CPE Catalog & Events
2024 Internal Controls Over Compliance vs Compliance
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TBD
1.0 Credits
Member Price: $39
Internal Controls Over Compliance Compliance Single Audits
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
K2's 2023 Top PDF Features You Should Know
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TBD
4.0 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
K2's 2023 Kicking It Up A Notch With KPIs
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TBD
1.0 Credits
Member Price: $39
How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs
A 7-Step Framework for Marketing Client Accounting Services
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:An efficient process to identify, attract and consultatively sell CAS to new prospectsRemain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channelsHow to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
Communicating Financial Information to Non-Accountants
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TBD
2.0 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
Surgent's Accountability: Stop the Blame Game
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TBD
4.0 Credits
Member Price: $159
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
How Fraud Can Affect Smaller Organizations
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TBD
4.0 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
2024 Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Managing Current Fraud Trends in a Shifting Environment
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
An Ethical Approach to Mental Health Issues at Work
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Modernized Bookkeeping for the CPA
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TBD
1.0 Credits
Member Price: $39
How to structure/offer repeated services without stretching yourself thin Types of Tech Stack you should include in your firm Managing client expectations and building your workflows around them
2024 Deep Dive into Quality Management
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TBD
2.0 Credits
Member Price: $79
Quality Management Risk Assessment SQMS
2024 Single Audit Update
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TBD
2.0 Credits
Member Price: $79
2024 Compliance Supplement Uniform Guidance Common Deficiencies
Inflation Reduction Act of 2022: Explanation and Planning
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Key provisions for individual taxpayers - deductions and creditsKey provisions for business taxpayers - new taxes, deductions, and creditsImpacts on flow-through entitiesNew reporting requirementsDepreciation update: impact on bonus depreciation
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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TBD
2.0 Credits
Member Price: $99
Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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TBD
3.0 Credits
Member Price: $99
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
Achieving Balance in Work and Life - Part 2
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TBD
4.0 Credits
Member Price: $129
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts