CPE Catalog & Events
360 Budgeting: A Holistic Approach to Process and Solutions
-
Online
8.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Cybersecurity 101 for CPAs
-
Online
2.00 Credits
The major topics that will be covered in this class include:The typical IT architecture and technology components that reside in an IT environmentSpecific cybersecurity controls that are applied at each layer within an IT environmentAn overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls
2024 Crypto, Blockchain and Taxes
-
Online
2.00 Credits
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
2024 Federal Tax Update - Partnership Updates
-
Online
2.00 Credits
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception
Engagement Management with the Microsoft 365 Planner App
-
Online
2.00 Credits
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Excel - Advanced Financial and Statistical Calculations
-
Online
2.00 Credits
Best practices for creating Amortization schedules and calculating annual interest payments calculating and summarizing data with SUMIF and SUBTOTAL functions using statistical functions to Analyze data
The Controllership Series - Financial Statement Preparation
-
Online
2.60 Credits
Accounting Finance Financial Statement Preparation
Ethics without Fear for Accounting and Finance Professionals
-
Virtual
2.00 Credits
Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.
The 10 Must Know Excel Features
-
Online
2.00 Credits
The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
Audit 106: Internal Control Fundamentals - Evaluating Design
-
Online
2.00 Credits
The major topics covered in this course include:Responsibilities for gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control - Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingIdentifying critical elements of entity-level and transactional-level controlsCase studies related to identifying deficiencies in internal control documentation
Surgent's Basics of Employment Law for Non-HR Professionals
-
Online
4.00 Credits
How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
2024 A Guide to Sampling - Part 1
-
Online
2.00 Credits
Sampling Monetary Unit Sampling
Excel - Using Charts for a Non-Financial Audience
-
Online
2.00 Credits
The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options Printing and sharing your charts
Power BI - Prepare Your Data Efficiently for Excel Analysis
-
Online
2.00 Credits
Getting data into the correct structure Data sources that you can access Working with multiple tables and data sources Steps to import data for analysis Introduction to Power Query and Get and Transform
Surgent's Successfully Completing a Gift Tax Return -- Form 709
-
Online
2.00 Credits
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
2024 Practical Ethics and Circular 230 Compliance for CPAs
-
Online
4.00 Credits
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Leadershift Ethics: Things Must Change!
-
Online
2.00 Credits
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
-
Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Accounting for Leases
-
Online
2.60 Credits
Accounting Finance Financial Statement Preparation
2024 Internal Control Fundamentals
-
Online
2.00 Credits
Risk Assessment Internal Controls COSO