CPE Catalog & Events
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Inventory, Expense and Payroll Fraud
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Online
2.00 Credits
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures.
Power BI - Use Power Query to Transform Your Data
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Append filesCombine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a tableThis course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
The Aftermath of Government Investigations: Varsity Blues
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Securities Laws and College Admissions ScandalUndercover investigationsProsecutors and Plea AgreementsJustice and ConvictionsCooperation AgreementsCosts of Contesting the ChargeRelevant Conduct and Sentencing
Tales from the Darkside: IRS Enforcement of Cryptocurrency
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Virtual
2.00 Credits
The major topics covered in this class include:Overview of Bitcoin and cryptocurrenciesDefinition of proof of work and proof of stakeTax laws regarding cryptocurrency transactionsDefinition of common money laundering laws involving cryptocurrenciesTools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigationsReal life examples of cryptocurrency used in criminal activities
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?
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Communication Feedback Management Leadership
How Machines Are Coming Alive and Ruling the World
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Virtual
2.00 Credits
The major topics that will be covered in this class include:What is the Internet of Things (IoT)? IoT In ActionIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoTIoT Starter StrategyIoT Case Studies
Power, Influence, and Ethics
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Online
2.00 Credits
The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
Introduction to Single Audit
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Online
2.00 Credits
Uniform Guidance Internal Controls over Compliance Reporting
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures.
Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations
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Online
1.00 Credits
Emotional Intelligence Management Skills Teamwork Customer Relations
OMB Update - Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standar
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Online
2.00 Credits
New and revised definitions Clarification on the use of time periods Emphasis on performance and outcomes Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing New cost principle New prohibitions New procurement preference and refocus on public policy objectives Clarification on sub-recipients with no direct funding Relaxing the rule for NICRA to De Minimis rate usage The flexibility that no “one-size-fits-all” procurement standards
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Contributions Net asset categories Endowments Programmatic Investments
Look Lead Love Learn
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TBD
1.50 Credits
Collaborate and connect with others Innovate Inspire others Build a strong and future-ready culture in your company Conquer complexity with collaboration
Leaders Eat Last - 50 Minute Lesson
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Online
1.00 Credits
Why building trust is essential How trusting relationships makes us more effective Steps to build trust
Tactics to Find Work Life Balance in a Complex World
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Virtual
1.00 Credits
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
Payroll Essentials: Payroll Returns Done Right
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Virtual
2.00 Credits
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
Surgent's Remote Leadership
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Virtual
4.00 Credits
Team connectivity Expectations in communication Accountability and trust Modifying your leadership style Strength in technology