CPE Catalog & Events
ERISA Plans: Planning and Reporting
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Webinar
2.00 Credits
Member Price: $118
Pre-engagement, planning, and risk assessment procedures Standard and modified auditor reports Effects of new SAS implementation on planning and reporting
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
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Webinar
2.00 Credits
Member Price: $79
Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively
Peer Reviews of SSARS Engagements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements of an engagement review.Qualifications for serving as a peer reviewer.Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.Common engagement review findings and tips for passing peer review.
Just Ask Why - Searching for Answers: Generating Solutions
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Webinar
4.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
Conducting a Remote Audit
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Webinar
4.00 Credits
Member Price: $213
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
Shorten Month-End: Closing Best Practices
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Webinar
4.00 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
Implementing and Maintaining an Internal Control System
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Section 174: New Rules for Research & Experimentation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
Strategic Career Management: Only You Have Sleepless Nights Over Your Career
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Webinar
2.50 Credits
Member Price: $89
Career Ownership Career Planning Personal Marketing Plan Strategic Career Considerations Opportunity Insights Networking Character
2024 Rewards & Recognition Strategies for Leaders
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Webinar
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders
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Webinar
1.00 Credits
Member Price: $71
What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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Webinar
1.20 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
Surgent's Understanding Partnership Taxation: Debt Allocations
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Webinar
2.00 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
K2's 2023 Mastering Advanced Excel Functions
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Webinar
4.00 Credits
Member Price: $129
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Webinar
4.00 Credits
Member Price: $213
5-step process for recognizing revenue
Individual Federal Tax Update - Navigating the Current Tax Landscape
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Webinar
8.00 Credits
Member Price: $225
In-depth exploration of crucial IRC Sections. Thorough assessment of recent changes and updates in individual income taxation. Unveiling new credits, deductions, and tax relief opportunities. Addressing complex income issues. Analyzing income and exclusions related to specific tax scenarios. Comprehensive examination of itemized deduction intricacies. Navigating health-related considerations. Maximizing benefits from tax incentives and deductions. Grasping the implications of recent regulatory shifts. Delving into specific tax planning strategies.
Other Considerations in ERISA Plan Audits
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Webinar
1.00 Credits
Member Price: $71
Accounting for and reporting on defined benefit pension and health and welfare plans Unique audit considerations for ESOPs Using the work of a specialist
Unique Audit Considerations in Defined Benefit Plans, Health and Welfare Plans and ESOPS
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Webinar
1.00 Credits
Member Price: $71
Accounting for and reporting on defined benefit pension and health and welfare plans Unique audit considerations for ESOPs Using the work of a specialist
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
2.00 Credits
Member Price: $79
Accounting Finance Cash Investments