CPE Catalog & Events
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Accounting Finance SG Operations
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Accounting Finance
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
Becoming a Fraud Investigator
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Online
2.00 Credits
The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Accounting and Finance
Excel - Building Powerful Lookup & Reference Formulas
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Online
2.00 Credits
The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions
Surgent's Handling Difficult People
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Online
2.00 Credits
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Small Business Risk Avoidance
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Online
4.00 Credits
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
Audit 202: Applying Audit Risk to the Detailed Audit Plan
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Online
2.00 Credits
The major topics covered in this course include:Overview of a risk-based audit processHow the individual elements of the audit risk formula interrelateEmphasis on overall risk, fraud risk, and control riskLinking the assessed risk of material misstatement to the detailed audit planDocumenting risk assessment conclusions and responses
CPA Ethics in a Crisis World: Tales From the Front
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Online
2.00 Credits
The major topics covered in this class include:"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary timesReview of AICPA Code of Professional ConductReview of IRS Circular 230Review of client tax return disclosure rules (Sec. 6103)Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Forensic Accounting Accounting Finance Auditing
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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Online
1.00 Credits
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Accounting Finance
Cognitive Biases for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Online
2.00 Credits
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Online
2.00 Credits
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime