CPE Catalog & Events
Outlook - Manage Your Inbox With Maximum Efficiency
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
Controller Series: Technology - Must Have Excel Competencies
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TBD
1.00 Credits
Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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Online
1.00 Credits
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020
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Online
2.00 Credits
Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient. Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients. Risk-based monitoring. Revision to the UG impacting sub-recipients and PTEs.
Analytical Procedures: Practical Applications and Standards
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
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Online
1.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Budgeting: Presenting and Communicating your Numbers
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Introduction to Governmental Accounting
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Online
2.00 Credits
Fund accounting Governmental Financial Statements Intro to governmental accounting
Audit 306: Reviewing Workpapers - A Role in Quality Control
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Virtual
2.00 Credits
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
Auditing For Fraud
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Online
2.00 Credits
TBD
SAS 134: Exploring the New Audit Report
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Virtual
1.00 Credits
The major topics covered in this class include:Examples of current public company audit reportsImplications of SAS No.134Exploration of illustrative audit report examplesPotential communication of Key Audit Matters (KAMs)
Secure Act 2.0 - Everything that you Need to Know
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Online
2.20 Credits
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Giving Feedback that Delivers Results
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Online
1.20 Credits
Communicaiton Performance Reviews Feedback Management Leadership
Are You Running Your Business or is Your Business Running You?
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TBD
1.50 Credits
Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there. People: How to get the right people. because you can't achieve your vision unless you have great people helping you do so. Data: How to get laser-focused on the numbers . because the numbers never lie. They give you the pulse on what's happening in your organization at any given time. Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision. Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable.
Health Savings Accounts Beyond the Basics
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TBD
1.50 Credits
The ins and outs of planning for your clients with Health Savings Accounts Tips for navigating special situations like Medicare enrollment
Ethics: IRS Behavioral Insights for Accountants
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Virtual
2.00 Credits
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Surgent's Emotional Intelligence
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Virtual
4.00 Credits
Self-awareness Self-regulation & motivation Empathy Managing relationships
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment
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Online
8.00 Credits
The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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Online
1.00 Credits
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
The Civil Advantage: Ethics and Civility in Disquieting Times
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Online
2.00 Credits
civility ethics