CPE Catalog & Events
Benford's Law and Other Digital Analysis Techniques
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Webinar
1.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
2024 Nonprofit Taxation Rules and Form 990
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Common Financial Statement Disclosures
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Reviewing Individual Tax Returns
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Webinar
2.00 Credits
Member Price: $118
Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business startups and deductions Alimony Discharge of debt
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
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Webinar
4.00 Credits
Member Price: $159
Types of partnership distributions Liquidating partnership distributions Basis of property distributed by a partnership Special basis adjustments under Section 732(d) Abandoned and worthless partnership interests Section 751(a) exchange Transactions between partners and their partnerships Disguised sales Section 736(a) and (b) payments
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Webinar
4.00 Credits
Member Price: $159
The 2024 implementation of GASB No. 100 on accounting changes and error corrections The end of 2024 application of GASB No. 101 addressing compensated absences Additional recently issued GASB standards and projects
Small Business Risk Avoidance
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Webinar
4.00 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Controls to Secure the Growing Digital Footprint
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation
Emotional Intelligence
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships
Microsoft Teams Features Every User Should Know
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the key Teams appsEverything there is to know about composing messages in TeamsUsing Teams to manage files, email messages and other contentBest practices for structuring your teams and channelsHow to use "private" channelsHow to use Teams as your primary phone systemManaging your Teams settingsEstablishing links to other Microsoft 365 applicationsHosting a Teams meeting from A to Z
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Webinar
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Planning in an Uncertain World
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Webinar
2.00 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
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
Excel - Advanced Spreadsheet Troubleshooting Techniques
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errors
Surgent's Managing Up the Ladder
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Webinar
2.00 Credits
Member Price: $99
Influence, persuasion, and power Navigating without position power
Surgent's Taxation of the Mobile Workforce
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Webinar
2.00 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
Managing the Accounting Department
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Webinar
4.00 Credits
Member Price: $129
Accounting Leadership Management
2024 Let's Meet at the Intersection of Fraud and Ethics
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Webinar
4.00 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
Payroll Essentials: Ethics in Payroll
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Ethical framework in the payroll processThe role of ethics by stakeholders involved in the payroll processReal-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll