CPE Catalog & Events
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Webinar
1.00 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Webinar
3.00 Credits
Member Price: $149
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
10 Ways to Create Delighted Clients and More Referrals
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Webinar
4.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
The Dark Web & Cybersecurity for Tax and Accounting Pros
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Understanding the Dark WebDifferences between the Deep Web and the Dark WebPotential threats from the Dark WebCase studies of Dark Web exploitation in accountingStrategies for mitigating Dark Web threatsImplementing effective cybersecurity measuresRole of accountants in addressing Dark Web threats
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Webinar
1.00 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
The Art of Conversation: A Relationship Approach to Networking
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Webinar
2.20 Credits
Member Price: $79
Networking Relationship Management
DEI From the Inside Out: Part 2
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Webinar
3.00 Credits
Member Price: $99
Understanding Growth Mindset and Its DEI Application: Delving into the concept of a growth mindset and exploring its practical application within the context of DEI Fostering Team Adoption: Strategies for encouraging team members to embrace a growth mindset and align it with DEI objectives Benefits to DEI Goals: Recognizing the positive impact of a growth mindset on the attainment of DEI goals and objectives Building a Why for Your DEI Initiative: Establishing a connection between motivation and the foundational "why" of your DEI endeavors Power of Motivation in Strategic Analysis: Recognizing the transformative impact of motivation in the strategic analysis process for DEI Motive-Action Connection: Highlighting the critical link between motivation and subsequent action (Motive-Action) in the realm of DEI Analysis: Delving into the process of fostering universal acceptance of DEI among all employees and elucidating its significance Culture Challenges: Engaging in a discussion about the intricacies of culture, exploring challenges, setbacks, and breakthrough moments Integration: Analyzing the integration of DEI into the workplace and delineating the concluding steps of the program
The Value of Conflict: A Strategic Approach to Dealing with Difficult People
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Webinar
4.00 Credits
Member Price: $129
Conflicts
1 Hour - Introduction to Sustainability Accounting
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Webinar
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Creating Rapid Rapport for Increased Business
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Webinar
4.00 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
Blockchain Technology: What Every CPA Should Know
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Webinar
2.00 Credits
Member Price: $89
The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditing
Accounting & Auditing Update
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Webinar
4.00 Credits
Member Price: $129
Leases FASB Update Audit Evidence
Tales from the Darkside: IRS Enforcement of Cryptocurrency
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Overview of Bitcoin and cryptocurrenciesDefinition of proof of work and proof of stakeTax laws regarding cryptocurrency transactionsDefinition of common money laundering laws involving cryptocurrenciesTools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigationsReal life examples of cryptocurrency used in criminal activities
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
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Webinar
1.00 Credits
Member Price: $39
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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Webinar
1.00 Credits
Member Price: $39
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
Financial Acumen for the HR Professional
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Webinar
1.20 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and CaliforniaDiscussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabisThe state of Colorado will be used as an example of cannabis economics and regulatory oversight
Inventory Accounting GAAP, Software and Recognizing Variances
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Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances