CPE Catalog & Events
Revenue Recognition - Determine the Transaction Price - Part 1
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
Guide Strategy, Attract Investments with Financial Forecasts
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure
Use of technology in an audit of financial statements - Risk Assessment
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TBD
2.00 Credits
Member Price: $125
Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process
Surgent's Update on the AICPA's New Ethics and Quality Control Standards
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Webinar
4.00 Credits
Member Price: $159
Proposed and recently enacted updates to the AICPA’s Code of Professional Conduct Proposed Quality Management standards and related SAS Professional responsibilities in this new era Best practices for implementing an effective system of quality management
Mastering Rapport Skills for Fun and Profit
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Webinar
2.00 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
Controls to Secure the Growing Digital Footprint
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Practical Tools and Tips to Help CPAs Manage Risk (Tax Services Focus)
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TBD
4.00 Credits
Member Price: $159
AICPA Professional Liability Insurance Program claim data Client and engagement acceptance Engagement letters and fee management Client continuance and termination Firmwide quality control and team management Causes of loss Risk management tips to assist claim defense when providing tax and client accounting services Data security
Proper Financial Accounting for Partnerships and LLCs
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Webinar
4.00 Credits
Member Price: $129
Importance of Partnership capital accounts Book vs tax capital accounts Partnership capital contributions Section 704(b) capital rules and OCBOA GAAP balance sheet impact of capital contributions Bonus and Goodwill methods Ceiling Rule and Remedial allocations GAAP partner capital accounts
What's Behind the Data?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
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Webinar
4.00 Credits
Member Price: $159
The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
K2's Advanced QuickBooks Tips And Techniques
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Webinar
4.00 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
How to Make Difficult People Disappear...Without Going to Jail
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Webinar
1.00 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Surgent's Weekly Expert Hour
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Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
AHI: Advanced Management and Leadership Essentials (Mini Course)
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Webinar
2.00 Credits
Member Price: $70
Leading Others Coaching & Developing Staff Building Leadership Communication Skills
Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
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Webinar
2.00 Credits
Member Price: $79
How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work? Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget
Financial Statement Presentation and Disclosure
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Webinar
4.00 Credits
Member Price: $129
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
Forensic Accounting: When The Office Is A Crime Scene
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
2025 Annual Update for Accountants & Auditors
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Webinar
3.00 Credits
Member Price: $189
Accounting Standards Updates Auditing & Accounting Yellowbook
Shortcuts that Excel Users Love
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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.
K2's Case Studies in Fraud and Technology Controls - 4 Hours
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Webinar
4.00 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim