CPE Catalog & Events
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Online
2.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Online
2.00 Credits
Member Price: $99
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $59
Team dynamics Influence Organizational behavior Leadership
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $59
Languages of appreciation Appreciation strategies
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Member Price: $59
Accounting Sales Collections
Audit 307: Client and Profitable Engagement Management
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
The Controllership Series - Financial Statement Preparation
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Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Online
3.00 Credits
Member Price: $169
The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
What's So Funny 'Bout Accounting and Tax Ethics 2024
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Online
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
2024 Estate Planning for Today and Beyond
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Online
8.00 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Cultural Transformation
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Todd and Julie Chrisley Go to Prison
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
The Controllership Series - The Controllers Role in Procurement Function
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Online
1.00 Credits
Member Price: $39
Accounting Finance Procurement
Tax Power Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Auditing, SSARS and Attest Update
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services CommitteeRecently issued New Quality Management StandardsHighlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards BoardRecap of recent changes and present common peer review findings and best practices to improve practice quality