Skip to main content

CPE Catalog & Events

All Events 8422 Centennial Events 0 Conferences 7 GWSCPA Originals 30 On Demand 0 Section Meetings 18 Webinars 8396

Showing 1301-1320 of 8422 Results (Page 66 of 422)

ACPEN Signature 2026: Partnership and LLCs Update

-

Online

8.00 Credits

IRS audits Allocations and Basis Proper reporting Valuation of closely held business interests Impact of the Sirius Solutions Decision

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

-

Virtual

8.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Finding Errors in Excel Spreadsheets

-

Virtual

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.

ACPEN: Consulting Services Secrets

-

Online

1.00 Credits

Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants

ACPEN: Introduction to Forensic Accounting

-

Online

1.80 Credits

Forensic Accounting Accounting Auditing Finance

Bytes, Bias, and Balance: Data Ethics for Savvy Accountants

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas

Partnership/LLC Taxation: Tax Basis Capital Accounts

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting

ACPEN: The Controllership Series - The Controllers Role in Cybersecurity

-

Online

1.00 Credits

Cybersecurity

ChatGPT for Accountants: 50+ Use Cases

-

Virtual

2.00 Credits

Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

-

Virtual

2.00 Credits

Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function

ACPEN: Partnership Checkup: Tax Issues & Forms Reporting

-

Online

4.00 Credits

Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations

CPA to CFO: Essential Competencies for Finance Leaders

-

Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies

Common Financial Statement Disclosures

-

Virtual

2.00 Credits

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

ACPEN: The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs

-

Online

2.00 Credits

AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work

ACPEN: Considerations of Fraud

-

Online

2.00 Credits

AU-C 240 Auditing Yellowbook

Surgent's Forms 7217 and 7203

-

Virtual

2.00 Credits

Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis

Surgent's The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change

-

Virtual

1.00 Credits

Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance

Surgent's Ethical Considerations for the CPA

-

Virtual

0.00 Credits

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples

How Much Are Your Ethics Worth?

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

Public Procurement Basics: Protecting the People's Money

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Guidelines and requirements that will help lead you to public procurement success.Guidance on how governments can meet complicated procurement needs.Best practices to protect public and Federal funds.