CPE Catalog & Events
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
Connected Leadership: Foster and Retain an Engaged Team
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Online
2.00 Credits
Leadership
2024 Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Exploring the New Lease Accounting Standard
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Online
2.00 Credits
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
Surgent's Anatomy of a Ransomware Event and Incident Response
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Online
2.00 Credits
What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online
2.00 Credits
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
AICPA Audit Quality Update and Quality Management Standards
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Online
2.00 Credits
The major topics that will be covered in this class include:Analysis of the AICPA's Enhancing Audit Quality InitiativeTrends in audit qualityLatest on the DOL's audit quality studyPeer review findings and practice tips for achieving high practice qualityAICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB and IAASB quality management standards and the potential impact on AICPA standards
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Online
1.20 Credits
Relationships
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.80 Credits
Communication Leadership Character Behavior
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
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?
Let's End Business Ethics
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Online
2.00 Credits
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
2024 Financial & Tax Accounting for S Corporations
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Online
4.00 Credits
Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations Review of the AICPA "small" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account
Personal Leadership Skills
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Online
4.00 Credits
Leadership Personality Types Communication Memory
2024 Fiduciary Accounting for Estates and Trusts
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Online
4.00 Credits
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
How to Start a CFO Service
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Online
1.00 Credits
The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.
2024 FASB Update and Review
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Online
2.00 Credits
Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
Yellow Book: Staying Compliant With Government Auditing Standards
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Virtual
8.00 Credits
Foundation and principles for use and application of GAGAS General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and CPE Quality control and peer review Standards for financial audits Standards for attestation and review engagements Fieldwork and reporting standards for performance audits
Teaching CPAs to be Better Thinkers
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Online
1.00 Credits
The major topics covered in this course include:Decluttering your mind for clarity and mental bandwidth"Micro-habits" that transform judgment and decision-makingA "thinking audit" process that will change your worldUsing "gamification" to solve tough dilemmasThe science of trustHow to see patterns others don't seeRegulating and optimizing your mental resourcesHigh-stakes decision making
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Online
2.00 Credits
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions