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CPE Catalog & Events

Showing 14197 All Events Results

Private Company Simplified GAAP Alternatives

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Online

2.00 Credits

Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options

Shortcuts that Excel Users Love

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Virtual

2.00 Credits

The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Auditing For Fraud

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Online

2.00 Credits

Auditing Fraud

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

Business Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2024/25 legislation impacting business taxpayersTax depreciation updateGIG workers and Form 1099-KCommercial Clean Vehicle CreditRecent business taxpayer case rulingsFINCEN Beneficial Ownership Information reporting update

Ethics in Communicating & Reporting

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Online

1.00 Credits

Fundamentals of ethical communication 4 must-have communication skills How to improve your ethical communication skills Problems related to unethical behavior in reporting & communication

Revenue Recognition - Allocate the Transaction Price

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Online

1.80 Credits

Revenue Recognition on Contracts with customers

Lessee and Lessor Accounting

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Virtual

2.00 Credits

Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases

Power BI - Bringing It All Together for Data Analysis

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Virtual

2.00 Credits

The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity.Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models.Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models.Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Surgent's Annual Update for Defined Contribution Plans

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Virtual

2.00 Credits

Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study

Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs

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Virtual

2.00 Credits

How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment

Global Internal Audit Standards (GIAS) Domain III - Part 1

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Online

2.50 Credits

Internal Audit GIAS IPPF Standards Accounting Internal Controls

Corporate Transparency Act Developments

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

Leases Accounting under Topic 842 - Answers to FAQ After Implementation

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Online

2.00 Credits

Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications 

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.

Deep Dive into Common Auditing Deficiencies

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Online

4.00 Credits

Auditing Yellowbook GAAS

2024 Revision to Government Auditing Standards Impact

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits

The Ethic of Self-Esteem For Women

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Virtual

2.00 Credits

The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem

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

1040 Tax Prep Automation with AI Tools

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.