CPE Catalog & Events
Ethics in the Real World - Living Values for Today
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Online
2.00 Credits
Four root causes of unethical business behavior Eight steps to create an ethical business environment 1. Establish a code of conduct and make it public 2. Hire and promote people with a well-grounded sense of personal ethics 3. Interpret your code for ordinary circumstances 4. Communicate expectations for employees to act in an ethical manner 5. Lead by example 6. Teach employees the basic tools of ethical decision making 7. Back your code with enforcement 8. Factor values into every important organizational activity and decision The financial manager’s responsibility to lead and implement good ethics in his/her organization
Big Four Reasons Why CPAs and Consultants Are Fired
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Online
2.00 Credits
Do public practice CPA firms and consultants want to retain their clients? What are the Big Four Reasons Why CPAs are Fired? What are the actions to take to prevent being fired? What does a CPA offer to their clients?
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
Documentation Methods for Internal Control Processes
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Online
2.00 Credits
Introduction to Proper Documentation Responsibilities for Internal Control Exploring What to Document Documentation Types, Flowcharts, & Narratives Policy and Procedures and IC Questions Risk Control Matrices Establishing A Defined Documentation Process Flow Chart Symbols Other Documentation Maturity Model & Issue Tracker Other Documentation Testing Processes Other Documentation Internal Audit Formal Reports & Summary Proper Documentation
Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the ƒ?otrusted advisorƒ?? creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Surgent's A Complete Guide to Offers in Compromise
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Online
2.00 Credits
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Surgent's The Essential Multistate Tax Update
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Online
4.00 Credits
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
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
An Ethical Approach to Mental Health Issues at Work
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Online
2.00 Credits
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Audit 502: The Art of Discipline and Getting Things Done
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Online
2.00 Credits
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Surgent's Building Your Personal Brand
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Online
1.00 Credits
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Communication Feedback Management Leadership
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
Introduction to Forensic Data Analytics
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Online
2.00 Credits
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Dealing with Problem Employees: a 15 Step Action Plan for You and Them
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Online
2.00 Credits
How turnover is an issue. What are the common causes? How to develop a customized plan for each unique situation? How can we do a better job of preventing 'problem' employees? How to have an effective discussion to end the relationship. A fifteen-step action plan for you to use and for the employee.
2024 Governmental GAAP Update
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Online
2.00 Credits
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Coaching Skills That Improve Performance
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Online
4.00 Credits
Coaching Effective Communication
ACPEN Signature 2024: Governmental Accounting & Auditing Update
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Online
8.00 Credits
GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding Challenges