CPE Catalog & Events

Audit 408: Coaching Staff to Stay on the Right Track

The major topics covered in this course include:Different ways to appropriately motivate others for performance, including nonmonetary awardsModifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for successTips for engaging in difficult conversations with others, including staff, peers, supervisors and clientsGiving constructive negative feedback to staff, including creating an action plan for improvement

Project Management: Employ Best Practices & Mindset

The major topics covered in this course include:The science of project management: reporting and analytics, documentation, forecasting and scopingThe art of project management: the mindset and influencing change

Surgent's Managing People Through Motivation

What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees’ productivity Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory Learn how to drill down to what truly motivates your employees Using the C.A.R.E. model to improve employee motivation through case studies

Building Your Own Library of Anti-fraud & Continuous Monitoring Tests

Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases

A Better Way to Choose Your KPIs

KPIs Performance measures Metrics

Excel for Staff Level 1 - What You Never Learned

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

Streamlined Excel Reporting Series Session 2: Working with PivotTables

Surgent's Real Estate for Accounting and Finance Professionals

Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation

Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock

Internal Control - Testing for Operating Effectiveness

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Accountants, Meet Chatbot: Starting ChatGPT Conversations

The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF

Performance Targets That Deliver Results Without Burnout

Performance target design Target testing  

Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT

AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective

2024 Governmental GAAP Update

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.

Creating a High Performance Culture - Post Pandemic

The major topics covered in this class include:Why Culture MattersWorkforce ChallengesCreating a High Performance CulturePractical Tools

Financial Acumen for the HR Professional

Financial Statement Insight Trend Analysis Financial Benchmarks  

Dashboard and Report Design Principles Using Excel

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

Gamed: Why Performance Targets and Incentives Fail and How to Fix Them

10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes  

Aligning Analytics to COSO's Fraud Risk Management Principles

COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program

Navigating Leaves of Absence

Family Medical Leave Act - full time and intermittent Americans With Disabilities Act  Special rules for managers  Handling fraud, abuse, and performance issues in connection with a leave of absence