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CPE Catalog & Events

Showing 10049 Webinars Results

Business Consulting for CPAs

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Online

4.00 Credits

What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application

New Mergers & Acquisitions: Tricks, Traps, & Terrors

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Online

4.20 Credits

Business Management Organization

Controls to Secure the Growing Digital Footprint

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Virtual

4.00 Credits

The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

Financial Decisions that Led Two Businessmen to Prison

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Virtual

2.00 Credits

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Ethical Considerations in Working with Cannabis

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Virtual

1.00 Credits

The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance

Hot Topics Audit & Attest Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203

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Virtual

2.00 Credits

Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing

Ethics: Avoiding the Slippery Slope of Ethical Pressures

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Virtual

4.00 Credits

Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies

2025 Not-for-Profit GAAP Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. 

Managerial Accounting: Your Prescription for Better Decision

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.

AI & You

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Online

1.00 Credits

Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign  

The Controllership Series - The Financial Close Process

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Online

1.50 Credits

Accounting Finance Financial Statements

Preparing to be a Forensic Accountant - Focus on Digital Forensics

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Online

1.80 Credits

Forensic Accounting Accounting Auditing Finance

Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers

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Online

2.20 Credits

Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.

S Corporations: Calculating Shareholder Basis

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations

Surgent's Successfully Completing an Estate Tax Return -- Form 706

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Virtual

2.00 Credits

Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

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Virtual

3.50 Credits

Create Visuals in Power BI to Successfully Analyze Data

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

Accounting for the Gig Economy

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors

Supervision/Management Competencies: An Ethical Approach

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Virtual

2.00 Credits

The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills