CPE Catalog & Events
Microsoft Teams Deployment Best Practices-Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Baseline review of Teams features and functionsBest practices for setting up your teams and channelsHow to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providersReview of the Teams administration settingsDeep dive into the Teams / SharePoint integration
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Online
1.00 Credits
Member Price: $59
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Whistleblowers and the Law
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
GAAP Alternatives: The Perfect Storm of Accounting Updates
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Review of special purpose frameworksDiscussion of non-GAAP options for financial reportingU.S GAAP alternatives for certain entities
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.00 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Determining Reasonable Compensation for Owner Employees
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
Surgent's Coaching Skills for Managers and Supervisors
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Online
4.00 Credits
Member Price: $139
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Communication Miracles At Work and In Life - Part 1
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Online
4.00 Credits
Member Price: $159
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation
Ethics: What a CPA in Business & Industry Needs to Know
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Online
2.00 Credits
Member Price: $89
Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $129
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
LinkedIn Profile Secrets for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Effective branding and LinkedIn profile positioning for CPAsBest practices and tips for each profile featureOptimizing language and words to attract clients: Your headline, essay, descriptions, and keywordsSizzle elements: Your headshot, background banner, videos, and mediaEssential LinkedIn settings and privacy for CPAs
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Audit 201: Fraud Risk - Minimum Audit Requirements
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsFraud risk on an auditTesting journal entries and other tests for management overrideRequired fraud and noncompliance communications by various auditing, including communications required by Government Auditing Standards, PCAOB Audit Standards, and International Standards on Auditing
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
Member Price: $159
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
What's Going on at the FASB (2024)
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.