CPE Catalog & Events
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
-
TBD
4.0 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
-
TBD
1.0 Credits
Member Price: $39
Communications Self-Awareness Leadership
Common Deficiencies in Employee Benefit Plans
-
TBD
2.0 Credits
Member Price: $79
EBP Auditing Yellowbook
What Does Fraud Look Like?
-
TBD
2.0 Credits
Member Price: $79
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
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
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
-
TBD
2.0 Credits
Member Price: $119
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
Tax Season Update for Business with Steve Dilley
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update
A Practitioner's Guide to IRAs and Qualified Retirement Plans
-
TBD
8.0 Credits
Member Price: $225
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Was It Fraud or Just Poor Audit Quality?
-
TBD
1.6 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Excel Tips & Tricks for the Non-Accountant
-
TBD
2.0 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Grading Your Auditors - Are You Getting the Most Value?
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Just Ask Why - Searching for Answers: Generating Solutions
-
TBD
4.0 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
K2's Effective Automation And Outsourcing
-
TBD
1.0 Credits
Member Price: $39
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
K2's Ten PDF Tips You Need To Know
-
TBD
1.0 Credits
Member Price: $39
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
Benford's Law and Other Digital Analysis Techniques
-
TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Global Internal Audit Standards (GIAS) Domain III - Part 2
-
TBD
2.0 Credits
Member Price: $79
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Generative AI in Practice-Boost Efficiency and Profitability
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
2025 Not-for-Profit Accounting & Auditing Update
-
TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Accounting
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