CPE Catalog & Events
Technology Trends Update for CPAs with John Higgins
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Improve Design and Productivity with Excel Tables
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $59
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $79
Documentation Deficiencies
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.
Surgent's Engagement and Client Retention Best Practices
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Online
2.00 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Online
2.00 Credits
Member Price: $99
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Personal Leadership Skills
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Online
4.00 Credits
Member Price: $159
Leadership Personality Types Communication Memory
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $59
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
Monthly Individual Tax Update 2024
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Online
1.00 Credits
Member Price: $49
Individual tax developments coming from Congress, the Treasury Department, the courts, and academe. Time-sensitive topics from the past 30 days.
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment
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Online
2.00 Credits
Member Price: $99
An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor’s (or manager’s) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
2024 Accounting & Attestation for ESG
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Online
2.00 Credits
Member Price: $79
ESG Sustainaibility
Executive Presentation Presence: Speak Up, Move Up 2024
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Online
2.00 Credits
Member Price: $89
Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
Coaching Skills That Improve Performance
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Online
4.00 Credits
Member Price: $159
Coaching Effective Communication
Fixing Your Chart of Accounts
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Online
1.00 Credits
Member Price: $55
Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes
Current and Upcoming FASB Issues
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Online
1.50 Credits
Member Price: $94
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Fraud Risk Management
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Online
2.00 Credits
Member Price: $109
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Surgent's 2024 Tax Update for Client Advisory Services
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Online
4.00 Credits
Member Price: $159
Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance