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CPE Catalog & Events

Showing 22897 Third Party Webinars Results

Surgent's Annual Accounting and Auditing Update

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TBD

8.0 Credits

Member Price: $299

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606 Fraud case studies Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Surgent's Individual and Financial-Planning Tax Camp

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TBD

8.0 Credits

Member Price: $299

Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption in light of proposed regulations  The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people

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

Assessing Independence Under Yellow Book

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TBD

1.0 Credits

Member Price: $39

GAO Yellowbook Ethics

The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA

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TBD

1.0 Credits

Member Price: $39

What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader

Addressing Misconduct

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TBD

1.0 Credits

Member Price: $39

Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control

Asset Misappropriation - Let Me Count the Ways

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TBD

2.0 Credits

Member Price: $79

Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there

Current Fraud Trends - Nonprofit and Government Entities

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TBD

2.0 Credits

Member Price: $79

Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud

Advanced Excel for Staff - Build Reports and Analyze Data

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.

Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes

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TBD

3.0 Credits

Member Price: $129

Leadership Management

K2's Better Productivity Through Artificial Intelligence

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TBD

4.0 Credits

Member Price: $129

• Practical opportunities to leverage artificial intelligence and automation in business settings • Potential risks associated with using AI and automation, including inherent ethical issues • Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier

K2's Implementing Internal Controls In Quickbooks Environments

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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

What's Changing in A&A for Governmental Entities (2025)

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TBD

4.0 Credits

Member Price: $149

The major topics that will be covered in this course include:A look at the GASB standards that are effective this year.GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.The impact of the 2024 Compliance Supplement on Single Audits.Changes to the Uniform Guidance.Common deficiencies found in Single Audits.

ChatGPT and Complex Financial and HR Conversations

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems

Communication Miracles At Work and In Life - Part 1

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TBD

4.0 Credits

Member Price: $129

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges

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TBD

1.0 Credits

Member Price: $39

Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do

Ethics Aren't for the Byrdes in Ozark

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TBD

1.0 Credits

Member Price: $39

Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management

AICPA Statements on Standards for Tax Services: Ethical Considerations

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TBD

2.0 Credits

Member Price: $79

Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

Global Internal Audit Standards (GIAS) Domain III - Part 2

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TBD

2.0 Credits

Member Price: $79

Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting

Corporate Transparency Act Developments

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.