CPE Course Catalog
 

Your Selections:

  • 1 Credits
    In-Person

    Nonprofit Section Meeting: Employment Law Update

    Location: Washington

    Employers face a myriad of employment laws that expose organizations to significant potential liability.  With proper education, you can avoid common pitfalls and keep your organization out of trouble.  In this quick paced and entertaining session, a seasoned employment lawyer will...

  • New 2 Credits
    Online

    New Travel & Entertainment Expense Reporting Rules

    Location: Online
    Member Price: $79.00

    This program reviews the statutory and regulatory guidance as they related to travel, entertainment and business transportation expenses, with a focus on planning opportunities. Recent federal tax legislation repealing the deduction for entertainment will be addresses, as well as relevant cases...

  • New 2 Credits
    Online

    Leadership Skills for Peak Performance in 21st Century

    Location: Online
    Member Price: $79.00

    Your technical skills are strong. They got you to where you are today: leading teams, engagements, and client relationships. How do you focus your time and energy to be an effective leader? More importantly, how do you avoid the potholes that distract you from what you love to do? Join us to...

  • New 2 Credits
    Online

    Office 365 - The Power of the Admin Center

    Location: Online
    Member Price: $79.00

    Whether you are a one person operation or a large corporate organization deploying Office 365, you have to assign responsibility for the administration of Office 365. This course will provide a comprehensive orientation to the Office 365 Admin center. There are a substantial number of...

  • New 2 Credits
    Online

    Ethics and Unbilled Taxes - The Auditor's Untold Story

    Location: Online
    Member Price: $79.00

    To your manifold benefit- you snag a new, well-known and locally influential client. However, in reviewing their audit work papers and tax status you discover unbilled taxes to the client. The accounts all seem to be in order but. what next? Explore a case study in unbilled taxes and get the...

  • 2 Credits
    Online

    Financial Accounting for Related Party Transactions

    Location: Online
    Member Price: $79.00

    This program presents a detailed analysis of the FASB and AICPA rules for transactions with related parties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

  • New 2 Credits
    Online

    An Ethical Framework - How It Works

    Location: Online
    Member Price: $79.00

    Who creates and maintains ethics standards? Who is held to the standards? Who can file a complaint? How does a Peer Review complaint fit in? Who investigates and how? Can public information spur an investigation? Good questions? Hear the answers and all about cases that explain the issues when...

  • 3 Credits
    Online

    Creating Client Portals with Office 365 SharePoint Online

    Location: Online
    Member Price: $99.00

    This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will...

  • 2 Credits
    Online

    Payroll Fraud: Detection and Prevention

    Location: Online
    Member Price: $79.00

    Schemes that payroll managers and other employees, many times colluding, to "pay" themselves what they think they deserve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

  • 4 Credits
    Online

    Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)

    Location: Online
    Member Price: $139.00

    Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren't talking with the people who are...

  • 2 Credits
    Online

    Excel - Using Charts for a Non-Financial Audience

    Location: Online
    Member Price: $79.00

    This webinar will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand your point when visuals are used. We will explore the many...

  • 2 Credits
    Online

    Red Collar Crime: When Clients, Staff and CPAs Turn Violent

    Location: Online
    Member Price: $79.00

    No one thinks that a coworker, fellow partner or client, would be violent, but it does happen. Usually when their fraud is about to be exposed. Most accountants and CPAs don't know that a few of their own are killed or harmed every year. This event may be a rebroadcast of a live event and...

  • New 2 Credits
    Online

    Ethics: IRS Behavioral Insights for Accountants

    Location: Online
    Member Price: $79.00

    This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While...

  • 2 Credits
    In-Person

    Tax Reform For Nonprofits: What We Know Now

    Location: Washington
    Member Price: $37.00

    Many aspects of the new tax law took nonprofit organizations by surprise. This presentation will focus on provisions of the new tax law which most affect nonprofit organizations. This will include discussion of significant changes to the Unrelated Business Income Tax rules (and tax rate),...

  • New 2 Credits
    Online

    Capitalization, Expensing and Depreciation Update

    Location: Online
    Member Price: $79.00

    This webinar will address the new tax legislation and developments of the 2017 Tax Cuts and Jobs Act, highlighting the new capitalization and depreciation rules and how to expense them. Planning opportunities and potential pitfalls will also be addressed. This event may be a rebroadcast of...

  • 2 Credits
    Online

    Excel - Advanced Financial and Statistical Calculations

    Location: Online
    Member Price: $79.00

    Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? After this course, you will learn some powerful functions that will take your calculating power to the next level. In this webinar, we...

  • New 2.5 Credits
    Online

    Effective Management Accounting

    Location: Online
    Member Price: $89.00

    Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost...

  • 4 Credits
    Online

    Financial and Tax Accounting for Partnerships and LLCs

    Location: Online
    Member Price: $129.00

    This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting...

  • 2 Credits
    Online

    Surgent's Controllership Skills Update: M&A and Alliances (CON4)

    Location: Online
    Member Price: $89.00

    Mergers/acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm, with the acquirer, and provide a...