CPE Catalog & Events
ChatGPT and Advanced Financial Analysis for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Asset Misappropriation - Let Me Count the Ways
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Online
2.00 Credits
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Leverage PowerBI.com to Create Data Analysis for Others
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
CPA to CFO
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The steps necessary to effectively transform a tax or accounting practice into an advisory service.What it means to be a CFO/advisor to small-to-medium sizes businesses.What qualifications are necessary to offer an advisory service.How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
Yellow Book Ethics
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Online
2.00 Credits
Ethics Accounting & Auditing Yellowbook
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
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Online
2.00 Credits
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Guide to Preparing Form 1041 for Estates and Trusts
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Online
4.00 Credits
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
Mastering IRS Form 7217: Partnership Property Distributions
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions
Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
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Virtual
1.50 Credits
Contract accounting Revenue recognition Leases
K2's Ripped From The Headlines - Lessons From Interesting Tech Crimes
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Online
2.00 Credits
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
IRS Cybersecurity Checklist
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Online
2.00 Credits
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Basic Individual Taxation Course
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Virtual
2.00 Credits
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Virtual
4.00 Credits
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Accounting & Auditing Yellowbook Uniform Guidance
Implementing and Maintaining an Internal Control System
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Virtual
8.00 Credits
The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Exercise Your Ethics: Techniques to Improve Ethical Response
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
How to Audit Prepaid Expenses
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Online
2.00 Credits
Pre-paid Expenses Auditing Yellowbook