CPE Catalog & Events
ACPEN: Strategic CFO – Strategic Risk Management
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Online
2.00 Credits
Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization
Surgent's Progressive Discipline and Termination
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Virtual
0.00 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
ACPEN: The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Virtual
4.00 Credits
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's You’ve Got This: An Introduction to Yellow Book and Single Audits
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Virtual
0.00 Credits
What’s included (and excluded) in a Yellow Book audit Key qualification, performance, and reporting standards under the Yellow Book How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting Fundamentals of testing internal controls over compliance and performing compliance testing
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Getting started with GeminiTour of the Gemini app and how to use itVariety of hands-on case study examples for accounting, finance, and taxProtecting your data privacy in Google GeminiAdvanced Gemini features reviewIntegration with Google appsSubscription plan option
Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
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Virtual
0.00 Credits
Communicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study
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
ACPEN: The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
ACPEN: Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
ACPEN: The Essential SSARS Update with Renee Rampulla
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Online
4.00 Credits
Preparation Engagements Compilation Engagements Review Engagements Quality Management Components Common Accounting and Reporting Issues Frequent Peer Review Matters
ACPEN: Prevention & Detection of Fraud in Small Businesses
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Online
5.00 Credits
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
AI & Accounting in Retail
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Virtual
2.00 Credits
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
ACPEN: The Role of Internal Audit in Operational Audits
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Online
2.00 Credits
The important role of operational audits Best practices for designing and performing operational audits Identifying causes of operational issues and risk exposures Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization Delivering clear, transparent, and objective audit reports to convey critical information
Ethics: How to Run Your Business Well
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"
Improve Spreadsheets by Building Controls in Excel
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
ACPEN: IFRS Update
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Online
2.00 Credits
Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as: o Costs charged to PP&E in the "testing&" phase o Calculating onerous contract costs o Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o Classification of liabilities as current o Defining accounting estimates
ACPEN: The Many Faces of Fraud
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Online
2.00 Credits
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition
Accounting for and Auditing Cryptocurrency & Digital Assets
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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
Self-Rental Real Estate: Passive Activity & Section 199A
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
