CPE Catalog & Events
Creating a Culture of Trust in a Fraud-filled World
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Online
2.00 Credits
The major topics that will be covered in this course include:Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.Consider the concept of trust and how can you establish real trust within your organization.Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
Audit 207: Sampling - Avoiding Common Mistakes on Audits
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Online
2.00 Credits
The major topics covered in this course include:Types of sampling and sampling riskDifferentiating statistical and nonstatistical sampling approachesAttribute testing for tests of controls and complianceVariables sampling for substantive audit assurance when performing tests of detailsDetermining sample sizes in a compliance audit in conformance with Uniform Guidance
Surgent's Marijuana: A Generalized Business Viewpoint
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Online
2.00 Credits
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
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
ChatGPT and Complex Financial and HR Conversations
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Online
2.00 Credits
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Current Nonprofit Fraud Trends
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Online
4.00 Credits
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Audit 208: Audit Reporting Basics - Report Issuance Process
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Online
2.00 Credits
The major topics covered in this course include:Objective of financial reporting and Inter-relationships of financial statements and disclosuresSpecial purpose framework financial statements and the impact on auditsTypes of audit reports, including reasons for modificationFinancial statement drafting and issuance processPerforming a final quality control check before report release
Ethics: Get Rich, Lose Weight, and Enjoy True Love
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Online
2.00 Credits
We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:Do No HarmMake Things BetterRespect Others (by keeping confidences, telling the truth, and keeping your promises)Be FairCareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life.
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Power BI - Use Power Query to Transform Your Data
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Online
2.00 Credits
Append files Combine multiple files from a folder Add custom columns Unpivot a table Create a lookup table from a table
QuickBooks - Know the Right Version for Your Client
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Online
2.00 Credits
The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better ƒ?" QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at whatƒ?Ts new for 2020 in both Desktop and Online
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Online
2.00 Credits
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
Excel - Feature Review in 100 minutes
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Online
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
Mastering the Excel Lookup Functions
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Online
2.00 Credits
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Section 199A Deduction: Rules & Forms Reporting
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Online
2.00 Credits
The major topics that will be covered in this class include:A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate - "safe harbor" rule and aggregation rulesSelf-rental rule for 199A compared to self-rental rule for passive activitiesDiffering impact on the sole proprietorship, partnerships and S corporationsForms reporting in Form 8995 and Form 8995-A199A flowchart
The Dark Web & Cybersecurity for Tax and Accounting Pros
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Online
2.00 Credits
The major topics covered in this course include:Understanding the Dark WebDifferences between the Deep Web and the Dark WebPotential threats from the Dark WebCase studies of Dark Web exploitation in accountingStrategies for mitigating Dark Web threatsImplementing effective cybersecurity measuresRole of accountants in addressing Dark Web threats
Introduction to the Property & Casualty Insurance Industry
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Online
1.00 Credits
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
Everything There is to Know About Summonsing
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Online
1.00 Credits
The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.