CPE Catalog & Events
Introduction to Yellow Book
-
TBD
2.0 Credits
Member Price: $79
AICPA Code of Professional Conduct Accounting & Auditing Yellowbook
K2's Advanced Topics In Power BI
-
TBD
2.0 Credits
Member Price: $79
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
K2's Backups Done Right
-
TBD
2.0 Credits
Member Price: $79
List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
How to Choose the Right Business Entity for Your Client
-
TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics
How to Audit Cash
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
Surgent's Management Fundamentals
-
TBD
4.0 Credits
Member Price: $159
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Advanced Cybersecurity - Beyond the Basics
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives
Walter Haig's Business Financial Health Checkup
-
TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this class include:How to use analytical procedures as a management tool to identify areas hindering the profitability of the entityHow to use analytical procedures to identify misstatements in financial informationTechniques for developing a "workable" business planRecasting GAAP financial statements into powerful management toolsDeveloping and using benchmarks to identify profitability problemsIdentifying profitability key factorsThe relationship of internal controls and the health of an entityCommon weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknessesHow to create "goal" statements that achieve results
What If Your Client Didn't Take Reasonable Compensation
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
AI Privacy, Security, and Compliance Masterclass
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction: What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways
Financial Acumen for Today's HR Leader
-
TBD
2.0 Credits
Member Price: $79
Financial Statement Insight Trend Analysis Financial Benchmarks
HR's Role in Business Evolution: Strategy, Finance, and Growth
-
TBD
2.0 Credits
Member Price: $79
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
HR Investigations - Episode 1 - Introduction-Assessing-Planning
-
TBD
1.0 Credits
Member Price: $39
Investigation terminology Assessment skills Investigative methodology
Navigating Leaves of Absence
-
TBD
1.0 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
-
TBD
2.0 Credits
Member Price: $79
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
Building Your Personal Net Worth: Invest in Your Future
-
TBD
2.0 Credits
Member Price: $79
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
Introduction to Governmental Accounting
-
TBD
2.0 Credits
Member Price: $79
Governmental financial reporting Auditing Yellowbook
Create Paginated Reports with Power BI Report Builder
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Form 7203 - How to Calculate Shareholder Basis
-
TBD
2.0 Credits
Member Price: $79
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis