CPE Catalog & Events
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Leveraging Marketing Automation for Accounting Firm Growth
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
Emotions Relationships
Negotiation Strategy: What to do Before, During and After
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Online
1.50 Credits
Member Price: $69
negotiation
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Surgent's Auto and Energy-Related Tax Credits
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Online
2.00 Credits
Member Price: $99
How a purchaser of an energy-efficient clean vehicle claims a credit The energy efficient home improvement credit The Residential Clean Energy Credit The clean vehicle credit The previously owned clean vehicle credit The qualified commercial clean vehicle credit Transfers of credits to an unrelated transferee Seller report information for buyers of new and previously owned clean vehicle credits Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers
Surgent's Critical Conversations
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Online
2.00 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
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Online
2.00 Credits
Member Price: $79
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Connected Leadership: Foster and Retain an Engaged Team
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Online
2.00 Credits
Member Price: $79
Leadership
CFO Series: Tactics to Reduce Investment: 2nd Strategy ROI
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Cost of capitalWhat do investors want?What does my capital really cost?How can we approximate the cost?Utilizing the Du Pont Formula in a discounted cash flow world.Increasing asset utilizationWhat should we do, and what should we allow others to do?Buying the right equipment at the right price.Increasing throughput.Complexity – the capacity thief.Process choicesShould we automate?Should we lease or purchase?Impact of automation on risk and return?
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Charitable Giving Strategies 2024
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Online
4.00 Credits
Member Price: $159
Gifts of cash and property Percentage limitations and substantiation requirements Gifts of partial interests in property and transfers in trust Community foundations, donor advised funds, and private foundations
Peer Review Update 2024
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Online
4.00 Credits
Member Price: $159
AICPA Peer Review Standards Frequent errors Different types of peer review reports Peer Review Process
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
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
Audit 503: Management - Being a Balanced Leader-Manager
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
Creating a Culture of Trust: Build Loyal and Engaged Teams
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Online
1.50 Credits
Member Price: $59
Culture Trust
2024 Single Audit Update
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Online
2.00 Credits
Member Price: $79
2024 Compliance Supplement Uniform Guidance Common Deficiencies
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.