CPE Catalog & Events
1 Hour - Introduction to Sustainability Accounting
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TBD
1.0 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
2024 The AB5s of Employees and Independent Contractors
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TBD
2.0 Credits
Member Price: $79
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
The Aftermath of Government Investigations: Varsity Blues
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Securities Laws and College Admissions ScandalUndercover investigationsProsecutors and Plea AgreementsJustice and ConvictionsCooperation AgreementsCosts of Contesting the ChargeRelevant Conduct and Sentencing
Creating Rapid Rapport for Increased Business
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TBD
4.0 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
2024 Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $129
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
K2's 2023 Six Essential Teams Features
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TBD
1.0 Credits
Member Price: $39
Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams
Section 174: New Rules for Research & Experimentation
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
K2's 2023 The Best Kept Secrets Of Microsoft 365
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TBD
2.0 Credits
Member Price: $79
New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use
2024 Advanced Excel: Hidden Secrets and Gems
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TBD
2.0 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
IRS Penalties and Abatements
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TBD
2.2 Credits
Member Price: $79
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
2024 Section 174: New Rules for the R&E Deduction
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TBD
1.0 Credits
Member Price: $39
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Servant Leadership 101
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Assessing your organization’s culture The benefits of great cultures The basics of what servant leadership is, and is not How to coach using a servant leadership style
Relationship Between Ethics, Morality, and the Law
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TBD
2.0 Credits
Member Price: $85
Meaning of morality and ethics The variation Distinguishing factors Theories of Jonathan Haidt Milgram experiment Authoritarian behavior and ethics Ethical authority? Conflicts
2024 I want the TRUTH: Preparing to be an Expert Witness
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TBD
2.0 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Shortcuts that Excel Users Love
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Surgent's Contract Law for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Surgent's Getting Ahead: The Art of Marketing for CPAs
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TBD
2.0 Credits
Member Price: $99
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
How SAS Nos. 134-145 Improve Risk-Based Audits
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
SSARS Codification: Preparation, Compilation and Review 2024
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TBD
8.0 Credits
Member Price: $299
• SSARS Codification requirements • SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information • Review of financial statements • Overview coverage of the amendments to the SSARS contained in SSARS 26