CPE Catalog & Events
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
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Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
Imagining a World Without Non-Competes
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Online
1.00 Credits
Member Price: $39
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Federal non-compete law State non-compete law
Current and Upcoming FASB Issues
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Online
1.50 Credits
Member Price: $94
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FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Power, Influence, and Ethics
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Online
2.00 Credits
Member Price: $79
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The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
Shortcuts that Excel Users Love
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
AI Update: Chatbots, Prompt Query & Useful Tools 2024
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Online
1.50 Credits
Member Price: $49
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How Major Artificial Intelligence languages have changed recently in what their uses are. New developments in Chatbot and Prompt Query Tools for CPA and other non-tech professionals to use. Major Artificial Intelligence breakthroughs over the past 6 months. Suggested best AI tools for CPA's to use in their profession.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
From Candles to Kilowatts: A Journey Through Time Prices in Economics 2024
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Online
2.00 Credits
Member Price: $89
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The Simon Abundance framework The ratio of resources to population There's no such thing as a natural resource The correlation between population growth and the increased standards of living
Nonverbal Communication: The Silent Language of Success 2024
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Online
2.00 Credits
Member Price: $89
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Nonverbal communication-Virtual
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business
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Online
2.00 Credits
Member Price: $89
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We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken-because it will be both entertaining and rich in content!
Tax Implications of Cryptocurrency
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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:Blockchain basicsClassification of cryptocurrencyIRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.Gift tax rules for donating, gifting or bequeathing cryptocurrency.Traps for the unwary.
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
The Art of Managing Your Email Tone 2024
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Online
1.00 Credits
Member Price: $49
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Business communication Emotional intelligence Human resources Practice management
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $39
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Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Navigating Leaves of Absence
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Online
1.00 Credits
Member Price: $39
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Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Audit 504: Making Rain - Success with Clients and Prospects
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
Presentation Skills for Auditors
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impactWhat to avoid in a PowerPoint presentation
Surgent's Implementing the New Risk Assessment Standard
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Online
2.00 Credits
Member Price: $99
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The performance of risk assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new “stand-back” requirements related to risk assessment
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online
2.00 Credits
Member Price: $99
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Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Communication Miracles At Work and In Life - Part 2
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Online
4.00 Credits
Member Price: $129
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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