CPE Catalog & Events
Surgent's What Tax Practitioners Need to Know About Medicare
-
Online
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Corporate Ethics Cases: Discuss Real Life Conflicts
-
Online
4.00 Credits
Member Price: $159
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
-
Online
3.00 Credits
Member Price: $159
Leadership Management
S Corporation (Form 1120S) - Formation to Liquidation
-
Online
8.00 Credits
Member Price: $400
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)
The Value of Conflict
-
Online
1.00 Credits
Member Price: $59
Conflict resolution
Revenue Recognition - Topic 606 Overview
-
Online
1.50 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
Forgotten Managerial Accounting Tools
-
Online
2.00 Credits
Member Price: $109
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
CFO Series: Cash Flow Stmnt: Enhancing the Ignored Statement
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The importance and structure of the cash flow statementUnderstanding operating, investing, and financing activitiesPresenting the statement using the “Sources and Uses” approachHow to tell the business story through cash flows and alternative reporting methodsIdentifying key drivers of cash and liquidityBridging the gap between accrual accounting and understanding cashCommunicating effectively with CEOs, boards, and non-financial stakeholders
The Controllership Series - Financial Statement Preparation
-
Online
2.60 Credits
Member Price: $119
Accounting Finance Financial Statement Preparation
Clean, Transform & Load Data in Power BI
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Relationship Networking: The Art Of Conversation
-
Online
1.00 Credits
Member Price: $59
Networking Replatinship Management
Aligning Analytics to COSO's Fraud Risk Management Principles
-
Online
1.00 Credits
Member Price: $59
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Productivity Hacks for Working Remote
-
Online
1.20 Credits
Member Price: $59
Virtual Work Remote Work Telecommuting Flexible Work Options
Topic 842: FASB's Lease Accounting Standard Update
-
Online
2.00 Credits
Member Price: $109
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Retirement Planning Issues: Where We Stand Now
-
Online
4.00 Credits
Member Price: $159
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
Forensic Accounting: Crafting Expert Reports
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned.
ChatGPT and Advanced Policy Manual Development for ACCTs
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of accounting policy manuals in traditional and AI contextsThe PRIME Method framework for AI-assisted policy developmentStrategic implementation of AI tools including ChatGPT, Claude, and CopilotInternal control and risk management policy creationAI and generative AI usage policies for accounting firmsSustainability and ESG reporting policy frameworksPredictive analytics and forecasting policy developmentRegulatory compliance considerations in AI-generated policies
The Controllership Series - The Controllers Role in Procurement Function
-
Online
1.20 Credits
Member Price: $59
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Member Price: $79
Accounting Finance SG Operations
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
-
Online
2.00 Credits
Member Price: $109
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective