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CPE Catalog & Events

All Events 7597 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7578

Showing 5081-5100 of 7597 Results (Page 255 of 380)

Numbers to Narrative: Storytelling in Business Communication

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario 

ACPEN: Introduction to Governmental Accounting

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Online

2.00 Credits

Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting      

ACPEN: The Many Faces of Fraud

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Online

2.00 Credits

Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition

ACPEN: Guide to Deducting Travel, Meals and Entertainment Expenses

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Online

4.00 Credits

Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76

Tax Season and OBBBA Update for Individual with Steve Dilley

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Update and integration of recent tax legislation impacting 2026 individual returnsUpdate on significant individual tax developments related to cases and rulingsIndividual tax changes including the earned income credit, child credit, and child and dependent care creditSection 199A changes, including use of carryforward passive activity and 199A losses and latest tax formsCrypto reporting update2027 tax rate schedule and other inflation adjusted itemsPassive activity and hobby loss rules changes.

ACPEN: Estate and Financial Planning for the Older Client

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Online

8.00 Credits

Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients

Adobe Acrobat Tips for Working with PDF Files

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs  with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality 

ACPEN: Assessing Independence Under Yellow Book

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Online

1.00 Credits

GAO Yellowbook Ethics

2026/27 AICPA Regulatory Ethics Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC)Recent developments shaping ethical requirements for the professionProposed and ongoing projects on PEEC's agenda

Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services

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Virtual

0.00 Credits

Communicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study

Surgent's Tax Reporting for Executive Compensation

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Virtual

2.00 Credits

Nonqualified deferred compensation (NQDC) Nonqualified stock options (NQSOs) Incentive stock options (ISOs) Restricted stock/restricted stock units (RSUs) Stock appreciation rights (SARs) and phantom stock Employee stock purchase plans (ESPPs) Applicable tax forms and schedules Stock sale reporting Estimated taxes Filing deadlines and extensions State taxation

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

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Virtual

0.00 Credits

What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools

The 10 Must Know Excel Features

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage  data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.

Claude Fundamentals for Accountants (2026 Update)

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Understanding Claude and Large Language ModelsPrompt Engineering Fundamentals for AccountantsWorking with Documents, Contracts, and SpreadsheetsProjects, Artifacts, and Reusable AI WorkspacesClaude Connectors and Business System IntegrationMicrosoft 365 Add-ins and Workflow AutomationProfessional Skepticism, Ethics, Privacy, and Verification

Surgent's Mastering Accounting for Income Taxes

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Virtual

4.00 Credits

The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives

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

ACPEN: How Prevalent Is Retaliation Within Your Culture?

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Online

1.00 Credits

Retaliation protections Speak up culture Ethical culture

ACPEN: New Tips and Overtime Tax Rules: Compliance and Best Practices

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Online

1.00 Credits

Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns

ACPEN: Develop Your Emotional Intelligence to Be More Successful in Life and Leadership

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Online

2.00 Credits

Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence

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