CPE Catalog & Events
Financial Reporting Fundamentals 26-27
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Online
8.00 Credits
Member Price: $329
• Financial statements, disclosures and presentations • Review of two Annual Financial Reports (IFRS and U.S. GAAP)
How Technology Controls Should Be Developed and Implemented 26-27
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Online
8.00 Credits
Member Price: $329
• Considerations for the maintenance of an internal control system • The types of policies and procedures organizations should utilize • Reviewing and testing control measures • Updating controls and implementing control changes
Current Cybersecurity Risk Management Trends
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
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
Create Reports that Matter: Turn Information Into Action! 26-27
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Online
2.00 Credits
Member Price: $99
• Understand Your Company's Reporting Needs • Financial Reporting Tools • Presentation Hints and Techniques • Link reporting to strategy • Develop the right metrics • Learn various presentation options
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service
Surgent's Tax Research - Intermediate Concepts
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Online
2.00 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
Power Skills: Professionalism and Client Interactions
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Surgent’s Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Become a Data Analysis Expert
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Compilation, Preparation and Review Basics and Peer Reviews
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.