Skip to main content

CPE Catalog & Events

All Events 10029 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 10026

Showing 2221-2240 of 10026 Results (Page 112 of 502)

Power Skills: Professionalism and Client Interactions

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.

ACPEN: Defining Lines: Advanced Professional Boundaries

-

Online

2.00 Credits

Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease

Become a Data Analysis Expert

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.

ACPEN: Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

-

Online

8.00 Credits

Discuss the most recent business income tax legislation passed to date Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms

ACPEN: The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges

-

Online

1.00 Credits

The multi-step process to address conflicts of interest How to remedy threats Preparing to defend your actions or inactions Causes of conflicts of interest

Beyond the Basics: Financial Ratios You Might Be Overlooking

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool

ACPEN: Preparation, Compilation and Review Engagements

-

Online

2.00 Credits

Auditing Yellowbook

Leveraging ChatGPT for Innovative Business Advisory Services

-

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

Surgent's Excel Shortcuts for Accountants

-

Virtual

0.00 Credits

Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall

ACPEN: A Practitioner’s Guide to IRAs and Qualified Retirement Plans

-

Online

8.00 Credits

Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals

CPA to CFO: Essential Competencies for Finance Leaders

-

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: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies

ACPEN: Current Fraud Trends - Nonprofit and Government Entities

-

Online

2.00 Credits

Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud

Surgent's Data Analytics for Accountants and Financial Managers

-

Virtual

2.00 Credits

Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference

Surgent's Understanding Non-Compete Agreements

-

Virtual

2.00 Credits

Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements

Surgent’s Weekly Expert Hour

-

Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

ACPEN: Yellow Book Ethics

-

Online

2.00 Credits

Ethics Accounting & Auditing Yellowbook

Partnership/LLC Taxation: Tax Basis Capital Accounts

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting

Surgent's Section 529 Plans: A Comprehensive Guide

-

Virtual

2.00 Credits

529 plan structure, requirements, and tax treatment Qualified education expenses, K–12 allowances, and student loan limits Contribution rules, gift-tax interactions, and the five-year election Distribution rules, penalties, and coordination with financial aid State tax considerations and recapture issues SECURE Act 2.0 529-to-Roth IRA rollover provisions Grandparent-owned 529 plans and FAFSA implications Multigenerational and dynasty 529 planning strategies Common challenges, risks, and practical decision frameworks

Surgent's Tax Research

-

Virtual

2.00 Credits

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation  Citing other primary authority Private letter rulings  Primary vs. secondary authority  Secondary sources of authority Steps in the tax research process Research memoranda

ACPEN: Not Just Your Everyday FASB Update

-

Online

4.00 Credits

Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements