CPE Catalog & Events
Accommodation Requests - Substance Abuse - Contagious Infections
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Webinar
2.00 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
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Webinar
2.00 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
Navigating Leaves of Absence
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Webinar
2.00 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Excel Tips & Tricks for the Non-Accountant
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Webinar
3.00 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Taxation of Business Entities
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Webinar
3.50 Credits
Member Price: $79
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Webinar
4.00 Credits
Member Price: $99
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
The Leadership Skills of Tomorrow: Delegate and Listen
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
K2's Saving Time With Electronic Forms
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Webinar
2.00 Credits
Member Price: $39
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Webinar
2.60 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
IRS Cybersecurity Checklist
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Webinar
3.00 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Generative AI in Practice-Boost Efficiency and Profitability
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
Surgent's Home Office Rules
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Webinar
2.00 Credits
Member Price: $99
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
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
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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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
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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Webinar
2.00 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
ChatGPT and Advanced Policy Manual Development for ACCTs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of accounting policy manuals in traditional and AI contextsThe PRIME Method framework for AI-assisted policy developmentStrategic implementation of AI tools including ChatGPT, Claude, and CopilotInternal control and risk management policy creationAI and generative AI usage policies for accounting firmsSustainability and ESG reporting policy frameworksPredictive analytics and forecasting policy developmentRegulatory compliance considerations in AI-generated policies
Measuring Audit Risks
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Webinar
4.00 Credits
Member Price: $99
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
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Webinar
4.00 Credits
Member Price: $99
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
Topic 842 - Implementing Leases Workshop
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Webinar
5.00 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Understanding Internal Control Constructs
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency