CPE Catalog & Events
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Webinar
4.00 Credits
Member Price: $159
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Leases – Topic 842 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of SAS No. 145 Other important A&A practice matters
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Webinar
4.00 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
K2's Effective Automation And Outsourcing
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Webinar
1.00 Credits
Member Price: $39
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
The Untold LinkedIn Hyper-Growth Story
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Webinar
1.00 Credits
Member Price: $39
Talent Business Growth People Strategy Culture Communication Trust Strategy
The Controllership Series: The Controllers Role in Internal Controls
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Internal Controls
Resolving Ethical Dilemmas-You Make the Call
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Webinar
1.50 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
IRS Cybersecurity Checklist
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Webinar
2.00 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
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Webinar
2.00 Credits
Member Price: $79
Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence
Grading Your Auditors - Are You Getting the Most Value?
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Webinar
2.00 Credits
Member Price: $89
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
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs
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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
Planning for Small Business Success
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Webinar
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
An Ethical Approach to Mental Health Issues at Work
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Fraud Busters: Controls to Prevent & Detect Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Let's Meet at the Intersection of Fraud and Ethics
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Webinar
2.00 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
It Takes a Village: How Aligning With Others Can Boost Your Firm Revenue
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Webinar
1.00 Credits
Member Price: $39
How strategic partnerships benefit both the firm owner as well as their clients Tips to Extend professional networks and seek out partnerships Importance of regularly accessing partnerships and agreements to ensure maximum benefits for all
The Controllership Series - The Controller's Skillset
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Webinar
1.00 Credits
Member Price: $59
Accounting Finance Skills
How to Start a CFO Service
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.
SECURE Act 2.0: What You Need to Know
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Webinar
1.00 Credits
Member Price: $29
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Webinar
2.00 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Maximizing the Tax Benefits of an Installment Sale
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Webinar
1.00 Credits
Member Price: $29
Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture