CPE Catalog & Events
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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TBD
2.0 Credits
Member Price: $99
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Planning for Small Business Success
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TBD
4.0 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Ethical Performance Management
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
Minimizing Workplace Warfare
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TBD
1.2 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Data Analytics: Practical Insights for Today's Accountant
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TBD
2.0 Credits
Member Price: $79
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
Keeping Up with the FASB
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
S Corporation Essentials: Stock & Loan Basis Reporting
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TBD
2.0 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
Business Partnerships: Managing Supplier Relationships
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Introduction to Forensic Accounting
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TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Listening to the Statement of Cash Flows
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TBD
2.0 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
K2's Taking A Fresh Look At Teams
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TBD
2.0 Credits
Member Price: $79
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
Inventory Observation - Cretaceous Conservatory Simulation
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TBD
3.0 Credits
Member Price: $99
Obsservation Auditing
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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TBD
2.0 Credits
Member Price: $79
Accounting Finance Cash Investments
Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
Was It Fraud or Just Poor Audit Quality?
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TBD
1.6 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Estate and Financial Planning for the Older Client
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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
Learning to Teach "Tax" as a Second Language
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TBD
1.0 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
The Controllers Role in Data Analytics and Big Data
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements
HR Investigations - Episode 2 - Interview Techniques
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TBD
2.0 Credits
Member Price: $79
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results