CPE Catalog & Events
Dashboard and Report Design Principles Using Excel
-
Online
4.00 Credits
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Coaching Skills That Improve Performance
-
Online
4.00 Credits
Coaching Effective Communication
ACPEN Signature 2024: Governmental Accounting & Auditing Update
-
Online
8.00 Credits
GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding Challenges
ACPEN Signature 2024: Partnership & LLCs Tax Return Preparation
-
Online
8.00 Credits
IRS audits Allocations and Basis Proper reporting Valuation of closely held business interests
Coaching the Next Generation of CPAs
-
Online
2.00 Credits
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Internal Controls - Why They Are Important
-
Online
2.00 Credits
Internal Control History COSO Internal Control Framework Types of Internal Controls Are Internal Controls Infallible? Who is Responsible for Internal Controls? Why Document Controls?
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
-
Online
2.00 Credits
The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
About the TIGTA: Who Watches the IRS?
-
Online
2.00 Credits
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
Online
2.00 Credits
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online
2.00 Credits
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
-
Online
2.00 Credits
Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions
Business Longevity - Is Your Business Wobbling?
-
Online
4.00 Credits
Business Management Organization
The Social Media Blueprint for Accounting Firms
-
Online
1.00 Credits
The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.
K2's 2023 OneDrive's Best Practices
-
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
2024 Real Estate Professionals: Passive Activity Rules
-
Online
2.00 Credits
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction
2024 Upholding Independence While Holding Your Client's Hand
-
Online
2.00 Credits
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
Anti-Money Laundering Warning Signs and Mitigation Techniques
-
Online
2.00 Credits
Warning signs of money laundering Legal services Prevention AML mitigation methods Features to look for in AML solutions Ten things in AML watchlist provider
Cost and Pricing Models: Creating an Effective Tool
-
Online
2.00 Credits
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Peer Reviews of SSARS Engagements
-
Online
2.00 Credits
The major topics covered in this class include:Basic requirements of an engagement review.Qualifications for serving as a peer reviewer.Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.Common engagement review findings and tips for passing peer review.
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
-
Online
4.00 Credits
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL