CPE Catalog & Events
Navigating Difficult Conversations with Clients
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Online
1.00 Credits
Member Price: $39
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Communication Negotiation Conflict Persuasion Management Leadership Customer Service
Personal Leadership Skills
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Online
4.00 Credits
Member Price: $129
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Leadership Personality Types Communication Memory
2024 Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $59
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Performance audit standards Performance audit types Performance audit objectives
Coaching Skills That Improve Performance
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Online
4.00 Credits
Member Price: $129
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Coaching Effective Communication
2024 White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $79
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Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Managing the Accounting Department
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Online
4.00 Credits
Member Price: $129
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Accounting Leadership Management
Everything There is to Know About Summonsing
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.
Create Measures in Power BI that Define Your Metrics
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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:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Online
8.00 Credits
Member Price: $299
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Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
Transform Your Organization With Office 365 and Teams
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy
Advanced Excel: Hidden Secrets and Gems
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
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Languages of appreciation Appreciation strategies
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $79
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Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Implementing System Changes: Success Planning & Leadership
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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:Setting the stage for a successful implementationAssigning the right resourcesCreating and utilizing a project planCommunicating effectivelyProviding post implementation supportRecognizing the winsCapturing lessons learned
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Online
2.00 Credits
Member Price: $99
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The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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Online
2.00 Credits
Member Price: $99
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Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Member Price: $225
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Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Professional Skepticism
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Online
2.00 Credits
Member Price: $89
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The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
Designing a Work Program for Your Financial Planning Practice 2024
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Online
2.00 Credits
Member Price: $89
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Cash flow management and budgeting Planning for insurance Investing Income tax Education Retirement and estate planning Employee benefits
Monthly Federal Tax Updates - July 2024
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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:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues