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CPE Catalog & Events

Showing 7823 Webcasts Results

Appreciation Intelligence: The New AI

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Online

1.00 Credits

Member Price: $59

Languages of appreciation Appreciation strategies

The Controllership Series - Sales, Collections and Customer Credit

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Online

1.50 Credits

Member Price: $59

Accounting Sales Collections

Audit 307: Client and Profitable Engagement Management

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques

The Controllership Series - Financial Statement Preparation

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Online

2.50 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

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Online

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

What's So Funny 'Bout Accounting and Tax Ethics 2024

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Online

4.00 Credits

Member Price: $159

AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

2024 Estate Planning for Today and Beyond

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Online

8.00 Credits

Member Price: $225

Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships

Cultural Transformation

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture

Todd and Julie Chrisley Go to Prison

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Online

2.00 Credits

Member Price: $89

Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing

2024 Working Through Grief and Loss - How to Build a Supportive Workplace

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Online

1.00 Credits

Member Price: $39

Employee Relations Culture Leadership Employee Retention

The Controllership Series - The Controllers Role in Procurement Function

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Online

1.00 Credits

Member Price: $39

Accounting Finance Procurement

Tax Power Ethics for Tax Professionals

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Online

2.00 Credits

Member Price: $79

AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies  

Auditing, SSARS and Attest Update

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services CommitteeRecently issued New Quality Management StandardsHighlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards BoardRecap of recent changes and present common peer review findings and best practices to improve practice quality

Business Consulting for CPAs

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Online

4.00 Credits

Member Price: $129

What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application

New Mergers & Acquisitions: Tricks, Traps, & Terrors

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Online

4.00 Credits

Member Price: $159

Business Management Organization

Analyzing Financial Statements

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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

Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain

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Online

1.00 Credits

Member Price: $59

Health and Wellness Burnout Stress Management Employee Engagement

The Controllership Series - The Treasury Function Part 1 - Cash and Investing

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Online

2.00 Credits

Member Price: $79

Accounting Finance Cash Investments

Excel - Fundamentals, Data Entry and Basic Formulas

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)