CPE Catalog & Events
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webinar
4.00 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
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?
The Ethical Management of Conflict
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
2024 Crypto, Blockchain and Taxes
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Webinar
2.00 Credits
Member Price: $79
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Webinar
2.00 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
360 Budgeting: A Holistic Approach to Process and Solutions
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Webinar
8.00 Credits
Member Price: $225
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Watch Your Mouth! Microaggression Awareness for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Definition and examples of microaggressionsThe impact of microaggressions on individuals and ethical behaviorThe experiences of Black professionals in the accounting fieldDiversity, equity, and inclusion (DEI) initiatives in the workplaceImplicit bias and social categorizationStrategies for addressing microaggressions in the workplacePersonal responsibility and accountability for creating a more inclusive environment
Understanding and Preventing Budget Calamities
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Data Analytics: Practical Insights for Today's Accountant
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Explore new tools and client engagement techniques using data analyticsIntroduction of popular software toolsExamine the AICPA's Five-Step Approach to data analytics in an audit engagement
IRS Penalties and Abatements
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Webinar
2.00 Credits
Member Price: $79
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Inventory Accounting GAAP, Software and Recognizing Variances
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Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Not-For-Profit Organizations: QuickBooks 2024
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Webinar
3.00 Credits
Member Price: $129
QuickBooks Desktop Chart of Accounts and Setup Routine operations including receiving donations and membership dues along with expenses and reporting Reporting Governance policies and budgeting
Peer Review Update 2024
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Webinar
4.00 Credits
Member Price: $159
AICPA Peer Review Standards Frequent errors Different types of peer review reports Peer Review Process
The Top Ten Business Myths 2024
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Webinar
4.00 Credits
Member Price: $159
Growth for the sake of the growth is the ideology of the cancer cell Effectiveness trumps efficiency Ideas have more value than their mere execution What determines value and how much customers are willing to pay? Is business a zero-sum game?
Yellow Book Independence and Single Audit Fundamentals
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Basic Understanding of Yellow Book and Single Audit 2024
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Webinar
6.00 Credits
Member Price: $239
Overview of the 2018 Revision Government Auditing Standards Understand the conceptual framework of independence Evaluate non-audit services provided and the threat to independence New ruling on Continuing Professional Education Introduce a new concept referred to as "Waste" Review Engagements under Government Auditing Standards Gain an understanding of the requirements for performing a Uniform Guidance compliance audit Discuss Internal control over financial reporting vs. Internal control over compliance requirements Understand the differences between the auditor's reports issued under Government Auditing Standards
Leverage PowerBI.com to Create Data Analysis for Others
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Current and Upcoming FASB Issues
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Webinar
1.50 Credits
Member Price: $94
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
2024 White-Collar Crime: What Every CPA Should Know
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Webinar
2.00 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Everyday Ethics at Work: Don't be the Next News Story!
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story