CPE Catalog & Events
Hot Topics Accounting Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.40 Credits
Forensic Accounting Accounting Auditing Finance
AI Privacy, Security, and Compliance Masterclass
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction: What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways
Get started with Power BI
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Introduction to Governmental Accounting
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Online
2.00 Credits
Governmental financial reporting Auditing Yellowbook
Exploring the New Lease Accounting Standard
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Virtual
2.00 Credits
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
How to Double Your Firm's Revenue Through CFO and Advisory
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Accounting Finance
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
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Online
2.00 Credits
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Online
2.00 Credits
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Donating Cryptocurrency and Avoiding Traps for the Unwary
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.
Surgent's Coaching Skills for Managers and Supervisors
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Virtual
4.00 Credits
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
2025 Annual Update for Accountants & Auditors
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Virtual
8.00 Credits
The major topics that will be covered in this course include:Technology Hot Topics for Audits.Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
Look Lead Love Learn
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Virtual
1.50 Credits
Collaborate and connect with others Innovate Inspire others Build a strong and future-ready culture in your company Conquer complexity with collaboration
Coaching the Next Generation of CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
How Fraud Can Affect Smaller Organizations
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Virtual
4.00 Credits
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Ethics: IRS Behavioral Insights for Accountants
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Virtual
2.00 Credits
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Taxation of Business Entities
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Online
2.50 Credits
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
