CPE Catalog & Events
Coaching & Counseling - Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
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Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Member Price: $79
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Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
The New Psychology of Fraud with Dr. Toby Groves
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:How we unwittingly assist in the production of misleading information The neuroscience of psychopathyBehavioral profilingThe new psychology of skepticismCognitive errors including attribution and overgeneralizationHow experience, intuition and assumptions can cause cognitive errors
Creating a High Performance Culture - Post Pandemic
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:Why Culture MattersWorkforce ChallengesCreating a High Performance CulturePractical Tools
When Leadership Fails
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Online
2.00 Credits
Member Price: $79
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Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Compilations, Reviews, and Audits: How They Differ
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:Review of differences of compilation, review and audit engagementsCompare and contrast major considerations of each type of engagementProvide practical tips and strategiesProfessional standards that govern each type of engagement
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Member Price: $59
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Ethical frameworks Threats and safeguards to objectivity and independence
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $79
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Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Building Security and Efficiency With Internal Control
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Online
8.00 Credits
Member Price: $239
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The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Form 990: Best Practices for Accurate Preparation
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Online
8.00 Credits
Member Price: $332
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Primacy of the Form 990 as a "one size fits all" reporting mechanism Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time Addressing presence of "related organizations" Identification of managers and measurements of their compensation 990 versus books-and-records financial statement detail Disclosures of governance inputs and Boards' employ of policies
Leases: Mastering the New FASB Requirements
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Online
8.00 Credits
Member Price: $332
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Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions Presentation and disclosure requirements
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online
8.00 Credits
Member Price: $299
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SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Individual and Financial-Planning Tax Camp
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Online
8.00 Credits
Member Price: $299
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Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
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Emotions Relationships
IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Overview of the IRS Strategic Plan 2023-2026Key goals and priorities of the IRS Strategic PlanMeasures the IRS plans to take to achieve its goalsImplications of the IRS Strategic Plan for tax professionals and regulatory ethicsChanges to the way the IRS provides services and communicates with taxpayersStrategies for staying up-to-date on IRS policies and proceduresCase studies of the impacts of the IRS Strategic Plan on the accounting profession
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Member Price: $39
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Mental Health Awareness
Networking Works: Build Relationships to Build Your Business
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Online
1.00 Credits
Member Price: $39
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Communication Relationship-building Active listening Public speaking
Inventory, Expense and Payroll Fraud
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Online
2.00 Credits
Member Price: $79
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Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation
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Online
2.00 Credits
Member Price: $118
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Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
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Online
2.00 Credits
Member Price: $99
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Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors