CPE Catalog & Events
State Tax Nexus: Frequently Awkward Questions
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Online
2.00 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Performance Management in Challenging Times
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening
Accounting for Leases
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Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Online
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
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Business Intelligence (BI) and Business Analytics (BA)
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Online
2.00 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Accounting for and Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Online
2.00 Credits
Member Price: $99
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Excel: Mastering PivotTables
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Online
2.00 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
The Single Audit from Beginning to End Update
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Online
8.00 Credits
Member Price: $225
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $225
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Online
2.00 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Accounting as a foreign languageCommonly misunderstood conceptsCommunicating tax mattersClient-practitioner interactionsInteracting with tax authorities
The Controller Function - Inventory Part 1
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Online
1.50 Credits
Member Price: $59
Accounting Finance Operations
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
Member Price: $79
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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Online
2.00 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Audit 302: Planning Effective and Efficient Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidenceCommon efficiency considerations by audit area
2024 Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Member Price: $129
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
2024 Single Audit Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.00 Credits
Member Price: $59
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions