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CPE Catalog & Events

All Events 11822 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 548 Section Meetings 0 Webinars 11271

Showing 10081-10100 of 11822 Results (Page 505 of 592)

Securing Your Data with a Password Management App - Updated

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Virtual

2.00 Credits

The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault

Surgent's Governing Agentic AI: Cybersecurity, Data, and Risk

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Virtual

0.00 Credits

Cyber risks: prompt injection, drift, model manipulation, data leakage Red-teaming and simulation exercises (CSA, IBM frameworks) Controls mapping: COSO, SOX, and NIST AI RMF Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance Platform security discussion and comparisons

Ethics: 10 Crucial Qualities of High Character CPAs

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Virtual

2.00 Credits

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

Internal Controls Over Compliance vs Compliance

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes

Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

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Virtual

0.00 Credits

Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments

Using ChatGPT with Excel

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros

ACPEN: Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?

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Online

8.00 Credits

Preventing malpractice claims related to nonattest accounting services  Identifying and safeguarding independence threats when issuing attest reports  Establishing an understanding with the client regarding non-audit services  Defining the varying levels of responsibility for accountants performing non-audit services  Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations  Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters  Common issues related to peer reviews, including recurring reporting problems  Applying financial analysis best practices to help your clients better interpret their financial results

How Much Are Your Ethics Worth?

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution

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Virtual

1.00 Credits

The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.

Google Gemini AI for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips

Self-Rental Real Estate: Passive Activity & Section 199A

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules

Surgent's IT Governance and Risk Management

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Virtual

0.00 Credits

The role of IT governance within an organization IT governance principles IT risk identification and assessment methods IT control frameworks (e.g., COBIT, ITIL) IT general controls and application controls Business process management Change management

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps 

ACPEN: Business Tax Update for Industry

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Online

2.00 Credits

“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA  Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments

Best Practices: Conducting Meaningful Walkthroughs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.

Supporting Mental Wellness to Thrive in Work and Life

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.

Retaining Top Talent: Strategies for CPA Firms

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Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals  

Volume to Value: A New Era of Precision Hiring in Accounting

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Virtual

1.00 Credits

The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability

Surgent's Guide and Update to Compilations, Reviews, and Preparations

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Virtual

4.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements

ACPEN: Qualified Business Income (QBI) Deduction (§199A) – The Ins & Outs

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Online

8.00 Credits

Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation