CPE Catalog & Events
2024 Common Deficiencies in SSARS Engagements
-
TBD
4.0 Credits
Member Price: $129
Preparation Compilation Review
Balance Sheet Management: The Least Understood Risk
-
TBD
4.0 Credits
Member Price: $129
Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples
2024 Practical Ethics and Circular 230 Compliance for CPAs
-
TBD
4.0 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
2024 The Complete Guide to the Preparation for Form 1041
-
TBD
8.0 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
2024 Annual Update for Accountants & Auditors
-
TBD
8.0 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
The Controllership Series - The Future Role of the Controller Part 1
-
TBD
1.5 Credits
Member Price: $59
Accounting and Finance
Excel - Building Powerful Lookup & Reference Formulas
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions
Surgent's Handling Difficult People
-
TBD
2.0 Credits
Member Price: $99
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Small Business Risk Avoidance
-
TBD
4.0 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Forensic Accounting: When The Office Is A Crime Scene
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
Audit 202: Applying Audit Risk to the Detailed Audit Plan
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of a risk-based audit processHow the individual elements of the audit risk formula interrelateEmphasis on overall risk, fraud risk, and control riskLinking the assessed risk of material misstatement to the detailed audit planDocumenting risk assessment conclusions and responses
CPA Ethics in a Crisis World: Tales From the Front
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary timesReview of AICPA Code of Professional ConductReview of IRS Circular 230Review of client tax return disclosure rules (Sec. 6103)Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
-
TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
-
TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
2024 Deep Dive into Quality Management
-
TBD
2.0 Credits
Member Price: $79
Quality Management Risk Assessment SQMS
2024 Single Audit Update
-
TBD
2.0 Credits
Member Price: $79
2024 Compliance Supplement Uniform Guidance Common Deficiencies
Cognitive Biases for Accountants
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias
Cost of Capital: What it is and How to Use it
-
TBD
2.0 Credits
Member Price: $129
Find your organization’s cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes