CPE Catalog & Events
2024 Annual Update for Not-for-Profit Accountants & Auditors
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The Not-for-Profit Advisory Committee (NAC).Accounting Standards Updates (ASUs).Year 2 considerations of the leases standard.Common nonprofit deficiencies identified in peer review.What's going on at the AICPA.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
-
Online
8.00 Credits
Member Price: $299
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including SAS 136 implementation Common mistakes as noted in peer reviews and DOL inspections
Electronic Audit Evidence in Employee Benefit Plans
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Audit evidenceEmployee benefit plans
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Member Price: $59
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Cryptocurrencies for the CFO: Explaining Blockchain
-
Online
2.00 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Activity-Based Costing: Is it Right for Your Organization?
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ABC versus traditional costingFirst-stage allocationDetermining predetermined overhead ratesSecond-stage allocationActivity-based reportingActivity-based management
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
-
Online
1.00 Credits
Member Price: $59
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Advanced Excel: Hidden Secrets and Gems
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models
Monthly Federal Tax Updates - April 2025
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
More Money: Strategic Ways to Improve Cash Flow
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Assessing Independence Under the New Yellow Book
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Threats and safeguardsIndependence RulesGAGAS
Integrate ChatGPT into Your Client Advisory Services-Updated
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
-
Online
1.00 Credits
Member Price: $59
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
Big Picture Mega-Trends, Big Data, and World We Now Face
-
Online
2.00 Credits
Member Price: $79
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
Excel for Accounting Professionals Session 1: Tables and Named References
-
Online
2.00 Credits
Member Price: $118
Internal Control - Testing for Operating Effectiveness
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
2024 Yellow Book Update
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
Dangers of Improper Revenue Recognition
-
Online
2.00 Credits
Member Price: $89
IRS Penalties and Abatements
-
Online
2.00 Credits
Member Price: $79
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Fraud & Embezzlement: Case Studies from the Trenches
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.