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CPE Catalog & Events

All Events 10193 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 10190

Showing 1661-1680 of 10193 Results (Page 84 of 510)

Mastering the Excel Lookup Functions

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Virtual

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

Performing Preparation, Compilation and Review Engagements

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Virtual

2.00 Credits

Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service

Introduction to Ethics & Professional Skepticism

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements. 

Ethics, AI, and Music: What Every CPA Must Know

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Virtual

1.00 Credits

The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.  

ACPEN: Relationship Networking: The Art Of Conversation

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Online

1.00 Credits

Networking Replatinship Management

Google Gemini AI for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips

ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services

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Online

2.00 Credits

Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges

Internal Control - Testing for Operating Effectiveness

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Virtual

2.00 Credits

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Applying AI in A&A: Creating Effective Prompts

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Virtual

1.00 Credits

Leveraging artificial intelligence in A&A Writing effective prompts. How an effective prompt improves results. Examples of effectively written prompts.

Internal Controls Over Compliance vs Compliance

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes

Surgent's Introduction to Charitable Gifting for Individual Taxpayers

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Virtual

2.00 Credits

Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements

Surgent's Guide and Update to Compilations, Reviews, and Preparations

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Virtual

4.00 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 SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements

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

Exercise Your Ethics: Techniques to Improve Ethical Response

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.

Surgent’s Weekly Expert Hour

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Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

ACPEN: Accountant’s Guide to Anti-Money Laundering (AML): People, Patterns and Prosecutions

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Online

1.00 Credits

Prevalence and Impact of Money Laundering When CPAs Launder Money The Connection between Money Laundering and Fraud Accountant's Duty to be Alert to Fraud and Money Laundering Detection of Money Laundering, Part I Banks and Financial Institutions Detection of Money Laundering, Part II Other Organizations (Example: Casinos) Conclusion

ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?

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Online

2.00 Credits

Auditing & Accounting Yellowbook Budget Process

ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies

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Online

2.00 Credits

Overview of Section 25F and legislative intent Eligibility requirements and qualifying contributions Credit calculation and limitations State-by-state conformity and eligibility considerations Interaction with other federal and state tax provisions Compliance, documentation, and reporting considerations Common pitfalls and audit risks

ACPEN: Guide to Deducting Travel, Meals and Entertainment Expenses

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Online

4.00 Credits

Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76

Comprehensive Accounting and Financial Reporting Update

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Virtual

4.00 Credits

The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.