CPE Catalog & Events
Bumper Sticker Ethics v. Professional Ethics
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Updates to incorporate new and emerging data sources and industry trends in the value proposition for marijuana businessesReview of fundamental valuation concepts and methodsDiscussion of the value of license rights and related intellectual propertyUseful topics for practitioners and owner/operators involved in purchase price allocation work, economic damage assessments, estate planning and merger acquisition
Not-for-Profit Organizations: Tax Receipts for Donations 2024
-
Online
1.00 Credits
Member Price: $49
Tax compliance Donor relations
Prioritizing Mental Health in the Post-COVID Workplace
-
Online
1.00 Credits
Member Price: $39
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Public Speaking and Confident Communication in Business
-
Online
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
Negotiation Strategy: What to do Before, During and After
-
Online
1.50 Credits
Member Price: $69
negotiation
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Planning in an Uncertain World
-
Online
2.00 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
2024 Not-for-Profit GAAP Update
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
How Culture Affects Risks
-
Online
1.00 Credits
Member Price: $71
Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing
Surgent's Annual Update for Defined Contribution Plans
-
Online
2.00 Credits
Member Price: $99
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
-
Online
2.00 Credits
Member Price: $99
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data
-
Online
2.00 Credits
Member Price: $99
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041
-
Online
2.00 Credits
Member Price: $99
Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The “Tier” Rules The Separate Share Rule IRC 663(b) “65-Day” Rule IRC §691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
Systems Thinking for CPAs 2024
-
Online
2.00 Credits
Member Price: $89
Pattern recognition and interconnectedness Foresight Emergence Complexity System mapping
Why Cybersecurity Matters to CPAs
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their successSpecific cybersecurity controls that help prevent fraud and support data integrity of financial reportsHow an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets
The Seven High Quality Questions that Lead to Success & Solutions
-
Online
2.50 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
New Businesses - Advising Clients on Related Tax Issues
-
Online
4.00 Credits
Member Price: $159
Surgent's Guide and Update to Compilations, Reviews, and Preparations
-
Online
4.00 Credits
Member Price: $159
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation, and review engagements
ChatGPT Bootcamp for CPAs with John Higgins
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business