CPE Course Catalog
 

Your Selections:

  • 2 Credits
    Online

    Google Location Intelligence Tools for Accountants

    Location: Online
    Member Price: $79.00

    This course provides a concise overview of Google's suite of location intelligence tools. These applications can be used by accountants to prepare geographic visualizations, create collaborative maps, derive insights from geospatial data, analyze spatial relationships, and make better business...

  • 3 Credits
    Online

    Insurance Agency Accounting for Dummies and Geniuses

    Location: Online
    Member Price: $99.00

    This Course defines the most commonly used terminology related to accounting issues. It explains that primary setup decisions that an agency/brokerage management team must make in creating or revamping its reporting systems. It also discusses options in aggregating necessary financial...

  • 4 Credits
    Online

    Power BI - Use PBI Desktop to Create Reports and Dashboards

    Location: Online
    Member Price: $139.00

    * This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface,...

  • 8 Credits
    Online

    The Best Individual Income Tax Update Course by Surgent (BITU)

    Location: Online
    Member Price: $259.00

    This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date...

  • 4 Credits
    Online

    The Successful Family Business

    Location: Online
    Member Price: $129.00

    This course takes a candid look inside the family business. Understanding the dynamics of family interaction will be one of the most important skills in helping a family business succeed. This course will help the participant navigate delicate issues and learn to provide counsel that will grow...

  • 2 Credits
    Online

    Small Business Accounting

    Location: Online
    Member Price: $79.00

    Small business accounting choices have been limited in the past, particularly where inventory and job-costing needs were strong. Many products and services have been introduced with these needed features including Zoho, Dynamics 365, AccountingSuite, Accounting Power, in addition to more...

  • 2 Credits
    Online

    Surgent's Controllership Skills Update: M&A and Alliances (CON4)

    Location: Online
    Member Price: $89.00

    Mergers/acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm, with the acquirer, and provide a...

  • 2 Credits
    Online

    Surgent's Excel Budgeting Ideas (EXBI)

    Location: Online
    Member Price: $89.00

    Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick...

  • 1 Credits
    Online

    Target Date Funds: America's #1 Retirement Investment

    Location: Online

    Since the introduction of the modern mutual fund in 1924, no other investment product has been as important to investors as the target date fund (TDF).  Paul explains how TDFs work, 10 reasons TDFs are likely to make investors more money, 6 reasons many TDFs make investors less than they...

  • 2 Credits
    Online

    Ethics: What a CPA in Public Practice Needs to Know

    Location: Online
    Member Price: $79.00

    Accountants in public practice face ethical conflicts almost daily. This workshop (re-)introduces the revised AICPA Code of Professional Conduct and walks through the eleven rules of conduct applicable to accountants in public practice, emphasizing the management of objectivity and competence....

  • 4 Credits
    Online

    Managing the Accounting Department

    Location: Online
    Member Price: $129.00

    Welcome to a management course that helps CFOs and Controllers lead the Accounting Department. It is essential that the Accounting Department have a Vision which is aligned with the Business goals. Controllers must also be comfortable with wearing multiple 'hats' in the business. The...

  • 2 Credits
    Online

    The CPA Firm of NOW!

    Location: Online
    Member Price: $79.00

    Forget the “CPA Firm of the Future,” it’s the “CPA Firm of NOW” that is of immediate concern! And given that, what technologies should the CPA Firm of NOW embrace to address issues such as improving client satisfaction, attracting and retaining staff, and...

  • 4 Credits
    Online

    The Value of Conflict

    Location: Online
    Member Price: $129.00

    Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful...

  • 2 Credits
    Online

    Real Estate Professionals, Passive Activity and Section 199A

    Location: Online
    Member Price: $79.00

    When do they exist and how to report them? This program will provide a detailed analysis of the real estate passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity...

  • 4 Credits
    Online

    Mergers & Acquisitions: Tricks, Traps, & Terrors

    Location: Online
    Member Price: $129.00

    Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the...

  • 2 Credits
    Online

    Excel Data Models, Combinations, & Consolidations

    Location: Online
    Member Price: $79.00

    Combining and linking data from multiple tables, sheets, and workbooks is a daily need for most accountants, yet many do not fully appreciate the breadth of Excel options available for accomplishing this task. In this session, you will learn about the full range of Excel data consolidation...