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CPE Catalog & Events

Showing 7681 All Events Results

Audit 301: Code of Professional Conduct - Key for Auditors

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Online

2.00 Credits

The major topics covered in this course include:Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional ConductFamiliarity, self-interest, self-review and other independence threatsGeneral requirements and management responsibilities when performing both attest and non-attest services for the same clientSafeguards for common independence threats

MBAExpress: Emotional Intelligence - V 2.0

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Online

1.00 Credits

What is emotional intelligence? Benefits of emotional intelligence Steps to increase your emotional intelligence Emotional intelligence in decision-making Self-awareness Skills to get ahead Relationship management

Advanced ChatGPT for Accountants

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Online

2.00 Credits

The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.

2024 Compliance Supplement and Single Audit Update

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Online

2.00 Credits

Single audit State and local government School district Not-for-profit Yellow Book

Mastering the Excel Lookup Functions

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Online

2.00 Credits

The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions

Surgent's The CMA's Guide to Project Management

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Online

2.00 Credits

Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Reasonable Compensation for S Corps

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Online

2.00 Credits

The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future

Steps to Stop External Fraud

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Online

2.00 Credits

The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

Surgent's Weekly Expert Hour

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Online

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

Unleash the Power of AI: A CPAs Guide to ChatGPT

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Online

1.00 Credits

Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT

Audit 302: Planning Effective and Efficient Audits

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Online

2.00 Credits

The major topics covered in this course include:Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidenceCommon efficiency considerations by audit area

Ethics: Environmental, Social and Governance for Accountants

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Online

2.00 Credits

The major topics that will be covered in this class include:What is ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy

Roadmap to Ethical Decision Making

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Online

2.00 Credits

The major topics covered in this course include:Review the AICPA's Code of Professional Conduct.Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.Discuss the principles of professional conduct.Address compliance with professional standards.Use case studies to address circumstances that may create threats to independence.

Implementing System Changes: Success Planning & Leadership

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Online

2.00 Credits

The major topics that will be covered in this class include:Setting the stage for a successful implementationAssigning the right resourcesCreating and utilizing a project planCommunicating effectivelyProviding post implementation supportRecognizing the winsCapturing lessons learned

Critical Thinking Masterclass

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Online

2.00 Credits

The major topics that will be covered in this class include:Cognitive biasConducting a ƒ?othinking auditƒ??MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancement

Microsoft 365 Application Lightning Round Review-Updated

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Online

1.00 Credits

The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps

SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice

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Online

1.00 Credits

Overview of the SOC suite of services Understanding the market for SOC engagements Considerations when adding SOC services to your firm, including: identifying services building a SOC team identifying clients identifying the proper engagement scoping and pricing considerations establishing a quality review process peer review considerations

Financial Storytelling: The Key to Growing Your Organization

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Online

2.00 Credits

Communicating financial information in an influential way Telling more effective stories with your financial data Connecting with your audience through real world examples Interpreting and presenting complex financial information through storytelling Unlocking the powerful story hidden within the numbers

Key Cybersecurity Controls for CPAs

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Online

2.00 Credits

The major topics that will be covered in this class include:The five key tenets of cybersecurity:A Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls

Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success

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Online

4.00 Credits

Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan