CPE Catalog & Events
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.
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
Accounting Finance Financial Statement Preparation
Revenue Recognition - Topic 606 Disclosures
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Online
1.20 Credits
Revenue Recognition Accounting
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 Introduction to Forensic Accounting
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Virtual
4.00 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent's Successful Communication
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Virtual
4.00 Credits
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Fraud, Controls & Ethics: Best Practices & Case Studies
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Virtual
4.00 Credits
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
Taxation of Property Transactions - Tax Staff Essentials
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Virtual
4.00 Credits
Sections 1231, 1245, and 1250 Depreciation recapture Capital gains and losses Nonrecognition transactions
K2's Next Generation Excel Reporting
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Online
8.00 Credits
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Managing Current Fraud Trends in a Shifting Environment
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Virtual
8.00 Credits
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Integrity, Objectivity and Judgment: Values in Action
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Virtual
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
ChatGPT and Advanced Accounting Research
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
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Virtual
1.00 Credits
Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.
The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims and Don Minges
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Online
1.00 Credits
The quest for fairness Human nature Our natural reaction Selfishness Conflicts of interest Equity Justice How is the Golden Rule misused? The allure of revenge and how it destroys? Understanding rationalizations How the “Integrity and Objectivity Rule” will lead to better decisions?
Analytical Procedures for Nonprofits
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Online
2.00 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more
Ethics Based Leadership for Women
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Virtual
2.00 Credits
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
Surgent's Ethics for Tax Professionals
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Virtual
2.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Key Partnership and S Corporation Tax Planning Strategies
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Virtual
4.00 Credits
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
K2's Data Analytics for Accountants and Auditors
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Online
4.00 Credits
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform Using regression analysis to create and validate forecasts and projections
