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CPE Catalog & Events

All Events 10364 Centennial Events 0 Conferences 3 GWSCPA Originals 10 On Demand 534 Section Meetings 5 Webinars 9819

Showing 10364 All Events Results

Synchronize Your Files to the Cloud with SharePoint -Updated

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Virtual

2.00 Credits

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims

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Online

1.00 Credits

Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.

Fraud & Embezzlement: Case Studies from the Trenches

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Virtual

2.00 Credits

The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.

The Bookkeeper Goes to Prison

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Virtual

2.00 Credits

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers

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Online

1.00 Credits

Persuasion Executive Buy-In Communication Leadership

Mastering Charitable Remainder Trusts and Form 5227Compliance

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Online

2.00 Credits

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

Analyzing Financial Statements

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances

Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203

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Virtual

2.00 Credits

Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing

Ethics: Avoiding the Slippery Slope of Ethical Pressures

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Virtual

4.00 Credits

Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies

Preparation, Compilation, and Review Engagements: Update and Review

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Virtual

4.00 Credits

Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects

Current Cybersecurity Risk Management Trends

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats

Surgent's Mastering the Basics of Inventory Accounting

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Virtual

4.00 Credits

Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)

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Online

1.00 Credits

Forensic Accounting Accounting Finance Auditing

The Controllership Series - The Controller's Role in Pro Forma Financial Statements

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Online

1.00 Credits

Accounting Finance

Accounting for digital assets under US GAAP: Specialized accounting, fair value, and stablecoins

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Virtual

1.50 Credits

Guidance on how to account for digital assets Fair value of digital assets under FASB ASC 820 Accounting for stablecoins Specialized industry practice for digital asset accounting

Recruit. Retain. Engage. Mastering LinkedIn for HR Success

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Virtual

2.00 Credits

The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.

Surgent's Successfully Completing an Estate Tax Return -- Form 706

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Virtual

2.00 Credits

Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues

Surgent's International Tax Challenges and Opportunities for U.S. Filers

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Virtual

3.00 Credits

Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements

Create Measures in Power BI that Define Your Metrics

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

Compilation, Preparation and Review Basics and Peer Reviews

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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.