CPE Catalog & Events
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
-
Online
1.00 Credits
Member Price: $59
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Become a Data Analysis Expert
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
CFO Series Understand & Mitigate External & Int. Risks- How?
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Defining risk as it impacts organizations.External and internal risks.Examples of these risks.How do we identify and assess?What can be done about the risks?Developing a risk mitigation strategy and plan.Tactics to monitor and mitigate risk.
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
-
Online
2.00 Credits
Member Price: $109
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Understanding Internal Control Constructs
-
Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
Online
4.00 Credits
Member Price: $159
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
SAS 134: Exploring the New Audit Report
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Examples of current public company audit reportsImplications of SAS No.134Exploration of illustrative audit report examplesPotential communication of Key Audit Matters (KAMs)
Audit 403: Fraud Trends - Applying Real-Life Lessons
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Sticky Ethical Choices, featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Member Price: $59
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.
Interaction Between Cost Segregation and 1031 Exchanges 2024
-
Online
1.00 Credits
Member Price: $49
Cost Segregation Basis - 1245 and 1250 property definitions. Final 1031 Regulations updates. Basic computation and bonus depreciation impacts. When an opportunity is optimal.
Surgent's Skills to Enhance Personal and Professional Networks
-
Online
2.00 Credits
Member Price: $99
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
179D Today and Tomorrow: The Future of Green Building Tax Incentives 2024
-
Online
1.00 Credits
Member Price: $49
Overview of the 179D Deduction The expansion and increased impact of 179D in future years Overview of the Retrofit Program for 179D What the Inflation Reduction Act means for building owners and designers of buildings
The New Psychology of Fraud with Dr. Toby Groves
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How we unwittingly assist in the production of misleading information The neuroscience of psychopathyBehavioral profilingThe new psychology of skepticismCognitive errors including attribution and overgeneralizationHow experience, intuition and assumptions can cause cognitive errors
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
-
Online
4.00 Credits
Member Price: $159
Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Create Measures in Power BI that Define Your Metrics
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Accountants, Meet Chatbot: Starting ChatGPT Conversations
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF
Analyzing Financial Statements
-
Online
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
Surgent's Examining ASC 842, Leases: More Than Meets the Eye
-
Online
4.00 Credits
Member Price: $159
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842
Transfer Pricing Cash Saving Strategies 2024
-
Online
1.00 Credits
Member Price: $49
Fundamentals of US and global transfer pricing regulations Cash savings opportunities through transfer pricing Strategies for assessing transfer pricing risks
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
-
Online
1.00 Credits
Member Price: $59
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.