CPE Catalog & Events
Business Writing Series: 10 Principles of Effective Email 2024
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Online
2.00 Credits
Member Price: $89
Email management Email etiquette and tone Business writing
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Google Sheets for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.00 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Budgeting: Presenting and Communicating your Numbers
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Online
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Pricing Client Accounting Services 2024
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Online
2.00 Credits
Member Price: $89
Understand how psychology influences your pricing decisions Learn how behavioral economic effects influence pricing Comprehend what and how people buy How to develop and price options Using the Stan Shih Smile Curve to determine the value of various services
Managing with a CEO Mentality
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Online
2.00 Credits
Member Price: $118
Retirement Advising: Accumulation and Decumulation Strategies 2024
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Online
8.00 Credits
Member Price: $299
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning
How Changes in Business Methods Affects Internal Control
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Online
8.00 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Todd and Julie Chrisley Go to Prison
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention