CPE Catalog & Events
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 Single Audit Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
Form 706 Preparation Part 2: Reporting Assets 2024
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Online
2.00 Credits
Member Price: $89
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1-4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Surgent's Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Member Price: $99
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
An Ethical Framework - How It Works
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Online
2.00 Credits
Member Price: $89
Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
Surgent's Real Estate for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $119
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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Online
2.00 Credits
Member Price: $99
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
What's New in Excel
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Big Picture Mega-Trends, Big Data, and World We Now Face
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Online
2.00 Credits
Member Price: $79
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
2024 Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
Surgent's Ethical Considerations for CPAs
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Online
2.00 Credits
Member Price: $99
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
2024 The AB5s of Employees and Independent Contractors
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Online
2.00 Credits
Member Price: $79
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
Blockchain Technology: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditing
Ethics: How Successful CPAs Use AI The Right Way
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPTThe role that five powerful principles - the principles of ethical intelligence - play in using AI the right wayShort writing exercises (30 seconds each) that will deepen your understanding of the topicAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence
2024 Advanced Excel: Hidden Secrets and Gems
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Online
2.00 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Combating Internal Fraud 2024
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Online
2.00 Credits
Member Price: $89
Understand why internal fraud occurs Review policies, procedures and control measures designed to fight fraud
Financial Acumen for the HR Professional
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Online
1.00 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy