CPE Catalog & Events
Audit 204: Auditing Basic Inventory - Focus on Observations
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical inventory observation procedures and special considerationsHandling various inventory observation real-life scenariosHigh level overview of valuation and pricing methodsKey controls related to inventory
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Business Writing Series: 10 Principles of Effective Email 2024
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Online
2.00 Credits
Member Price: $89
Email management Email etiquette and tone Business writing
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Google Sheets for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.00 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Budgeting: Presenting and Communicating your Numbers
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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
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Pricing Client Accounting Services 2024
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Online
2.00 Credits
Member Price: $89
Understand how psychology influences your pricing decisions Learn how behavioral economic effects influence pricing Comprehend what and how people buy How to develop and price options Using the Stan Shih Smile Curve to determine the value of various services
Managing with a CEO Mentality
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Online
2.00 Credits
Member Price: $118
Retirement Advising: Accumulation and Decumulation Strategies 2024
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Online
8.00 Credits
Member Price: $299
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning