CPE Catalog & Events
Coaching & Counseling - Performance Management
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Online
1.00 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $79
GAGAS Yellow Book Independence
2024 Governmental GAAP Update
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Online
2.00 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Audit 306: Reviewing Workpapers - A Role in Quality Control
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
2024 Excel Essentials for Today's Accountant: Become an Expert in One Day
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Online
4.00 Credits
Member Price: $129
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
2024 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $129
CECL NAC Independence
2024 Tax Depreciation: Review & Update
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Online
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction
Microsoft Teams Deployment Best Practices-Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Baseline review of Teams features and functionsBest practices for setting up your teams and channelsHow to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providersReview of the Teams administration settingsDeep dive into the Teams / SharePoint integration
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
2024 White-Collar Crime: What Every CPA Should Know
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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
Starting a Fraud Investigation
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Assembling the fraud investigation teamManaging and supervising staffObtaining and managing evidenceBackground checksPublic records searchesDigital data analysisInterviewing techniques
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
2024 The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $129
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
2024 Key Tax Issues Facing Business & Industry
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Online
4.00 Credits
Member Price: $129
Update and review of recent and key tax developments impacting business and industry Tax depreciation update and review Research & Experimentation review and update Interest expense deduction Business losses Travel and entertainment expense rules Independent contractor vs. employee
2024 Section 174: New Rules for the R&E Deduction
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Online
1.00 Credits
Member Price: $39
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Section 174: New Rules for Research & Experimentation
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
2024 The Psychology of Fraud
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Online
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Online
4.00 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How COVID-19 has affected compliance and customer service
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $129
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