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CPE Catalog & Events

All Events 7742 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7723

Showing 741-760 of 7723 Results (Page 38 of 387)

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Virtual

8.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

ACPEN: The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods

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Online

1.00 Credits

Accounting Finance Procurement Operations

ACPEN: Relationship Networking: The Art Of Conversation

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Online

1.00 Credits

Networking Replatinship Management

ACPEN: Coaching Leaders to Handle Sensitive Employee Relations Situations

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Online

1.20 Credits

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions  

ACPEN: Financial Statement Presentation and Disclosure

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Online

4.00 Credits

U.S.  GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances

Claude Cowork in Practice: Advanced Workflow for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Claude Cowork advanced workflow architectureFinance Plugin and domain-specific intelligenceModel selection and token optimization strategiesVariance analysis and cross-file reasoningInvoice extraction and automation workflowsThe Sparring Partner Protocol (SPP)AI governance, risk, and performance measurement

The Current and Future Landscape of Audit Technology

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explore the transformative impact of technology on the audit profession in this forward-looking courseGain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automationNavigate the evolving audit landscape with confidence and adaptability

The Future of Audit: Technology, Talent & Transformation

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Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes

ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements

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Online

1.00 Credits

Accounting Finance

ACPEN: Forgotten Managerial Accounting Tools

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Online

2.00 Credits

Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis

Improve Spreadsheets by Building Controls in Excel

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps 

Surgent's Elder Fraud

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Virtual

0.00 Credits

Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation

Surgent's Engaging and Managing Young Professionals

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Virtual

0.00 Credits

Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success

Surgent's Tax Research - Intermediate Concepts

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Virtual

2.00 Credits

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda

Ethics: Avoiding the Slippery Slope of Ethical Pressures

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Virtual

4.00 Credits

Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies

Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

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Virtual

4.00 Credits

AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation

Surgent's The Most Critical Challenges in Governmental Accounting Today

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Virtual

0.00 Credits

The implementation of GASB No. 103 on financial reporting model improvements GASB No. 104 addressing disclosure of certain capital assets Impacts of recently applied standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)

ACPEN: Common Peer Review Deficiencies and How to Avoid Them

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Online

2.00 Credits

Defiicencies Peer reviews Auditing

ACPEN: Form 7203 - How to Calculate Shareholder Basis

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Online

2.00 Credits

Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis