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CPE Catalog & Events

Showing 13425 All Events Results

Independence Requirements for Auditors

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Online

2.00 Credits

PEEC Ethics Yellowbook

Integrate ChatGPT into Your Client Advisory Services-Updated

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Virtual

2.00 Credits

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

Surgent's How to Effectively Represent Clients Under IRS Audit

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Virtual

2.00 Credits

Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern

Accounting for Leases

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Online

2.60 Credits

Accounting Finance Financial Statement Preparation

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

Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements

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Online

8.00 Credits

Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards  Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation

Navigating IRS Authorizations: Form 2848 & Form 8821

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.

The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences

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Online

1.00 Credits

The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences? 

K2's AI - Security And Privacy Issues

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Online

1.00 Credits

Major provisions of security and privacy policies Key risks associated with using commercial AI tools Steps to take to mitigate AI security and privacy risks

Employment Law 101

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Online

1.00 Credits

Title VII Americans With Disabilities Act Age Discrimination in Employment Act  Family Medical Leave Act  Fair Labor Standards Act  Equal Pay Act  National Labor Relations Act  Fair Credit Reporting Act 

ChatGPT and Complex Financial and HR Conversations

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems

Mastering the Art of Conflict: CPA Transformative Strategies

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.

Exercise Your Ethics: Techniques to Improve Ethical Response

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.

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