CPE Catalog & Events
Risk Is Increasing - and Risk Management Is Evolving
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Online
1.00 Credits
Member Price: $71
Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Member Price: $39
Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Member Price: $39
Communication Feedback Management Leadership
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
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Online
2.00 Credits
Member Price: $79
Feedback
Better Forecasts: Be a Better Predictor
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Online
2.00 Credits
Member Price: $79
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
Surgent's Data Analytics for Accountants and Financial Managers
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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 S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
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Online
2.00 Credits
Member Price: $99
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Coaching Skills That Improve Performance
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Online
4.00 Credits
Member Price: $129
Coaching Effective Communication
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
Surgent's Advanced Individual Income Tax Return Issues
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Online
8.00 Credits
Member Price: $279
New issues for the current year tax return and §199A Installment sales — understanding the complicated issues Form 8582: Passive losses with carryovers — Complicated case with filled-in forms Puts, calls, straddling, and unusual investments — Understanding the tax laws and reporting them correctly on the tax return Capital gain and loss issues — The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more… At-risk rules: What a return preparer really needs to know Passive loss issues — You can't just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right! Incentive and nonqualified stock options — Reporting; key strategies for planning; dealing with the alternative minimum tax Alternative minimum tax — Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client Form 6251: Detailed calculation example
IRS Audits of the Employee Retention Credit 2024
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Online
1.00 Credits
Member Price: $49
Employee Retention Credit details Employee Retention Credit Audit process and preparation Update on the market
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.00 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Linking Risk Management to Strategy
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Online
1.50 Credits
Member Price: $94
Enterprise risk management Strategic planning Key challenges organizations face The finance professional's expanding role Black Swan events
Audit 101: AICPAs Code of Professional Conduct Principles
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
Monthly Federal Tax Updates - December 2024
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Member Price: $89
Communications
Analytical Procedures: Methods and Evaluation 2024
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Online
4.00 Credits
Member Price: $159
Review of the appropriate audit and review standards Identifying appropriate analytical procedures in the circumstances Developing expectations Designing and performing analytical procedures Investigating results of the procedures performed Introduction to data analytics
Health Insurance Planning 2024
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Online
4.00 Credits
Member Price: $159
The interrelationship of health, happiness and financial well-being Tax planning for health care costs The failures and successes of the Affordable Care Act Medical insurance terminology, alternatives and strategies for selecting the best option The pros and cons of health savings accounts
What's Going on at the GASB (2024)
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.