CPE Catalog & Events
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
-
TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Advanced ChatGPT for Accountants
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
TBD
1.5 Credits
Member Price: $49
Accounting Finance Cashflow
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
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
TBD
2.0 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Avoiding Budget People Issues: Managing Budgeting's Soft Side
-
TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
2024 PCAOB and SEC Update
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Profitability Pricing: Boost your Bottom Line
-
TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
Surgent's Annual Update for Defined Contribution Plans
-
TBD
2.0 Credits
Member Price: $99
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
Surgent's Basis Shifting: Final Regulations
-
TBD
4.0 Credits
Member Price: $159
What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?
Surgent's Critical Issues Involving Taxation of Construction Contractors
-
TBD
4.0 Credits
Member Price: $159
The impact of recent legislation on the construction industry How to qualify for the “small contractor exemption” and its advantages to the taxpayer Options available to the “small” contractor regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and “large” contractors How “uninstalled materials” impact taxation of contractors How the “look-back” rules impact contractors How the “10 percent method” can allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Let's Meet at the Intersection of Fraud and Ethics
-
TBD
4.0 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
-
TBD
4.0 Credits
Member Price: $129
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
CFO Solutions to IRS Problems
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Ethics: Giving Thanks - How to Master the Art of Gratitude
-
TBD
2.0 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
2024 Rewards & Recognition Strategies for Leaders
-
TBD
1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Ethics at Work: Diversity, Equity and Inclusion
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
Surgent's Schedules K-2 and K-3: Filing Requirements
-
TBD
2.0 Credits
Member Price: $99
Detailed discussion of the domestic filing exception Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on common client situations encountered in practice
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
-
TBD
3.0 Credits
Member Price: $99
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality