CPE Catalog & Events
ACPEN: Staff Retention Keep the Best People
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TBD
3.0 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
ACPEN: Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
ACPEN: K2’s Data Security And Privacy Issues And Solutions
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TBD
2.0 Credits
Member Price: $89
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
ACPEN: Internal Control Fundamentals
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TBD
2.0 Credits
Member Price: $89
COSO Yellowbook Auditing
ACPEN: Listening to the Statement of Cash Flows
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TBD
2.0 Credits
Member Price: $89
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ACPEN: The Preparation of Form 706 and 709 – Understanding the Law
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TBD
2.0 Credits
Member Price: $89
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
ACPEN: Drive Results with Metrics
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TBD
2.0 Credits
Member Price: $89
Performance Metrics Budgets
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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TBD
4.0 Credits
Member Price: $159
Economic update Leadership and management changes because of recent developments, including AI Managing for productivity Hiring the best people for the organization New motivation techniques
Advanced Personal Financial Planning Update 26-27
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TBD
8.0 Credits
Member Price: $329
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
K2's Advanced Excel 26-27
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TBD
8.0 Credits
Member Price: $329
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Leases: ASC Topic 842 in Depth 26-27
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TBD
8.0 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
ACPEN: World-Class Cost Accounting: A Practical Application - 8 Hour Version
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TBD
4.0 Credits
Member Price: $250
Classifying the five cost types Direct materials - comprehensive coverage Direct labor - including all labor burden costs Tracing all the prime costs to products Budgeting and setting standard costs Classifying manufacturing overhead costs into 5 cost types Selecting the bases for tracing overhead costs to products Period Manufacturing Inefficiencies cost of sales - categories and costing Segregating inventory for costing and analysis Accounting for variances - budgeting, analyzing, timing for recording
ACPEN: Section 174: New Rules for R&E and OBBA Update
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TBD
1.0 Credits
Member Price: $39
Revised rules for tax years 2022-2024 How to change from amortizing R&E to immediately expensing R&E Analysis of the Revenue Procedure related to changes in accounting method Options available to change accounting methods Comprehensive example of how to make the accounting method change Distinction between R&E expense and R&E credit
ACPEN: The Future of Work - The Landscape of Work Today
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TBD
1.2 Credits
Member Price: $39
Employment Data Talent Strategy
ACPEN: The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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TBD
2.0 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Surgent's Exploring Business Valuation Fundamentals
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TBD
2.0 Credits
Member Price: $119
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
Surgent's Forms 7217 and 7203
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TBD
2.0 Credits
Member Price: $119
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
ACPEN: Fraud Assessment for Small and Medium Sized Businesses
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TBD
4.0 Credits
Member Price: $149
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
ACPEN: Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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TBD
4.0 Credits
Member Price: $149
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that