CPE Catalog & Events
Interaction Between Cost Segregation and 1031 Exchanges 2024
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Online
1.00 Credits
Member Price: $49
Cost Segregation Basis - 1245 and 1250 property definitions. Final 1031 Regulations updates. Basic computation and bonus depreciation impacts. When an opportunity is optimal.
Surgent's Skills to Enhance Personal and Professional Networks
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Online
2.00 Credits
Member Price: $99
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
179D Today and Tomorrow: The Future of Green Building Tax Incentives 2024
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Online
1.00 Credits
Member Price: $49
Overview of the 179D Deduction The expansion and increased impact of 179D in future years Overview of the Retrofit Program for 179D What the Inflation Reduction Act means for building owners and designers of buildings
The New Psychology of Fraud with Dr. Toby Groves
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Online
2.00 Credits
Member Price: $89
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
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Online
4.00 Credits
Member Price: $159
Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Create Measures in Power BI that Define Your Metrics
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Accountants, Meet Chatbot: Starting ChatGPT Conversations
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Surgent's Examining ASC 842, Leases: More Than Meets the Eye
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Online
4.00 Credits
Member Price: $159
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842
Transfer Pricing Cash Saving Strategies 2024
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Online
1.00 Credits
Member Price: $49
Fundamentals of US and global transfer pricing regulations Cash savings opportunities through transfer pricing Strategies for assessing transfer pricing risks
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $59
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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Online
2.00 Credits
Member Price: $99
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
Hold Your Horses! How Landmark Fraud May Have Been Avoided
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Key aspects of Rita Crundwell’s theftInternal controls that could have prevented the theftInternal controls that could have detected the theft in a timely mannerIndependence in both fact and appearanceLessons for CPA firmsLessons for government agencies
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Online
1.00 Credits
Member Price: $59
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Member Price: $59
Communication Feedback Management Leadership
Auditing Impairment of Long-Lived Assets
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
CPA Ethics in a Crisis World: Tales From the Front
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary timesReview of AICPA Code of Professional ConductReview of IRS Circular 230Review of client tax return disclosure rules (Sec. 6103)Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Ethics: How Successful CPAs Use AI The Right Way
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPTThe role that five powerful principles - the principles of ethical intelligence - play in using AI the right wayShort writing exercises (30 seconds each) that will deepen your understanding of the topicAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Member Price: $79
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