CPE Catalog & Events
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $129
Social Security Retirement Asset allocation Fraud
The Successful Family Business
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Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Moving Beyond the Basics of Excel
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Online
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
PowerPoint for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
Surgent's Managing Millennials
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Online
2.00 Credits
Member Price: $99
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
2024 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
4.00 Credits
Member Price: $129
2024 Compliance Supplement Uniform Guidance Quality Management Yellow Book
Audit 104: Audit Documentation - Workpapers To Pass Review
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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Online
2.00 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Professional Skepticism
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Online
2.00 Credits
Member Price: $89
The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
Member Price: $99
Applicable provisions of SECURE Act 2.0 Key features for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA How to determine which employees must be covered
Benford's Law and Other Digital Analysis Techniques
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Online
1.50 Credits
Member Price: $109
Benford’s Law Digital Analysis Data analytics
2024 Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
2024 Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs