CPE Catalog & Events
ACPEN: Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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TBD
8.0 Credits
Member Price: $250
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
Corporate Transparency Act Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Coping With the Growth of Online Fraud
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
ACPEN: The Radar Phenomenon
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
Surgent’s Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: Private Company Simplified GAAP Alternatives
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TBD
2.0 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
ACPEN: S Corporations: How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $89
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Supervision/Management Competencies: An Ethical Approach
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
Surgent's Guide to the AICPA Quality Management Standards
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TBD
2.0 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
ACPEN: The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
OCBOA financial statements Cash and Modified Cash Basis Tax Basis Unique Reporting and Disclosure Requirements Frequent Peer Review Matters
More Money: Strategic Ways to Improve Cash Flow
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
ACPEN: Instant Audit? Just Add Risk Assessment
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TBD
1.0 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
ACPEN: Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
ACPEN: Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
ACPEN: Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
ACPEN: IRS Cybersecurity Checklist
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TBD
2.0 Credits
Member Price: $89
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
ACPEN: K2's Optimizing Your CAS and Advisory Tech Stack
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TBD
2.0 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value
ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers
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TBD
2.2 Credits
Member Price: $89
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Todd and Julie Chrisley Go to Prison
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing