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CPE Catalog & Events

Showing 13056 All Events Results

Common Deficiencies in SSARS Engagements

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Online

4.00 Credits

Auditing Yellowbook SSARS

Fraud Case Studies: 21st Century Professional Misbehavior

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards

Advanced Excel: Hidden Secrets and Gems

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Virtual

2.00 Credits

The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models

Forensic Accounting: Investigating Divorce Cases

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Virtual

4.00 Credits

The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court

Tax Procedure

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Online

2.00 Credits

Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction

2025 Yellow Book Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.

Surgent's Understanding Partnership Taxation: Debt Allocations

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Virtual

2.00 Credits

Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)

Coping With the Growth of Online Fraud

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Virtual

4.00 Credits

The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk

Ethics and Technology for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.

A Fox in the Henhouse/Courthouse

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Online

1.00 Credits

Internal Controls Fraud Prevention Fraud Investigation

Individual Tax Update: Recent Developments

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Online

2.00 Credits

Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics

Mastering the Excel Lookup Functions

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Virtual

2.00 Credits

The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions

Surgent's Anatomy of a Ransomware Event and Incident Response

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Virtual

2.00 Credits

What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise

Leveraging ChatGPT for Innovative Business Advisory Services

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Virtual

2.00 Credits

The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services

Yellow Book Ethics

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior

Accounting for Leases

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Online

2.60 Credits

Accounting Finance Financial Statement Preparation

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

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Online

1.00 Credits

Forensic Accounting Accounting Auditing Finance

Internal Control Best Practices

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Online

2.00 Credits

Auditing Yellowbook

AI Revolution: The Big Picture for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment

Risk Management Techniques and Tools

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Virtual

2.00 Credits

Enterprise risk management ISO 31000:2018 principles COSO ERM framework Tools and techniques in risk awareness and management Value stream perspective for enterprise risk management