CPE Catalog & Events
Mastering the Excel Lookup Functions
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Fringe Benefits & Compensation Planning - Today and Beyond
-
Online
8.00 Credits
Member Price: $275
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Getting SASsy - A Look at Recent Auditing Standards
-
Online
1.00 Credits
Member Price: $59
Apply provisions for incorporating risk assessment into audits Recognize fundamental expectations for quality management standards Recall expectations regarding inquiries of a predecessor auditor regarding fraud and noncompliance with laws and regulations Identify salient changes regarding audits of group financial statements
Introduction to Not-for-Profit Accounting
-
Online
2.00 Credits
Member Price: $109
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online
2.00 Credits
Member Price: $109
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Advanced Excel: Hidden Secrets and Gems
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models
Cost and Pricing Models: Boost Your Bottom Line
-
Online
2.00 Credits
Member Price: $109
Cost Accounting Activity-based Costing
Fraud Case Studies: 21st Century Professional Misbehavior
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
The Controllership Series - Managerial Accounting Basics and Costs
-
Online
1.20 Credits
Member Price: $59
Accounting Finance
Roadmap to Ethical Decision Making
-
Online
2.00 Credits
Member Price: $109
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
Selected Ethics Topics - 2024 - 2025
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
-
Online
2.00 Credits
Member Price: $119
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Generative AI in Practice-Boost Efficiency and Profitability
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
Digging Deep with Excel Pivot Tables
-
Online
1.00 Credits
Member Price: $59
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
Introduction to Single Audit
-
Online
2.00 Credits
Member Price: $109
Single Audit Accounting & Auditing Yellowbook
Defining Where and Why Internal Controls are Needed
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Get Started with Power BI
-
Online
2.00 Credits
Member Price: $125
The challenge of using Excel for Data Analysis An overview of the various Power BI Tools An overview of when and why to use each Power BI Tool A tour of each tools interface
Money Laundering 101 for CPAs
-
Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Online
1.20 Credits
Member Price: $59
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
White-Collar Crime: What Every CPA Should Know
-
Online
2.00 Credits
Member Price: $109
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime