CPE Catalog & Events
Audit 501: Personality Styles - Improving Your Interactions
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
An Introduction to AI and ChatGPT for CPAs 2024
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Online
1.00 Credits
Member Price: $49
The background of OpenAI and ChatGPT Prompt Engineering Using ChatGPT to find CPA-related answers Practical strategies for keeping up with AI
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Online
1.00 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Performance Targets That Deliver Results Without Burnout
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Online
1.00 Credits
Member Price: $39
Performance target design Target testing
The Role of HR in Business Sustainability
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Online
1.00 Credits
Member Price: $39
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
Better Forecasts: Be a Better Predictor
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Online
2.00 Credits
Member Price: $79
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Speaking For Impact
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Online
4.00 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and CaliforniaDiscussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabisThe state of Colorado will be used as an example of cannabis economics and regulatory oversight
Surgent's The Accountant as the Expert Witness
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Online
2.00 Credits
Member Price: $99
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
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Online
4.00 Credits
Member Price: $159
How does the IRC define an installment sale under Section 453? When can a taxpayer utilize the provisions of IRC Section 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method How to report an installment sale when related parties are involved How to calculate an installment sale How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method What is a like-kind exchange as defined by IRC Section 1031 When can a taxpayer utilize the provisions of IRC Section 1031 What types of real property are eligible for like-kind exchange treatment and what types are not What is “boot” and how does it impact the like-kind exchange deferral How to calculate a like-kind exchange including any taxable portion How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges
2024 Governmental GAAP Update
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Online
2.00 Credits
Member Price: $89
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.
ChatGPT: What Every CPA Should Know-Updated
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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
Surgent's Accountability: Stop the Blame Game
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Online
4.00 Credits
Member Price: $159
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
S Corporations: Qualification Requirements 2024
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Online
1.00 Credits
Member Price: $49
Qualified shareholder requirement Trusts as shareholders Estates as shareholders Qualified tax exempt shareholders Tax planning ideas to accommodate economic investments by disqualified investors Special rules for counting the number of shareholders One class of stock requirement Indirect preferences creating risk of failing one class of stock requirement Disqualified corporations Making an effective S corporation election Relief for late or defective elections Inadvertent termination relief for involuntary terminations
Social Media: The Bare Necessities
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Online
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Planning in an Uncertain World
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Online
2.00 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Audit 502: The Art of Discipline and Getting Things Done
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings