CPE Catalog & Events
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires
-
TBD
1.0 Credits
Member Price: $39
Employee Onboarding Employee Experience Employee Engagement Communication Leadership
The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
Public Procurement Basics: Protecting the People's Money
-
TBD
2.0 Credits
Member Price: $79
Auditing & Accounting Yellowbook Uniform Guidance Public Procurement
Revenue Recognition in an Environment of Uncertainty
-
TBD
2.0 Credits
Member Price: $79
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Financial Accounting for Related Party Transactions
-
TBD
2.0 Credits
Member Price: $79
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
Independence Requirements for CAAS Engagements
-
TBD
2.0 Credits
Member Price: $79
CAAS Auditing & Accounting Yellowbook Ethics
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
Resistance to Resiliency: Striving for Technology Change Acceptance
-
TBD
1.0 Credits
Member Price: $39
Yellowbook Accounting and Auditing Strategic Alignment Model
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
Beyond the Basics: Financial Ratios You Might Be Overlooking
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
The Controller Function - Inventory Part 1
-
TBD
1.8 Credits
Member Price: $59
Accounting Finance Operations
K2's Excel Best Practices And Features
-
TBD
2.0 Credits
Member Price: $79
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
Introduction to Governmental Budgeting
-
TBD
2.0 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
Build Better Budgets: Fundamental Techniques
-
TBD
2.0 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
Profitability Pricing: Boost your Bottom Line
-
TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
Managing Your Money in Retirement
-
TBD
3.0 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
-
TBD
4.0 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
-
TBD
4.0 Credits
Member Price: $159
AICPA hot topics and standard setting initiatives Discussion of suite of nine integrated SASs effective for years ended December 31, 2021 Discussion of the standard on audit evidence effective for years ended December 31, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023 Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
The Role of Internal Audit in Enterprise-Wide Risk Management
-
TBD
4.0 Credits
Member Price: $129
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
Yellow Book Independence and Single Audit Fundamentals
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit