CPE Catalog & Events
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
Accounting for Leases
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Online
2.60 Credits
Accounting Finance Financial Statement Preparation
Partnership & S Corporation Checkup: Key Developments
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Online
2.00 Credits
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
DEI in the Remote Work Era
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Online
1.20 Credits
DEI Employee engagement Remote work Organizational culture Employee relations
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Accounting Finance Cashflow
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Online
2.00 Credits
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
The Successful Family Business
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Online
4.00 Credits
Business Management Organization
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Modernized Bookkeeping for the CPA
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Online
1.00 Credits
How to structure/offer repeated services without stretching yourself thin Types of Tech Stack you should include in your firm Managing client expectations and building your workflows around them
2024 Productivity Hacks for Working Remote
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Online
1.20 Credits
Virtual Work Remote Work Telecommuting Flexible Work Options
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Accounting Finance Procurement Inventory
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.20 Credits
Forensic Accounting Accounting Auditing Finance
2024 Not-for-Profit GAAP Update
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Online
2.00 Credits
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Retirement Planning: IRAs
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Online
1.00 Credits
The major topics covered in this class include:IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA's IRA Distributions Handling Coronavirus Distributions Handling Roth IRA Distributions Required Minimum Distributions Qualified Charitable Distributions (QCD's)
The Controller Function - Elevating the Role
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Online
1.50 Credits
Accounting Finance Auditing Business Development
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Business Management Organization
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Employer Brand Talent Management Future of Work Onboarding New Hires
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Accounting Finance
Emotional Intelligence
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Online
1.00 Credits
Emotions Relationships