CPE Catalog & Events
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
The Ethics of Care in the Workplace
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Online
2.00 Credits
The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory
2024 Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Mental Health Awareness
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Team dynamics Influence Organizational behavior Leadership
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Languages of appreciation Appreciation strategies
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Accounting Sales Collections
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS ƒ?otop of mindƒ?? issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in ƒ?orealƒ?? vs. ƒ?ounrealƒ?? auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Surgent's Progressive Discipline and Termination
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Online
2.00 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Power BI - Analyze Your Data With Excel Pivot Tables
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Online
4.00 Credits
The advantages of PivotTable for Data Analysis Step-by-Step PivotTable creation Creating PivotCharts
Accountants and Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
The major topics that will be covered in this class include:How accountant liability is a very real threat in todayƒ?Ts litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speakerƒ?Ts extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Audit 204: Auditing Basic Inventory - Focus on Observations
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Online
2.00 Credits
The major topics covered in this course include:Typical inventory observation procedures and special considerationsHandling various inventory observation real-life scenariosHigh level overview of valuation and pricing methodsKey controls related to inventory
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Online
4.00 Credits
Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
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Online
2.00 Credits
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Will Your Ethics Be Burned by Burnout?
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Online
2.00 Credits
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
Keeping Up with the FASB
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Online
2.00 Credits
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.20 Credits
Health and Wellness Burnout Stress Management Employee Engagement
5 Steps to Cultivate a Values-Based Approach to Governance
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Online
1.20 Credits
Employee engagement Values-based governance Organizational culture Employee relations