CPE Catalog & Events
Let's End Business Ethics
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Online
2.00 Credits
Member Price: $79
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Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Surgent's Six Common Barriers to Investment Success
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Online
2.00 Credits
Member Price: $99
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Availability bias Herding Loss aversion Present bias Anchoring Home country bias
Coaching Skills That Improve Performance
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Online
4.00 Credits
Member Price: $129
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Coaching Effective Communication
Create Paginated Reports with Power BI Report Builder
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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:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
International Tax Lunch Series 2024
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Online
1.00 Credits
Member Price: $49
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May 2024: Foreign-Owned Real Estate Holding Structures: Corporate Structures In Depth June 2024: Foreign-Owned Real Estate Holding Structures: Trust Structures in Depth July 2024: Foreign-Owned Real Estate Holding Structures: Fixing Problems August 2024: Foreign-Owned Real Estate, the Ownership Phase: Income Taxation September 2024: Real Estate Disposition Case Study: Sale of a California Personal Residence -- Taxation, Withholding, Tax Returns October 2024: Preparing an Expatriation Income Tax Return and Form 8854 November 2024: What Kind of Trust is This? Foreign/Domestic, Grantor/Non-grantor, Simple/Complex January 2025: Foreign Grantor Trusts: Taxation, Tax Compliance, and Use Cases February 2025: Foreign Non-grantor Trusts: Taxation, Tax Compliance, and Use Cases March 2025: Foreign Non-grantor Trust Distributions to U.S. Beneficiaries
Fraud Risk Management
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Online
2.00 Credits
Member Price: $79
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Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Payroll Essentials: Fringe Benefits: Taxable or Not?
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:What is and what is not a fringe benefitPayroll tax withholding rules on taxable fringe benefitsPayroll reporting on employee checks, payroll returns, and W-2sWhat to watch for at year end and where to go to get resources
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Better Forecasts: Be a Better Predictor
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Online
2.00 Credits
Member Price: $79
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Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Current Issues in Performing Yellow Book Audits
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Latest developments relevant to Yellow Book auditsBe prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards
Case Study Ethics for Today's Accountant
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:How to apply ethical guidance to scenarios accounting professionals may encounter in public practiceBest ethical standards to integrateAnalyze and apply the AICPA Code of Professional Conduct
Coaching & Counseling - Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
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Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Take Your PowerPoint From Mess to Success
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Online
1.00 Credits
Member Price: $39
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Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Member Price: $39
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Mental Health Awareness
Advanced Negotiations: Beyond Getting to Yes
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpart
Talk This Way - Communication Skills for the CPA
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online
4.00 Credits
Member Price: $159
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Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Forensic Accounting: Court Approved Methods of Proof
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Member Price: $299
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Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters