CPE Catalog & Events
A&A Update for Closely Held Businesses 2024
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Online
6.00 Credits
Member Price: $239
Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024 Recently issued Statements on Auditing Standards and other AICPA activity Recently issued Statements on Standards for Accounting and Review Services
Audit 207: Sampling - Avoiding Common Mistakes on Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of sampling and sampling riskDifferentiating statistical and nonstatistical sampling approachesAttribute testing for tests of controls and complianceVariables sampling for substantive audit assurance when performing tests of detailsDetermining sample sizes in a compliance audit in conformance with Uniform Guidance
Hold Your Horses! How Landmark Fraud May Have Been Avoided
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Key aspects of Rita Crundwell’s theftInternal controls that could have prevented the theftInternal controls that could have detected the theft in a timely mannerIndependence in both fact and appearanceLessons for CPA firmsLessons for government agencies
Negotiation Strategy: What to do Before, During and After
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Online
1.50 Credits
Member Price: $69
negotiation
Ethics: What a CPA in Public Practice Needs to Know
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Online
2.00 Credits
Member Price: $89
Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public Practice
Surgent's Excel Shortcuts for Accountants
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Online
2.00 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Managing the Accounting Department
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Online
4.00 Credits
Member Price: $129
Accounting Leadership Management
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2021/22 legislation impacting business taxpayersExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Leases: Is it a Lease? ASC Topic 842-10 2024
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Online
2.00 Credits
Member Price: $89
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Surgent's Data Analytics for Accountants and Financial Managers
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Online
2.00 Credits
Member Price: $99
Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference
Surgent's Understanding Non-Compete Agreements
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Online
2.00 Credits
Member Price: $99
Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements.
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
Internal Control - Testing for Operating Effectiveness
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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 Understanding and Testing Control and Compliance in a Single Audit
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Online
4.00 Credits
Member Price: $159
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
Creating a Culture of Trust: Build Loyal and Engaged Teams
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Online
1.50 Credits
Member Price: $59
Culture Trust
Audit 208: Audit Reporting Basics - Report Issuance Process
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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
Surgent's Tax Research
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Online
2.00 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda