CPE Catalog & Events
The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1
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Webinar
1.20 Credits
Member Price: $39
Employment Data Talent Strategy
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
The Controller Function - Strategic and Annual Planning
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance Auditing
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Webinar
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
AICPA Town Hall Series (6/5/2024)
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Webinar
1.00 Credits
Status update Current Treasury guidance Top questions related to the CARES Act and PPP AICPA resources & tools update
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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Webinar
1.20 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
The Controller Function - Cash and Investments
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Webinar
1.40 Credits
Member Price: $39
Accounting Finance
Preparing to be a Forensic Accountant - Cloud Forensics
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Webinar
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
The Future of Work - Winning Talent Strategies - Micro-Credential Series Part 3
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Webinar
1.20 Credits
Member Price: $39
Recruiting Engagement Leadership Compensation Culture Communication Career Paths Talent Development
The Controllership Series - The Controllers Role in Financial Forecasting
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance
Next Steps Series - Development: Moving From Employee to Manager to Leader
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Webinar
1.00 Credits
Member Price: $71
The differences between being an employee versus a manager or leader New skills needed Letting go of your old role Building a coaching culture Motivating people Goal setting Leader credibility Delegating tasks Handling feedback Managing friends Aligning Leadership with Strategy
Level IV: Management and Leadership Essentials Training
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Webinar
8.00 Credits
Member Price: $350
Expectations of the Supervisor Managing Self and Priorities Improving Communication Skills Human Motivation Supervising, Evaluating, and Coaching Staff Helping Your Organization Grow
Fiduciary Taxation Part 1: Introduction to Form 1041 2024
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Webinar
2.00 Credits
Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart Authorities & Disciplines in Fiduciary Accounting & Taxation Fiduciary Tax Rates and Brackets Introduction to Subchapter J 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates Use of a Tax Spreadsheet
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 2024
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Webinar
2.00 Credits
Review the Basic Concept of Fiduciary Duty Review the Basic Concept of Fiduciary Accounting Use of a Diagram to Distinguish Income and Principal Calculating Fiduciary Accounting Income Requirements of a Simple Trust Problem Example Spreadsheets Reflecting Fiduciary Accounting and Taxation of Simple Trusts as well as how Depreciation is Handled by a Fiduciary Entity Problem Examples Reflecting a Completed Form 1041 using Spreadsheet Calculations for Fiduciary Accounting and Taxation of Simple Trusts
Clean, Transform & Load Data in Power BI
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Surgent's Weekly Expert Hour
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Webinar
1.00 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
The Controllership Series - Addressing Budgeting Uncertainty
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Power BI - Analyze Your Data With Excel Pivot Tables
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
The Preparation of Form 706 and 709 - Understanding the Law, Line-By-Line
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Webinar
6.00 Credits
Member Price: $189
Understanding the basics of Estate and Gift Taxation Understanding valuation of assets Understanding what constitutes the “Gross Estate” Understanding the various deductions (funeral and administrative expenses) Understanding debts Understanding the charitable deduction Understanding the marital deduction Understanding the calculation and the various tax credits Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns