CPE Catalog & Events
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
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Online
1.00 Credits
Member Price: $39
The multi-step process to address conflicts of interest How to remedy threats Preparing to defend your actions or inactions Causes of conflicts of interest
Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
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Online
1.00 Credits
Member Price: $39
Cloud Audit Blindspots Continuous Change Gaps CSPM-Enabled Assurance Risk-Based Prioritization Audit Program Modernization
Effective Communication Skills
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Online
1.00 Credits
Member Price: $39
Communication Confidence Leadership
Ethics - Keeping the Good from Breaking Bad
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Online
1.00 Credits
Member Price: $39
Ethical business behavior Ethical business decisions
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Sarbanes-Oxley Overview
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Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley Compliance
Ethical Leadership: Guiding Principles When Others Falter
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Online
2.00 Credits
Member Price: $89
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $89
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Auditing Yellowbook
Advanced Negotiations: Never Split the Difference
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Online
2.00 Credits
Member Price: $89
Negotiations Business Management
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Online
2.00 Credits
Member Price: $89
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
Surgent's A Complete Guide to Reporting Form 1099-DA
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Online
2.00 Credits
Member Price: $119
Definition of a digital asset for purposes of Form 1099-DA What is a sale of a digital asset affected by a broker on behalf of another person? Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information Treatment of sales of digital assets Who is a broker for purposes of Form 1099-DA? Information required to complete Form 1099-DA Reporting closing transactions and covered securities Who is a processor of digital asset payments? How many transactions to report on each Form 1099-DA and how many forms to file for each transaction Optional reporting methods for digital asset transactions Substitute statements for the Form 1099 Reporting a disposition of digital assets held by a widely held fixed investment trust
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Online
2.00 Credits
Member Price: $99
Funding options for Roth accounts Roth IRA contribution eligibility and income limits Enhanced catch-up contributions and age-based limits The Roth catch-up mandate for employer plans Roth 401(k) contribution rules, including catch-ups Roth SEP and Roth SIMPLE IRAs 529 plan rollovers to Roth IRAs Backdoor Roth strategies and pro-rata considerations The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth IRAs and Roth 401(k)s Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans Ordering rules for Roth IRA distributions FIFO treatment and when it applies The risk of recapturing the 10% early distribution penalty Case studies and practical cheat sheets to reinforce key concepts
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
Surgent's Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax
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Online
2.00 Credits
Member Price: $119
Redemptions vs. dividends Corporate acquisition issues Foreign tax credit (Form 1118) General business credit Alternative minimum tax
Tactical Budgeting - Moving Beyond Traditional Budgets to Manage Performance
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Online
2.00 Credits
Member Price: $89
The real purpose of budgeting in modern organizations Common budgeting problems and process breakdowns Linking budgets to income statements, balance sheets, and cash flows Output metrics and what really “causes work” Top-down, bottom-up, and hybrid budgeting approaches Flexible budgeting using volume-based and unit metrics Benchmarking to reduce politics and improve insight Using budgets to build value, not just limit spending
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
The Commonsense Approach to Auditing for Fraud
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Online
3.00 Credits
Member Price: $109
Occupational Fraud Professional Skepticism Fraud Indicators Error vs. Fraud Fraud Risk Fraud Hypothesis Development Fraud Intent
Key Tax Issues Facing Business & Industry
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Online
4.00 Credits
Member Price: $149
Update and review of recent and key tax developments impacting business and industry "Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Travel and entertainment expense rules Independent contractor vs. employee