CPE Catalog & Events
Managerial Accounting: Your Prescription for Better Decision
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Accounting and Auditing Update 25-26
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TBD
8.0 Credits
Member Price: $329
Review of select AICPA Technical Questions and Answers Upcoming changes to accounting for goodwill, leasing and business combinations Compilation and review standards and interpretations (SSARS) Auditing standards and interpretations (SAS & SSAE)
Federal Tax Update: Business Comprehensive 25-26
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TBD
8.0 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Implementing and Maintaining an Internal Control System 25-26
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TBD
8.0 Credits
Member Price: $329
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
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TBD
8.0 Credits
Member Price: $279
Hiring and firing issues – What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work Employment issues in the economy – Telecommuters and other special situations Legal liability issues – Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more Fringe benefit issues – COBRA, Family and Medical Leave Act, and new developments in health care Medical plans – Who is a full-time employee?
Walter Haig's SSARS Prep, Comp and Review Update
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
Beyond the Numbers: Success Strategies for Female CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Ethical Considerations of the New AICPA SSTS Rules
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Instant Audit? Just Add Risk Assessment
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TBD
1.0 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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TBD
1.2 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
Introverts Have Real Power, Why Quiet Leaders are So Successful
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TBD
2.0 Credits
Member Price: $79
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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TBD
2.0 Credits
Member Price: $79
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
Critical Thinking Skills: Prevent Mistakes Now
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TBD
2.0 Credits
Member Price: $79
Critical Thinking Communication
Money Laundering Awareness for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Schedule K-1: What is it & What Do I Do with It?
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TBD
2.0 Credits
Member Price: $79
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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TBD
2.0 Credits
Member Price: $99
Major 2025 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms
Surgent's Implementing Subscription Pricing to Your Practice
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TBD
2.0 Credits
Member Price: $119
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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TBD
2.0 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
K2's Data Analytics for Accountants and Auditors
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TBD
4.0 Credits
Member Price: $129
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform Using regression analysis to create and validate forecasts and projections
More Money: Strategic Ways to Improve Cash Flow
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases