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CPE Catalog & Events

Showing 12498 Webinars Results

Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow

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Virtual

2.00 Credits

How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost

Surgent's What CPAs Should Know About Trust Instruments

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Virtual

2.00 Credits

Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests

Surgent's International Tax Challenges and Opportunities for U.S. Filers

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Virtual

3.00 Credits

Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements

Leadershift: Drive Results Through Ethical Performance Mgmnt

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Virtual

4.00 Credits

The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.

ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update

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Online

8.00 Credits

Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards

PPP Fraud and Financial Professionals

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Virtual

2.00 Credits

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

K2's Getting Started With Artificial Intelligence

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Online

2.00 Credits

Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions

Building Your Personal Net Worth: Invest in Your Future

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Online

2.00 Credits

Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs

The Ethics of Care in the Workplace

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory

Will Your Ethics Be Burned by Burnout?

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Virtual

2.00 Credits

The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope

Operations Level Internal Control

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Virtual

4.00 Credits

The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change

When Leadership Fails

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Online

2.00 Credits

Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory

CPAs and Addictions: Finding Hope and Healing

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Online

2.00 Credits

Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct

Fraud & Embezzlement: Case Studies from the Trenches

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Virtual

2.00 Credits

The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.

Mergers and Acquisitions: Complete Guide to Relevant Issues

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Online

2.00 Credits

Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination

Take Command of your Time

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Virtual

2.00 Credits

The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)

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

Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA

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Online

1.00 Credits

What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?

Beyond the Basics: Financial Ratios You Might Be Overlooking

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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

The Controller Function - Cash and Investments

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Online

1.40 Credits

Accounting Finance