CPE Catalog & Events
Documenting Internal Control
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TBD
1.00 Credits
Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control
How-To Guide to Fraud Investigations
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Virtual
2.00 Credits
The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
Surgent's Excel Shortcuts for Accountants
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Virtual
2.00 Credits
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Tax Research II - Tax Staff Essentials
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TBD
4.00 Credits
The elusive nature of tax questions Assessing and applying authority External communications Research methodology for tax planning comprehensive examples
Surgent's Basics of the Valuation of a Closely Held Business
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Virtual
4.00 Credits
When a valuation in a closely held business would be needed Governing bodies, training, and certifications in the profession Standards and premises of value The basic approaches and methodologies used to value a business: income, market, and asset approaches Rules of thumb/industry valuation multiples: usefulness and limitations Discounts for lack of control and marketability The COVID-19 pandemic's impact on business valuation Common mistakes found in the application of business valuation approaches How the accountant can help during and after the valuation process
Obtaining an Understanding of Internal Control
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TBD
1.00 Credits
Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming
Auditing Impairment of Long-Lived Assets
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Virtual
2.00 Credits
The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
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TBD
2.00 Credits
The Omniverse and Metaverse for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Brief History of Experience-Sharing TechnologiesOmniverse and Metaverse BasicsThe Enterprise MetaverseLeading Case Studies and Platforms to DateNon-Fungible TokensDigital TwinsImmersive LearningRemote PresenceReality Editors and Product ExperienceVisual InspectionSynthetic MediaImmersive ExperiencesHolodeck TechnologyUniversal Basic RealityMetaverse Starter Strategy for Accountants
What You Can Learn From the Statement of Cash Flows
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Virtual
2.00 Credits
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
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Online
2.00 Credits
Improve your writing and presenting skills by using a checklist Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence Clear the slide deck to make your presentation more engaging Use your non-verbal skills to present powerfully Know how to effectively respond when they say "no"
Responsibility to the Public by the CPA
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Virtual
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Responsibility to the Public and Due CareCase study: Health SouthReturning client recordsConfidential informationWhistleblowing provisions
Excel - Feature Review in 100 minutes
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Risk Management Techniques and Tools
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TBD
2.00 Credits
Enterprise risk management protects and enhances stakeholder value ERM can be used by businesses of all sizes SWAT analysis and PESTLE analysis to analyze risks Tools and techniques in risk awareness and management Value stream perspective for enterprise risk management ISO 31000-2018 principles COSO ERM framework
Shorten Month-End: Closing Best Practices
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Virtual
4.00 Credits
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
Talk This Way - Communication Skills for the CPA
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Virtual
2.00 Credits
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
Steps to Stop External Fraud
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Virtual
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
The Ethic of Recruitment and Selection
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Virtual
2.00 Credits
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
How culture affects risks
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TBD
1.00 Credits
Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing
Start a Forensic Accounting Practice with Confidence
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Virtual
4.00 Credits
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice