Skip to main content

CPE Catalog & Events

All Events 7655 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7636

Showing 6061-6080 of 7655 Results (Page 304 of 383)

Executive Presence, Personal Brand: Structure Your Narrative

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise 

Compilation, Preparation and Review Basics and Peer Reviews

-

Virtual

2.00 Credits

The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.

Employee Benefit Plan Best Practices

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Current standards and developments affecting employee benefit plan audits Compliance considerations in employee benefit plan engagements Common compliance issues identified in 401(k) plan audits Correction of 401(k) plan compliance issues Participant data Payroll and compensation Contributions and remittances Participant loans Hardship distributions Plan investments Participant distributions Investment income allocations Plan mergers and acquisitions Audit best practices for employee benefit plans

Surgent's Annual Accounting and Auditing Update

-

Virtual

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Surgent's Predicting Future Financial Issues Facing the Financial Executive

-

Virtual

4.00 Credits

CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

Unlock the Power of AI with Copilot in Excel

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot

ACPEN: The Controllership Series - The Controllers Role in Cybersecurity

-

Online

1.00 Credits

Cybersecurity

ACPEN: Performance Management

-

Online

1.00 Credits

Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals

SEC Case Studies: Ethical Dilemmas in Finance and Accounting

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations

Surgent's Capital Assets: Basis and Taxation for Financial Professionals

-

Virtual

2.00 Credits

Capital asset classification and basis determination Realization vs. recognition rules and special scenarios Disallowed losses and related limitations Types of capital gains and losses and their tax treatment Netting capital gains and losses Calculating taxes on ordinary income and capital gains Marginal vs. effective tax rates Tax planning strategies for capital assets

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

-

Virtual

0.00 Credits

Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)

ACPEN: A Practical Guide to Trusts

-

Online

8.00 Credits

Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT

Accounting for and Auditing Cryptocurrency & Digital Assets

-

Virtual

2.00 Credits

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

ACPEN: Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax

-

Online

2.00 Credits

Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040   How ""real estate business"" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the ""grouping"" election for passive activities and the flow-through deduction

CFO Series: Overdelivering Leads to Success

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Why do operational discipline, precision, and intention matter?Eyes up leadership, paying attentionThe rule of 95/5Trusted partner or commodity - your choiceEvery thriving organization is a team sportCulture of collaboration and participationHiring the right people, choose character over resumeManaging time with disciplineZero tolerance for “approximate work,” focus on quality

Technology Trends for CPAs and CFOs: 2026 Update

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsIoT (Internet of Things) and Big DataData analytics and KPI dashboards the new financial reporting modelGenerative AI and Agentic AI in 2026Blockchain technology and smart contractsCryptocurrency 15 market and technology updateCurrent state of the software applications technology

Comprehensive Accounting and Financial Reporting Update

-

Virtual

4.00 Credits

The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.

BUNDLE: CFO Series - April 2027

-

Virtual

8.00 Credits

All times listed are Eastern Time ZoneWeek 1: Overdelivering Leads to Success: Lesson From Great LeadersCPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Anita Layton, MBA, CPA, CMADate: Friday, April 2, 11:00 am Week 2: The AI Advantage: How Gives Fraudsters and Enormous Edge?CPE: 2Field of Study: AuditingDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, April 9, 11:00 am Week 3: Foreign Exchange: FX Accounting, Managing Exposure and Risk?CPE: 2Field of Study: Accounting (1) and Auditing (1)Discussion Leader: Don Minges, MBADate: Friday, April 16, 11:00 am Week 4: Imposter Syndrome: Why High Performers Feel Like a Fraud?CPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Jane Mims, PhD, LPC-MHSP, EMDR-T, PCCDate: Friday, April 23, 11:00 am 

Advanced ChatGPT for Accountants

-

Virtual

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.

Overcoming Tech Adoption Challenges in CPA Firms

-

Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms