CPE Catalog & Events
Surgent's Skills to Enhance Personal and Professional Networks
-
TBD
2.0 Credits
Member Price: $99
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Surgent's What Tax Practitioners Need to Know About Medicare
-
TBD
2.0 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
2025 Not-for-Profit Accounting & Auditing Update
-
TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Accounting
Corporate Ethics Cases: Discuss Real Life Conflicts
-
TBD
4.0 Credits
Member Price: $129
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
-
TBD
3.0 Credits
Member Price: $129
Leadership Management
K2's Implementing Internal Controls In Quickbooks Environments
-
TBD
4.0 Credits
Member Price: $129
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
S Corporation (Form 1120S) - Formation to Liquidation
-
TBD
8.0 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)
K2's Ten Must Know Features In Excel
-
TBD
2.0 Credits
Member Price: $79
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Love it or Leave It: Engagement and Retention at Work
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethical Values and Engagement and RetentionEnhancing Employee engagementStrategic/Intentional Actions to Enhance RetentionGeneration X
The Value of Conflict
-
TBD
1.0 Credits
Member Price: $39
Conflict resolution
Revenue Recognition - Topic 606 Overview
-
TBD
1.5 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
Forgotten Managerial Accounting Tools
-
TBD
2.0 Credits
Member Price: $79
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
The Controllership Series - Financial Statement Preparation
-
TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Clean, Transform & Load Data in Power BI
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Relationship Networking: The Art Of Conversation
-
TBD
1.0 Credits
Member Price: $39
Networking Replatinship Management
Aligning Analytics to COSO's Fraud Risk Management Principles
-
TBD
1.0 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Productivity Hacks for Working Remote
-
TBD
1.2 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
K2's The ABCs of Automation With Microsoft's Power Platform
-
TBD
2.0 Credits
Member Price: $79
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
Considerations of Fraud
-
TBD
2.0 Credits
Member Price: $79
AU-C 240 Auditing Yellowbook
Topic 842: FASB's Lease Accounting Standard Update
-
TBD
2.0 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates