CPE Catalog & Events
Whistleblowers and the Law
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
-
Online
1.00 Credits
Member Price: $59
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Member Price: $59
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
2024 Independence Requirements for Auditors
-
Online
2.00 Credits
Member Price: $79
Independence Threats Safeguards
Forensic and Fraud Interviewing Techniques and Skills
-
Online
2.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
How Much Are Your Ethics Worth?
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Preparation, Compilation, and Review Engagements: Update and Review
-
Online
4.00 Credits
Member Price: $213
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
2024 Annual Update for Accountants & Auditors
-
Online
8.00 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
The Controllership Series - Addressing Budgeting Uncertainty
-
Online
1.00 Credits
Member Price: $39
Accounting Finance
The Controller Function - Elevating the Role
-
Online
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Data Visualization for Audits 2024
-
Online
2.00 Credits
Member Price: $89
Common data sets How to visualize data sets and interpret results How to replace manual audit procedures with technology
Excel for Staff Level 2 - Getting More Out of Excel
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
-
Online
2.00 Credits
Member Price: $99
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
-
Online
2.00 Credits
Member Price: $99
The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's Establishing State Residency and Saving Your Clients Money
-
Online
2.00 Credits
Member Price: $99
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
Surgent's Public Speaking and Presentation Skills
-
Online
2.00 Credits
Member Price: $99
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Operations Level Internal Control 2024
-
Online
4.00 Credits
Member Price: $159
An overview of controls that drive procedures Considerations for Procedural Control Development Understanding and controlling risk that arises when organizations change
Build a Data Model for Analysis in Power BI
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Audit 402: Audit Quality Control - Avoid Peer Review Issues
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
Tax Implications of Cryptocurrency
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Blockchain basicsClassification of cryptocurrencyIRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.Gift tax rules for donating, gifting or bequeathing cryptocurrency.Traps for the unwary.