CPE Catalog & Events
Driving Performance with Metrics
-
Online
2.00 Credits
Member Price: $79
Performance Metrics Budgets
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
Online
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Achieving Balance in Work and Life - Part 2
-
Online
4.00 Credits
Member Price: $129
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
ChatGPT and the ELI5 Approach for Accounting Professionals
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Understanding the ELI5 Approach60 Variations of the ELI5 MethodApplication of the ELI5 Approach in AccountingELI5 Case StudiesStrategies for Implementing the ELI5 ApproachUsing ChatGPT to Enhance ELI5 CommunicationRole of Accountants in Leveraging the ELI5 Approach
Revenue: Special Implementation Guide-ASC Topic 606-10-55 2024
-
Online
2.00 Credits
Member Price: $89
FASB ASC 606, Revenue from Contracts with Customers All recently released updates to ASC Topic 606
Surgent's The Essential Multistate Tax Update
-
Online
4.00 Credits
Member Price: $159
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
Excel - Create KPI Dashboards for Maximum Impact
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Audit 302: Planning Effective and Efficient Audits
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidenceCommon efficiency considerations by audit area
Inventory Accounting GAAP, Software and Variance Recognition
-
Online
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Ethics: Giving Thanks - How to Master the Art of Gratitude
-
Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
2024 The Psychology of Fraud
-
Online
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
Practical Accounting Update 2024
-
Online
4.00 Credits
Member Price: $159
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
Pricing for Profitability How Accounting Can Save the Bottom Line
-
Online
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
The Impact of ESG Matters on Financial Reporting and Audits
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters
Achieving Balance in Work and Life - Part 1
-
Online
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Simplify Outlook Meeting Scheduling with Office 365 Bookings
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this course include: Overview of the Bookings app functionalityStep by step demonstration of how to setup your private Bookings web pageDefining your meeting types / servicesConfiguring text message reminder notificationsSetting your scheduling policiesCustomize your Bookings page form to capture important information while booking an appointment.Integrate with Microsoft Teams Meetings
Defining Where and Why Internal Controls are Needed 2024
-
Online
2.00 Credits
Member Price: $89
Control design basics Areas or segments of an enterprise to control Controls to reduce risk Controls to drive operations
NFP Reporting and Presentation
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosuresCommon pitfalls on functional expense reportingTips to consider on functional expense reportingWays to manage liquid resourcesPeer review findings relating to implementation of ASU 2016-14Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)Key facts and impacts on current ASUsCybersecurity issues
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
-
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