CPE Catalog & Events
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
-
Webinar
4.00 Credits
Member Price: $129
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Build a Data Model for Analysis in Power BI
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
AI Revolution: The Big Picture for CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
-
Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
2024 Revision to Government Auditing Standards Impact
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Rewards & Recognition Strategies for Leaders
-
Webinar
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
-
Webinar
2.00 Credits
Member Price: $79
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
K2's Excel Charting And Visualizations
-
Webinar
4.00 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
What's Behind the Data?
-
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
SAS 145 - Risk Assessment
-
Webinar
1.00 Credits
Member Price: $39
SAS 145 Yellowbook Auditing
Revenue Recognition Topic 606 - Identify the Contract Part 1
-
Webinar
1.20 Credits
Member Price: $39
Revenue Recognition
Powerful Public Speaking
-
Webinar
1.50 Credits
Member Price: $39
Communications
Forgotten Managerial Accounting Tools for CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
How to Audit Cash
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
The Value of Conflict
-
Webinar
1.00 Credits
Member Price: $39
Conflict resolution
Productivity Hacks for Working Remote
-
Webinar
1.20 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
How to Start a CFO Service
-
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.
Revenue Recognition - Topic 606 Overview
-
Webinar
1.50 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
A Guide to Sampling - Part 1
-
Webinar
2.00 Credits
Member Price: $79
Auditing Yellowbook
The Controllership Series - Managerial Accounting Basics and Costs
-
Webinar
1.20 Credits
Member Price: $39
Accounting Finance