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CPE Catalog & Events

Showing 12944 Webcasts Results

The Psychology of Fraud

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Online

1.50 Credits

Member Price: $79

Fraud Fraud Triangle

HR's Role in Business Evolution: Strategy, Finance, and Growth

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Online

2.00 Credits

Member Price: $79

Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI

CFO Series: Decoding Balance Sheet Accounting

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Typical accounting issues that impact the balance sheet.Where are the 'hidden' issues in unrecorded liabilities?Why and how most balance sheets are not correct?What are unrecorded assets, and why do they matter?Suggestions to improve balance sheetsIdentification and resolution of balance sheet challenges and changes.Communicating with your audience and stakeholders

Critical Thinking Skills: Prevent Mistakes Now

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Online

2.00 Credits

Member Price: $109

Critical Thinking Communication

Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing

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Online

2.00 Credits

Member Price: $125

Improve your writing and presenting skills by using a checklist Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence Clear the slide deck to make your presentation more engaging Use your non-verbal skills to present powerfully Know how to effectively respond when they say "no"

Treasury Circular 230 for EAs and Other Tax Preparers

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Online

2.20 Credits

Member Price: $109

Circular 230 Conflicts of interest  Loving case RTRP Other Ethical Issues  Fees Qualifying continuing education

Small Business Risk Avoidance

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Online

4.00 Credits

Member Price: $159

New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!

Complete Guide to Analyze Data with Excel PivotTables

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

Cryptocurrency Transactions: Navigating Federal Tax Rules

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Online

1.00 Credits

Member Price: $59

Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

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Online

2.00 Credits

Member Price: $109

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Advanced Cost Accounting: Eliminate Calculation Distortions

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Online

2.00 Credits

Member Price: $109

Cost Accounting

Fiduciary Accounting: Fundamentals & Rules

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Online

2.00 Credits

Member Price: $109

Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements

Building a Better Budget in a Time of Uncertainty

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)

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Online

1.00 Credits

Member Price: $59

Effective Communication Skills

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Online

1.00 Credits

Member Price: $59

Communication Confidence Leadership

What's Changing in Risk Assessment

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Online

2.00 Credits

Member Price: $109

Auditing Yellowbook

2025 Not-for-Profit GAAP Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. 

Closely Held Business Owner Financial Planning Opportunities 25-26

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Online

2.00 Credits

Member Price: $99

Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning

Partnership Essentials: Tax Basis Capital Accounts

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Online

2.00 Credits

Member Price: $109

Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1

Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs

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Online

2.00 Credits

Member Price: $99

The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered