CPE Catalog & Events
Surgent's Annual FASB Update and Review
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Online
4.00 Credits
Private company standard setting activities Recent FASB Accounting Standards Updates (ASUs) Topic 842, Leases ASC 326: CECL
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
The major topics covered in this course include:Audit evidenceEmployee benefit plans
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
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
Audit 408: Coaching Staff to Stay on the Right Track
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Online
2.00 Credits
The major topics covered in this course include:Different ways to appropriately motivate others for performance, including nonmonetary awardsModifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for successTips for engaging in difficult conversations with others, including staff, peers, supervisors and clientsGiving constructive negative feedback to staff, including creating an action plan for improvement
Excel for Staff Level 1 - What You Never Learned
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Online
2.00 Credits
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
Surgent's Critical Conversations
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Online
2.00 Credits
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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Online
2.00 Credits
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
To Verify or Let It Fly: What to Do About Questionable Tax Return Information
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Online
2.00 Credits
Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States U.S. v. Fairchild Conclusion
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS ƒ?otop of mindƒ?? issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in ƒ?orealƒ?? vs. ƒ?ounrealƒ?? auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Online
2.00 Credits
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Key Cybersecurity Controls for CPAs
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Online
2.00 Credits
The major topics that will be covered in this class include:The five key tenets of cybersecurity:A Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
How to Create an ROI-Based Marketing Plan for Your Firm
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Online
1.00 Credits
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
2024 The Psychology of Fraud
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Online
1.75 Credits
Fraud Fraud Triangle
K2's 2023 Ten Must Know Features In Excel
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Online
2.00 Credits
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues
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Online
2.00 Credits
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
The Power of a Good Story!
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Online
4.00 Credits
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit