CPE Catalog & Events
Data Visualization and Mapping Tools for Accountants
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Online
2.00 Credits
The major topics covered in this class include:The new visually rich and post-literate worldBusiness case for data visualizationsFreely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word cloudsExcel Analytics Apps, Excel Dashboard Tips, PowerPoint TemplatesLocation Intelligence and Maps, sonification, synthetic media, leading software review portalsVideo-conferencing and live broadcasting, screen and webcam recording, online presentation platformsImage Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplacesMind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards
Finance Business Partnering: A Roadmap to Strategic Influence
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Virtual
1.00 Credits
The session is organized into five sections addressing the following key topics: 1. The Evolution of the Finance role 2. Defining Business Partnering 3. Building Relationships 4. Business Acumen 5. Strategic Thinking and Problem Solving
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Accounting Finance
Power BI - Share Your Data Analysis using PowerBI.com
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Online
2.00 Credits
A tour of the PowerBI.com interface Sharing data with Power Pivot and Power BI Desktop Creating visualizations and turning them into dashboards Sharing visualizations and dashboards with others This cou
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
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Online
2.00 Credits
Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023? The rollover deadline for 2023 age 73 RMD Coverage of applicable provisions of SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the required minimum distribution rules The parties that are subject to the required minimum distribution rules Exceptions and special considerations for required minimum distributions Rollover and transfer rules in an RMD year The various responsibilities for interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for certain beneficiaries
Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges
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Online
2.00 Credits
The major topics covered in this course include:Updates to incorporate new and emerging data sources and industry trends in the value proposition for marijuana businessesReview of fundamental valuation concepts and methodsDiscussion of the value of license rights and related intellectual propertyUseful topics for practitioners and owner/operators involved in purchase price allocation work, economic damage assessments, estate planning and merger acquisition
The Ethical Management of Conflict
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Online
2.00 Credits
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
Latest Fraud Trends - Current Research and Examples
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Virtual
2.50 Credits
Understand auditor's responsibilities regarding fraud in an audit Stay ahead of current trends and types of fraud Gain exclusive insights from forensic professionals Learn behaviors and strategies for auditor's consideration of fraud
Audit 305: Strengthening Substantive Analytic Procedures
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Online
2.00 Credits
The major topics covered in this course include:How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtainedResolving significant differences resulting from analytic procedures and concluding on audit results
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Online
4.00 Credits
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Payroll Essentials: Getting to Know Payroll Taxes
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Online
2.00 Credits
The major topics covered in this class include:The various types of payroll taxes related to compensationPayroll calculations related to the various of payroll taxesIntroduction to common payroll formsResources, recommendations, and guidance on compensation and payroll related topics
Enact Retaliation Abatement and Monitoring Measures
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Online
1.00 Credits
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Accounting and Finance
Securing Your Data with a Password Management App - Updated
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Online
2.00 Credits
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Surgent's Time Management for Professionals
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Online
2.00 Credits
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
Common Yellow Book & Single Audit Deficiencies - 2023
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Online
4.00 Credits
ICOC Compliance Testing Major Program Determination
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
The Impact of ESG Matters on Financial Reporting and Audits
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Online
2.00 Credits
The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Virtual
1.00 Credits
Quality management Peer review Audits Remediation Monitoring