CPE Catalog & Events

Accommodation Requests - Substance Abuse - Contagious Infections

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Business and Government Investigations

Major topics covered in this course include:How government investigations for white-collar crimes beginHow investigators and prosecutors build cases against business leadersDifferences between witnesses, subjects, and targetsCivil versus criminal allegations and proceedingsCollateral consequences of a criminal chargeUnderstanding the role of defense attorneysDifferentiate between challenges in business and allegations of wrongdoingInfluence on financial loss amounts and sentencingLowering risk levels for government investigations or allegations of white-collar crime

Surgent's Lessons Learned from Successful Companies

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

ChatGPT and IRS Taxation Law Research

The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting

Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams

Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes

Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

Audit 202: Applying Audit Risk to the Detailed Audit Plan

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

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros

The major topics covered in this course include:Overview of the IRS Strategic Plan 2023-2026Key goals and priorities of the IRS Strategic PlanMeasures the IRS plans to take to achieve its goalsImplications of the IRS Strategic Plan for tax professionals and regulatory ethicsChanges to the way the IRS provides services and communicates with taxpayersStrategies for staying up-to-date on IRS policies and proceduresCase studies of the impacts of the IRS Strategic Plan on the accounting profession

Taxation of Non-fungible Tokens (NFTs)

NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs

Individual Tax Update: Recent Developments

The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses

The Controller Function - Cash and Investments

Accounting Finance

Preparing to be a Forensic Accountant - Cloud Forensics

Forensic Accounting Accounting Auditing Finance

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1

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

Cognitive Biases for Accountants

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

Prevention & Detection of Fraud In Small Businesses

The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management

Accounting of the Soul: Making the World a Better Place

The major topics covered in this course include:Overview of Virtue Ethics and the Common GoodProfessionalismThe Virtue of CompassionGossip in the WorkplaceGratitude

The Controller Function - Strategic and Annual Planning

Accounting Finance Auditing