CPE Catalog & Events

Mastering Rapport Skills for Fun and Profit
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Online
4.00 Credits
Member Price: $159
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
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $159
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
Member Price: $400
Discuss the most recent business income tax legislation passed to date Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
AHI: Level III - Beginning In-Charge Staff Training
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Online
24.00 Credits
Member Price: $740
What is Expected of the In-Charge Plan Engagements Assess Risk and Materiality AI for Accountants Meet Client Needs Complete Engagements Review Assistants' Work Supervision
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.40 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
The Psychology of Fraud
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Online
1.50 Credits
Member Price: $79
Fraud Fraud Triangle
FASB Update and Review
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Online
2.00 Credits
Member Price: $109
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $159
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
2025 A&A Update With Technology Implementation
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Deep dive into the Accounting Standards Updates (ASUs) effective in 2025.Insights from the FAF's 2024 PCC Review.Overview of FASB's Invitation to Comment - Agenda Consultation.The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB).
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $109
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $109
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
Implementing an AI-Enabled Marketing Strategy for Your Firm
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Module 1: Introduction to AI in Marketing The Basics of AI – Concepts and TerminologyModule 2: Leveraging AI Tools and Technologies Overview of AI Tools for MarketingModule 3: Practical Strategies for AI Integration Integrating AI into Your Marketing WorkflowModule 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven CampaignsModule 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in MarketingModule 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $59
Accounting Finance
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Member Price: $79
Accounting Finance Cashflow
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Online
2.00 Credits
Member Price: $99
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Online
2.00 Credits
Member Price: $99
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Surgent's Tax Reporting for Executive Compensation
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Online
2.00 Credits
Member Price: $99
Nonqualified deferred compensation (NQDC) Nonqualified stock options (NQSOs) Incentive stock options (ISOs) Restricted stock/restricted stock units (RSUs) Stock appreciation rights (SARs) and phantom stock Employee stock purchase plans (ESPPs) Applicable tax forms and schedules Stock sale reporting Estimated taxes Filing deadlines and extensions State taxation
Public Speaking Secrets That Wow Audiences
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Online
4.00 Credits
Member Price: $159
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $225
Qualified business income deduction Hobby losses Self-employment health insurance Business start-up costs Depreciation Schedule C issues Like-kind exchanges Clean vehicle credit