CPE Catalog & Events
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Navigating Difficult Conversations with Clients
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Online
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
HR Guide to Evolving Business Strategy, Finance and Development
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Online
1.00 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Introduction to Sustainability Accounting
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Online
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
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
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Online
2.00 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Surgent's Choosing the Right Business Entity
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Online
2.00 Credits
Member Price: $99
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Creating Rapid Rapport for Increased Business
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Online
4.00 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
KPI Bootcamp for Small Businesses
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Online
5.00 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Surgent's Preparing Not-for-Profit Financial Statements
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Online
8.00 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more The impact of FASB ASC 842, Leases, on not-for-profits
Watch Your Mouth! Microaggression Awareness for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Definition and examples of microaggressionsThe impact of microaggressions on individuals and ethical behaviorThe experiences of Black professionals in the accounting fieldDiversity, equity, and inclusion (DEI) initiatives in the workplaceImplicit bias and social categorizationStrategies for addressing microaggressions in the workplacePersonal responsibility and accountability for creating a more inclusive environment
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Online
1.00 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
Partnerships: How to Calculate Partner Basis
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:How to calculate the basis when the entity is formed, including the impact of contributed propertyExplains the use of both "inside" and "outside" basis determinationClarifies the importance of partnership capital accounts and partnerships debt on partner's tax basisComprehensive example to illustrate the mechanics of the basis determination processExplanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Comprehensive Roth IRA Strategies Analysis 2024
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Online
3.00 Credits
Member Price: $129
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Comprehensive Accounting and Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Fundamentals of Single Audit 2024
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Online
8.00 Credits
Member Price: $299
Cost Principles Understand and Identify Federal Awards Pass-through entities and sub-recipients Schedule of Expenditures of the Federal Awards Application of Compliance Supplement Compliance requirements Test of Internal Control and Test of Compliance attributes Reporting requirements
Internal and External Fraud: Understanding It and Working to Control It 2024
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Online
8.00 Credits
Member Price: $299
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Audit 501: Personality Styles - Improving Your Interactions
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
Revenue Recognition Under ASC 606 2024
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Online
1.00 Credits
Member Price: $49
Five-step process to recognize revenue under ASC 606 Step 1: Identify the contract Step 2: Identify the performance obligations Step 3: Determine the transaction price Step 4: Allocate the transaction price Step 5: Recognize revenue