CPE Catalog & Events
Ethics: What a CPA in Business & Industry Needs to Know
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TBD
2.0 Credits
Member Price: $89
Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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TBD
1.0 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
Creating a Culture of Trust: Build Loyal and Engaged Teams
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TBD
1.5 Credits
Member Price: $59
Culture Trust
Mastering Charitable Remainder Trusts and Form 5227Compliance
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TBD
2.0 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Surgent's Taking Advantage of Installment Sales
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TBD
2.0 Credits
Member Price: $99
How does the IRC define an installment sale under IRC Sec 453? When can a taxpayer utilize the provisions of IRC Sec 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided? How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method? Reporting an installment sale when related parties are involved Calculating an installment sale How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?
Synchronize Your Files to the Cloud with SharePoint -Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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TBD
8.0 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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TBD
1.0 Credits
Member Price: $39
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Connected Leadership: Foster and Retain an Engaged Team
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TBD
2.0 Credits
Member Price: $79
Leadership
CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROI
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Answers to the question why is risk relevant? And more questions such as what do investors want, and how do statisticians and economists look at risk? We will also delve into prospect theory.What is your risk profile, appetite and tolerance? How do you monitor risk? We will look at heat maps and how risk is everyone's job.Managing risk: avoid, transfer, mitigate or accept
Deep Dive of GASB Statements No. 87 & 96 2024
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TBD
2.0 Credits
Member Price: $89
• GASB 87 Lease Accounting for State and Local Governments
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority-UPIA (UFIPA) 2024
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TBD
2.0 Credits
Member Price: $89
• What is fiduciary duty, and how does it apply to a trustee or personal representative? • What are the state statutory accounting rules, and where can you find them? • What is fiduciary accounting income? • What is fiduciary account principal? • How does fiduciary accounting impact fiduciary taxation?
Steps to Stop External Fraud
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Corporate Finance Competency: Analytical Toolbox 2024
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TBD
4.0 Credits
Member Price: $159
• Forecasting as a valuation tool • Bank/banker selection • Ten hints for toolbox success • Seven cases
Fraud, Controls & Ethics: Best Practices & Case Studies
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
K2's Technology For CPAs - Don't Get Left Behind
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TBD
8.0 Credits
Member Price: $299
• Emerging technologies all business professionals should know • Considerations associated with upgrading to Windows 11 • Practical options for protecting your data • New features in commonly-used applications such as Excel and Adobe Acrobat DC
CFO Series - November 2024 Webinar Bundle
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TBD
8.0 Credits
Member Price: $249
All times listed are Eastern Time ZoneWeek 1: CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROI CPE: 2Field of Study: AuditingDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, November 01, 11:00 amDescription: What do investors want?They actively pursue three key strategies:1) improve profit (most over used strategy)2) reduce investment (an under used strategy)3) reduce risk (a much-neglected strategy)In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared!Week 2: CFO Series: Re-invigorating Your Career: Planning Your PathCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Bob Mims, CPADate: Friday, November 08, 11:00 amDescription: A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___". This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____", and will convert them to, "I'm so glad I ____". We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us.Week 3: CFO Series: Successful System Implementations: Planning!CPE: 2Field of Study: Information Technology Discussion Leader: Tracy Cooper, CPADate: Friday, November 15, 11:00 amDescription: System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.Week 4: CFO Series: Enhancing Sales: Work with Sales to Drive ResultCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Jane Mims, Ph.D.Date: Friday, November 22, 11:00 amDescription: Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Often sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Finance were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line - we will discuss how. Working together yields superior results.
Legal Planning for Care Giving of Elderly/Disabled Clients
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.