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CPE Catalog & Events

Showing 12826 Webcasts Results

Contract and Procurement Fraud

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Online

2.00 Credits

Member Price: $109

Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards

Preparing and Reviewing Workpapers for Higher Quality Audits

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Online

4.00 Credits

Member Price: $159

The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers   Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards 

Partnership Essentials: Review & Update

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Online

4.00 Credits

Member Price: $159

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

Yellow Book Independence and Single Audit Fundamentals

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit

Global Internal Audit Standards (GIAS) Domain IV - Part 2

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Online

2.00 Credits

Member Price: $109

Internal audit Standards GIAS Accounting Auditing

Leverage PowerBI.com to Create Data Analysis for Others

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.

Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

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Online

2.00 Credits

Member Price: $99

529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax

The Role of Internal Control in the Risk-Based Audit

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Online

4.00 Credits

Member Price: $159

Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

Asset Misappropriation - Let Me Count the Ways

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Online

2.00 Credits

Member Price: $109

Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there

ChatGPT and Advanced Financial Analysis for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT

HR Investigations - Episode 2 - Interview Techniques

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Online

2.00 Credits

Member Price: $109

Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results

Casualty Losses: Disaster Relief Act of 2024

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture

The Controller Function - Cash and Investments

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Online

1.40 Credits

Member Price: $59

Accounting Finance

Two Types of Goals You Need to Be Successful

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Online

1.00 Credits

Member Price: $109

Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact

IRS Cybersecurity Checklist

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Online

2.00 Credits

Member Price: $109

Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap

Exploring the New Lease Accounting Standard

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

Profitability Pricing: Boost your Bottom Line

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Online

2.00 Credits

Member Price: $109

Competitive bids Achieving target profitability   

Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer

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Online

4.00 Credits

Member Price: $159

The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer

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

Effective Coaching Strategies for High Performance

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Online

4.00 Credits

Member Price: $159

Coaching Effective Communication Problem Solving Use of AI as a coaching tool