CPE Catalog & Events
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Webinar
4.00 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
2024 Guide to Preparing Form 1041 for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $129
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Webinar
1.00 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
2024 Listening to the Statement of Cash Flows
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Webinar
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Ethical Performance Management
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Power BI - Use PBI Desktop to Create Reports and Dashboards
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Webinar
4.00 Credits
Member Price: $213
Tour of the Power BI Desktop interface Using Power BI Desktop to connect to data sources Available visualizations in Power BI Desktop Building interactivity into visualizations
Audit 304: Auditing Basic Investments - Common Risks
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
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
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Webinar
1.00 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
A Better Way to Choose Your KPIs
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Webinar
1.00 Credits
Member Price: $39
KPIs Performance measures Metrics
2024 The New AICPA Statements on Standards for Tax Services
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Webinar
2.00 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
The Omniverse and Metaverse for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Brief History of Experience-Sharing TechnologiesOmniverse and Metaverse BasicsThe Enterprise MetaverseLeading Case Studies and Platforms to DateNon-Fungible TokensDigital TwinsImmersive LearningRemote PresenceReality Editors and Product ExperienceVisual InspectionSynthetic MediaImmersive ExperiencesHolodeck TechnologyUniversal Basic RealityMetaverse Starter Strategy for Accountants
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Webinar
3.00 Credits
Member Price: $169
The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
2024 Partnerships and S Corporations: How to Calculate Basis
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Webinar
4.00 Credits
Member Price: $129
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside” basis determination Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting
Analyzing Financial Statements
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
2024 Performance Auditing Made Easy
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Webinar
1.50 Credits
Member Price: $69
Performance audit standards Performance audit types Performance audit objectives
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
Performance Targets That Deliver Results Without Burnout
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Webinar
1.00 Credits
Member Price: $39
Performance target design Target testing
Introduction to Forensic Data Analytics
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Webinar
2.00 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
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Webinar
2.00 Credits
Member Price: $79
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective