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CPE Catalog & Events

All Events 3336 Centennial Events 0 Conferences 4 GWSCPA Originals 15 On Demand 608 Section Meetings 9 Webinars 2715

Showing 381 - 400 of 3336 All Events Results (Page 20 of 167)

Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation

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Online

3.00 Credits

Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession

Understanding Internal Control Constructs

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Virtual

4.00 Credits

The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency

Compilation, Preparation and Review Basics and Peer Reviews

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Virtual

2.00 Credits

The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.

Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?

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Virtual

1.50 Credits

Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT

What's Changing in Risk Assessment

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Online

2.00 Credits

Auditing Yellowbook

Surgent's Progressive Discipline and Termination

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Virtual

2.00 Credits

Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures

The CFO Who Went to Prison

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Virtual

2.00 Credits

The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies

CFO & Controller Critical Skills: Budgeting & Forecasting

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

Fraud & Embezzlement: Case Studies from the Trenches

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Virtual

2.00 Credits

The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.

Independence for Auditors - AICPA, PCAOB, GAO & DOL

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Online

4.00 Credits

Auditing Yellowbook AICPA, GAO, DOL and PCAOB

Microsoft 365: Save More Time, Make More Money

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot

2025 Not-for-Profit GAAP Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. 

Surgent's The Accountant as the Expert Witness

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Virtual

2.00 Credits

Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness

Unlock the Power of AI with Copilot in Excel

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot

All About Fraud - Examples, Prevention and Auditing

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Online

4.00 Credits

Auditing Yellowbook

AI Privacy, Security, and Compliance Masterclass

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction:  What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

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Online

2.00 Credits

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Noble Leadership: An Ethical Approach

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity

Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1

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Online

2.20 Credits

Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards

Tech It to the Next Level: Slim Your Team for Max Efficiency

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Virtual

1.00 Credits

The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.