CPE Catalog & Events
How to Make Difficult People Disappear...Without Going to Jail
-
TBD
1.0 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Advanced Excel: Hidden Secrets and Gems
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models
Getting the Most When Selling a Business: Little Details to Get Top Value
-
TBD
2.0 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Cryptocurrencies for the CFO: Explaining Blockchain
-
TBD
2.0 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Ethical Leadership: Guiding Principles When Others Falter
-
TBD
2.0 Credits
Member Price: $79
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Advanced Excel: Hidden Secrets and Gems
-
TBD
2.0 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Entertainment, Meals & Travel Expenses: Review and Update
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
K2's Taking Another Look At Power BI
-
TBD
2.0 Credits
Member Price: $79
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
Not-For-Profit Organizations: Financial Update 25-26
-
TBD
3.0 Credits
Member Price: $139
Financial entity IRS filing status Recent ASC updates affecting nonprofit entities
Financial Statement Analysis for Managers 25-26
-
TBD
4.0 Credits
Member Price: $175
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Financial & Tax Accounting for Partnerships & LLCs
-
TBD
4.0 Credits
Member Price: $129
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
All About Fraud - Examples, Prevention and Auditing
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook
How Recent Auditing Standards Improve Risk-Based Audits
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
-
TBD
8.0 Credits
Member Price: $225
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book Understand risk assessment factors above those associated with a financial statement audit only Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance Master designing, performing and documenting effective and efficient tests of compliance requirements Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client Common peer review deficiencies
Staff Tax Training: S Corporations (Form 1120S) 25-26
-
TBD
16.0 Credits
Member Price: $589
An extensive review of the S corporation tax laws with an emphasis on any new legislative changes Form 1120S (and related schedules) preparation issues S corporation formation issues and liquidations Form 2553 S corporation elections and late IRS election procedures Schedule K and K-1 preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses) S corporation revocation and termination and allocation of income during short S and C corporation years Unreasonably low officer compensation issues Tax treatment of fringe benefits paid to 2% shareholders and family members Schedule D built-in gains (BIG) tax computation and planning opportunities when converting from a C to S corporation Excess passive investment income tax issues Schedule M-2 detailed step-by-step analysis of the AAA, PTI, E&P and OAA accounts and look at the tax treatment of distributions when the S corporation has prior C corporation earnings and profits (E&P) Overview of calculating a shareholder s stock and debt basis and discuss how S corporation losses and deductions can be limited to basis and the at-risk rules
The Ethic of Self-Esteem For Women
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
-
TBD
8.0 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
-
TBD
1.0 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Maintaining a Harmonious Working Environment
-
TBD
1.0 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations