CPE Catalog & Events
Simplify Outlook Meeting Scheduling with Office 365 Bookings
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include: Overview of the Bookings app functionalityStep by step demonstration of how to setup your private Bookings web pageDefining your meeting types / servicesConfiguring text message reminder notificationsSetting your scheduling policiesCustomize your Bookings page form to capture important information while booking an appointment.Integrate with Microsoft Teams Meetings
2024 Ethical Tax Practice Strategies in a Crisis World
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Webinar
2.00 Credits
Member Price: $79
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
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Webinar
2.00 Credits
Member Price: $118
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies
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Webinar
4.00 Credits
Member Price: $129
Understanding many of today’s emerging technologies and their role in business environments Applied examples of artificial intelligence and machine learning Risks associated with emerging technologies
Building Security and Efficiency With Internal Control
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Big Picture Mega-Trends, Big Data, and World We Now Face
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Webinar
2.00 Credits
Member Price: $79
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
How-To Guide to Fraud Investigations
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
Next Steps Series - Engagement: Motivating the Next Workforce
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Webinar
1.00 Credits
Member Price: $75
Understanding motivational theories for the modern employee Hiring well Engagement tools Using active listening skills New leadership model High performers and low performers Generations Millennials The motivational chain
HR Guide to Evolving Business Strategy, Finance and Development
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Webinar
1.00 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
The Motives and Mystery of Ethics-Understanding the Why
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Webinar
2.00 Credits
Member Price: $79
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency
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Webinar
2.00 Credits
Member Price: $79
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
Surgent's A Complete Tax Guide to Exit Planning
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Webinar
2.00 Credits
Member Price: $119
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
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Webinar
2.00 Credits
Member Price: $99
Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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Webinar
2.00 Credits
Member Price: $99
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
2024 Accounting & Auditing Update
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Webinar
4.00 Credits
Member Price: $129
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
2024 Year-End Tax Planning: Thinking Outside the Box
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Webinar
4.00 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Circular 230 and Rogue Return Preparers
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples
Public Speaking and Confident Communication in Business
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Webinar
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
Audit 205: Auditing Liabilities and Long-Term Debt Risks
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilitiesKey controls related to liabilitiesAuditing long-term debt, including compliance with covenantsDetermining the proper classification of financing arrangementsProper form of noncompliance waiver lettersImpact of noncompliance on disclosures
The Seven High Quality Questions that Lead to Success & Solutions
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Webinar
2.50 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models