CPE Catalog & Events
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Online
1.00 Credits
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
Fraud Unmasked: Understanding and Preventing White-Collar Crime with Dr. Richard G. Brody
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Online
2.00 Credits
Fraud Prevention Accounting Business Ethics
Internal Control Changes for Remote Workers
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Virtual
2.00 Credits
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
The Single Audit from Beginning to End Update
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Online
8.00 Credits
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
Side-Hustle CFO
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
Internal Control Fundamentals
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Online
2.00 Credits
COSO Yellowbook Auditing
Understanding the New Forms K-2 and K-3
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Virtual
2.00 Credits
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Virtual
4.00 Credits
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today
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Virtual
4.00 Credits
Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, concentrations of risk, and etc.) Key challenges encountered in not-for-profit accounting (e.g., contributed services, restricted contributions, conditional contributions, membership dues, noncash contributions, and etc.) Additional issues in not-for-profit financial reporting
S Corporation Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
An Exhaustive Look At Fraud and Ways To Control It
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Virtual
8.00 Credits
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Surgent's Social Security and Medicare: Planning for You and Your Clients
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Virtual
8.00 Credits
Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know
ChatGPT Bootcamp for CPAs with John Higgins
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Online
2.00 Credits
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
