CPE Catalog & Events
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
The Controllership Series - Financial Statement Preparation
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Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
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Online
2.00 Credits
Member Price: $89
Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions
Tactics to Find Work Life Balance in a Complex World
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
The Controllership Series - The Controllers Role in Procurement Function
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Online
1.00 Credits
Member Price: $39
Accounting Finance Procurement
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
Surgent's Controllership Skills Update: Risk Management
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Online
2.00 Credits
Member Price: $99
Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique
SAS 145 - Risk Assessment
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Online
1.00 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
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
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Ethics: Environmental, Social and Governance for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy
Accounting for Leases
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Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Compilations, Reviews, and Audits: How They Differ
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Review of differences of compilation, review and audit engagementsCompare and contrast major considerations of each type of engagementProvide practical tips and strategiesProfessional standards that govern each type of engagement
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
2024 A Guide to Sampling - Part 1
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Online
2.00 Credits
Member Price: $79
Sampling Monetary Unit Sampling
Advanced Cost Accounting
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Online
2.00 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
Cost and Pricing Models: Creating an Effective Tool
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Online
2.00 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Resolving Ethical Conflicts
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Online
2.00 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud