CPE Catalog & Events
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Webinar
4.00 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How COVID-19 has affected compliance and customer service
Operations Level Internal Control
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
IRS Case Roadblocks
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
The Leadership Skills of Tomorrow: Delegate and Listen
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
Getting to Know the New Audit Report
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Webinar
1.00 Credits
Member Price: $39
Examples of current public company audit reports Implications of SAS No. 134 Exploration of illustrative audit report examples Potential communication of Key Audit Matters (KAMs)
Payroll Essentials: The Payroll Cycle of Life
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:A general review of compensation and payroll taxes from a broad perspectiveA walk through of the payroll processExplanations and examples of payroll processing, payroll tax deposits, and payroll returnsResources, recommendations, and guidance on compensation, payroll and payroll related topics
Linking Risk Management to Strategy
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Webinar
1.50 Credits
Member Price: $94
Enterprise risk management Strategic planning Key challenges organizations face The finance professional's expanding role Black Swan events
Emotional Intelligence: The Critical Factor in Success
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is 'Emotional Intelligence'Understand emotions, your emotions and othersUtilize appropriate social skillsUnderstand the value of a timely pauseWhy should you forgive and forget?Properly managing emotionsKnow how to handle pressure and setbacks
Basic Understanding of Yellow Book and Single Audit 2023
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Webinar
6.00 Credits
Member Price: $239
• Overview of the 2018 Revision Government Auditing Standards • Understand the conceptual framework of independence • Evaluate non-audit services provided and the threat to independence • New ruling on Continuing Professional Education • Introduce a new concept referred to as "Waste" • Review Engagements under Government Auditing Standards • Gain an understanding of the requirements for performing a Uniform Guidance compliance audit • Discuss Internal control over financial reporting vs. Internal control over compliance requirements • Understand the differences between the auditor's reports issued under Government Auditing Standards
Understanding the "Most Common" Form 990 Schedules: A,B & C
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Webinar
2.50 Credits
Member Price: $89
The major topics that will be covered in this class include:What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status) The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions
Risk Management Is Evolving
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Webinar
1.00 Credits
Member Price: $71
Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events
Fiduciary Accounting for Estates and Trusts
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Webinar
2.00 Credits
Member Price: $79
Uniform Principal and Income Act Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?) Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Partnerships: How to Calculate Partner Basis
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:How to calculate the basis when the entity is formed, including the impact of contributed propertyExplains the use of both "inside" and "outside" basis determinationClarifies the importance of partnership capital accounts and partnerships debt on partner's tax basisComprehensive example to illustrate the mechanics of the basis determination processExplanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Roles and Responsibilities in Risk Management
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Webinar
1.00 Credits
Member Price: $71
Risk management Anticipatory leadership Leadership roles in risk management
Teaching CPAs to be Better Thinkers
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Decluttering your mind for clarity and mental bandwidth"Micro-habits" that transform judgment and decision-makingA "thinking audit" process that will change your worldUsing "gamification" to solve tough dilemmasThe science of trustHow to see patterns others don't seeRegulating and optimizing your mental resourcesHigh-stakes decision making
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
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Webinar
2.00 Credits
Member Price: $99
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
Office 365 SharePoint Fundamentals
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Orientation to SharePoint OnlineAnatomy of a SharePoint siteHow to create a SharePoint siteUnderstanding document librariesUnderstanding custom listsSharePoint and OneNote app integrationSharePoint and Teams app integrationUnderstanding site permissionsIntroduction to site settings
Business Tax Update for Industry
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Webinar
2.00 Credits
Member Price: $79
Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments
New Manager Series: Next Level Conversations, Next Level Results 2023
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Webinar
2.00 Credits
Member Price: $89
• Leadership Development
Revenue: Miscellaneous Topics 2023
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Webinar
2.00 Credits
Member Price: $89
• FASB ASC 606, Revenue from Contracts with Customers • FASB ASC 340-40. Other Assets and Deferred Costs • All recently released updates to ASC Topic 606