CPE Catalog & Events

Surgent's Building Your Personal Brand - On-Demand Webcast

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The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand

Surgent's Business Combinations - U.S. GAAP vs. IFRS - Download

Determining the acquisition date Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree Acquisition of contingencies Noncontrolling interests Recognizing and measuring goodwill or gain from a bargain purchase Measurement period adjustments

Surgent's Business Development for Accounting and Other Professionals - On-Demand Webcast

Marketing plans and how they provide direction and strategy for business growth Fundamentals of an effective website The growing importance of social media Strategies for obtaining and cultivating referral sources The benefits and challenges of networking organizations Creating a niche in saturated industries Using online publishing to meet your growth objectives

Surgent's Business Development: Referral Rally - Download

Networking organizations  Obtaining referral sources

Surgent's Business Development: Time Management - Download

Managing interruptions   The role of to-do lists  Creating an effective time management plan  Staying on track of your time management plan  Blocking out time

Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting - Download

Differences between planning and budgeting Building change into the planning process The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan

Surgent's Capital Planning in Light of COVID-19 - On-Demand Webcast

Formal and informal capital planning systems Capital expenditure and nimbleness Why a low average cost is not necessarily the best measurement Looking at capital expenditure in light of bank requirements Exempting certain assets from the need for analysis Exploring the best way of project and capital analysis

Surgent's Choosing the Right Business Entity - On-Demand Webcast

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Why businesses operate as C corporations Why businesses operate as pass-through entities Converting to a C corporation in 2022 How and why to adopt S corporation status Tax and business situations that impact entity selection

Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide - On-Demand Webcast

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Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting   Review the three levels of service  Discuss technology options  Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche

Surgent's Coaching Skills for Managers and Supervisors - On-Demand Webcast

The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses - On-Demand Webcast

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Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans

Surgent's Compilation and Review Overview - Download

Objectives of financial statement preparation, compilation, and review engagements SSARS No. 21, Clarification and Recodification Components and characteristics of financial statement preparation, compilation, and review engagements Accepting and planning financial statement preparation, compilation, and review engagements Overview of SSARS No. 22–25

Surgent's Compilations, Review, And Attestation Engagements - On-Demand Webcast

Frequently missed issues in compilation and review engagements as noted by peer reviewers Understand how to comply with AR-C 100 on International Standards and AR-C 120, Compilations of Proforma Information Introduction to attestation standards (AT) Performing attestation examination engagements Performing attestation review engagements Performing Agreed Upon Procedures

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update - Download

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SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update - On-Demand Webcast

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SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Construction Contractors: Accounting and Financial Reporting Issues - Download

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Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry

Surgent's Construction Contractors: Critical Accounting, Auditing, and Tax Issues - Download

Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry Unique audit and review issues with construction contractors The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors Tax opportunities created by the Inflation Reduction Act of 2022 Going concern disclosures and their importance to the construction industry The new lease FASB ASC and its impact on the construction industry 

Surgent's Contract Law for Accounting and Finance Professionals - On-Demand Webcast

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Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation

Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data - On-Demand Webcast

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Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards

Surgent's Controllership Skills Update: Current Survival Skills - On-Demand Webcast

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Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure