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CPE Catalog & Events

Showing 11334 Webcasts Results

Surgent's Going Out on Your Own: Entity Types and Accounting Methods

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Online

2.00 Credits

Member Price: $99

Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation

Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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Online

2.00 Credits

Member Price: $119

Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area

Surgent's Use the Data Model to Build More Powerful PivotTables

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Online

2.00 Credits

Member Price: $99

Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets

The Controllership Series - Financial Statement Preparation

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Online

2.50 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

2024 Practical Ethics and Circular 230 Compliance for CPAs

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Online

4.00 Credits

Member Price: $129

Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation

ChatGPT: What Every CPA Should Know-Updated

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business

Building Flexible Budgeting Models: Walking Through and Crunching The Numbers

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Online

2.00 Credits

Member Price: $79

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Money Laundering Awareness for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

SSARS Practice Issues and Standards Update 2024

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Online

4.00 Credits

Member Price: $159

Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21-performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements

How Fraud Can Affect Smaller Organizations

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Online

4.00 Credits

Member Price: $149

The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 2024

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Online

8.00 Credits

Member Price: $299

An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to

Leases: ASC Topic 842 in Depth 2024

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Online

8.00 Credits

Member Price: $299

FASB ASC 842, Leases All recently released updates to ASC 842, Leases

Audit 301: Code of Professional Conduct - Key for Auditors

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional ConductFamiliarity, self-interest, self-review and other independence threatsGeneral requirements and management responsibilities when performing both attest and non-attest services for the same clientSafeguards for common independence threats

Contract Accounting, Lease Accounting, and their Impact on Construction Contractors

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Online

1.50 Credits

Member Price: $94

Contract accounting Revenue recognition Leases

State Tax Nexus: Frequently Awkward Questions

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Online

2.00 Credits

Member Price: $79

Frequently asked questions about income tax and sales tax nexus New developments  Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources

Performance Management in Challenging Times

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening

Accounting for Leases

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Online

2.50 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

Avoiding Budget People Issues: Managing Budgeting's Soft Side

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Online

2.00 Credits

Member Price: $79

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Progressive Management Accounting

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Online

2.00 Credits

Member Price: $79

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

Business Intelligence (BI) and Business Analytics (BA)

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Online

2.00 Credits

Member Price: $79

The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession