CPE Catalog & Events
Exchange Transactions vs. Contribution for NPOs
Thursday, November 9
1:30pm - 3:30pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Key changes from recent accounting standard updates affecting the determination of an exchange transaction versus a contributionEnhanced disclosure and reporting requirements for contributionsClarifications related whether a contribution is restricted or conditionalNew definitions related to barriers and right of return or right of release related to conditional contributionsOther important matters contained in ASU Nos. 2014-09 and 2018-08
Avoiding Budget People Issues: Managing Budgeting's Soft Side
Thursday, November 9
2:00pm - 3:50pm
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
IRS Highly Effective Penalty Relief Strategies
Thursday, November 9
2:30pm - 3:30pm
Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:The basis for penalty reliefDiffering options for penalty reliefEmploying an effective strategy using different forms of penalty reliefAppealing any proposed rejectionsA clever penalty relief strategy for full pay case
5 Marvelous Business Books in 100 Minutes
Thursday, November 9
4:00pm - 5:52pm
Webinar
2.00 Credits
Member Price: $79
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Cost of Capital: What it is and How to Use it
Thursday, November 9
4:00pm - 6:00pm
Webinar
2.00 Credits
Member Price: $129
Find your organization’s cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes
Emotional Intelligence
Thursday, November 9
5:00pm - 6:04pm
Webinar
1.00 Credits
Member Price: $39
Emotions Relationships
Public Speaking and Confident Communication in Business
Thursday, November 9
5:00pm - 6:06pm
Webinar
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity
Thursday, November 9
5:00pm - 6:06pm
Webinar
1.00 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
1 Hour - Introduction to Sustainability Accounting
Thursday, November 9
5:00pm - 6:08pm
Webinar
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Exploring the Revised Procurement Standards
Thursday, November 9
5:00pm - 6:54pm
Webinar
2.00 Credits
Member Price: $79
New and revised definitions New cost principle New prohibitions New procurement preferences New approach to determining the MPT and SAT based on risk and internal controls Defining the “floor” for the monetary level for sole source procurements The flexibility that no “one-size-fits-all” procurement standards
Audit Quality and the Current Practice Environment
Friday, November 10
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the trends in the practice environment impacting audit qualityUpdate on the AICPA's Enhancing Audit QualityAICPA Peer Review Board's areas of focusCommon peer review, ethics, and regulatory findingsHow the current business climate is challenging compliance with professional standards and the key areas to focus on during the audit risk assessment processCommon practice issues and tips for achieving high quality engagementsAICPA's Quality Management Standards and strategies for implementationEmerging technologies and new assurance opportunities
Top 10 Business Myths and How to Avoid Them
Friday, November 10
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $79
What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
Friday, November 10
7:00am - 10:30am
Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Shorten Month-End: Closing Best Practices
Friday, November 10
7:00am - 11:00am
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
Essential Skills for Financial Leaders Conference
Friday, November 10
7:00am - 11:04am
Webinar
4.00 Credits
Member Price: $129
Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow
Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action
Friday, November 10
7:00am - 11:04am
Webinar
4.20 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Surgent's Securing a Comfortable Retirement in the Age of Spending
Friday, November 10
7:00am - 3:00pm
Webinar
8.00 Credits
Member Price: $279
Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client Using the residence and other real estate as retirement assets through equity and rent Using the small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool of employer retirement, savings, and Social Security Planning with the new retirement provisions of SECURE Act 2.0 Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels
The Best Individual Income Tax Update Course by Surgent
Friday, November 10
7:00am - 3:00pm
Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transiional filing relief Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements An overview of virtual currency, including recent developments The Independent Contractor vs. Employee Conundrum continues State of the IRS Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
You Don't Know What You Don't Know About Microsoft Excel
Friday, November 10
7:00am - 3:00pm
Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Grow Your Firm with Effective Lead Generation Strategies
Friday, November 10
7:30am - 8:30am
Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:The latest digital and traditional lead generation techniques and strategies to grow a firmAn effective marketing plan that you can implement based on current best practicesDeveloping a profitable niche in several key business vertical