Skip to main content

CPE Catalog & Events

Showing 19869 Webinars Results

Dashboard and Report Design Principles Using Excel

-

Webinar

4.00 Credits

Member Price: $129

How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel

The Preparation of Form 706 and 709 - Line-by-Line

-

Webinar

4.00 Credits

Member Price: $129

Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns 

Balance Sheet Management: The Least Understood Risk

-

Webinar

4.00 Credits

Member Price: $129

Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples

Clear. Confident. Compelling. - Communication Strategies for Women in Business

-

Webinar

1.00 Credits

Member Price: $39

You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility

NFP Reporting and Presentation

-

Webinar

2.00 Credits

Member Price: $89

See more dates

The major topics covered in this course include:Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosuresCommon pitfalls on functional expense reportingTips to consider on functional expense reportingWays to manage liquid resourcesPeer review findings relating to implementation of ASU 2016-14Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)Key facts and impacts on current ASUsCybersecurity issues

Family Law 101 2024

-

Webinar

4.00 Credits

Member Price: $159

See more dates

Lifestyle issues: Does the client's lifestyle reflect the level of reported income? Undisclosed income Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing Owner perks Tax deductions vs. family law deductions Business entity-related issues such as partnerships, S corps and corporations

Technology Trends Update for CPAs with John Higgins

-

Webinar

4.00 Credits

Member Price: $149

See more dates

The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update

Preparation, Compilations and Reviews-A Practical Workshop 2024

-

Webinar

8.00 Credits

Member Price: $299

See more dates

Preparation, Compilations and Reviews

Audit 307: Client and Profitable Engagement Management

-

Webinar

2.00 Credits

Member Price: $89

See more dates

The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques

Surgent's Individual and Financial-Planning Tax Camp

-

Webinar

8.00 Credits

Member Price: $299

See more dates

Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations  The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement

Mastering The Three Pillars of Cybersecurity: Team & Compliance

-

Webinar

1.00 Credits

Member Price: $39

Technology Cybersecurity

SAS 145 - Risk Assessment

-

Webinar

1.00 Credits

Member Price: $39

SAS 145 Risk Assessment Internal Controls

Business Communication Essentials (Dynamic Communication in the Workplace)

-

Webinar

1.00 Credits

Member Price: $39

Communication Feedback Management Leadership

Providing Ethical Leadership: Learning to be the Best Version of Yourself

-

Webinar

1.20 Credits

Member Price: $39

Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.

What Does Fraud Look Like?

-

Webinar

2.00 Credits

Member Price: $79

Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there

Devious Ethics: Avoiding Snakes in Suits

-

Webinar

2.00 Credits

Member Price: $79

Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company

Tactical Cash Management

-

Webinar

2.00 Credits

Member Price: $79

Managing inflows and outflows of working capital Electronic applications that will improve your cash position Working capital loans and collateral Borrowing capacity available to organization Options and alternatives for increasing cash Cash management for regulatory, debt, and covenant compliance

2024 A Guide to Sampling - Part 1

-

Webinar

2.00 Credits

Member Price: $79

Sampling Monetary Unit Sampling

Ethical Leadership: Power, Influence, Integrity, and Trust

-

Webinar

2.00 Credits

Member Price: $79

The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership

Business Consulting for CPAs

-

Webinar

4.00 Credits

Member Price: $129

What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application