CPE Catalog & Events
Anti-Bullying and Sensitivity
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Online
1.00 Credits
Member Price: $39
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Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
Accommodation Requests - Substance Abuse - Contagious Infections
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Online
1.00 Credits
Member Price: $39
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Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Staff Retention Attract and Keep the Best People
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Online
3.00 Credits
Member Price: $99
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Remote workforce Employee retention Staff turnover
2024 Partnership Essentials: Review & Update
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Online
4.00 Credits
Member Price: $129
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Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Cyber Attacks Through Impersonation
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this class include:Impersonation techniques used to launch cyber attacksCybercriminals' focus: stealing financial assets and intellectual propertyPractical advice on controls to implement to reduce victimization from impersonation cyber attacksPractical advice to reduce the impact of a cyber attack
Business Intelligence (BI) and Business Analytics (BA)
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Online
2.00 Credits
Member Price: $79
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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
Cost and Pricing Models: Creating an Effective Tool
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Online
2.00 Credits
Member Price: $79
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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
IRS Penalties and Abatements
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online
3.00 Credits
Member Price: $149
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Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Discuss the impact of Section 962 election Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations
Surgent's Applying the Yellow Book to a Financial Statement Audit
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Online
4.00 Credits
Member Price: $159
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Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control
2024 What's Going on at the AICPA
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Online
4.00 Credits
Member Price: $129
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Group Audits Quality Management Less Complex Entities
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $213
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Section 199A qualified business income deduction Home office Hobby losses Self-employment health insurance Business start-up costs Depreciation Unreported income Schedule C issues Like-kind exchanges Self-employment tax Sections 1202 and 1244 stock Charitable contributions of property
Accounting and Auditing Update 2024
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Online
8.00 Credits
Member Price: $299
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Review of select AICPA Technical Questions and Answers Upcoming changes to accounting for goodwill, leasing and business combinations Compilation and review standards and interpretations (SSARS) Auditing standards and interpretations (SAS & SSAE)
Transform Your Organization With Office 365 and Teams
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy
Implementing System Changes: Success Planning & Leadership
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Setting the stage for a successful implementationAssigning the right resourcesCreating and utilizing a project planCommunicating effectivelyProviding post implementation supportRecognizing the winsCapturing lessons learned
Understanding and Preventing Budget Calamities
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Online
2.00 Credits
Member Price: $79
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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
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.50 Credits
Member Price: $79
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Communication Leadership Character Behavior
Cash Forecasting, Reporting and Metrics - Managing the Lifeblood of the Business
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Online
4.00 Credits
Member Price: $79
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Key components of the Cash Flow model Receipts and Disbursements model Applying uniqueness for your organization, your industry, the macro environment Incorporating strategic analysis into cash forecasting Using reporting and metrics to make cash forecasting more complete Benchmarking as a tool to improve the accuracy of your cash forecasting
Cost and Pricing Models: Creating an Effective Tool
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Online
2.00 Credits
Member Price: $79
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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