CPE Catalog & Events

Ethics in the Real World - Living Values for Today

Four root causes of unethical business behavior Eight steps to create an ethical business environment                 1.  Establish a code of conduct and make it public                 2.  Hire and promote people with a well-grounded sense of  personal ethics                 3.  Interpret your code for ordinary circumstances                 4.  Communicate expectations for employees to act in an ethical manner                 5.  Lead by example                 6.  Teach employees the basic tools of ethical decision making                 7.  Back your code with enforcement                 8.  Factor values into every important organizational activity and  decision The financial manager’s responsibility to lead and implement good ethics in his/her organization

Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners

Communication Leadership Character Behavior

2024 Best Practices: Conducting Meaningful Walkthroughs

Internal Controls Walkthroughs Documentation

2024 Topic 842: Understanding the New Lease Accounting Standard

What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates

Cash Forecasting, Reporting and Metrics - Managing the Lifeblood of the Business

Key components of the Cash Flow model Receipts and Disbursements model Applying uniqueness for your organization, your industry, the macro environment Incorporating strategic analysis into cash forecasting Using reporting and metrics to make cash forecasting more complete Benchmarking as a tool to improve the accuracy of your cash forecasting

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling

A 7-Step Framework for Marketing Client Accounting Services

The major topics covered in this class include:An efficient process to identify, attract and consultatively sell CAS to new prospectsRemain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channelsHow to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

Federal Tax Update: Individual Form 1040 2024

Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures

Financial Accounting Standards: A Comprehensive Review-Part 2 2024

Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting

2024 Annual Update for Accountants & Auditors

The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.

2024 Fringe Benefit Planning - Today and Beyond

Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules

Forensic Accounting: Fraud Investigations

Evidence in the investigative process Tools used in forensic investigations Conducting interviews Forensic accounting reports Expert witness testimony

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Industry Accountant Key Performance Metrics

Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools

Emotional Intelligence

Emotions Relationships

Implementation Challenges with the New FASB Lease Standard

The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases (ASC Topic 842).Key differences between ASC Topic 842 and ASC Topic 840.Commitments that are on the balance sheet: operating leases and finance leasesAllocation consideration to lease and nonlease components.Lease payments, discount rate, inception date, commencement date, lease term.Impairments of right-of-use asset, modifications, subleases.Policy elections and disclosures.

Making Culture A Competitive Advantage

Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy  

Accounting & Auditing for Cryptocurrency

Cryptocurrency Ditigal assets

DEI in the Remote Work Era

DEI Employee engagement Remote work Organizational culture Employee relations