CPE Catalog & Events
Side-Hustle CFO
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
Preparing to be a Forensic Accountant - Focus on Network Forensics
-
TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
The Controller Function - Elevating the Role
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
The Controller Function - Inventory Part 1
-
TBD
1.8 Credits
Member Price: $59
Accounting Finance Operations
K2's Small Business Accounting Solutions And Add-Ons
-
TBD
2.0 Credits
Member Price: $79
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
-
TBD
2.0 Credits
Member Price: $89
Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions
Independence Requirements for CAAS Engagements
-
TBD
2.0 Credits
Member Price: $79
CAAS Auditing & Accounting Yellowbook Ethics
Retirement Penalties and Rollover Issues 25-26
-
TBD
2.0 Credits
Member Price: $99
What the IRS knows: Forms 1099R and 5498 Exceptions to the ten percent penalty Secure 2.0 changes to the late payment penalty History of the 60-day Rule and Recent Developments Rulings and self-certification Form 5329 use and strategies
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
-
TBD
2.0 Credits
Member Price: $99
Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
-
TBD
4.0 Credits
Member Price: $129
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Fiduciary Accounting & Tax Planning for Estates & Trusts
-
TBD
4.0 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
K2's Next Generation Excel Reporting
-
TBD
8.0 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Ethics Based Leadership for Women
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
Surgent's Successful Communication
-
TBD
4.0 Credits
Member Price: $159
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Managerial Accounting: Your Prescription for Better Decision
-
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.
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
Top Employment Tools to Protect Your Business and Recommend to Business Clients
-
TBD
1.0 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
-
TBD
1.6 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
Public Procurement Basics: Protecting the People's Money
-
TBD
2.0 Credits
Member Price: $79
Auditing & Accounting Yellowbook Uniform Guidance Public Procurement
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
-
TBD
2.0 Credits
Member Price: $99
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle