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CPE Catalog & Events

Showing 13272 All Events Results

K2's Harnessing ChatGPT - Unlocking Professional Efficiency

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Online

1.00 Credits

Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks

Learning to Teach "Tax" as a Second Language

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Accounting as a foreign languageCommonly misunderstood conceptsCommunicating tax mattersClient-practitioner interactionsInteracting with tax authorities

Internal Control Best Practices

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Online

2.00 Credits

Auditing Yellowbook

Donating Cryptocurrency and Avoiding Traps for the Unwary

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.

Invest in Your Mental Health and Avoid Burnout

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Virtual

2.00 Credits

The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

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Virtual

4.00 Credits

Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit

GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)

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Online

2.00 Credits

Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87

Advanced Excel for Staff - Build Reports and Analyze Data

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.

Surgent's Time Management for Professionals

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Virtual

2.00 Credits

Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan

Are You Ready for Your Peer Review?

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Virtual

3.00 Credits

Peer review process and timeline Quality control standards overview Enhancing Audit Quality initiatives Common issues identified in peer review and how to prevent them Best practices to prepare for your firm's peer review Peer review resources and tools

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

2025 Yellow Book Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.

Accountant's Guide to Anti-Money Laundering (AML): People, Patterns and Prosecutions

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Online

1.00 Credits

Prevalence and Impact of Money Laundering When CPAs Launder Money The Connection between Money Laundering and Fraud Accountant's Duty to be Alert to Fraud and Money Laundering Detection of Money Laundering, Part I Banks and Financial Institutions Detection of Money Laundering, Part II Other Organizations (Example: Casinos) Conclusion

Internal Control Fundamentals

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Online

2.00 Credits

COSO Yellowbook Auditing

IRS Penalties and Abatements

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Virtual

2.00 Credits

The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options

SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit

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Online

3.00 Credits

The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top

Hot Topics Audit & Attest Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

Common Audit and Financial Reporting Deficiencies in State and Local Governments

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Online

2.00 Credits

Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards

Behind the Curtain: Exploring IRS Audit Technique Guides

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

Accounting of the Soul: Making the World a Better Place

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Virtual

1.00 Credits

The major topics covered in this course include:Overview of Virtue Ethics and the Common GoodProfessionalismThe Virtue of CompassionGossip in the WorkplaceGratitude