CPE Catalog & Events
2024 Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $79
Performance Metrics Budgets
Surgent's Taking Advantage of Like-Kind Exchanges
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Online
2.00 Credits
Member Price: $99
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
2024 What's Going on at the AICPA
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Online
4.00 Credits
Member Price: $129
Group Audits Quality Management Less Complex Entities
Online Fraud Aimed at Individuals That Can Affect a Company
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
2024 Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Audit Evidence Digital
2024 Business Losses: Going Backward and Forward
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Online
2.00 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
Advanced Cost Accounting
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Online
2.00 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
Data Visualization and Mapping Tools for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:The new visually rich and post-literate worldBusiness case for data visualizationsFreely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word cloudsExcel Analytics Apps, Excel Dashboard Tips, PowerPoint TemplatesLocation Intelligence and Maps, sonification, synthetic media, leading software review portalsVideo-conferencing and live broadcasting, screen and webcam recording, online presentation platformsImage Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplacesMind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
Member Price: $79
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Common Yellow Book & Single Audit Deficiencies - 2023
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Online
4.00 Credits
Member Price: $129
ICOC Compliance Testing Major Program Determination
Using Microsoft Teams to Host Virtual Meetings-Updated
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Overview of using Microsoft Teams for online meetings.Detailed review and analyze all the Teams meeting app features.Setting up a meeting with all the meeting options available.Tips for scheduling meetings with internal and external participants.Integrating with Microsoft Outlook.Creating a registration page for invitation only meetings.Managing your audio/video settings.Configuring your "in meeting" features.Recording and transcribing a meeting.Tips for hosting virtual meetings in Teams.
2024 PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
2024 Practical Excel Topics for the Public Accountant
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Online
2.00 Credits
Member Price: $79
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables
The Single Audit from Beginning to End Update
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Online
8.00 Credits
Member Price: $225
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $225
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements