CPE Catalog & Events
Surgent's Internal Controls, COSO, and COVID-19 (ICC4)
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Online
4.00 Credits
Member Price: $159
ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era The potential impact of increased enforcement of laws and regulations to replenish government coffers Remote work circumstances and considerations
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
The Lifecycle of a Criminal Tax Investigation
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Who investigates tax crimes?How are the tax crimes found?What happens if tax crimes are discovered?What steps are taken from the beginning of the investigation to imprisonment?
Introduction to Sustainability Accounting
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Online
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Understanding and Preventing Budget Calamities
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Online
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
New Manager Series: Next Level Conversations, Next Level Results 2024
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Online
2.00 Credits
Member Price: $89
Leadership Development Team Development Coaching One-On-One Meetings
Surgent's A Complete Tax Guide to Exit Planning
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Online
2.00 Credits
Member Price: $119
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Creating Rapid Rapport for Increased Business
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Online
4.00 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
KPI Bootcamp for Small Businesses
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Online
5.00 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Online
1.00 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Online
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Why People Are Irrational, Biased and Emotional With Money
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Tax Planning-Buying and Selling C Corporations 2024
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Online
2.00 Credits
Member Price: $89
Taxable asset sales, sale of stock of the corporation and stock redemptions Tax treatment of transaction costs of acquired intangibles, IRC 197 Seller consulting and employment agreements Installment sales Sales of stock to Employee stock ownership plan Tax-deferred acquisitive corporate reorganizations Net operating losses and tax credits of acquired corporate business The basics of stock sales eligible for Sec. 1202 and Section 1244
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Member Price: $39
Mental Health Awareness
Compilations, Reviews, and Audits: How They Differ
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Review of differences of compilation, review and audit engagementsCompare and contrast major considerations of each type of engagementProvide practical tips and strategiesProfessional standards that govern each type of engagement
Performance Targets That Deliver Results Without Burnout
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Online
1.00 Credits
Member Price: $39
Performance target design Target testing