CPE Catalog & Events
Surgent's Handling Difficult People
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Online
2.00 Credits
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Why Cybersecurity Matters to CPAs
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Online
2.00 Credits
The major topics that will be covered in this class include:Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their successSpecific cybersecurity controls that help prevent fraud and support data integrity of financial reportsHow an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
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Online
2.00 Credits
The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability
Audit 501: Personality Styles - Improving Your Interactions
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Online
2.00 Credits
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
ChatGPT Bootcamp for CPAs with John Higgins
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Online
4.00 Credits
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Common Deficiencies in EBP Audits
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Online
2.00 Credits
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation
K2's 2024 Effective Automation And Outsourcing
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Online
1.00 Credits
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
Communication Skills for Introverts
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Online
2.00 Credits
The five areas to improve your communication that will be presented are:ListeningWritingUnderstanding your audienceVirtual communicationNon-verbal Communication
Deep Dive Into Common Auditing Deficiencies
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Online
4.00 Credits
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
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
Excel for Staff Level 1 - What You Never Learned
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Online
2.00 Credits
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Excel for Staff Level 2 - Getting More Out of Excel
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Online
2.00 Credits
The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
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Online
4.00 Credits
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
K2's 2024 Harnessing ChatGPT - Unlocking Professional Efficiency
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Online
1.00 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
Audit 502: The Art of Discipline and Getting Things Done
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Online
2.00 Credits
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Online
2.00 Credits
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
Payroll Essentials: Payroll Returns Done Right
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Online
2.00 Credits
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
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
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios