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CPE Catalog & Events

All Events 7613 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7594

Showing 5661-5680 of 7594 Results (Page 284 of 380)

Surgent's Preparation and Compilation Engagements Under the SSARS

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Virtual

4.00 Credits

Relevant sections of SSARS No. 21, Clarification and Recodification 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. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements

ACPEN: SECURE Act 2.0: What You Need to Know

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Online

1.00 Credits

Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage

Current Cybersecurity Risk Management Trends

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats

Surgent's Taxation of Tips and Overtime Under OBBBA

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Virtual

2.00 Credits

$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities

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

ACPEN: Awful Ethical Dilemmas – Bringing it to Life, featuring J. Michael Inzina and Don Minges

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Online

1.00 Credits

Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples

ACPEN: K2's Productivity Life Hacks

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Online

2.00 Credits

Using a Streamdeck for push button integration and automation Using tools such as Clockify or Rescue Time to gain insight on      Easily install applications using Ninite on your Windows 10/11 device Improve data sharing between applications with Zapier, Power Automate, and others Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox     Using inbox rules and filters to automatically categorize and prioritize email

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: Inventory Observation - Cretaceous Conservatory Simulation

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Online

3.00 Credits

Obsservation Auditing

ACPEN: The Preparation of Form 706 - Line-by-Line

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Online

3.00 Credits

Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation

Integrate ChatGPT into Your Client Advisory Services-Updated

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Virtual

2.00 Credits

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting

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Online

1.50 Credits

Accounting Finance

How to Audit Cash

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform

ACPEN: The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges

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Online

1.00 Credits

The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics

Resistance to Resilience: Strive for Tech Change Acceptance

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)

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

ACPEN: Decoding Medical Plan Structures: Fully Insured vs. Self-Funded

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Online

2.00 Credits

Benefits Medical Plan Types

ACPEN: Profitability Pricing: Boost your Bottom Line

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Online

2.00 Credits

Competitive bids Achieving target profitability   

CFO & Controller Critical Skills: Budgeting & Forecasting

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

Forensic Accounting: The AI-Powered Expert and Investigator

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Virtual

2.00 Credits

The major topics that will be covered in this course include:AI fundamentals: how large language models work, why they hallucinate, and the distinction between generative and agentic AIPractical applications of AI in damages calculations, financial statement and ratio analysis, and books-and-records reconstructionProfessional ethics under the AICPA Code of Professional Conduct, SSFS No. 1, and the ACFE Code of Professional Ethics as applied to AI-assisted workCourt requirements for disclosure and discovery of AI use, including judicial standing orders, Federal Rule of Civil Procedure 26, and proposed Federal Rules of Evidence 707 and 901(c)Preparation for cross-examination on AI use, including how to build and document a defensible AI-assisted workflow.