CPE Catalog & Events
Communication Miracles At Work and In Life - Part 2
-
Online
4.00 Credits
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Enterprise-Wide Risk Management in Accounting and Finance
-
Online
4.00 Credits
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
How Changes in Business Methods Affects Internal Control
-
Online
8.00 Credits
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Excel - Auditing Your Spreadsheets for Maximum Accuracy
-
Online
2.00 Credits
The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
2024 Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Internal Controls Over Compliance Compliance Single Audits
Next Steps Series - Client Needs: Beyond Best Practices in Client and Customer Service
-
Virtual
1.00 Credits
Methods for defining the client and what their needs are Setting business strategy to build loyalty The difference between Customer Service and Customer Experience Tactics for building a deeper relationship with clients, including personal branding
2024 Introduction to Ethics & Professional Skepticism
-
Online
2.00 Credits
Code of Professional Conduct Fraud Professional Skepticism
Achieving Balance in Work and Life - Part 1
-
Online
4.00 Credits
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
The Single Audit from Beginning to End Update
-
Online
8.00 Credits
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
-
Online
8.00 Credits
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
Project Management: Enhancing Ongoing Client Engagements
-
Online
2.00 Credits
The major topics covered in this course include:Clarification between workflow and project management and the use of eachLeveraging the project charter to establish consistency and collaboration across teams for a quality client experience
Exchange Transactions vs. Contribution for NPOs
-
Online
2.00 Credits
The major topics that will be covered in this class include:Key changes from recent accounting standard updates affecting the determination of an exchange transaction versus a contributionEnhanced disclosure and reporting requirements for contributionsClarifications related whether a contribution is restricted or conditionalNew definitions related to barriers and right of return or right of release related to conditional contributionsOther important matters contained in ASU Nos. 2014-09 and 2018-08
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
-
Online
4.00 Credits
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Retaining Talent in a Competitive Marketplace
-
Online
4.00 Credits
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
IRS Case Roadblocks
-
Online
1.00 Credits
The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
Audit 205: Auditing Liabilities and Long-Term Debt Risks
-
Online
2.00 Credits
The major topics covered in this course include:Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilitiesKey controls related to liabilitiesAuditing long-term debt, including compliance with covenantsDetermining the proper classification of financing arrangementsProper form of noncompliance waiver lettersImpact of noncompliance on disclosures
Form 1120S - Preparation and Analysis
-
Online
2.00 Credits
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
2024 Yellow Book Update
-
Online
2.00 Credits
Quality Management Risk Assessment SQMS Independence
How Much Are Your Ethics Worth?
-
Online
2.00 Credits
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Surgent's Lessons Learned from Successful Companies
-
Online
2.00 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success