CPE Catalog & Events
Excel - Advanced Spreadsheet Troubleshooting Techniques
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Online
2.00 Credits
The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errors
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 301: Code of Professional Conduct - Key for Auditors
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Online
2.00 Credits
The major topics covered in this course include:Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional ConductFamiliarity, self-interest, self-review and other independence threatsGeneral requirements and management responsibilities when performing both attest and non-attest services for the same clientSafeguards for common independence threats
Busy Season Survival Strategies
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Online
2.00 Credits
The major topics covered in this class include:Strategies for managing your mindset - the thing you have the most control of! - during a peak periodSetting clear expectations with both your home and work teamsPractical steps to take good care of your physical and mental health during a peak period
More Money: Strategic Ways to Improve Cash Flow
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Online
4.00 Credits
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Why People Are Irrational, Biased and Emotional With Money
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Online
2.00 Credits
The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
Fraud Risk Management
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Online
2.00 Credits
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Will Your Ethics Be Burned by Burnout?
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Online
2.00 Credits
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
Current and Upcoming FASB Issues
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Online
1.50 Credits
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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Online
1.00 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Imagining a World Without Non-Competes
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Online
1.00 Credits
Federal non-compete law State non-compete law
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Virtual
1.50 Credits
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Become a Data Analysis Expert
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Online
2.00 Credits
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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Online
2.00 Credits
Major 2024 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2024 and how they impact the 2024 tax forms
Surgent's Mastering Accounting for Income Taxes
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Online
4.00 Credits
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
Audit 302: Planning Effective and Efficient Audits
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Online
2.00 Credits
The major topics covered in this course include:Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidenceCommon efficiency considerations by audit area
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Online
2.00 Credits
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
PCAOB Updates
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Online
1.00 Credits
Revisions to AS 2501 New requirements of AS 1210 The audit with other auditors
Creating an Ethical Work Environment
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Online
2.00 Credits
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
Surgent's Getting Ahead: The Art of Marketing for CPAs
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Online
2.00 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics