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CPE Catalog & Events

Conferences/UACPA Classes 122 Chapter/Special Events 7 Ethics 2673 Webinars 20697 OnDemand/Self Study 799 All 24299

Showing 24299 All Results

Corporate Transparency Act Developments

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

Internal Controls for Small and Medium-Sized Entities

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Webinar

1.00 Credits

Member Price: $39

Overview of controls Preventative controls Detective controls Controls for SMEs

K2's Harnessing ChatGPT - Unlocking Professional Efficiency

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Webinar

1.00 Credits

Member Price: $39

Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks

Mastering IRS Form 7217: Partnership Property Distributions

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions

The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges

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Webinar

1.00 Credits

Member Price: $39

The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics

Risk Assessment Under SAS No. 145: The Key to Audit Quality?

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Webinar

2.00 Credits

Member Price: $89

The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability

Global Internal Audit Standards (GIAS) Domain IV - Part 1

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Webinar

1.20 Credits

Member Price: $79

Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing

CFO & Controller Critical Skills: Budgeting & Forecasting

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

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Webinar

4.00 Credits

Member Price: $159

Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations

Asset Misappropriation - Let Me Count the Ways

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Webinar

2.00 Credits

Member Price: $79

Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there

Tax Practice Standards

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Webinar

2.00 Credits

Member Price: $79

Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law

Advanced Negotiations: Never Split the Difference

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Webinar

2.00 Credits

Member Price: $79

Negotiations Business Management

Erase the Mark: Best Practices in Penalty Abatement

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.

Build a Data Model for Analysis in Power BI

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.

Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto

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Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?

Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA

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Webinar

1.00 Credits

Member Price: $39

What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?

Accounting & Auditing for Cryptocurrency

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Webinar

1.00 Credits

Member Price: $39

Cryptocurrency Accounting Auditing

Global Internal Audit Standards (GIAS) Domain IV - Part 2

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Webinar

1.00 Credits

Member Price: $79

Internal audit Standards GIAS Accounting Auditing

Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers

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Webinar

1.00 Credits

Member Price: $79

Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.

Navigating IRS Collections: Understanding Form 433 & Offer in Compromise

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Webinar

2.00 Credits

Member Price: $79

Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution