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Showing 8725 Webcasts Results

Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

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Online

4.00 Credits

Member Price: $159

AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation

Grading Your Auditors - Are You Getting the Most Value?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

AI Prompt Engineering Masterclass for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.

Comprehensive Accounting and Financial Reporting Update

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Online

4.00 Credits

Member Price: $149

The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.

Determining Reasonable Compensation for Owner Employees

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Online

1.00 Credits

Member Price: $55

The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units

Leadershift Ethics: Things Must Change!

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation

How AI Fits into the Accounting World

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.

Create Measures in Power BI that Define Your Metrics

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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.

Exploring the New Lease Accounting Standard

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

ChatGPT and Advanced Accounting Research

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

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Online

2.00 Credits

Member Price: $99

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto

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Online

2.00 Credits

Member Price: $89

Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?

Self-Rental Real Estate: Passive Activity & Section 199A

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules

Tech It to the Next Level: Slim Your Team for Max Efficiency

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.

Surgent's Understanding Partnership Taxation: Debt Allocations

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Online

2.00 Credits

Member Price: $99

Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)

How to Review Financial Statements 25-26

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Online

4.00 Credits

Member Price: $175

Practice reviewing financial statements Financial statement case studies

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

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Online

4.00 Credits

Member Price: $159

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships

Surgent's Key Partnership and S Corporation Tax Planning Strategies

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Online

4.00 Credits

Member Price: $159

Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations

Surgent's Understanding and Testing Control and Compliance in a Single Audit

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Online

4.00 Credits

Member Price: $159

The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings

Managerial Accounting: Your Prescription for Better Decision

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.