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CPE Catalog & Events

Showing 12874 Webcasts Results

New PCAOB Quality Control Standard Overview

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Online

2.00 Credits

Member Price: $109

Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard

State Tax Nexus: Frequently Awkward Questions

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Online

2.00 Credits

Member Price: $109

Frequently asked questions about income tax and sales tax nexus New developments  Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources

The New Quality Management Standards - What Everyone Needs to Know

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Online

2.00 Credits

Member Price: $109

Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted 

Listening to the Statement of Cash Flows

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Online

2.00 Credits

Member Price: $109

Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures

ChatGPT and Complex Financial and HR Conversations

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems

Cost and Pricing Models: Boost Your Bottom Line

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Online

2.00 Credits

Member Price: $109

Cost Accounting Activity-based Costing

Surgent's Guide to Partner Capital Account Reporting

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Online

2.00 Credits

Member Price: $99

How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account  Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations

Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders

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Online

2.00 Credits

Member Price: $119

Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments

What's Going on at the GASB

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Online

3.00 Credits

Member Price: $99

Leases SBITAs Public Private Partnerships Revenue & Expense Recognition Financial Reporting Model

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

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

Ethics - A Line in the Sand; Implications for Daily Business

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Online

4.20 Credits

Member Price: $159

Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years

Enterprise-Wide Risk Management in Accounting and Finance

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.

Create Paginated Reports with Power BI Report Builder

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

The Complete Guide to the Preparation of Form 1041

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Online

8.00 Credits

Member Price: $295

Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation

The Psychology of Fraud

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Online

1.50 Credits

Member Price: $79

Fraud Fraud Triangle

Upholding Independence While Holding Your Client's Hand

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Online

2.00 Credits

Member Price: $109

Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters

Forensic and Fraud Interviewing Techniques and Skills

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Online

2.20 Credits

Member Price: $109

Forensic Accounting Accounting Auditing Finance

Advanced Excel: Hidden Secrets and Gems

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models

Section 199A Rules and Forms Reporting

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Online

2.00 Credits

Member Price: $109

A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart