CPE Catalog & Events
Small Business Risk Avoidance
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Online
4.00 Credits
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Power BI - Analyze Your Data With Excel Pivot Tables
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Online
4.00 Credits
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
Communicating Financial Data to Non-Financial Audiences
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Online
1.00 Credits
The major topics covered in this class include:Key barriers when communicating financial informationHow to overcome those barriersKey tips on effectively communicating financial information to non-financial audiences
Change: Embrace & Enjoy - It Is Inevitable
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Online
2.00 Credits
The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of change
Professional Skepticism
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Online
2.00 Credits
The Professional Skepticism ƒ?oMind Setƒ??Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
Prevention & Detection of Fraud In Small Businesses
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Online
4.00 Credits
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
Surgent's Ins and Outs of Health Savings Accounts
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Online
2.00 Credits
Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Surgent's Shades Of Gray - Practicing Before The Internal Revenue Service - Circular 230 -Current State
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Online
2.00 Credits
Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals
Understanding the Form 990 and its Preparation Prerequisites
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Online
2.00 Credits
The major topics that will be covered in this class include:Overview of the Form 990's design and goals in play upon the Core Form and tack-on SchedulesAddress of the definition's key factors that make a third-party organization a "related organization"Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) ƒ?" or as a High 5) and understanding what is the definition and measure of "reportable compensation"Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule LApplying the definition of "business relationship" as same is used in Part VISequencing of the form's preparation tasks and who to go to for informationWorking with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Audit 102: Professional Skepticism - Finding Fraud and Error
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Online
2.00 Credits
The major topics covered in this course include:The importance of professional skepticism, especially when performing audit or other attest servicesSpecific fraud responsibilities in a financial statement auditThe varying levels of persuasiveness of evidence to support assurance conclusions or opinions
Becoming a Fraud Investigator
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Online
2.00 Credits
The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters
Accountants, Meet Chatbot: Starting ChatGPT Conversations
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Online
2.00 Credits
The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Online
2.00 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Online
2.00 Credits
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Measuring Audit Risks
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Online
3.00 Credits
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Consideration of Fraud in a Financial Statement Audit
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Online
2.00 Credits
The major topics that will be covered in this course include:The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement AuditReviewing the components of the fraud triangleA Fraud Prevention Checklist to be used by auditors and shared with their clientsA review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entitiesOther important matters covered in AU-C 240
Contract and Procurement Fraud
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Online
2.00 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.