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CPE Catalog & Events

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Will Your Ethics Be Burned by Burnout?

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope

Operations Level Internal Control 2024

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Webinar

4.00 Credits

An overview of controls that drive procedures Considerations for Procedural Control Development Understanding and controlling risk that arises when organizations change

Surgent's Ethical Considerations for the CPA

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Webinar

4.00 Credits

Member Price: $159

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples

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

Expand Your Analytical Toolbox More Tools for Success

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Webinar

4.00 Credits

Member Price: $129

5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full

K2's 2023 Excel Best Practices

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Webinar

8.00 Credits

Member Price: $225

Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel

IRS Penalties and Abatements

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options

The Bookkeeper Goes to Prison

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Surgent's Basics of Employment Law for Non-HR Professionals

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Webinar

4.00 Credits

Member Price: $159

How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection

2024 Reference Rate Reform

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Webinar

1.00 Credits

Member Price: $39

Reference Rate Reform LIBOR SOFR

Top Employment Tools to Protect Your Business and Recommend to Business Clients

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Webinar

1.00 Credits

Member Price: $39

arbitration agreements confidentiality agreements  restrictive covenants  training  severance agreements 

The Great Divide - Successful Collaboration Across Generations for HR Professionals

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Webinar

1.00 Credits

Member Price: $39

Diversity Inclusion Generations Leadership Engagement

Maintaining a Harmonious Working Environment

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Webinar

1.20 Credits

Member Price: $39

Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.

K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency

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Webinar

2.00 Credits

Member Price: $79

Advanced Automation Strategies: Best practices for starting or enhancing your automation journey Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects

K2's 2024 What's Now, What's Next - Emerging Technologies

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Webinar

2.00 Credits

Member Price: $79

Quantum Computing The integration of physical and digital experiences Self-supervised learning Synthetic data and its implications for AI training

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

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Webinar

2.00 Credits

Member Price: $119

What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools

The Ethic of Self-Esteem For Women

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem

The Art of Marketing for CPAs

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Webinar

4.00 Credits

Member Price: $129

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

2024 Accounting & Auditing Update

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Webinar

4.00 Credits

Member Price: $129

Leases Accounting Standards Tax Disclosures Quality Management Group Audits

2024 Retirement Planning Issues: Where We Stand Now

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Webinar

4.00 Credits

Member Price: $129

Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)