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CPE Catalog & Events

Showing 10362 All Events Results

Advanced ChatGPT for Accountants

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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.

2025 AICPA Regulatory Ethics Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.

More Money: Strategic Ways to Improve Cash Flow

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Virtual

4.00 Credits

The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases

Todd and Julie Chrisley Go to Prison

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Virtual

2.00 Credits

Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing

Side-Hustle CFO

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Virtual

1.00 Credits

The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.

Ethics Case Studies: Remaining Ethical in the Age of Oversharing

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Virtual

2.00 Credits

Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions

Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation

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Virtual

2.00 Credits

Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team

Ethics Based Leadership for Women

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Virtual

2.00 Credits

The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring

Surgent's Successful Communication

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Virtual

4.00 Credits

The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success

Managerial Accounting: Your Prescription for Better Decision

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.

Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities

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Virtual

2.00 Credits

What keeps companies from becoming streamlined?  Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases  Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting  Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle

Surgent's Public Speaking and Presentation Skills

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Virtual

2.00 Credits

How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation

Surgent's Top Business Tax Planning Strategies

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Virtual

2.00 Credits

Use of the budget reconciliation process to enact major tax legislation Whether the Tax Cuts and Jobs Act of 2017 expires after 2025 Elimination of income taxation on tips, Social Security payments, and overtime Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing Section 163(j) — deduction limitation based on EBIT rather than EBITDA Various tariff proposals ranging from 10% to 200% Reinstatement of 100% bonus depreciation Changes in research and development expensing Increased tax-free benefits for commuting, health, and child care

Yellow Book Ethics

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior

AI for CPAs - How it Works and How to Apply it

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Fundamentals of machine learning and AI algorithmsHow generative AI models like ChatGPT functionPractical examples of generative AI in accounting, finance and taxKey terminologies and concepts simplifiedAI Agents for process automation

Ethics: 10 Crucial Qualities of High Character CPAs

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Virtual

2.00 Credits

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

Build Better Budgets: Fundamental Techniques

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting

The Art of Engaging in Difficult Conversations

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Virtual

2.00 Credits

The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid

Google Gemini AI for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips

Long-Term Care Insurance: Make the Switch

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Virtual

1.00 Credits

The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding