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CPE Catalog & Events

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Revenue Recognition - Allocate the Transaction Price

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Webinar

1.80 Credits

Member Price: $59

Revenue Recognition on Contracts with customers

Benefits and Best Practices for Telework

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Webinar

3.00 Credits

Member Price: $79

Communication Business Management

PowerPoint: Tips & Tricks for Today's Accountant

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Webinar

3.00 Credits

Member Price: $79

Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint

Supporting Mental Wellness to Thrive in Work and Life

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.

Surgent's Depreciation Rules for Bonus and Section 179 Expensing

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Webinar

2.00 Credits

Member Price: $99

President Trump’s promise to restore full bonus depreciation effective January 20, 2025 Bonus and Section 179 depreciation rules for 2025 2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent Possible return of 100% bonus depreciation What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025 Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles 2025 rules for vehicle depreciation

Surgent's Going Out on Your Own: Entity Types and Accounting Methods

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Webinar

2.00 Credits

Member Price: $99

Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation

Talk This Way - Communication Skills for the CPA

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid

The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences

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Webinar

1.00 Credits

Member Price: $39

The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences? 

Cryptocurrency Transactions: Navigating Federal Tax Rules

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Webinar

2.00 Credits

Member Price: $29

Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example

HR Investigations - Episode 1 - Introduction-Assessing-Planning

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Webinar

2.00 Credits

Member Price: $39

Investigation terminology Assessment skills Investigative methodology

Embracing Neurodiversity in the Workplace

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Webinar

2.00 Credits

Member Price: $39

Neurodiversity

Data Extraction, Transformation, Validation the Right Data Sources for Analysis

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Webinar

2.00 Credits

Member Price: $79

Understand various data types  Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid

Synchronize Your Files to the Cloud with SharePoint -Updated

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

Dashboard and Report Design Principles Using Excel

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Webinar

4.00 Credits

Member Price: $129

How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel

How Fraud Can Affect Smaller Organizations

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Webinar

4.00 Credits

Member Price: $149

The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

K2's Implementing Internal Controls In Quickbooks Environments

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Webinar

5.00 Credits

Member Price: $129

Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments

Supervision/Management Competencies: An Ethical Approach

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills

Deep Dive into Quality Management

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Webinar

3.00 Credits

Member Price: $79

SQMS 1 and 2 Auditing Yellowbook

Ethical Leadership: Guiding Principles When Others Falter

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Webinar

3.00 Credits

Member Price: $79

Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions

Microsoft Excel: Moving Beyond the Basics

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Webinar

3.00 Credits

Member Price: $79

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis