CPE Catalog & Events
Is Your Company a Cult? 2024
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TBD
4.0 Credits
Member Price: $159
• Behavioral warning signs for companies that cross the line • Case studies for fraud potential in cult-like companies
Assessing Independence Under the New Yellow Book
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TBD
1.0 Credits
Member Price: $39
Independence Threats Safeguards
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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TBD
1.2 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
The Controllership Series - The Future Role of the Controller Part 1
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TBD
1.5 Credits
Member Price: $59
Accounting and Finance
ASC 842, Leases: Implementation Issues and Lessons Learned
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases (ASC Topic 842)Key differences between ASC Topic 842 and ASC Topic 840Implementation options, entries, practical expedients, and remeasurement-triggering eventsFASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
2024 The Role of Internal Control in the Risk-Based Audit
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TBD
4.0 Credits
Member Price: $129
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
How to Start a CFO Service
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.
2024 Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $79
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Defining Where and Why Internal Controls are Needed 2024
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TBD
2.0 Credits
Member Price: $89
• Control design basics • Areas or segments of an enterprise to control • Controls to reduce risk • Controls to drive operations
Cyber Attacks Through Impersonation
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this class include:Impersonation techniques used to launch cyber attacksCybercriminals' focus: stealing financial assets and intellectual propertyPractical advice on controls to implement to reduce victimization from impersonation cyber attacksPractical advice to reduce the impact of a cyber attack
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
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
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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TBD
4.0 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
2024 Fringe Benefit Planning - Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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TBD
8.0 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Understanding and Creating an Internal Control System
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Excel for Staff Level 2 - Getting More Out of Excel
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Making Culture A Competitive Advantage
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TBD
1.0 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
Anti-Bullying and Sensitivity
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TBD
1.0 Credits
Member Price: $39
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
Introduction to Governmental Accounting
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TBD
2.0 Credits
Member Price: $79
Fund Accounting MD&A ACFR