CPE Catalog & Events
Introduction to Yellow Book
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TBD
2.0 Credits
Member Price: $79
GAGAS Yellow Book Independence
2024 Governmental GAAP Update
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TBD
2.0 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Surgent's Excel Budgeting Ideas
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TBD
2.0 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Surgent's Food, Beverage, and Entertainment Expensing
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TBD
2.0 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Using ChatGPT with Excel
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts
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TBD
8.0 Credits
Member Price: $225
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
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TBD
8.0 Credits
Member Price: $225
Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards
Business Communication Essentials (Dynamic Communication in the Workplace)
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TBD
1.0 Credits
Member Price: $39
Communication Feedback Management Leadership
Audit 501: Personality Styles - Improving Your Interactions
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
CyberPsychology: Conquering Insider Threat 2024
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TBD
4.0 Credits
Member Price: $159
• Exploiting control gaps and control weaknesses • Psychological tactics used in attacks • A review of robust controls • Data access observables, changes in network patterns • A review of the audit, HR, IT and management relationships • Proactive approaches to recognize evolving risks and avoid breaches
Family Law 101 2024
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TBD
4.0 Credits
Member Price: $159
• Lifestyle issues: Does the client's lifestyle reflect the level of reported income? • Undisclosed income • Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing • Owner perks • Tax deductions vs. family law deductions • Business entity-related issues such as partnerships, S corps and corporations
Coping With the Growth of Online Fraud
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Revenue: ASC Topic 606 in Depth 2024
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TBD
8.0 Credits
Member Price: $299
• FASB ASC 606, Revenue from Contracts with Customers • FASB ASC 340-40, Other Assets and Deferred Costs • All recently released updates to FASB ASC 606, Revenue from Contracts with Customers
Tax Collection Defense 2024
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TBD
8.0 Credits
Member Price: $299
• Assessment and attachment rules-tax assessment procedures and attachment of the assessment lien to property, including community property • Tax liens-perfection and priority rules in general and for specific assets and relief from liens • Tax levies and seizures-taxpayer rights and defenses; third party rights • Dealing with the collection officers and representatives • Collection appeals and resolutions • Judicial actions: collection due process (CDP), injunctions and IRS suits.
How To Use Microsoft 365 Forms to Create Online Surveys
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Overview of the Microsoft 365 Forms app features and capabilitiesStep-by-step review and demonstration of the Forms appDesigning your form or surveyCreating form questionsUsing branching to eliminate unnecessary questions based on form input dataCustomizing the form theme / styleManage form response settingsDistribute forms via link, website or emailReview of the completed forms response reportExporting forms data to Excel for further analysis
Talk This Way - Communication Skills for the CPA
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
The Controllership Series - The Financial Close Process
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
The Leadership Skills of Tomorrow: Delegate and Listen
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
Critical Tax Procedural Issues for CPAs 2024
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TBD
3.0 Credits
Member Price: $129
• Key compliance procedures concerning return preparation of original and amended returns • Understanding key procedures about IRS examination • Understanding key relief provisions for oversight, errors and later discovered facts or information