CPE Catalog & Events
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Member Price: $109
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Beware the Tax Enforcers: How the US Prosecutes Tax Evaders
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Tax Division's role and responsibilitiesCivil litigation and appellate cases in the Tax DivisionCriminal investigations and prosecutions of tax law violationsProtecting the public fisc through affirmative civil litigationEncouraging voluntary compliance with tax lawsEnsuring fair and uniform enforcement of tax lawsCollaboration with other federal agencies in tax law enforcement
HR Guide to Evolving Business Strategy, Finance and Development
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Online
1.00 Credits
Member Price: $59
Corporate Culture Strategic Planning Leadership Staff Development
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $79
GAGAS Yellow Book Independence
2024 Governmental GAAP Update
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Online
2.00 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Microsoft 365 Deployment Best Practices
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
Small Business Stock Gains: Exclusion and Deferral Opportunities 2024
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Online
2.00 Credits
Member Price: $89
IRC 1202-The benefit of the exclusion IRC 1202-The requirements that must be met IRC 1202-Limitation on the amount of the exclusion Comparison of the IRC 1202 exclusion to making S corporation election IRC 1045-The benefit of the deferral IRC 1045-The requirements that must be met The basics of Employee Stock Ownership Plans (ESOP) IRC 1042-The benefit of the deferral IRC 1042-The requirements that must be met
2024 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $129
CECL NAC Independence
Bumper Sticker Ethics v. Professional Ethics
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
Case Study Ethics for Today's Accountant
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:How to apply ethical guidance to scenarios accounting professionals may encounter in public practiceBest ethical standards to integrateAnalyze and apply the AICPA Code of Professional Conduct
Giving Feedback that Delivers Results
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Online
1.00 Credits
Member Price: $59
Communicaiton Performance Reviews Feedback Management Leadership
2024 Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting
ChatGPT and Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Online
4.00 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How COVID-19 has affected compliance and customer service
2024 What's Going on at the AICPA
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Online
4.00 Credits
Member Price: $129
Group Audits Quality Management Less Complex Entities
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
How Changes in Business Methods Affects Internal Control
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Online
8.00 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Excel - Advanced Financial and Statistical Calculations
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
2024 Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Audit Evidence Digital
2024 Business Tax Update for Industry
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Online
2.00 Credits
Member Price: $79
Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments