CPE Catalog & Events
2024 Risk Assessment & Internal Control
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TBD
1.5 Credits
Member Price: $59
Risk Assessment Internal Controls Common Deficiencies
2024 Introduction to Ethics & Professional Skepticism
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TBD
2.0 Credits
Member Price: $79
Code of Professional Conduct Fraud Professional Skepticism
Excel - Feature Review in 100 minutes
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
K2's 2024 Business Intelligence, Featuring Microsoft's Power BI Tools
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TBD
8.0 Credits
Member Price: $225
The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
CFO Career Upgrade with LinkedIn
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
Systems Thinking for CPAs 2024
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TBD
2.0 Credits
Member Price: $89
• Pattern recognition and interconnectedness • Foresight • Emergence • Complexity • System mapping
K2's 2023 Excel Tips, Tricks, and Techniques for Accountants
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TBD
8.0 Credits
Member Price: $225
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
If You Only Knew What Microsoft Word Could Do
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
S Corporations: Calculating Shareholder Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
2024 Stand Out - How to Create a Unique Employer Brand
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TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Surgent's Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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TBD
1.0 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Networking Works: Build Relationships to Build Your Business
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TBD
1.2 Credits
Member Price: $39
Communication Relationship-building Active listening Public speaking
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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TBD
1.6 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Planning in an Uncertain World
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TBD
2.0 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
2024 Yellow Book Update
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TBD
2.0 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
Audit 304: Auditing Basic Investments - Common Risks
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
Schedule C of Form 1040
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
Surgent's A Complete Guide to Offers in Compromise
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TBD
2.0 Credits
Member Price: $119
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Secure Act 2.0 - Everything that you Need to Know
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TBD
2.2 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found