CPE Catalog & Events
Outlook - Manage Your Inbox With Maximum Efficiency
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
A&A Update for Closely Held Businesses 2024
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Online
6.00 Credits
Member Price: $239
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Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024 Recently issued Statements on Auditing Standards and other AICPA activity Recently issued Statements on Standards for Accounting and Review Services
Leases: ASC Topic 842 in Depth 2024
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Online
8.00 Credits
Member Price: $299
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FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Audit 101: AICPAs Code of Professional Conduct Principles
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Online
2.00 Credits
Member Price: $89
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Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
ChatGPT: What Every CPA Should Know-Updated
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business
Negotiation Strategy: What to do Before, During and After
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Online
1.50 Credits
Member Price: $69
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negotiation
Combating Internal Fraud
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Online
2.00 Credits
Member Price: $89
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Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Member Price: $39
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Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.00 Credits
Member Price: $39
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Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Fraud Risk and Audit Requirements 2024
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Online
2.00 Credits
Member Price: $89
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Fraud Trends Audit requirements related to fraud
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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Online
2.00 Credits
Member Price: $99
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Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Member Price: $89
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Communications
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.00 Credits
Member Price: $129
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Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Payroll Essentials: Fringe Benefits: Taxable or Not?
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:What is and what is not a fringe benefitPayroll tax withholding rules on taxable fringe benefitsPayroll reporting on employee checks, payroll returns, and W-2sWhat to watch for at year end and where to go to get resources
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
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Online
4.00 Credits
Member Price: $159
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Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Member Price: $79
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Each week’s topics will change based on the most critical issues affecting financial professionals
2024 Single Audit Update
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
Audit 102: Professional Skepticism - Finding Fraud and Error
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:The importance of professional skepticism, especially when performing audit or other attest servicesSpecific fraud responsibilities in a financial statement auditThe varying levels of persuasiveness of evidence to support assurance conclusions or opinions
Surgent's Contract Law for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
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Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation