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CPE Catalog & Events

Course delivery

Our Live Learning, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

Showing 12311 Webcasts Results

The Great Divide - Successful Collaboration Across Generations for HR Professionals

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Webinar

1.00 Credits

Member Price: $39

Diversity Inclusion Generations Leadership Engagement

1 Hour - Introduction to Sustainability Accounting

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Webinar

1.00 Credits

Member Price: $39

History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards

2024 Analytical Procedures: Practical Applications and Standards

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Webinar

2.00 Credits

Member Price: $79

Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures

Cash Management: Strategies for Long-Term Success

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Webinar

2.00 Credits

Member Price: $79

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

2024 FASB Update and Review

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Webinar

2.00 Credits

Member Price: $79

Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB

2024 Internal Control Fundamentals

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Webinar

2.00 Credits

Member Price: $79

Risk Assessment Internal Controls COSO

Advanced Cost Accounting

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Webinar

2.00 Credits

Member Price: $79

Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity

2024 Fiduciary Accounting for Estates and Trusts

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Webinar

4.00 Credits

Member Price: $129

10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues

Prevention & Detection of Fraud In Small Businesses

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Webinar

4.00 Credits

Member Price: $129

The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management

Key Considerations For Setting Up A Crypto Payment System

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information

2024 Moving Beyond the Basics of Excel

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Webinar

2.00 Credits

Member Price: $79

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables

Ethics: Plain Talk About IRS Ethics and Conduct

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS

Surgent's Tax Research

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Webinar

2.00 Credits

Member Price: $99

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation  Citing other primary authority Private letter rulings  Primary vs. secondary authority  Secondary sources of authority Steps in the tax research process Research memoranda

Surgent's Applying ASC 820: The Basics of Fair Value Accounting

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Webinar

4.00 Credits

Member Price: $159

Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value

Surgent's Ethics for the Industry Accountant

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Webinar

4.00 Credits

Member Price: $179

What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points

Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election

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Webinar

4.00 Credits

Member Price: $159

How does a partner compute his or her basis in a partnership? What is the difference between a partner’s inside and outside basis? What is the difference between a partner’s capital account and partner’s outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership’s tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?

K2's 2023 Advanced QuickBooks Tips And Techniques

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Webinar

4.00 Credits

Member Price: $129

Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online

Cases in Corporate Ethics: Discuss Real Life Conflicts

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Webinar

4.00 Credits

Member Price: $149

We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?

Federal Tax Update: Business Comprehensive 2024

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Webinar

8.00 Credits

Member Price: $299

Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures

Titans Annual Federal Tax Planning: Business & Estate Update 2024

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Webinar

8.00 Credits

Member Price: $299

New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2024 Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates—Federal and California The state of California and multistate significant developments, including nexus and sourcing Expired and expiring provisions Inflation-adjusted amounts for 2024