CPE Catalog & Events
Progressive Management Accounting
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Webinar
2.00 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Moving Beyond the Basics of Excel
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Webinar
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
Guide to Deducting Travel, Meals and Entertainment Expenses
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem 9 exceptions to Section 274 Business meals: IRS Notice 2018-76 2023 mileage and per diem rates
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Webinar
1.20 Credits
Member Price: $39
Relationships
Practical Excel Topics for the Public Accountant
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Webinar
2.00 Credits
Member Price: $79
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables; Solver as a tool for performing multivariate analysis
Guide to Preparing Form 1041 for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $129
Current rates and brackets Calculating a trust's AGI 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity
Budgeting: Presenting and Communicating your Numbers
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
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Webinar
2.00 Credits
Member Price: $118
Improve your writing and presenting skills by using a checklist Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence Clear the slide deck to make your presentation more engaging Use your non-verbal skills to present powerfully Know how to effectively respond when they say "no"
Powerful Business Collaboration: Mind the Generation Gap
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Why is it in your business's financial interest to include a range of generations in your work teams?What are the pitfalls of not having a multigenerational approach to your work?What do you have to offer to someone else that is a direct result of your age and experience?In what work-related areas would you be better off if you collaborated with someone much younger or older than you? Does ageism apply only to how the world treats older people, or are younger people also subject to ageism? What are misconceptions you have about older or younger people and how can you overcome them?What are three things you can do as soon as you finish this webinar that will help you benefit from a multigenerational collaboration?
Recruiting During "The Great Resignation"
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Webinar
1.00 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
Analyzing Financial Statements
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Cash Management Skills: Strategies for Long-Term Success
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Webinar
2.00 Credits
Member Price: $79
Understand how much cash your organization will need Where will you get cash? Set cash management policy Prevent cash management surprises
Surgent's Real Estate Taxation: Critical Considerations
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Webinar
4.00 Credits
Member Price: $159
Depreciation and recapture Passive activity losses Determination of basis Determination of gain or loss on sale of real estate Taxation of rental operations Installment sales
Construction Contractors: Auditing Considerations
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Webinar
4.00 Credits
Member Price: $213
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
Spring Tax Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting various business entity taxpayers Business income, deductions and credits Section 199A update and business losses Section 174 R&E deduction Depreciation update: Section 179 and 168(k) Detailed discussion of the partnership and S corporation Schedule K-1 changes S Corporation and partnership update, including Schedules K-2 and K-3
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webinar
8.00 Credits
Member Price: $299
Annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. Best practices for engagement planning, internal controls, risk assessment, and detailed testing How to avoid common mistakes made while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues The new audit standard for employee benefit plans
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit
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Webinar
8.00 Credits
Member Price: $279
Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor’s consideration of fraud in auditing a not-for-profit entity Audit procedures to become comfortable with management’s recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements Considerations related to Yellow Book and single audits
IRS Case Roadblocks
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
5 Steps to Cultivate a Values-Based Approach to Governance
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Webinar
1.20 Credits
Member Price: $39
Employee engagement Values-based governance Organizational culture Employee relations