CPE Catalog & Events
Powerful Public Speaking: Communicate With Confidence
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Online
3.00 Credits
Member Price: $89
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Communications
Surgent's Fraud Case Studies: Schemes and Controls
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Online
4.00 Credits
Member Price: $159
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Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
World-Class Cost Accounting: A Practical Application (Part 1)
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Online
4.00 Credits
Member Price: $129
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Beginning and intermediate cost principles automatically included Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project
Cyber Audit: Risks & IT Controls
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Online
1.00 Credits
Member Price: $39
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Current Cybersecurity and Risk Trends Key Mitigating Controls Common Audit Findings Monitoring Reference – NIST CSF and AICPA
Risk Assessment for Small Business Audits
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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:Each element of the risk assessment process:Understanding the client's business and industry in which it operatesInternal controlAssessing the magnitude and likelihood of riskLinking risk assessment to substantive audit procedures
Taxation of Business Entities
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)Considerations in choosing a business entity, including:taxeslimited liability protectionmanagement and controlfunding options and opportunitiestax consequences for the owners and the businessFuture tax considerations that will impact various business entities
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Member Price: $79
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Each week’s topics will change based on the most critical issues affecting financial professionals
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Member Price: $99
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What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Excel for Staff Level 2 - Getting More Out of Excel
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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:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
IRS Penalties and Abatements
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Online
2.00 Credits
Member Price: $79
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Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Managing with a CEO Mentality
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this course include:Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.00 Credits
Member Price: $79
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Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
How AI and Synthetic Media Can Transform Your Communication
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Online
1.00 Credits
Member Price: $39
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AI Fundamentals for HR Strategic HR Communication Synthetic Media in Onboarding Dynamic Content Management AI-Enhanced Stakeholder Engagement Innovative Training with AI
Critical Thinking for Financial Professionals
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Online
1.00 Credits
Member Price: $55
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Two Systems of ThinkingSystem 1System 2 How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Member Price: $118
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Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Understanding the New Forms K-2 and K-3
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Surgent's Project Management: Tips, Tricks, and Traps
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Online
4.00 Credits
Member Price: $159
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Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
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Online
4.00 Credits
Member Price: $159
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The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer