CPE Catalog & Events
Improve Design and Productivity with Excel Tables
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity
Accounting & Auditing for Cryptocurrency
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Webinar
1.00 Credits
Member Price: $39
Cryptocurrency Ditigal assets
Enact Retaliation Abatement and Monitoring Measures
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Webinar
1.00 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Webinar
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Benefits and Best Practices for Telework
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Webinar
2.00 Credits
Member Price: $79
Business Management Hybrid work options
Addressing Common Documentation Deficiencies
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Webinar
2.00 Credits
Member Price: $79
Documentation Deficiencies
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Surgent's Engagement and Client Retention Best Practices
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Webinar
2.00 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Webinar
2.00 Credits
Member Price: $99
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Personal Leadership Skills
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Webinar
4.00 Credits
Member Price: $129
Leadership Personality Types Communication Memory
Improve Spreadsheets by Building Controls in Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
Monthly Individual Tax Update 2024
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Webinar
1.00 Credits
Member Price: $49
Individual tax developments coming from Congress, the Treasury Department, the courts, and academe. Time-sensitive topics from the past 30 days.
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment
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Webinar
2.00 Credits
Member Price: $99
An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor’s (or manager’s) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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Webinar
1.00 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
2024 Accounting & Attestation for ESG
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Webinar
2.00 Credits
Member Price: $79
ESG Sustainaibility
Executive Presentation Presence: Speak Up, Move Up 2024
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Webinar
2.00 Credits
Member Price: $89
Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
The Leadership Skills of Tomorrow: Delegate and Listen
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
Coaching Skills That Improve Performance
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Webinar
4.00 Credits
Member Price: $129
Coaching Effective Communication
How to Double Your Firm's Revenue Through CFO and Advisory
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.