CPE Catalog & Events
Navigating Difficult Conversations with Clients
-
Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
The Controllership Series - Managerial Accounting Basics and Costs
-
Online
1.00 Credits
Member Price: $39
Accounting Finance
2024 Real Estate Professionals: Passive Activity Rules
-
Online
2.00 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction
Finding Errors in Excel Spreadsheets
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Ethics - A Line in the Sand; Implications for Daily Business
-
Online
4.00 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
Current Nonprofit Fraud Trends
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Audit 208: Audit Reporting Basics - Report Issuance Process
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Objective of financial reporting and Inter-relationships of financial statements and disclosuresSpecial purpose framework financial statements and the impact on auditsTypes of audit reports, including reasons for modificationFinancial statement drafting and issuance processPerforming a final quality control check before report release
Ethics: Get Rich, Lose Weight, and Enjoy True Love
-
Online
2.00 Credits
Member Price: $89
We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:Do No HarmMake Things BetterRespect Others (by keeping confidences, telling the truth, and keeping your promises)Be FairCareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life.
Surgent's Introduction to Forensic Accounting
-
Online
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
-
Online
1.00 Credits
Member Price: $39
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
-
Online
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Online
1.00 Credits
Member Price: $39
Accounting Finance
Power BI - Use Power Query to Transform Your Data
-
Online
2.00 Credits
Member Price: $118
Append files Combine multiple files from a folder Add custom columns Unpivot a table Create a lookup table from a table
QuickBooks - Know the Right Version for Your Client
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at what's new for 2020 in both Desktop and Online
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
-
Online
2.00 Credits
Member Price: $119
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
2024 Let's Meet at the Intersection of Fraud and Ethics
-
Online
4.00 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
2024 Partnership Essentials: Review & Update
-
Online
4.00 Credits
Member Price: $129
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Excel - Feature Review in 100 minutes
-
Online
2.00 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
Navigating Difficult Conversations with Coworkers
-
Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership
2024 Nonprofit Taxation Rules and Form 990
-
Online
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)