CPE Catalog & Events
QuickBooks - Know the Right Version for Your Client
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Virtual
2.00 Credits
The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at what's new for 2020 in both Desktop and Online
Surgent's Guide to Partner Capital Account Reporting
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Online
2.00 Credits
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations
Surgent's Use the Data Model to Build More Powerful PivotTables
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Virtual
2.00 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
PowerPoint for Accountants
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Virtual
2.00 Credits
The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
Current and Upcoming FASB Issues
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TBD
1.50 Credits
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Excel for Accounting Professionals Session 1: Tables and Named References
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TBD
2.00 Credits
Analyzing Financial Statements
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Schedule C of Form 1040
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Virtual
2.00 Credits
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
Risk Management in a Post-COVID World
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Virtual
1.50 Credits
The major topics that will be covered in this class include:Black Swan Risks Role of Finance, Internal and External AuditorsCOSO's Risk Management StandardsThe COSO CubeThe COSO Double HelixRisk Management Definitions Event IdentificationExpected Value AnalysisThe Heat MapThe World Economic Forum Global Risk ReportsAlternative Risk ResponsesAvoidanceReduce/IncreaseShareAccept Lessons from the Great by Choice Research Personal Risk Management
Ethics: What a CPA in Public Practice Needs to Know
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Virtual
2.00 Credits
Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public Practice
The Bottom Line on the New Lease Accounting Requirements
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TBD
4.00 Credits
Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables
Understanding Internal Control Constructs
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Virtual
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Multi-State Taxation
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TBD
8.00 Credits
Constitutional limits and P.L. 86-272 Nexus, UDITPA, and MTC Calculation of state taxable income Filing methods for multistate taxpayers Apportionment and allocation Multistate income tax planning Audit defense strategies
Unconscious Bias with Dr. Toby Groves
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Virtual
1.00 Credits
The major topics that will be covered in this class include:Advanced strategies to recognize decision-making biases in your workHow audit investigations are affected by unconscious biasThe neuroscience behind implicit associationsCognitive diversity and group decision makingHow stereotypes developEthical decisions and implicit associations
CFO Career Upgrade with LinkedIn
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Virtual
2.00 Credits
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders
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Online
1.00 Credits
What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways
Surgent's Anatomy of a Ransomware Event and Incident Response
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Virtual
2.00 Credits
What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Audit 407: Auditing Contingencies and Going Concern
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Virtual
2.00 Credits
The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
FASB ASC 842, Leases: A Deep Dive into Implementation Issues
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Accounting Standard Update for Leases (ASC Topic 842).Key differences between ASC Topic 842 and ASC Topic 840.Implementation options, entries, practical expedients, and remeasurement triggering events.
Shifting the Paradigm in DEI: Moving from Words to Action
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Online
1.00 Credits
Diversity, equity and inclusion DEI Inequality Inequities Systemic racism