CPE Catalog & Events
Financial Acumen for the HR Professional
-
Online
1.00 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
-
Online
2.00 Credits
Member Price: $79
Feedback
Surgent's Top Individual Tax Planning Strategies
-
Online
2.00 Credits
Member Price: $99
New Clean Vehicles (CV) and the Clean Vehicle Credit What the CV seller must provide to the buyer Credit for previously owned CVs Energy efficient home improvement credit Increase in age for required beginning date for RMDs Reduction in excise tax on RMD failures Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62 and 63 Withdrawals for certain emergency expenses Qualifying longevity annuity contracts (QLACs) One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation
Creating a Culture of Trust in a Fraud-filled World
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.Consider the concept of trust and how can you establish real trust within your organization.Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
Connected Leadership: Foster and Retain an Engaged Team
-
Online
2.00 Credits
Member Price: $79
Leadership
Analytical Procedures: Practical Applications and Standards
-
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.
Outlook - Manage Your Inbox With Maximum Efficiency
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
A&A Update for Closely Held Businesses 2024
-
Online
6.00 Credits
Member Price: $239
Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024 Recently issued Statements on Auditing Standards and other AICPA activity Recently issued Statements on Standards for Accounting and Review Services
Leases: ASC Topic 842 in Depth 2024
-
Online
8.00 Credits
Member Price: $299
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Audit 101: AICPAs Code of Professional Conduct Principles
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
ChatGPT: What Every CPA Should Know-Updated
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business
Negotiation Strategy: What to do Before, During and After
-
Online
1.50 Credits
Member Price: $69
negotiation
Combating Internal Fraud
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
-
Online
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
-
Online
1.00 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Fraud Risk and Audit Requirements 2024
-
Online
2.00 Credits
Member Price: $89
Fraud Trends Audit requirements related to fraud
Improve Spreadsheets by Building Controls in Excel
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
-
Online
2.00 Credits
Member Price: $99
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Collaborative Communications: Working with Diverse Styles
-
Online
2.50 Credits
Member Price: $89
Communications
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
Online
4.00 Credits
Member Price: $129
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team