CPE Catalog & Events
Accounting in the Wake of COVID-19
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Risk assessmentGovernment assistancePandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsEngagement and workforce managementOther current events as appropriate
2024 White-Collar Crime: What Every CPA Should Know
-
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
2024 A Guide to Sampling - Part 2
-
Online
2.00 Credits
Member Price: $79
Sampling ICFR Single Audit Sampling
Microsoft 365 Deployment Best Practices
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
Pass-Through and Corporate Annual Tax Update
-
Online
5.00 Credits
Member Price: $213
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Appreciation Intelligence: The New AI
-
Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
IRS Penalties and Abatements
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Surgent's Time Management for Professionals
-
Online
2.00 Credits
Member Price: $99
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
Audit 104: Audit Documentation - Workpapers To Pass Review
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
Online
4.00 Credits
Member Price: $159
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
Obtaining an Understanding of Internal Control
-
Online
1.00 Credits
Member Price: $71
Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming
Coaching & Counseling - Performance Management
-
Online
1.00 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Asset Misappropriation - Let Me Count the Ways
-
Online
2.00 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Persuasive Writing 2024
-
Online
2.00 Credits
Member Price: $89
Persuasive writing Business writing Practice development Marketing
The Dark Web & Cybersecurity for Tax and Accounting Pros
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Understanding the Dark WebDifferences between the Deep Web and the Dark WebPotential threats from the Dark WebCase studies of Dark Web exploitation in accountingStrategies for mitigating Dark Web threatsImplementing effective cybersecurity measuresRole of accountants in addressing Dark Web threats
A Review of the Uniform Guidance Requirements
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Key auditor requirements in a Single AuditEnhanced required reporting requirement in Single Audit related to internal control and complianceClarifications and examples of how to properly determine major federal programsKey definitions related to Single AuditOther important matters contained in the Uniform Guidance
Documenting Internal Control
-
Online
1.00 Credits
Member Price: $71
Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control
2024 Was It Fraud or Just Poor Audit Quality?
-
Online
1.50 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Coaching & Counseling - Addressing Misconduct
-
Online
1.00 Credits
Member Price: $39
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Why Auditors Fail To Detect Fraud
-
Online
2.00 Credits
Member Price: $79
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it