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CPE Catalog & Events

Showing 14189 Webcasts Results

The Art of Accountability: Effective Strategies for Tough Conversations

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Online

1.00 Credits

Member Price: $59

Leadership Conflict management Accountability Employee engagement

Build Better Budgets: Fundamental Techniques

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Online

2.00 Credits

Member Price: $109

Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting

Exploring the New Lease Accounting Standard

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide

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Online

2.00 Credits

Member Price: $99

Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting   Review the three levels of service  Discuss technology options  Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche

Finding Errors in Excel Spreadsheets

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

HR Investigations - Episode 1 - Introduction-Assessing-Planning

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Online

1.00 Credits

Member Price: $59

Investigation terminology Assessment skills Investigative methodology

Peeking Behind the Curtain: Exploring IRS Audit Technique Guides

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Online

2.00 Credits

Member Price: $109

Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries

Leveraging Marketing Automation for Accounting Firm Growth

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!

The Controllership Series - Sales, Collections and Customer Credit

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Online

1.50 Credits

Member Price: $79

Accounting Sales Collections

Individual Tax Update: Recent Developments

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Online

2.00 Credits

Member Price: $109

Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics

The Controller Function - Cash and Investments

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Online

1.40 Credits

Member Price: $59

Accounting Finance

Understanding the New Forms K-2 and K-3

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included

Managing Your Money in Retirement

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Online

3.00 Credits

Member Price: $129

Social Security Retirement Asset allocation Fraud  

Surgent's Best Practices in Not-for-Profit Accounting and Reporting

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Online

4.00 Credits

Member Price: $159

The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures

Surgent's Performing an Effective Audit Risk Assessment

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Online

4.00 Credits

Member Price: $159

Audit process and planning Materiality, performance materiality, and tolerable misstatement Assessing the risk of material misstatement Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls Designing procedures to test the effectiveness of controls Issues noted related to performing substantive procedures Documentation Communication with the Client and Governance

Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions

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Online

4.00 Credits

Member Price: $159

Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43

Partnership Checkup: Tax Issues & Forms Reporting

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Online

4.00 Credits

Member Price: $159

Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations

Complete Guide to Analyze Data with Excel PivotTables

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

Reviewing Partnership Tax Returns: What Are You Missing?

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Online

4.00 Credits

Member Price: $225

Common errors made involving the following: Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Calculating recourse and nonrecourse liabilities Partner inside and outside basis Partner's capital account analysis Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)

Financial & Tax Accounting for S Corporations & Partnerships

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Online

8.00 Credits

Member Price: $239

The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders

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