CPE Catalog & Events
Shortcuts to Success: Secret Techniques of Highly Effective People
Wednesday, November 15
9:00am - 4:46pm
Webinar
8.00 Credits
Member Price: $225
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
Financial Statements Display: Form 990 Parts VIII, IX,X & XI
Wednesday, November 15
9:30am - 12:00pm
Webinar
2.50 Credits
Member Price: $89
The major topics that will be covered in this class include:Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue), including characterization of passive investment-type revenues as "program-related investments" Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines) Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-exceptedStatement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructionsBalance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule L
The Best Federal Tax Update Course by Surgent
Wednesday, November 15
9:30am - 5:30pm
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 Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies The Independent Contractor vs. Employee Conundrum continues An overview of virtual currency, including recent developments State of the IRS Section 162(m) Executive Compensation 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
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
Wednesday, November 15
10:00am - 10:50am
Webinar
1.00 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
Wednesday, November 15
10:00am - 10:57am
Webinar
1.00 Credits
Member Price: $39
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
Wednesday, November 15
10:00am - 10:58am
Webinar
1.00 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation, & Connection
Wednesday, November 15
10:00am - 11:07am
Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
1 Hour - Introduction to Sustainability Accounting
Wednesday, November 15
10:00am - 11:08am
Webinar
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations
Wednesday, November 15
10:00am - 11:08am
Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Company Culture Through Pandemic and Beyond - Four Pillars of a Flourishing Workplace
Wednesday, November 15
10:00am - 11:17am
Webinar
1.40 Credits
Member Price: $39
The Power of M.O.R.E. Mastery - a dedication to life long learning Open-mindedness - seeing new perspectives Reconnection - through listening and communication Environment - Building a safe one
Practical Excel Topics for Today's Accountant
Wednesday, November 15
10:00am - 11:56am
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 Mail merge Custom formatting
Keeping Up with the FASB
Wednesday, November 15
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
10 Ways to Create Delighted Clients and More Referrals
Wednesday, November 15
10:00am - 1:36pm
Webinar
4.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Ethics: What a CPA in Public Practice Needs to Know
Wednesday, November 15
10:30am - 12:30pm
Webinar
2.00 Credits
Member Price: $89
Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public Practice
Personal Financial Planning Update: Insurance Issues 2023
Wednesday, November 15
11:00am - 1:00pm
Webinar
2.00 Credits
Member Price: $89
• Overall insurance concerns • Various risks surrounding the client and how to manage them • Different types of products in the marketplace
Surgent's Top Individual Tax Planning Strategies
Wednesday, November 15
11:00am - 1:00pm
Webinar
2.00 Credits
Member Price: $99
Applying the wash sale rules in light of losses realized and recognized on the sale of stock or securities Accelerate income into 2022 in light of significant proposed tax rate increases for 2023 and later years Evaluate existing estate plans in anticipation of a potential reduction in the transfer tax exemption Employ intentionally defective grantor trusts before the proposed estate tax changes are scheduled to take effect High income taxpayers should consider selling appreciated capital assets in 2022 to avoid potential substantial long-term capital gain rate increases Cash out of carried interest positions before such positions are taxed as ordinary income Take advantage of Section 1031 exchange opportunities in 2022 Maximize contributions to IRAs and qualified retirement plans Consider making a Roth IRA conversion in 2022 Take advantage of like-kind exchanges before the Section 1031 rules change
Creating Rapid Rapport for Increased Business
Wednesday, November 15
11:00am - 2:30pm
Webinar
4.00 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
Speaking For Impact
Wednesday, November 15
11:00am - 2:30pm
Webinar
4.00 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Start a Forensic Accounting Practice with Confidence
Wednesday, November 15
11:00am - 3:00pm
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Leadershift: How to Embrace Disruption and Lead Change
Wednesday, November 15
11:30am - 12:30pm
Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Why it is critical to lead change in your company nowThe seven steps of leading changeHow to set expectationsHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effortHow to create and mobilize change networks to accelerate change The best of the best communication strategiesHow to establish simple 360 feedback Managing yourself