CPE Catalog & Events
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
Ethical Considerations in Working with Cannabis
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Online
1.00 Credits
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
Whistleblowers and the Law
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Online
2.00 Credits
The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison.A Influence of pressures and crime.C-Suite influences and leadership
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Online
1.00 Credits
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
2024 Independence Requirements for Auditors
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Online
2.00 Credits
Independence Threats Safeguards
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.20 Credits
Forensic Accounting Accounting Auditing Finance
How Much Are Your Ethics Worth?
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Online
2.00 Credits
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Accounting Finance
The Controller Function - Elevating the Role
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Online
1.50 Credits
Accounting Finance Auditing Business Development
Excel for Staff Level 2 - Getting More Out of Excel
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Online
2.00 Credits
The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Online
2.00 Credits
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Online
2.00 Credits
The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's Establishing State Residency and Saving Your Clients Money
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Online
2.00 Credits
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
Surgent's Public Speaking and Presentation Skills
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Online
2.00 Credits
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
K2's 2023 Accessing And Managing Data In Excel
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Online
4.00 Credits
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
K2's 2023 Automating Your Tax Practice
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Online
4.00 Credits
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
Build a Data Model for Analysis in Power BI
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Online
4.00 Credits
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.