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CPE Catalog & Events

Showing 4411 All Events Results

Advanced Budgeting - Balance Sheet and Cash Flow Projections

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Online

1.00 Credits

Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow

What Does Fraud Look Like?

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Online

2.00 Credits

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

Exploring Internal Controls That Could Have Prevented Frauds

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Online

2.00 Credits

The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios

Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits

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Online

3.50 Credits

Auditor reporting standards Auditing Standards Board updates Ethics updates Common audit deficiencies SSARS and SSAE updates

Small Business Risk Avoidance

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Online

4.00 Credits

New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!

Power BI - Analyze Your Data With Excel Pivot Tables

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Online

4.00 Credits

The advantages of PivotTable for Data Analysis Step-by-Step PivotTable creation Creating PivotCharts

Tax Season Update for Business with Steve Dilley

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Online

4.00 Credits

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

2024 Annual Update for Governmental Accountants & Auditors

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Online

8.00 Credits

The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Yellow Book and Single Audit engagements.Yellow Book independence requirements.Changes to the Uniform Guidance.2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

The Best Federal Tax Update Course by Surgent

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Online

8.00 Credits

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation  Section 163(j)  Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

The Ethics of Care in the Workplace

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Online

2.00 Credits

The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory

Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics

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Online

1.00 Credits

Speak up Culture Ethical Culture Internal complaint reporting and investigations

The Controllership Series - The Controllers Role in Financial Forecasting

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Online

1.50 Credits

Accounting Finance

Improve Design and Productivity with Excel Tables

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Online

2.00 Credits

The major topics that will be covered in this class include:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity

Let's End Business Ethics

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Online

2.00 Credits

Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions

Surgent's Skills to Enhance Personal and Professional Networks

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Online

2.00 Credits

The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies

Surgent's What Tax Practitioners Need to Know About Medicare

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Online

2.00 Credits

Eligibility for Medicare How to apply for  Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments

2024 Annual Update for Accountants & Auditors

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Online

8.00 Credits

Leases Accounting Standards Tax Disclosures Quality Management Group Audits

Combating Internal Fraud

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Online

2.00 Credits

Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud

Why Auditors Fail To Detect Fraud

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Online

2.00 Credits

Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it

2024 Accounting Update in a Post COVID-19 World

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Online

2.00 Credits

Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management