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CPE Catalog & Events

All Events 7989 Centennial Events 0 Conferences 6 GWSCPA Originals 28 On Demand 0 Section Meetings 17 Webinars 7965

Showing 7221-7240 of 7989 Results (Page 362 of 400)

ACPEN: Develop Your Emotional Intelligence to Be More Successful in Life and Leadership

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Online

2.00 Credits

Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence

Common Financial Statement Disclosures

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Virtual

2.00 Credits

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

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Virtual

2.00 Credits

Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function

2026/27 Not-for-Profit GAAP Update

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. 

ACPEN: Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA

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Online

1.00 Credits

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: Listening to the Statement of Cash Flows

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Online

2.00 Credits

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

Analyzing Financial Statements

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances

Surgent's Managing People Through Motivation

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Virtual

0.00 Credits

What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees’ productivity Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory Learn how to drill down to what truly motivates your employees Using the C.A.R.E. model to improve employee motivation through case studies

All About Fraud - Examples, Prevention and Auditing

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Virtual

4.00 Credits

The major topics that will be covered in this course include:2026 Report to the Nations issued by the Association of Certified Fraud Examiner.Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk.Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings.Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.

ACPEN: 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

ACPEN: Leading Up: The Superpower Every Ascending Leader Needs

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Online

2.00 Credits

The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.

Surgent's Home Office Rules

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Virtual

2.00 Credits

Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home

Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow

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Virtual

2.00 Credits

How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost

Surgent's Tax Reporting for Executive Compensation

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Virtual

2.00 Credits

Nonqualified deferred compensation (NQDC) Nonqualified stock options (NQSOs) Incentive stock options (ISOs) Restricted stock/restricted stock units (RSUs) Stock appreciation rights (SARs) and phantom stock Employee stock purchase plans (ESPPs) Applicable tax forms and schedules Stock sale reporting Estimated taxes Filing deadlines and extensions State taxation

ACPEN: Schedule K-1: What is it & What Do I Do with It?

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Online

2.00 Credits

Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance

ACPEN: The Preparation of Form 709 – Line-by-Line

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Online

2.00 Credits

Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation

Money Laundering Awareness for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

Entertainment, Meals & Travel Expenses: Review and Update

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings

ACPEN: Enact Retaliation Abatement and Monitoring Measures

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Online

1.00 Credits

Retaliation prevention Retaliation monitoring Speak up culture Ethical culture

Introduction to Governmental Budgeting

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The basics of governmental budgeting.Common steps and timeline of the budget process.What, when and how we should be monitoring the budget throughout the year.How long-term budgets fit in with the annual budget process.