CPE Catalog & Events
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $59
Languages of appreciation Appreciation strategies
Advanced Googling for Accountants
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Online
2.00 Credits
Member Price: $89
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
Leases: Is it a Lease? ASC Topic 842-10 2024
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Online
2.00 Credits
Member Price: $89
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams
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Online
2.00 Credits
Member Price: $99
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's Update on the SECURE 2.0 Act
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Online
2.00 Credits
Member Price: $99
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Audit 106: Internal Control Fundamentals - Evaluating Design
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Responsibilities for gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control - Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingIdentifying critical elements of entity-level and transactional-level controlsCase studies related to identifying deficiencies in internal control documentation
Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success
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Online
4.00 Credits
Member Price: $159
Inventory management vs. inventory control Inventory analysis methods and KPIs Top inventory management trends Inventory analysis: methods and KPIs Inventory management trends for retailers Inventory management and supply chain management Top trends in warehouse management Supply chain inventory optimization
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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Online
2.00 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Excel - Working with Text, Date & Time Functions & Formulas
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions
Power BI - Introduction to MS Power BI Tools
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Online
2.00 Credits
Member Price: $118
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
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
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: $59
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: $59
Employee engagement Values-based governance Organizational culture Employee relations
Form 1120S - Preparation and Analysis
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Online
2.00 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
Surgent's Choosing the Right Business Entity
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Online
2.00 Credits
Member Price: $99
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Practical Accounting Update 2024
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Online
4.00 Credits
Member Price: $159
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Financial Acumen for the HR Professional
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Online
1.00 Credits
Member Price: $59
Financial Statement Insight Trend Analysis Financial Benchmarks
2024 Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
Member Price: $79
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs