CPE Catalog & Events

Emotional Intelligence
-
Online
1.00 Credits
Member Price: $59
Emotions Relationships
Prioritizing Mental Health in the Post-COVID Workplace
-
Online
1.00 Credits
Member Price: $59
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Asset Misappropriation - Let Me Count the Ways
-
Online
2.00 Credits
Member Price: $109
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Profitability Pricing: Boost your Bottom Line
-
Online
2.00 Credits
Member Price: $109
Competitive bids Achieving target profitability
Minimizing Workplace Warfare
-
Online
1.00 Credits
Member Price: $59
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Navigating Difficult Conversations with Clients
-
Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
Why Auditors Fail To Detect Fraud
-
Online
2.00 Credits
Member Price: $109
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
Achieving Balance in Work and Life - Part 2
-
Online
4.00 Credits
Member Price: $159
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Communication Miracles At Work and In Life - Part 2
-
Online
4.00 Credits
Member Price: $159
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
-
Online
4.00 Credits
Member Price: $159
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Prevention & Detection of Fraud In Small Businesses
-
Online
4.00 Credits
Member Price: $159
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
Financial Acumen for the HR Professional
-
Online
1.00 Credits
Member Price: $59
Financial Statement Insight Trend Analysis Financial Benchmarks
Auditing digital assets: Entity's use of a service organization
-
Online
1.00 Credits
Member Price: $75
Understanding the entity and its environment and the service organizations role related to digital assets SOC 1r and SOC 2r reports as sufficient appropriate evidence Risks and challenges associated with performing audit procedures involving service organizations.
Casualty Losses: Disaster Relief Act of 2024
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
Next Steps Series - Inclusion: Building a Sustainable Culture of Diversity
-
Online
1.00 Credits
Member Price: $75
Modern definitions of diversity and inclusion Diverse work environment Types of diversity The importance of people as a competitive advantage Characteristics of high performers Generation Millennials and WIFI Recruiting on Linkedin Ethical ties to diversity and inclusion The art of Culture Managing diverse workforces Bias pitfalls Diversity task force Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program.
Why Auditors Fail To Detect Fraud
-
Online
2.00 Credits
Member Price: $109
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
Determining Reasonable Compensation for Owner Employees
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
Excel for Accounting Professionals Session 1: Tables and Named References
-
Online
2.00 Credits
Member Price: $125
Excel conventions Critical shortcuts Named references Tables
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
-
Online
3.00 Credits
Member Price: $149
The federal transfer tax exemption What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
Surgent's IRS Tax Examinations and Hot Issues
-
Online
4.00 Credits
Member Price: $159
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures