CPE Catalog & Events
2024 Internal Controls for Small and Medium-Sized Entities
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Online
1.00 Credits
Overview of controls Preventative controls Detective controls Controls for SMEs
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Public Speaking and Confident Communication in Business
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Online
1.00 Credits
Communication Public Speaking Presentation Skills
2024 Inflation Reduction Act of 2022: Review and Update
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Online
2.00 Credits
Key provisions for individual taxpayers – deductions and credits Key provisions for business taxpayers – new taxes, deductions, and credits CHIPS Act provisions; Impacts on flow-through entities New reporting requirements Depreciation update: impact on bonus depreciation
Introduction to Governmental Accounting
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Online
2.00 Credits
Fund Accounting MD&A ACFR
Ethics Based Leadership for Women
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Online
2.00 Credits
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
2024 Federal Tax Update for Individuals with Doug Van Der Aa
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Online
4.00 Credits
Recent federal tax legislation, cases and rulings affecting income of individual taxpayers Review changes to Form 1040 and its related schedules Gross Income, wages, Schedule C and Schedule E Itemized deductions Self-employment health insurance deduction Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions Tax planning
Determining Reasonable Compensation for Owner Employees
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Online
1.00 Credits
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
2024 SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
2024 Individual Tax Update with Steve Dilley
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Online
2.00 Credits
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
K2's 2023 OneDrive's Best Practices
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Online
1.00 Credits
Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint
Accounting of the Soul: Making the World a Better Place
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Online
1.00 Credits
The major topics covered in this course include:Overview of Virtue Ethics and the Common GoodProfessionalismThe Virtue of CompassionGossip in the WorkplaceGratitude
Surgent's Excel Budgeting Ideas
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Online
2.00 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Walter Haig's Personal Financial Health Checkup
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Online
8.00 Credits
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
Getting Started with ESG
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Online
2.00 Credits
The major topics covered in this class include:Definitions of ESGBusiness benefits of ESGReporting methodsGetting started with ESG initiatives
SAS 145 - Risk Assessment
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Online
1.00 Credits
SAS 145 Risk Assessment Internal Controls
Surgent's Controllership Skills Update: Current Survival Skills
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Online
2.00 Credits
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure
Business Longevity - Is Your Business Wobbling?
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Online
4.00 Credits
Business Management Organization
Online Fraud Aimed at Individuals That Can Affect a Company
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Online
2.00 Credits
The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.