CPE Catalog & Events
CFO Series - November 2024 Webinar Bundle
-
Online
8.00 Credits
Member Price: $249
All times listed are Eastern Time ZoneWeek 1: CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROI CPE: 2Field of Study: AuditingDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, November 01, 11:00 amDescription: What do investors want?They actively pursue three key strategies:1) improve profit (most over used strategy)2) reduce investment (an under used strategy)3) reduce risk (a much-neglected strategy)In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared!Week 2: CFO Series: Re-invigorating Your Career: Planning Your PathCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Bob Mims, CPADate: Friday, November 08, 11:00 amDescription: A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___". This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____", and will convert them to, "I'm so glad I ____". We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us.Week 3: CFO Series: Successful System Implementations: Planning!CPE: 2Field of Study: Information Technology Discussion Leader: Tracy Cooper, CPADate: Friday, November 15, 11:00 amDescription: System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.Week 4: CFO Series: Enhancing Sales: Work with Sales to Drive ResultCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Jane Mims, Ph.D.Date: Friday, November 22, 11:00 amDescription: Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Often sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Finance were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line - we will discuss how. Working together yields superior results.
Legal Planning for Care Giving of Elderly/Disabled Clients
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
Audit 101: AICPAs Code of Professional Conduct Principles
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
Are Those Independent Contractors Really Independent Contractors?
-
Online
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
-
Online
1.00 Credits
Member Price: $39
Relationships
Estate & Trust Primer - Tax Staff Essentials
-
Online
4.00 Credits
Member Price: $213
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Taxation of trusts and estates Basic concepts of estate planning
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
-
Online
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
-
Online
1.00 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Accountants and Malpractice: Can We Get Sued for This?
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Data Visualization for Audits 2024
-
Online
2.00 Credits
Member Price: $89
Common data sets How to visualize data sets and interpret results How to replace manual audit procedures with technology
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 2024
-
Online
2.00 Credits
Member Price: $89
Setting up a chart of accounts Reviewing the estate plan Distinguishing between "income" and "principal" Understanding the relationship of fiduciary accounting to fiduciary taxation
Nonprofit A&A Standards Update and New Developments 2024
-
Online
2.00 Credits
Member Price: $89
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
Surgent's Shades Of Gray - Practicing Before The Internal Revenue Service - Circular 230 -Current State
-
Online
2.00 Credits
Member Price: $99
Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals
Collaborative Communications: Working with Diverse Styles
-
Online
2.50 Credits
Member Price: $89
Communications
Tax Exempt Organizations - Planning and Compliance for Tax Matters
-
Online
4.00 Credits
Member Price: $159
Deep Dive Into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
Online
4.00 Credits
Member Price: $129
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Create Paginated Reports with Power BI Report Builder
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Internal Control - Testing for Operating Effectiveness
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
-
Online
4.00 Credits
Member Price: $159
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets