CPE Catalog & Events
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Basic Concepts of Governmental Accounting & Auditing 2024
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Online
8.00 Credits
Member Price: $299
Governmental environment: cities, counties, special districts and other agencies GASB 34 accounting and financial reporting, including measurement focus, the basis of accounting and f und accounting Governmental auditing issues, including risk assessment and internal controls and compliance GASB Pension and OPEB Standards Update GASB's standards, including GASB No. 87, Leases Review GASB's Exposure Draft on Financial Reporting Model Improvements
Tone at the Top: Fraud and Leadership 2024
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Online
8.00 Credits
Member Price: $299
Fraud Accounting and Auditing
Top 10 Payroll Questions You Didn't Even Know You Had
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Online
1.00 Credits
Member Price: $55
The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.
Audit 201: Fraud Risk - Minimum Audit Requirements
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsFraud risk on an auditTesting journal entries and other tests for management overrideRequired fraud and noncompliance communications by various auditing, including communications required by Government Auditing Standards, PCAOB Audit Standards, and International Standards on Auditing
Social Media: The Bare Necessities
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Online
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Planning in an Uncertain World
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Online
2.00 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Become Rich Without Selling Your Soul
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Online
4.00 Credits
Member Price: $129
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
Nonprofit A&A Standards Update and New Developments 2024
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Online
2.00 Credits
Member Price: $89
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Online
2.00 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
Using ChatGPT with Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
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Online
2.00 Credits
Member Price: $79
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Surgent's Ethics for the Industry Accountant
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Online
4.00 Credits
Member Price: $179
What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points
2024 Year-End Payroll Update
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Year-end tasks an employer should consider with regards to payrollBonus runs & fringe benefit reportingCompliance reporting & W-2 reconciliationsUpdates to payroll wage rates & limitsCurrent issues affecting payrollBest practices for not only year-end, but year-round compliance
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
A Better Way to Choose Your KPIs
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Online
1.00 Credits
Member Price: $39
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
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Online
1.00 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership