CPE Catalog & Events
2024 Not-for-Profit GAAP Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Retirement Planning: IRAs
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA's IRA Distributions Handling Coronavirus Distributions Handling Roth IRA Distributions Required Minimum Distributions Qualified Charitable Distributions (QCD's)
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $39
Accounting Finance
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
Emotions Relationships
5 Steps to Cultivate a Values-Based Approach to Governance
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Online
1.00 Credits
Member Price: $39
Employee engagement Values-based governance Organizational culture Employee relations
The Controller Function - Inventory Part 1
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Online
1.50 Credits
Member Price: $59
Accounting Finance Operations
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
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
2024 New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $109
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Member Price: $159
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour
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Online
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Implementing and Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Surgent's Industry Accountant Key Performance Metrics
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Online
8.00 Credits
Member Price: $279
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $332
Foundation and principles for use and application of GAGAS General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and CPE Quality control and peer review Standards for financial audits Standards for attestation and review engagements Fieldwork and reporting standards for performance audits
Leveraging ChatGPT for Innovative Business Advisory Services
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services