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CPE Catalog & Events

Showing 12844 Webcasts Results

HR Investigations - Episode 2 - Interview Techniques

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Online

2.00 Credits

Member Price: $109

Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results

Create Measures in Power BI that Define Your Metrics

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

Grading Your Auditors - Are You Getting the Most Value?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Understanding the Tax Implications of Retirement Plan Distributions

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Online

1.00 Credits

Member Price: $59

Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0

Fraud & Embezzlement: Case Studies from the Trenches

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.

Surgent's A Complete Guide to Form 1099-K

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Online

2.00 Credits

Member Price: $99

What Form 1099-K is designed to do Filing thresholds for the Form 1099-K Who sends and who receives Form 1099-K Form 1099-K reporting thresholds Personal payments from family and friends Personal items sold at a gain or a loss Reporting provisions for gig workers, partnerships, and corporations Mistaken receipt of a Form 1099-K What to do when the Form 1099-K has a mistake Situations when the gross amount on a Form 1099-K must be shared How to handle the receipt of multiple Forms 1099-K

Surgent's Fundamentals of Public Charity Taxation and Form 990

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Online

4.00 Credits

Member Price: $159

Organization and structure of Form 990 Form 990  and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues 

The Role of Internal Audit in Enterprise-Wide Risk Management

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Online

4.00 Credits

Member Price: $159

Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk   

Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know

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Online

4.00 Credits

Member Price: $225

Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price

The Bookkeeper Goes to Prison

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

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

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

Addressing Misconduct

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Online

1.00 Credits

Member Price: $59

Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control

HR Investigations - Episode 3 - Gathering-Analyzing-Reporting

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Online

1.00 Credits

Member Price: $59

Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying

Introduction to Not-for-Profit Accounting

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Online

2.00 Credits

Member Price: $109

Not-for-Profit Accounting Accounting & Auditing Yellowbook

Progressive Management Accounting

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Online

2.00 Credits

Member Price: $109

A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change

Retirement Planning Issues: Where We Stand Now

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Online

4.00 Credits

Member Price: $159

Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)

Leadershift: Drive Results Through Ethical Performance Mgmnt

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.

Proper Financial Accounting for S Corporations

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Online

4.00 Credits

Member Price: $159

Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders

Tax Season Update with Steve Dilley

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Online

8.00 Credits

Member Price: $159

Update and integration of recent tax legislation impacting 2025 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit; Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 and 2026 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships