Skip to main content

CPE Catalog & Events

Showing 12826 Webcasts Results

Income Statement Disaggregation: ASC 240-40 25-26

-

Online

2.50 Credits

Member Price: $99

Disclosure - Overview Disclosure - Expense Disaggregation Implementation Guidance

Staff Retention Keep the Best People

-

Online

3.00 Credits

Member Price: $129

Remote workforce Employee retention Staff turnover  

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

-

Online

3.00 Credits

Member Price: $149

The federal transfer tax exemption  What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount

Financial Statements for the Simple Business Entity 25-26

-

Online

4.00 Credits

Member Price: $175

Accounting for simple business entities Income tax, modified cash basis and other alternatives to GAAP Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements Documenting accounting decisions to minimize potential liability

Effective Coaching Strategies for High Performance

-

Online

4.00 Credits

Member Price: $159

Coaching Effective Communication Problem Solving Use of AI as a coaching tool

Technology Trends Update for CPAs with John Higgins

-

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

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

-

Online

1.20 Credits

Member Price: $59

Health and Wellness Burnout Stress Management Employee Engagement

Private Company Simplified GAAP Alternatives

-

Online

2.00 Credits

Member Price: $109

Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options

Drive Results with Metrics

-

Online

2.00 Credits

Member Price: $109

Performance Metrics Budgets  

The Successful Family Business

-

Online

4.00 Credits

Member Price: $159

Business Management Organization  

Deep Dive Into Common Auditing Deficiencies

-

Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.

AI Revolution: The Big Picture for CPAs

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment

SECURE Act 2.0: What You Need to Know

-

Online

1.00 Credits

Member Price: $59

Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage

Internal Control Changes for Remote Workers

-

Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Surgent's Tax Research

-

Online

2.00 Credits

Member Price: $99

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation  Citing other primary authority Private letter rulings  Primary vs. secondary authority  Secondary sources of authority Steps in the tax research process Research memoranda

Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change

-

Online

2.00 Credits

Member Price: $99

Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance

Surgent's Ethics for the Industry Accountant

-

Online

4.00 Credits

Member Price: $179

What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points

Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks

-

Online

4.00 Credits

Member Price: $159

Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that

Understanding the New Forms K-2 and K-3

-

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

Surgent's Emotional Intelligence

-

Online

4.00 Credits

Member Price: $159

Self-awareness Self-regulation & motivation Empathy Managing relationships