CPE Catalog & Events
Auditing For Fraud
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Online
2.00 Credits
Auditing Fraud
How AI Is Automating Internal Control
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Online
4.00 Credits
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
You Don't Know What You Don't Know About Microsoft Excel
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Online
8.00 Credits
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
CFO Career Upgrade with LinkedIn
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Online
2.00 Credits
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn doƒ?Ts and donƒ?Tts for CFOs
2024 S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
2024 Yellow Book Update
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Online
2.00 Credits
The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
Surgent's Managing Millennials
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Online
2.00 Credits
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
2024 Tax Season Update for Business with Steve Dilley
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Online
4.00 Credits
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
The Art of Engaging in Difficult Conversations
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Online
2.00 Credits
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
2024 Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
Project Management: Employ Best Practices & Mindset
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Online
2.00 Credits
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
ChatGPT Bootcamp for CPAs with John Higgins
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Online
4.00 Credits
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Audit 201: Fraud Risk - Minimum Audit Requirements
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Online
2.00 Credits
The major topics covered in this course include:The expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsFraud risk on an auditTesting journal entries and other tests for management overrideRequired fraud and noncompliance communications by various auditing, including communications required by Government Auditing Standards, PCAOB Audit Standards, and International Standards on Auditing
2024 Depreciation: Guide to Capitalizing Tangible Property
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Online
2.00 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits ADS depreciation for electing farm and real estate business Update on recent developments
Payroll Essentials: De-mystifying Form W-4
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Online
2.00 Credits
The major topics covered in this class include:Form W-4, Employee Withholding Certificate changesUnderstanding what an employer can, and cannot do with regards to Form W-4
2024 S Corporation Checkup: Key Tax Issues & Forms Reporting
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Online
4.00 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculation
Professional Skepticism
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Online
2.00 Credits
The Professional Skepticism ƒ?oMind Setƒ??Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
Surgent's Mastering the Basics of Inventory Accounting
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Online
4.00 Credits
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting
Are You Running Your Business or is Your Business Running You?
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Virtual
1.50 Credits
Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there. People: How to get the right people. because you can't achieve your vision unless you have great people helping you do so. Data: How to get laser-focused on the numbers . because the numbers never lie. They give you the pulse on what's happening in your organization at any given time. Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision. Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable.
2024 Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting