CPE Catalog & Events
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
5-step process for recognizing revenue
Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards
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Online
1.00 Credits
??????Quality Management Standards Risk Management Compliance and Adoption
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Diversity, Inclusion, Equity & Belonging
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Online
1.00 Credits
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
2024 Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Common Defiencies DOL EBPs
Introduction to Single Audit
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Online
2.00 Credits
Compliance Federal Funds Single Audit
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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Online
2.00 Credits
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Online
2.00 Credits
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Secure Act 2.0 - Everything that you Need to Know
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Online
2.20 Credits
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Presentation Skills for Auditors
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Online
2.00 Credits
The major topics that will be covered in this course include:How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impactWhat to avoid in a PowerPoint presentation
Minimizing Workplace Warfare
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Online
1.20 Credits
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Online
2.00 Credits
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
AI & You
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Online
1.00 Credits
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
Organizational Effectiveness and Communication
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Online
1.00 Credits
Communication
2024 Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Audit Evidence Digital
2024 Public Procurement Basics: Protecting the People's Money
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Online
2.00 Credits
Code of Federal Regulation Procurement Federal Funds
Starting a Fraud Investigation
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Online
2.00 Credits
The major topics covered in this class include:Assembling the fraud investigation teamManaging and supervising staffObtaining and managing evidenceBackground checksPublic records searchesDigital data analysisInterviewing techniques
Common Yellow Book & Single Audit Deficiencies - 2023
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Online
4.00 Credits
ICOC Compliance Testing Major Program Determination
Section 174: New Rules for Research & Experimentation
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Online
1.00 Credits
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.