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CPE Catalog & Events

Showing 11387 Webcasts Results

Microsoft Teams Features Every User Should Know

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of the key Teams appsEverything there is to know about composing messages in TeamsUsing Teams to manage files, email messages and other contentBest practices for structuring your teams and channelsHow to use "private" channelsHow to use Teams as your primary phone systemManaging your Teams settingsEstablishing links to other Microsoft 365 applicationsHosting a Teams meeting from A to Z

2024 Was It Fraud or Just Poor Audit Quality?

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Online

1.50 Credits

Member Price: $79

Financial statement manipulation Ethics enforcement process Auditor conflicts of interest

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

Treasury Circular 230 for EAs and Other Tax Preparers

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Online

2.00 Credits

Member Price: $79

Circular 230 Conflicts of interest  Loving case RTRP Other Ethical Issues  Fees Qualifying continuing education

Family Law Cash Flow and Business Valuation 2024

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Online

4.00 Credits

Member Price: $159

Family Law Cash Flow Business Valuations

Using ChatGPT with Excel

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros

Providing Ethical Leadership: Learning to be the Best Version of Yourself

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Online

1.00 Credits

Member Price: $39

Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.

QuickBooks - Know the Right Version for Your Client

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at what's new for 2020 in both Desktop and Online

2024 Retirement Planning Issues: Where We Stand Now

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Online

4.00 Credits

Member Price: $129

Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)

The SECURE Act 2.0 - Planning Opportunities for Employers

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Online

1.00 Credits

Member Price: $39

Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans

Ethics: 10 Essential Movies, TV Shows, and Books for CPAs

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Online

1.00 Credits

Member Price: $55

You will receive summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success. Some of the works we'll discuss are:The GodfatherAristotle's Nicomachean EthicsCurb Your EnthusiasmThe Invention of Lying ...and many more!

The SECURE Act 2.0 - Planning Opportunities for Individuals

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Online

1.00 Credits

Member Price: $39

Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching

Best Practices For An IRS Levy Or Wage Garnishment

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Online

1.00 Credits

Member Price: $55

The major topics covered in this course include:Learning the pre-levy notice requirements.Knowing what the levy exemptions are.Proposing levy alternatives.Understanding the difference between wrongful levy versus erroneous levy.Knowing how to employ levy mitigation techniques.

Top Employment Tools to Protect Your Business and Recommend to Business Clients

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Online

1.00 Credits

Member Price: $59

arbitration agreements confidentiality agreements  restrictive covenants  training  severance agreements 

Communicating Financial Information to Non-Accountants

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Online

2.00 Credits

Member Price: $89

The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically

Surgent's Guide and Update to Compilations, Reviews, and Preparations

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Online

4.00 Credits

Member Price: $159

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 Sample comprehensive engagement work programs for preparation, compilation, and review engagements

2024 Revision to Government Auditing Standards Impact

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits

2024 Annual Update for Accountants & Auditors

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Online

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.