CPE Catalog & Events
Advanced ChatGPT for Accountants
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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:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 2024
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Online
2.00 Credits
Member Price: $89
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Review of New Rules under IRC Sec. 67(g) Review Surprises to Simple Trusts under IRC Sec. 67(g) Presentation Issues with IRC Sec. 199A Deduction and the Tier System Special Rules Relating to the Charitable Contribution Deduction Problem Examples
The Power of "Why" 2024
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Online
3.00 Credits
Member Price: $129
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The importance of "Why" Linking cause and effect Keeping Freddy P. Softy away from your door The 5-15 Report The Doorway to Creativity Why Leadership and Personal Growth Three cases
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Annual Accounting & Auditing Update 2024
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Online
8.00 Credits
Member Price: $299
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Highlights of recently issued mainstream FASB updates (ASUs) Analysis of PCC accounting standards for private companies Discussion and analysis of recently issued auditing standards (GAAS) and Attestation Standards (SSAE) Discussion and analysis of recently issued SSARS standards
Leadershift: How to Embrace Disruption and Lead Change
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Why it is critical to lead change in your company nowThe seven steps of leading changeHow to set expectationsHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effortHow to create and mobilize change networks to accelerate change The best of the best communication strategiesHow to establish simple 360 feedback Managing yourself
Audit 105: The Audit Risk Model - Foundational Principles
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:The reason that entities engage a financial statement auditThe applicable financial reporting frameworks available The various phases of a financial statement auditEvaluating and documenting audit risk, both at the overall and relevant assertion levelCase study differentiating high-risk audit engagements and higher-risk audit areas
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $79
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Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Understanding and Preventing Budget Calamities
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Online
2.00 Credits
Member Price: $79
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Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Improve Design and Productivity with Excel Tables
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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:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity
Top 10 Business Myths and How to Avoid Them
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Online
2.00 Credits
Member Price: $79
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What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.00 Credits
Member Price: $129
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Business Management Organization
Form 1041 Advanced Series Part 4: Post Mortem Administration Considerations 2024
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Online
2.00 Credits
Member Price: $89
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A Review of the Expansive Nature of Trust Administration The Use of Post-Mortem Elections The Use of an Administrative Trust & its Advantages Choosing a Fiscal Year for the Administrative Trust The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex? Making the Sec. 645 Election, its Duration , Advantages and Disadvantages
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 Construction Contractors: Accounting and Financial Reporting Issues
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Online
4.00 Credits
Member Price: $159
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Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry
Ethics: What a CPA in Business & Industry Needs to Know
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Online
2.00 Credits
Member Price: $89
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Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
Grading Your Auditors - Are You Getting the Most Value?
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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:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Surgent's Guide to Payroll Taxes and 1099 Issues
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Online
4.00 Credits
Member Price: $159
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Statutory employees, independent contractors, and possible changes to §530 relief Using SS-8 Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy
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
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Online
2.00 Credits
Member Price: $79
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Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types