: $159
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
K2's 2023 Excel Tips, Tricks, and Techniques for Accountants
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TBD
8.0 Credits
Member Price: $225
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
Defining Where and Why Internal Controls are Needed
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Owning an Electric Vehicle: Costs and Considerations
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Understand how gas, electric and hybrid vehicles differVehicle typesKnow the costs to purchase, maintain, and charge electric vehiclesAnticipate start-up costs for charging an EV at your business or homeUnderstand charger types and when to use or install each oneOvercoming "range anxiety"
Surgent's IRS Tax Examinations and Hot Issues
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TBD
4.0 Credits
Member Price: $159
Coverage of the Inflation Reduction Act of 2022 Criteria that the IRS uses to select returns for examination Vehicles, meals, and virtual currency considerations Worker classification determinations on who is an employee and who is an independent contractor S corporation officer’s reasonable compensation issues Responsibilities to pay the employment taxes when the business defaults Tax-related identity theft procedures
Enact Retaliation Abatement and Monitoring Measures
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TBD
1.0 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
The Education Advantage: Strategies for Boosting Employee Retention and Engagement
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TBD
1.0 Credits
Member Price: $39
Statistics on Turnover and Engagement Professional Development Initiatives Employee Retention Educational Opportunities Available at the Individual and Organizational Level
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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TBD
2.0 Credits
Member Price: $79
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
CFO Career Upgrade with LinkedIn
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs