CPE Catalog & Events
Auditing Standards: A Comprehensive Review 2024
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Online
16.00 Credits
Member Price: $589
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Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Audit 103: Adapting to the Engagement - Complying with SSARS
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services
Employment Law 101
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Online
1.00 Credits
Member Price: $39
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Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Online
1.00 Credits
Member Price: $39
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Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
Navigating Difficult Conversations with Clients
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Online
1.00 Credits
Member Price: $39
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Communication Negotiation Conflict Persuasion Management Leadership Customer Service
Introduction to Sustainability Accounting
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Online
1.00 Credits
Member Price: $39
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History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Creating Rapid Rapport for Increased Business
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Online
4.00 Credits
Member Price: $129
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1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
KPI Bootcamp for Small Businesses
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Online
5.00 Credits
Member Price: $159
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Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
AICPA A&A Focus (9/4/2024)
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Online
1.00 Credits
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The A&A landscape today New and emerging areas of service Solutions to timely or complex issues Technical accounting, auditing and assurance information Resources and tools update
2024 Governmental GAAP Update
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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:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Surgent's Ins and Outs of Health Savings Accounts
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Online
2.00 Credits
Member Price: $99
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Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Surgent's Fundamentals of Public Charity Taxation and Form 990
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Online
4.00 Credits
Member Price: $159
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Organization and structure of Form 990 Form 990 and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues
Excel - Fundamentals, Data Entry and Basic Formulas
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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:Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
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The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Surgent's Applying the Yellow Book to a Financial Statement Audit
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Online
4.00 Credits
Member Price: $159
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Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control
Surgent's Federal Tax Update
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Online
4.00 Credits
Member Price: $159
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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, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation Bonus depreciation Section 174 Research and Experimental Expenditures New FinCEN reporting requirements in 2024 Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Online
1.00 Credits
Member Price: $39
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Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $39
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Communication Negotiation Conflict Persuasion Management Leadership
Performance Targets That Deliver Results Without Burnout
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Online
1.00 Credits
Member Price: $39
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Performance target design Target testing
The Role of HR in Business Sustainability
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Online
1.00 Credits
Member Price: $39
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What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk