CPE Catalog & Events
The Ethic of Teamwork
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
Tactics to Find Work Life Balance in a Complex World
-
Virtual
1.00 Credits
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
Data Analytics: Practical Insights for Today's Accountant
-
Online
2.00 Credits
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
Forensic and Fraud Interviewing Techniques and Skills
-
Online
2.20 Credits
Forensic Accounting Accounting Auditing Finance
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Online
2.00 Credits
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
A Guide to Sampling - Part 2
-
Online
2.00 Credits
Auditing Yellowbook
Better Forecasts: Be a Better Predictor
-
Online
2.00 Credits
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
Online
2.00 Credits
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Accounting & Attestation for ESG
-
Online
2.00 Credits
ESG Accounting & Auditing Yellowbook
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
-
Online
2.00 Credits
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
-
Online
2.00 Credits
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
Accounting and Reporting Long-Term Debt
-
Online
2.00 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
Common Sense CFO: Decoding and Mitigating Internal and External Risks
-
Online
2.00 Credits
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
Deep Dive into Quality Management
-
Online
2.00 Credits
SQMS 1 and 2 Auditing Yellowbook
Governmental Accounting 101
-
Online
2.00 Credits
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Liquidity & Uncertainty Disclosures for Nonprofits
-
Online
2.00 Credits
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
-
Online
1.00 Credits
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
Individual Tax Update: Recent Developments
-
Online
2.00 Credits
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Shortcuts that Excel Users Love
-
Virtual
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
-
Virtual
4.00 Credits
Key requirements of recently issued SASs Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
