CPE Catalog & Events
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Member Price: $159
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
The Controllership Series: The Controllers Role in Internal Controls
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Online
1.50 Credits
Member Price: $79
Accounting Finance Internal Controls
Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Member Price: $79
Accounting Finance Procurement Inventory
Managerial Accounting: Your Prescription for Better Decision Making
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Online
4.00 Credits
Member Price: $159
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $159
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
AI Lessons Learned for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.Managing Exponential Change: Understanding the urgency of adapting to AI’s rapid evolution.Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting.
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
Member Price: $59
COSO 2013 Update Yellowbook Accounting
Risk Is Increasing - and Risk Management Is Evolving
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Online
1.00 Credits
Member Price: $75
Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events
The Controllership Series - The Controller's Skillset
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Online
1.00 Credits
Member Price: $79
Accounting Finance Skills
Accounting for Leases
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Online
2.60 Credits
Member Price: $119
Accounting Finance Financial Statement Preparation
Cryptocurrency 15 Years Later - A Market Update
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Update on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation regulationsThe technology behind cryptocurrency - Proof of stake, Layer 2, wallets and moreBlockchain technology update
Roles and Responsibilities in Risk Management
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Online
1.00 Credits
Member Price: $75
Risk management Anticipatory leadership Leadership roles in risk management
Surgent's Tax Planning for Rental Real Estate
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Online
4.00 Credits
Member Price: $179
Rental activities and passive activities Material participation Real estate professional status Active participation status Depreciation recapture – Sections 1245, 1250, and 291 Vacation homes rented out QBI deduction and rental properties Section 1237 safe harbor for divided parcel sales Practitioner considerations
2025 Annual Update for Governments & Not-for-Profits
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:New GASB standardsGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences.Accounting Standard Updates issued by the FASBNot-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.Yellow Book and Single Audit engagements.Changes in the 2024 Compliance SupplementChanges to the Uniform GuidanceCommon deficiencies identified by the federal agencies and peer reviewers.
Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $109
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
ChatGPT and Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $109
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications