CPE Catalog & Events
Balancing Employee and Employer Rights
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Webinar
1.40 Credits
Member Price: $39
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
2024 Yellow Book Update
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Webinar
2.00 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
IRS Audit and Appeals Process: Protecting Your Clients
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Webinar
2.00 Credits
Member Price: $105
Establishing rapport with the auditor. IRS audit statistics, appeals statistics, and other statistics. Preparing for the audit. Preparing for an appeal. Questions to ask the auditor. Getting copies of the auditor's workpaper file.
K2's 2024 Tech Update
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Webinar
2.00 Credits
Member Price: $79
AI and machine learning trends Quantum computing in finance Understanding the growing impact of blockchain and digital currencies in accounting Software and hardware innovations
K2's 2024 The ABCs of Automation With Microsoft's Power Platform
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Webinar
2.00 Credits
Member Price: $79
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
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
Measuring Audit Risks
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Webinar
3.00 Credits
Member Price: $99
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Critical Tax Procedural Issues for CPAs 2024
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Webinar
3.00 Credits
Key compliance procedures concerning return preparation of original and amended returns Understanding key procedures about IRS examination Understanding key relief provisions for oversight, errors and later discovered facts or information
2024 Annual Update for Governments and Not-for-Profits
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Webinar
8.00 Credits
Member Price: $225
Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management
K2's 2024 Paperless Office
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Webinar
8.00 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
Ethics at Work: Diversity, Equity and Inclusion
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
Fiduciary Accounting Part 4: The New Frontier-Total Return Trusts 2024
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Webinar
2.00 Credits
What are new frontier trusts? Situations where the use of the trustee's power to adjust or a unitrust can be beneficial. Understanding the requirements for using a particular strategy. Authority and requirements for the trustee's power to adjust with a problem example. Authority and requirements for unitrusts with a problem example. Including capital gains in Distributable Net Income (DNI).
Surgent's Public Speaking and Presentation Skills
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Webinar
2.00 Credits
Member Price: $99
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
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