CPE Catalog & Events
2023 Taking a Global View of Professional Ethics
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TBD
2.0 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
Progressive Management Accounting
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TBD
2.0 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Leadershift Ethics: Things Must Change!
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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
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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TBD
2.0 Credits
Member Price: $79
Ethics Leadership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
2024 Tax Depreciation: Review & Update
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction
2024 Excel Essentials for Today's Accountant: Become an Expert in One Day
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TBD
4.0 Credits
Member Price: $129
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Circular 230 and Rogue Return Preparers
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples
2024 Financial Accounting for Related Party Transactions
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TBD
2.0 Credits
Member Price: $79
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
Recent Compilation and Review Issues 2024
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TBD
2.0 Credits
Member Price: $89
• General principles for engagements performed in accordance with SSARS • Preparation of financial statements • Compilation engagements • The performance of review engagements
Surgent's Understanding Non-Compete Agreements
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TBD
2.0 Credits
Member Price: $99
Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements.
What You Can Learn From the Statement of Cash Flows
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Outlook - Manage Your Inbox With Maximum Efficiency
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
2024 Year-End Payroll Update
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Year-end tasks an employer should consider with regards to payrollBonus runs & fringe benefit reportingCompliance reporting & W-2 reconciliationsUpdates to payroll wage rates & limitsCurrent issues affecting payrollBest practices for not only year-end, but year-round compliance
A Review of the Uniform Guidance Requirements
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Key auditor requirements in a Single AuditEnhanced required reporting requirement in Single Audit related to internal control and complianceClarifications and examples of how to properly determine major federal programsKey definitions related to Single AuditOther important matters contained in the Uniform Guidance
Surgent's Management Fundamentals
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TBD
4.0 Credits
Member Price: $159
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
How Prevalent Is Retaliation Within Your Culture?
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TBD
1.0 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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TBD
1.2 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
The Civil Advantage: Ethics and Civility in Disquieting Times
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TBD
2.0 Credits
Member Price: $79
civility ethics