CPE Catalog & Events
Drive Results with Metrics
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TBD
2.0 Credits
Member Price: $79
Performance Metrics Budgets
Todd and Julie Chrisley Go to Prison
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
The Successful Family Business
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
Deep Dive Into Common Auditing Deficiencies
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
AI Revolution: The Big Picture for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
SECURE Act 2.0: What You Need to Know
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TBD
1.0 Credits
Member Price: $29
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Tactics to Find Work Life Balance in a Complex World
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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TBD
1.2 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
Independence Requirements for Auditors
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TBD
2.0 Credits
Member Price: $79
PEEC Ethics Yellowbook
Internal Control Changes for Remote Workers
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Leading Up: The Superpower Every Ascending Leader Needs
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TBD
2.0 Credits
Member Price: $79
The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.
Surgent's Tax Research
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TBD
2.0 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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TBD
2.0 Credits
Member Price: $99
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Surgent's Ethics for the Industry Accountant
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TBD
4.0 Credits
Member Price: $179
What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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TBD
4.0 Credits
Member Price: $129
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that
Understanding the New Forms K-2 and K-3
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Surgent's Emotional Intelligence
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TBD
4.0 Credits
Member Price: $159
Self-awareness Self-regulation & motivation Empathy Managing relationships
The SECURE Act 2.0 - Planning Opportunities for Employers
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TBD
1.0 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
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TBD
1.0 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
Excelling at Excel: The Magic of Power Query
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TBD
2.0 Credits
Member Price: $79
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query