CPE Catalog & Events
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Online
1.00 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
2024 Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
LinkedIn Profile Secrets for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Effective branding and LinkedIn profile positioning for CPAsBest practices and tips for each profile featureOptimizing language and words to attract clients: Your headline, essay, descriptions, and keywordsSizzle elements: Your headshot, background banner, videos, and mediaEssential LinkedIn settings and privacy for CPAs
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Online
2.00 Credits
Member Price: $118
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business
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Online
2.00 Credits
Member Price: $89
We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken-because it will be both entertaining and rich in content!
Surgent's Excel Tables and Conditional Summing
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Online
2.00 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Online
4.00 Credits
Member Price: $159
The 2024 implementation of GASB No. 100 on accounting changes and error corrections The end of 2024 application of GASB No. 101 addressing compensated absences Additional recently issued GASB standards and projects
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
The Choice of Entity Decision: What is Best for Your Client
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations.Impact of the Section 199A deductionRamifications of the C to S election and the S to C electionCorporate tax rate to individual tax rate comparison examplesOther related topics
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
Audit 206: Analytical Procedures - Audit Fundamentals
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Identifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewEstablishing expectations for analytic proceduresProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic proceduresCommon pitfalls in performing substantive analytic procedures
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
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Online
2.00 Credits
Member Price: $99
Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023? The rollover deadline for 2023 age 73 RMD Coverage of applicable provisions of SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the required minimum distribution rules The parties that are subject to the required minimum distribution rules Exceptions and special considerations for required minimum distributions Rollover and transfer rules in an RMD year The various responsibilities for interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for certain beneficiaries
2024 White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Excel for Staff Level 2 - Getting More Out of Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Combatting Sexual Harassment in the Workplace
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Online
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
Microsoft Teams Features Every User Should Know
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the key Teams appsEverything there is to know about composing messages in TeamsUsing Teams to manage files, email messages and other contentBest practices for structuring your teams and channelsHow to use "private" channelsHow to use Teams as your primary phone systemManaging your Teams settingsEstablishing links to other Microsoft 365 applicationsHosting a Teams meeting from A to Z
Creating a High Performance Culture - Post Pandemic
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Why Culture MattersWorkforce ChallengesCreating a High Performance CulturePractical Tools
Bounded Ethicality: Exploring the Limits of Ethical Behavior
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Internal transparencyImplicit associationConcrete versus abstract processingTemporal biasEthical fading