CPE Catalog & Events
Surgent's Basics of Employment Law for Non-HR Professionals
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Online
4.00 Credits
How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Online
1.00 Credits
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
K2's 2024 Consumer Electronics Show 2024 - Navigating The Future Of Technology
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Online
1.00 Credits
Smart Home Innovations: Discover the latest advancements in home automation and IoT devices Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies
Audit 108: Auditing PP&E and Leases - Common Risks
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Online
2.00 Credits
The major topics covered in this course include:Typical audit risks and responses for tangible long-lived assetsSpecial issues related to initial recognition and capitalization, including capitalized interestKey controls related to PP&ELease accounting requirements and practical application of Topic 842
Surgent's Update on the SECURE 2.0 Act
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Online
2.00 Credits
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Personal Leadership Skills
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Online
4.00 Credits
Leadership Personality Types Communication Memory
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
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Online
8.00 Credits
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
Auditing COSO 2013 Update
2024 PCAOB and SEC Update
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Online
2.00 Credits
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Coaching Skills That Improve Performance
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Online
4.00 Credits
Coaching Effective Communication
Communicating Financial Data to Non-Financial Audiences
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Online
1.00 Credits
The major topics covered in this class include:Key barriers when communicating financial informationHow to overcome those barriersKey tips on effectively communicating financial information to non-financial audiences
K2's 2023 Now Is The Time to Automate
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Online
2.00 Credits
Which automation tools should you initially focus on How to automate everyday tasks in accounts payable, banking, and approval workflows Common automation pitfalls
K2's 2024 Effective Automation And Outsourcing
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Online
1.00 Credits
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
K2's 2024 Harnessing ChatGPT - Unlocking Professional Efficiency
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Online
1.00 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
K2's 2024 Saving Time With Electronic Forms
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Online
1.00 Credits
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Online
1.00 Credits
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
2024 Moving Beyond the Basics of Excel
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Online
2.00 Credits
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
What's New in Excel
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Online
2.00 Credits
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library