CPE Catalog & Events
Surgent's Use the Data Model to Build More Powerful PivotTables
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Online
2.00 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Taxation of Property Transactions - Tax Staff Essentials
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Online
4.00 Credits
Sections 1231, 1245, 1250 Depreciation recapture Capital gains and losses Non-recognition transactions
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Exploring the New Lease Accounting Standard
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Online
2.00 Credits
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
Use of technology in an audit of financial statements - Risk Assessment
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Virtual
2.00 Credits
Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process
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!
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
Project Management: Getting the Best Out of Your Team
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Online
2.00 Credits
The major topics covered in this course include:When to incorporate project management best practices to get the best out of your teamFive ways project management helps get the best out of your team
Clean, Transform & Load Data in Power BI
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Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Forensic Accounting Accounting Finance Auditing
IRS Penalties and Abatements
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Online
2.00 Credits
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Long-Term Care Insurance: Make the Switch
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Online
1.00 Credits
The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Accounting Finance
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
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Online
1.00 Credits
Persuasion Executive Buy-In Communication Leadership
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Online
1.20 Credits
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching