CPE Catalog & Events
The Current and Future Landscape of Audit Technology
-
TBD
2.0 Credits
Member Price: $79
AI Auditing & Accounting Yellowbook
The Controllership Series - Financial Statement Preparation
-
TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
10 Keys to Outstanding Service and More Referrals
-
TBD
4.0 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Minimizing Workplace Warfare
-
TBD
1.2 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Introduction to Yellow Book
-
TBD
2.0 Credits
Member Price: $79
AICPA Code of Professional Conduct Accounting & Auditing Yellowbook
Forgotten Managerial Accounting Tools
-
TBD
2.0 Credits
Member Price: $79
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
S Corporation Essentials: Stock & Loan Basis Reporting
-
TBD
2.0 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
The Controllership Series - The Controllers Role in Procurement Function
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance SG Operations
Introduction to Ethics & Professional Skepticism
-
TBD
2.0 Credits
Member Price: $79
Code of Ethics for Professional Accountants Yellowbook Auditing
Self-Rental Real Estate Passive Activity Rules
-
TBD
2.0 Credits
Member Price: $79
Definition of self-rental property - both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards
Topic 842: FASB's Lease Accounting Standard Update
-
TBD
2.0 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Accounting & Auditing for Cryptocurrency
-
TBD
1.0 Credits
Member Price: $39
Cryptocurrency Accounting Auditing
Individual Tax Update: Recent Developments
-
TBD
2.0 Credits
Member Price: $79
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Global Internal Audit Standards (GIAS) Domain IV - Part 2
-
TBD
2.0 Credits
Member Price: $79
Internal audit Standards GIAS Accounting Auditing
Ethics and Civility in the Workplace
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:What is civility and how it is tied to the bottom line?Principles of CivilityGiving the Benefit of the DoubtInclusivityCommunication Review of ethical values and principles with an emphasis on:RespectCourageCompassionHonor Accountability
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 Top Ten Productivity Booster Apps In Microsoft 365
-
TBD
2.0 Credits
Member Price: $79
Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places Optimizing task and project management: Planner, Lists, and To Do Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
Profitability Pricing: Boost your Bottom Line
-
TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
Surgent's Examining ASC 842, Leases: More Than Meets the Eye
-
TBD
4.0 Credits
Member Price: $159
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842