CPE Catalog & Events
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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TBD
1.0 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
The Untold LinkedIn Hyper-Growth Story
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TBD
1.0 Credits
Member Price: $39
Talent Business Growth People Strategy Culture Communication Trust Strategy
The Controllership Series - The Controllers Role in Procurement Function
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement
Tax Power Ethics for Tax Professionals
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TBD
2.0 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
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
Business Consulting for CPAs
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TBD
4.0 Credits
Member Price: $129
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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TBD
1.2 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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TBD
2.0 Credits
Member Price: $79
Accounting Finance Cash Investments
Excel - Fundamentals, Data Entry and Basic Formulas
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
Financial Reporting: Assets and Liabilities-U.S. GAAP vs IFRS 2024
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TBD
2.0 Credits
Member Price: $89
• Inventories • PPE • Intangible assets • Investment property • Impairment of assets • Financial instruments • Provisions • Leases • Income taxes
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
Build a Data Model for Analysis in Power BI
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Audit 308: Audit Reporting and General Audit Procedures
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process
Like-kind Exchanges in Real Estate Transactions
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
HR Guide to Evolving Business Strategy, Finance and Development
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TBD
1.2 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
State Tax Nexus: Frequently Awkward Questions
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TBD
2.0 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Cognitive Biases for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias