CPE Catalog & Events
Microsoft Teams Features Every User Should Know
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Online
2.00 Credits
Member Price: $89
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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
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $79
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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
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Online
2.00 Credits
Member Price: $79
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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
Excel - Advanced Spreadsheet Troubleshooting Techniques
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errors
Surgent's Managing Up the Ladder
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Online
2.00 Credits
Member Price: $99
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Influence, persuasion, and power Navigating without position power
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Member Price: $99
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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?
Managing the Accounting Department
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Online
4.00 Credits
Member Price: $129
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Accounting Leadership Management
Payroll Essentials: Ethics in Payroll
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Ethical framework in the payroll processThe role of ethics by stakeholders involved in the payroll processReal-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Member Price: $89
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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.
Revenue Recognition for Private Entities 2024
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Online
4.00 Credits
Member Price: $159
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Analysis of requirements for revenue recognition under ASC 606 Discussion of the requirements for auditing revenue transactions Analysis of internal control and fraud risk aspects Identification of high-risk areas of revenue recognition Suggested procedures for identified risks
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Corporate Income Tax Return Fundamentals 2024
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Online
8.00 Credits
Member Price: $299
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Corporate structure entity choice comparisons Form 1120 and Schedule M-1 or M-3 Items for book-tax differences Tax accounting methods Uniform capitalization rules, overview Minor discussion on depreciation: capitalization, gain, loss and recapture Carrybacks, carryforwards and credit Case Study and presentation in return Mergers and Acquisitions impact on the returns
Audit 504: Making Rain - Success with Clients and Prospects
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
Accounting for Digital Assets Under U.S. GAAP, Part IV
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Online
1.00 Credits
Member Price: $71
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What is crypto lending? The meaning of commonly used crypto lending terms How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements Which disclosures are applicable based on the facts and circumstances
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $79
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Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $79
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A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Personal Leadership Skills
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Online
4.00 Credits
Member Price: $129
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Leadership Personality Types Communication Memory
Steps to Stop External Fraud
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Data Visualization for Audits 2024
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Online
2.00 Credits
Member Price: $89
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Common data sets How to visualize data sets and interpret results How to replace manual audit procedures with technology
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
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Online
2.00 Credits
Member Price: $99
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Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing