Skip to main content

CPE Catalog & Events

Conferences/UACPA Classes 82 Chapter/Special Events 16 Ethics 2752 Webinars 23879 OnDemand/Self Study 708 All 27452

Showing 20081-20100 of 23879 Results (Page 1005 of 1194)

Become a Data Analysis Expert

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.

ACPEN: The CPA as Strategic Advisor: Leading the Client Advisory Team

-

Webinar

4.00 Credits

Member Price: $149

The CPA as team leader Roles of key advisory professionals Identifying cross-disciplinary planning opportunities Coordinating planning strategies Communication and collaboration Structuring advisory relationships Risk and professional responsibility

Overcoming Tech Adoption Challenges in CPA Firms

-

Webinar

1.00 Credits

Member Price: $55

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms

ACPEN: Emotional Intelligence for Professionals: Mastering the Human Side of Success

-

Webinar

1.00 Credits

Member Price: $39

Emotions Relationships Emotional Intelligence Communication

ACPEN: Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency

-

Webinar

2.00 Credits

Member Price: $89

PBM

ACPEN: Cash Management: Strategies for Long-Term Success

-

Webinar

2.00 Credits

Member Price: $89

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

Behavioral Finance Biases

-

Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Overview of biases and standard of living riskOverview of difference between emotional and processing biasesExamples of various real life examples and case studies

ACPEN: Effective Communication Skills

-

Webinar

1.00 Credits

Member Price: $39

Communication Confidence Leadership

ACPEN: K2’s Office Scripts – The New Macros

-

Webinar

2.00 Credits

Member Price: $89

Introduction to Office Scripts     Recording your first script Integration with Power Automate

ACPEN: Better Business Writing: Improve Your Speed and Quality

-

Webinar

2.00 Credits

Member Price: $89

Writing Communications

ACPEN: Strategic CFO – Strategic Financial Communications

-

Webinar

2.00 Credits

Member Price: $89

Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together

S Corporations: Calculating Shareholder Basis

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations

Shortcuts that Excel Users Love

-

Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Surgent's Autonomous Agents in Audit and Assurance

-

Webinar

2.00 Credits

Member Price: $119

Audit use cases: automated sampling, real-time analytics, evidence gathering Case studies: Big 4 agent-driven assurance platforms Agent reliability, explainability, and audit documentation PCAOB AS 1105, ISA 330, and agent-auditor integration Governance: SOC 1/SOC 2 controls for audit AI tools

Surgent's Fraud In Single Audits

-

Webinar

4.00 Credits

Member Price: $159

Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection

How Fraud Can Affect Smaller Organizations

-

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

Accounting Industry Update 26-27

-

Webinar

8.00 Credits

Member Price: $329

FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards

ACPEN: IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

-

Webinar

8.00 Credits

Member Price: $300

An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules

ACPEN: Shortcuts to Personal and Professional Success

-

Webinar

4.00 Credits

Member Price: $250

1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you  3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5.  What makes people really happy—and what doesn’t  The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business

LLC's & S Corporations: a Comparative Analysis

-

Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:Comparative analysis of LLCs and S CorporationsEntity formation, compliance, and operational structuresSelf-employment tax and its implications for LLCs and S CorporationsForm 2553 preparation and relief for late filingsRev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and applicationS Corporation eligibility errors and corrective measuresCorporate governance and formalities for both entity typesShareholder stock and debt basis for S CorporationsForms 1120S, 1065, and related schedules (K-1, K-2, K-3)Officer reasonable compensation and general partner guaranteed paymentsAudit strategies, estate planning, and business continuation planning