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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 10782 Webcasts Results

2024 Annual Update for Accountants & Auditors

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Webinar

8.00 Credits

Member Price: $225

Leases Accounting Standards Tax Disclosures Quality Management Group Audits

LinkedIn Profile Secrets for CPAs

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Effective branding and LinkedIn profile positioning for CPAsBest practices and tips for each profile featureOptimizing language and words to attract clients: Your headline, essay, descriptions, and keywordsSizzle elements: Your headshot, background banner, videos, and mediaEssential LinkedIn settings and privacy for CPAs

Consulting Services Secrets

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Webinar

1.00 Credits

Member Price: $39

Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants

Audit 201: Fraud Risk - Minimum Audit Requirements

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsFraud risk on an auditTesting journal entries and other tests for management overrideRequired fraud and noncompliance communications by various auditing, including communications required by Government Auditing Standards, PCAOB Audit Standards, and International Standards on Auditing

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2

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Webinar

4.00 Credits

Member Price: $129

How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle

What's Going on at the FASB (2024)

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

K2's Next Generation Excel Reporting

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Webinar

8.00 Credits

Member Price: $299

Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports

K2's 2023 Advanced Excel

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Webinar

8.00 Credits

Member Price: $225

Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations

A Practical Guide to Trusts

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Webinar

8.00 Credits

Member Price: $225

The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues

2024 Governmental GAAP Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.

Accommodation Requests - Substance Abuse - Contagious Infections

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Webinar

1.00 Credits

Member Price: $39

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

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Webinar

2.00 Credits

Member Price: $79

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Business and Government Investigations

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Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:How government investigations for white-collar crimes beginHow investigators and prosecutors build cases against business leadersDifferences between witnesses, subjects, and targetsCivil versus criminal allegations and proceedingsCollateral consequences of a criminal chargeUnderstanding the role of defense attorneysDifferentiate between challenges in business and allegations of wrongdoingInfluence on financial loss amounts and sentencingLowering risk levels for government investigations or allegations of white-collar crime

K2's 2024 Ripped From The Headlines - Lessons From Interesting Tech Crimes

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Webinar

2.00 Credits

Member Price: $79

Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data

Surgent's Lessons Learned from Successful Companies

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Webinar

2.00 Credits

Member Price: $99

Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success

Mastering Charitable Remainder Trusts and Form 5227Compliance

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Webinar

2.00 Credits

Member Price: $79

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

ChatGPT and IRS Taxation Law Research

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting

Decoding the Generations

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Webinar

2.00 Credits

Member Price: $89

Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams

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Webinar

2.00 Credits

Member Price: $99

Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes

Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

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Webinar

2.00 Credits

Member Price: $99

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