CPE Catalog & Events
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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Online
2.00 Credits
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
Controller Series: Insightful Financial Analysis
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Virtual
1.00 Credits
Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
Mental Models for CPAs: How to Use Cognitive Frameworks
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Online
2.00 Credits
The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
Excel - Feature Review in 100 minutes
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Online
2.00 Credits
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.40 Credits
Forensic Accounting Accounting Auditing Finance
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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Online
1.00 Credits
Speak up Culture Ethical Culture Internal complaint reporting and investigations
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Accounting Finance
Cybersecurity Fundamentals for CPAs
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Online
2.00 Credits
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
Digging Deep with Excel Pivot Tables
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Online
1.00 Credits
The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab
The Controller Function - Cash and Investments
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Online
1.40 Credits
Accounting Finance
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Accounting and Finance
Fixing Your Chart of Accounts
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Online
1.00 Credits
Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Budgeting: Presenting and Communicating your Numbers
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Real World Business Ethics Scenarios
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Online
2.00 Credits
The Angry Boss Financial Close Dilemma Petty Cash Fund Management Incentives I Need My Job
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
5-step process for recognizing revenue