CPE Catalog & Events
Payroll Essentials: Getting to Know Payroll Taxes
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:The various types of payroll taxes related to compensationPayroll calculations related to the various of payroll taxesIntroduction to common payroll formsResources, recommendations, and guidance on compensation and payroll related topics
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $99
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The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Engagement Management with the Microsoft 365 Planner App
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Nonprofit A&A Standards Update and New Developments 2024
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Online
2.00 Credits
Member Price: $89
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Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.
Surgent's Ins and Outs of Health Savings Accounts
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Online
2.00 Credits
Member Price: $99
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Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Online
2.00 Credits
Member Price: $99
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Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
New Businesses - Advising Clients on Related Tax Issues
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Online
4.00 Credits
Member Price: $159
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Operations Level Internal Control 2024
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Online
4.00 Credits
Member Price: $159
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An overview of controls that drive procedures Considerations for Procedural Control Development Understanding and controlling risk that arises when organizations change
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Construction Contractors: Auditing Considerations
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Online
4.00 Credits
Member Price: $213
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Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
AICPA Audit Quality Update and Quality Management Standards
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Analysis of the AICPA's Enhancing Audit Quality InitiativeTrends in audit qualityLatest on the DOL's audit quality studyPeer review findings and practice tips for achieving high practice qualityAICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB and IAASB quality management standards and the potential impact on AICPA standards
Exploring the New Lease Accounting Standard
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
The Great Divide - Successful Collaboration Across Generations for HR Professionals
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Online
1.00 Credits
Member Price: $39
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Diversity Inclusion Generations Leadership Engagement
Maintaining a Harmonious Working Environment
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Online
1.00 Credits
Member Price: $39
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Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
The Lifecycle of a Criminal Tax Investigation
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Who investigates tax crimes?How are the tax crimes found?What happens if tax crimes are discovered?What steps are taken from the beginning of the investigation to imprisonment?
Prevention & Detection of Fraud In Small Businesses
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Online
4.00 Credits
Member Price: $129
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The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
Advanced ChatGPT for Accountants
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Business and Government Investigations
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Online
2.00 Credits
Member Price: $89
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Major topics covered in this course include:How government investigations for white-collar crimes beginHow investigators and prosecutors build cases against business leadersDifferences between witnesses, subjects, and targetsCivil versus criminal allegations and proceedingsCollateral consequences of a criminal chargeUnderstanding the role of defense attorneysDifferentiate between challenges in business and allegations of wrongdoingInfluence on financial loss amounts and sentencingLowering risk levels for government investigations or allegations of white-collar crime
The Impact of ESG Matters on Financial Reporting and Audits
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters