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CPE Catalog & Events

Showing 10681 Webcasts Results

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.

Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain

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Online

1.20 Credits

Member Price: $59

Health and Wellness Burnout Stress Management Employee Engagement

Cash Management: Strategies for Long-Term Success

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Online

2.00 Credits

Member Price: $109

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

ChatGPT and Complex Financial and HR Conversations

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems

Advanced Excel for Staff - Build Reports and Analyze Data

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.

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

Current Cybersecurity Risk Management Trends

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats

Mergers and Acquisitions: Complete Guide to Relevant Issues

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Online

2.00 Credits

Member Price: $109

Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination

Profitability Pricing: Boost your Bottom Line

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Online

2.00 Credits

Member Price: $109

Competitive bids Achieving target profitability   

Surgent's Time Management for Professionals

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Online

2.00 Credits

Member Price: $99

Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan

How AI Is Automating Internal Control

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Online

4.00 Credits

Member Price: $149

The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.

The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies

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Online

4.00 Credits

Member Price: $159

Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs  Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found

Tax Power Ethics for Tax Professionals

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Online

2.00 Credits

Member Price: $109

AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies  

Recruit. Retain. Engage. Mastering LinkedIn for HR Success

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.

Basic Individual Taxation Course

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions

Surgent's Critical Conversations

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Online

2.00 Credits

Member Price: $99

High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent  The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding  Building confidence in conducting a Critical Conversation 

Use of technology in an audit of financial statements - Risk Assessment

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Online

2.00 Credits

Member Price: $125

Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process

The Role of Internal Audit in Enterprise-Wide Risk Management

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Online

4.00 Credits

Member Price: $159

Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk   

Ethics: How to Run Your Business Well

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"

Building Your Personal Net Worth: Invest in Your Future

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Online

2.00 Credits

Member Price: $109

Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs