CPE Catalog & Events
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Online
1.00 Credits
Member Price: $39
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Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
AICPA Town Hall Series (8/29/2024)
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Online
1.00 Credits
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Status update Current Treasury guidance Top questions related to the CARES Act and PPP AICPA resources & tools update
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
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Online
2.00 Credits
Member Price: $99
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Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
Microsoft Outlook "Must Know" Email Tips
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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:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Member Price: $39
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Employer Brand Talent Management Future of Work Onboarding New Hires
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
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arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Executive Presentation Presence: Speak Up, Move Up 2024
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Online
2.00 Credits
Member Price: $89
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Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
Mastering the Excel Lookup Functions
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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:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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Online
2.00 Credits
Member Price: $79
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Ethics Leadership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
Member Price: $129
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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
How To Use Microsoft 365 Forms to Create Online Surveys
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Overview of the Microsoft 365 Forms app features and capabilitiesStep-by-step review and demonstration of the Forms appDesigning your form or surveyCreating form questionsUsing branching to eliminate unnecessary questions based on form input dataCustomizing the form theme / styleManage form response settingsDistribute forms via link, website or emailReview of the completed forms response reportExporting forms data to Excel for further analysis
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Online
4.00 Credits
Member Price: $159
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Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
Member Price: $213
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5-step process for recognizing revenue
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Online
8.00 Credits
Member Price: $299
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Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
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Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Pass-through Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule New FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates,retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Thinking Like a Quality Control Reviewer
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:AICPA professional standardsEQCR expectationsFirm-specific considerationsBest practices for mitigating the frequency of review pointsBest practices for mitigating the severity of review pointsExamples of common EQCR deficiencies
Advanced Excel: Hidden Secrets and Gems
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Online
2.00 Credits
Member Price: $119
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What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools