CPE Catalog & Events
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
2024 Federal Tax Update for Business with Doug Van Der Aa
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Online
4.00 Credits
Member Price: $129
Recent tax legislation, rulings and developments impacting business taxpayers Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation S corporation and partnership developments Travel, meals and entertainment expense reporting update
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024
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Online
1.00 Credits
Member Price: $49
Alteryx terminology The complimentary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.00 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
5 Steps to Cultivate a Values-Based Approach to Governance
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Online
1.00 Credits
Member Price: $39
Employee engagement Values-based governance Organizational culture Employee relations
2024 Business Tax Update with Steve Dilley
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Online
2.00 Credits
Member Price: $79
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
2024 Topic 842: Understanding the New Lease Accounting Standard
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Online
2.00 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
What's Changing in A&A for Governmental Entities (2024)
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:A look at the GASB standards that are effective this yearGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences The impact of the 2024 Compliance Supplement on Single AuditsChanges to the Uniform Guidance.Common deficiencies found in Single Audits.
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
Excel for Staff Level 1 - What You Never Learned
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
Surgent's Building Your Personal Brand
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Online
1.00 Credits
Member Price: $79
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Online
3.00 Credits
Member Price: $169
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Circular 230 and Rogue Return Preparers
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples
2024 Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
DEI in the Remote Work Era
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Online
1.00 Credits
Member Price: $39
DEI Employee engagement Remote work Organizational culture Employee relations
1 Hour - Introduction to Sustainability Accounting
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Online
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
2024 Guide to Depreciating & Expensing Business Assets
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Online
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules
Ethics: Environmental, Social and Governance 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 ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy