CPE Catalog & Events
Coaching the Next Generation of CPAs
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Online
2.00 Credits
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Surgent's Engagement and Client Retention Best Practices
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Online
2.00 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Clean, Transform & Load Data in Power BI
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Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Audit 208: Audit Reporting Basics - Report Issuance Process
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Online
2.00 Credits
The major topics covered in this course include:Objective of financial reporting and Inter-relationships of financial statements and disclosuresSpecial purpose framework financial statements and the impact on auditsTypes of audit reports, including reasons for modificationFinancial statement drafting and issuance processPerforming a final quality control check before report release
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online
2.00 Credits
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation.A Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Accounting and Finance
Surgent's Ethical Considerations for CPAs
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Online
2.00 Credits
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Accounting and Finance
Excel - Create KPI Dashboards for Maximum Impact
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Online
2.00 Credits
The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
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
Integrity, Objectivity and Judgment: Values in Action
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Online
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct:A Integrity and ObjectivityCase Study:A Mortgage crisis of 2007-2010Case Study:A World Com
Understanding and Preventing Budget Calamities
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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
IRS Penalties and Abatements
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Online
2.20 Credits
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Online
4.00 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Walter Haig's AICPA Auditing Standards Update
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Online
8.00 Credits
The major topics that will be covered in this class include:AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)The new SAS 145 risk assessment requirementsThe new SAS 134 as amended audit reportsHow to fulfill responsibility to detect fraud under AU-C Section 240How to help clients design, implement and maintain their internal controlsTroublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigationHow to perform profitable audits of Small- and medium-Sized Entities (SMEs)
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 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
The Corporate Transparency Act - What You Need to Know to Protect Your Client
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Online
2.00 Credits
CTA Filing Deadlines: Adapt and synchronize with the new schedules Beneficial Ownership Defined: Navigating the new transparency standards The Alabama Impact: Examining the court's influence on CTA enforcement Risk Management: Strategic navigation through CTA's legal framework Leveraging Transparency: Gaining a competitive advantage through CTA insights Disclosure Obligations: Clarify reporting requirements Corporate Configuration: Comprehend the alterations in structure Avoiding Sanctions: Proactive measures for CTA compliance
Ethics: Environmental, Social and Governance for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:What is ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy
The Untold LinkedIn Hyper-Growth Story
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Online
1.00 Credits
Talent Business Growth People Strategy Culture Communication Trust Strategy