CPE Catalog & Events
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $275
Accounting & Auditing Yellowbook Uniform Guidance
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Digging Deep with Excel Pivot Tables
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Online
1.00 Credits
Member Price: $59
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
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
Surgent's Excel Tables and Conditional Summing
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Online
2.00 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Critical "Soft" Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $159
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Building a Better Budget in a Time of Uncertainty
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $59
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
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.
Casualty Losses: Disaster Relief Act of 2024
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
Risk Is Increasing - and Risk Management Is Evolving
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Online
1.00 Credits
Member Price: $75
Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Member Price: $59
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
Revenue Recognition - Allocate the Transaction Price
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Online
1.80 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Member Price: $109
Accounting Finance Cash Investments
Ethics and Professional Conduct
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Online
2.00 Credits
Member Price: $125
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
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
Surgent's Forms 7217 and 7203
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Online
2.00 Credits
Member Price: $99
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution IRS’s new regulations regarding basis shifting in favor of high-marginal tax rate related partners Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Synchronize Your Files to the Cloud with SharePoint -Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
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