CPE Catalog & Events
Case Study Ethics for Today's Accountant
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:How to apply ethical guidance to scenarios accounting professionals may encounter in public practiceBest ethical standards to integrateAnalyze and apply the AICPA Code of Professional Conduct
Giving Feedback that Delivers Results
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TBD
1.2 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
2024 Is Activity-Based Costing the Right Tool for Your Organization?
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TBD
2.0 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting
ChatGPT and Advanced Financial Analysis for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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TBD
4.0 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How COVID-19 has affected compliance and customer service
2024 What's Going on at the AICPA
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TBD
4.0 Credits
Member Price: $129
Group Audits Quality Management Less Complex Entities
Building a Better Budget in a Time of Uncertainty
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
How Changes in Business Methods Affects Internal Control
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Excel - Advanced Financial and Statistical Calculations
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
2024 Electronic Audit Evidence in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $79
Audit Evidence Digital
2024 Public Procurement Basics: Protecting the People's Money
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TBD
2.0 Credits
Member Price: $79
Code of Federal Regulation Procurement Federal Funds
2024 Business Tax Update for Industry
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TBD
2.0 Credits
Member Price: $79
Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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TBD
3.0 Credits
Member Price: $169
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Common Yellow Book & Single Audit Deficiencies - 2023
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TBD
4.0 Credits
Member Price: $129
ICOC Compliance Testing Major Program Determination
2024 Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
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TBD
4.0 Credits
Member Price: $129
S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate – “safe harbor” rule and aggregation rules
The Single Audit from Beginning to End Update
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TBD
8.0 Credits
Member Price: $225
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
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TBD
8.0 Credits
Member Price: $225
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
Auditing, SSARS and Attest Update
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services CommitteeRecently issued New Quality Management StandardsHighlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards BoardRecap of recent changes and present common peer review findings and best practices to improve practice quality
Governmental Accounting 101
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TBD
2.0 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting