CPE Catalog & Events
Expand Your Analytical Toolbox More Tools for Success
-
Online
4.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Comprehensive Accounting and Financial Reporting Update
-
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.
Ethics: Plain Talk About IRS Ethics and Conduct
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS
SAS 145 - Risk Assessment
-
Online
1.00 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
The Controller Function - Strategic and Annual Planning
-
Online
1.00 Credits
Member Price: $39
Accounting Finance Auditing
2024 A Guide to Sampling - Part 1
-
Online
2.00 Credits
Member Price: $79
Sampling Monetary Unit Sampling
Microsoft 365 Deployment Best Practices
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
2024 Financial Statement Presentation and Disclosure
-
Online
4.00 Credits
Member Price: $129
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour
-
Online
4.00 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
SECURE Act 2.0: What You Need to Know
-
Online
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Navigating Difficult Conversations with Coworkers
-
Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership
The Controller Function - Cash and Investments
-
Online
1.00 Credits
Member Price: $39
Accounting Finance
Preparing to be a Forensic Accountant - Cloud Forensics
-
Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
OneNote - Mastering Organization of Your Notes & Correspondence
-
Online
2.00 Credits
Member Price: $89
The following topics will be covered in this course:Navigating the OneNote interfaceBest practices for notebook organizationLearn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooksUsing OneNote with OneDrive to share and collaborate with internal and external usersCreating and using templates to streamline your notebook managementIntegrating OneNote with your task managerUsing the power of tags to manage and search your contentUsing OneNote on your tablet and smartphone
Just Ask Why - Searching for Answers: Generating Solutions
-
Online
4.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
Basic Individual Taxation Course
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
2024 Internal Control Fundamentals
-
Online
2.00 Credits
Member Price: $79
Risk Assessment Internal Controls COSO
Common Deficiencies in EBP Audits
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
-
Online
2.00 Credits
Member Price: $99
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts