CPE Catalog & Events
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Accounting Finance SG Operations
Why Auditors Fail To Detect Fraud
-
Online
2.00 Credits
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
Internal Control Frameworks for Single Audit
-
Online
1.00 Credits
Auditing COSO 2013 Update
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
-
Online
2.00 Credits
Forensic Accounting Accounting Auditing Finance
2024 Crypto, Blockchain and Taxes
-
Online
2.00 Credits
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
SAS 145 - Risk Assessment
-
Online
1.00 Credits
SAS 145 Risk Assessment Internal Controls
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
-
Online
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
2024 A Guide to Sampling - Part 1
-
Online
2.00 Credits
Sampling Monetary Unit Sampling
2024 Best Practices: Conducting Meaningful Walkthroughs
-
Online
2.00 Credits
Internal Controls Walkthroughs Documentation
2024 Practical Ethics and Circular 230 Compliance for CPAs
-
Online
4.00 Credits
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Sticky Ethical Choices, featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
The Controllership Series - Sales, Collections and Customer Credit
-
Online
1.50 Credits
Accounting Sales Collections
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
Online
1.00 Credits
Forensic Accounting Accounting Auditing Finance
2024 Internal Control Fundamentals
-
Online
2.00 Credits
Risk Assessment Internal Controls COSO
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
-
Online
2.00 Credits
Accounting Finance Cash Investments
Leveraging Marketing Automation for Accounting Firm Growth
-
Online
1.00 Credits
The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
-
Online
2.00 Credits
Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions
Power BI - Create Excel Dashboards for Maximum Impact
-
Online
2.00 Credits
Dashboard design guidelines Using Excel features to create visuals Using visuals to create dashboards Introduce new Power BI tools that enhance visual and dashboard creation
Surgent's Successful Communication
-
Online
4.00 Credits
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
The Role of Internal Control in the Risk-Based Audit
-
Online
4.00 Credits
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients