CPE Catalog & Events
Surgent's Ins and Outs of Health Savings Accounts
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Webinar
2.00 Credits
Member Price: $99
Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Comprehensive Accounting and Financial Reporting Update
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
KPI Bootcamp for Small Businesses
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Webinar
9.00 Credits
Member Price: $159
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
Capitalized Costs & Depreciation - Tax Staff Essentials
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Webinar
5.50 Credits
Member Price: $225
Tax basis of property acquisitions Initial basis of property acquired in an exchange transaction Materials, supplies, repairs and improvements Accounting method changes Depreciation: MACRS, Section 179 and bonus Intangible assets and amortization Organization and start-up costs Research and experimental expenditures
Invest in Your Mental Health and Avoid Burnout
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Webinar
5.00 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
5.00 Credits
Member Price: $39
Cryptocurrency Accounting Auditing
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Webinar
5.00 Credits
Member Price: $39
Accounting Finance
Accounting Update in a Post COVID-19 World
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Webinar
6.00 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
CFO Series: Dealing with Ever Changing Accounting Standards?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The modern finance and accounting organization chart.GAAP accounting changes.Why so many changes? The speed of change and complexity.Accepting reality.Recognizing and fixing the top five accounting problems and errors.Revenue.Leases.Management estimates.Why is strategy necessary?What is strategy?The two keys to strategy.Balancing strategy with our day-to-day roles.
PFP Update: Income Tax, Retirement and Estate Planning 25-26
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Webinar
2.00 Credits
Member Price: $99
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
How Fraud Can Affect Smaller Organizations 25-26
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Webinar
4.00 Credits
Member Price: $175
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
Accounting and Auditing Update for Not-for-Profits
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Webinar
8.00 Credits
Member Price: $270
Not-for-profit accounting update, Revenue recognition in not-for-profits, FASB update, Auditor's report and conforming changes, Auditing Standards Board update, Ethics update, SQMS No. 1, A Firm's System of Quality Management, Governmental auditing update
Creative Strategies for Buying, Selling, or Gifting a Business
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Webinar
12.00 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Webinar
12.00 Credits
Member Price: $225
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Improve Spreadsheets by Building Controls in Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
K2's AI - Security And Privacy Issues
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Webinar
5.00 Credits
Member Price: $39
Major provisions of security and privacy policies Key risks associated with using commercial AI tools Steps to take to mitigate AI security and privacy risks
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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Webinar
1.00 Credits
Member Price: $39
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
Internal Controls That May Have Prevented Fraud
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Webinar
6.00 Credits
Member Price: $79
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors