CPE Catalog & Events
Internal Control Best Practices
-
Online
2.00 Credits
Member Price: $109
Auditing Yellowbook
2024 Revision to Government Auditing Standards Impact
-
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
GAAP Update 25-26
-
Online
8.00 Credits
Member Price: $259
Business combinations and consolidations Lease accounting Financial instruments - credit losses (CECL) Intangibles, including goodwill Fair value
Internal and External Fraud: Understanding It and Working to Control It 25-26
-
Online
8.00 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
The Single Audit from Beginning to End Update
-
Online
8.00 Credits
Member Price: $275
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
How to Make Difficult People Disappear...Without Going to Jail
-
Online
1.00 Credits
Member Price: $59
Team dynamics Influence Organizational behavior Leadership
Surgent's Excel Shortcuts for Accountants
-
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
The Seven High Quality Questions that Lead to Success & Solutions
-
Online
2.50 Credits
Member Price: $109
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
Critical "Soft" Skills for CFOs and Controllers
-
Online
4.00 Credits
Member Price: $159
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
-
Online
4.00 Credits
Member Price: $159
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
AI for CPAs - How it Works and How to Apply it
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Fundamentals of machine learning and AI algorithmsHow generative AI models like ChatGPT functionPractical examples of generative AI in accounting, finance and taxKey terminologies and concepts simplifiedAI Agents for process automation
Ethics: 10 Crucial Qualities of High Character CPAs
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Instant Audit? Just Add Risk Assessment
-
Online
1.00 Credits
Member Price: $59
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Ethics Under Stress
-
Online
2.00 Credits
Member Price: $125
Ten effects of stress on ethics Stress-induced cognitive bias Effects of stress on organizations Strategies to remain resilient and bolster ethical behavior during times of stress
Surgent's Data Analytics for Accountants and Financial Managers
-
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
-
Online
2.00 Credits
Member Price: $99
Review of the current legal and regulatory framework surrounding non-compete agreements 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
Unlock the Power of AI with Copilot in Excel
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot
Financial & Tax Accounting for Partnerships & LLCs
-
Online
4.00 Credits
Member Price: $159
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
The Role of Internal Audit in Enterprise-Wide Risk Management
-
Online
4.00 Credits
Member Price: $159
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
-
Online
3.00 Credits
Member Price: $159
Leadership Management