CPE Course Catalog
 

Your Selections:

  • 4 Credits
    Online

    Succession Planning for Business (and Real Estate, Farm and Ranch) Update - Saving the Goose that Lays the Golden Egg

    Location: Online
    Member Price: $129.00

    This course analyzes why family business succession plans (or the lack thereof) most often fail, identifies the precipitating downfalls and explores remedies to prevent them. A model(s) is presented for effective succession from one generation to the next. Particular emphasis is provided on how...

  • 2 Credits
    Online

    Benford's Law: A Valuable Audit Tool

    Location: Online
    Member Price: $79.00

    Numbers-and especially the digits within those numbers-can conceal a lot of information. Benford's Law is the key to unlocking that information. This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data. Accountants and...

  • 2 Credits
    Online

    Draws By an Owner Employee from a Closely Held Business

    Location: Online
    Member Price: $79.00

    IRS loves to attack payments from closely held businesses to owners, particularly owner employees. The story is as old as the hills, but lately it plays out with some unexpected twists and turns. Lessons learned from recent developments provide meaningful guidance as to how to structure to...

  • 4 Credits
    Online

    Excel PivotTables - Part II

    Location: Online
    Member Price: $129.00

    If you are already using PivotTables and are looking to make your reports and analyses even more powerful, then this is the program for you! In this session, you will build upon your existing knowledge of basic PivotTables to make Excel's best feature even more powerful. More specifically, you...

  • 3 Credits
    Online

    Fraud In Construction Contracting and Procurement

    Location: Online
    Member Price: $99.00

    This course will focus on the most common types of fraud in the construction procurement and contracting arena. The course will examine fraud vulnerabilities in the four key phases of the construction procurement process:  Presolicitation,  Negotiation,  Performance, and  Closeout and...

  • 2 Credits
    Online

    Creative Strategies for Buying, Selling, or Gifting a Business

    Location: Online
    Member Price: $79.00

    The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. This, in turn, has created a need to make changes in a client's planning needs. In addition to traditional issues faced by a business owner regarding the operation of his or her business, business...

  • 4 Credits
    Online

    Getting Ahead: The Art of Marketing for CPAs

    Location: Online
    Member Price: $129.00

    To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun...

  • 2 Credits
    Online

    Microsoft Word Tips & Tricks

    Location: Online
    Member Price: $79.00

    Like most Microsoft Word users, you can get through the basics of creating a document and applying some formatting characteristics. But, do you use Word Styles or Quick Parts? Do you know how to generate a Table of Contents automatically from a document? Can you insert Excel-like formulas into...

  • 4 Credits
    Online

    Achieving Balance in Work and Life Part 1

    Location: Online
    Member Price: $129.00

    Due to the constant stress of a fast paced life, overwork, and family demands, it's easy to feel one's life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities and goals, overcoming stress, and deciding what's most important to...

  • 8 Credits
    Online

    Annual Update for Accountants and Auditors

    Location: Online
    Member Price: $279.00

    Take a deeper dive into the fast-paced changes in accounting and auditing. Earn 8 CPE credits while we discuss relevant pronouncements, exposure drafts and other guidance recently issued in the accounting, auditing, review, compilation and preparation engagement arenas. We've sorted through...

  • 2.5 Credits
    Online

    How To Give Action Oriented Feedback

    Location: Online
    Member Price: $89.00

    Performance management's impact on an organization can be directly felt in the bottom line. Companies with high turnover and poor employee retention rates experience lower employee morale and increased expenses in recruiting and training. Understanding the strengths and development needs of...

  • 2 Credits
    Online

    Improve Your Profit: Identify Cost Cutting Opportunities

    Location: Online
    Member Price: $79.00

    Could your company survive the next business downturn without a reduction in force? Discover ways to make your company more efficient and profitable so you are ready! This fast-paced session will teach you how to use performance and process improvement techniques to identify and implement cost...

  • 2 Credits
    Online

    OneNote - Mastering Organization of Your Notes & Correspondence

    Location: Online
    Member Price: $79.00

    OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more....

  • 1 Credits
    Online

    SECURE Act and Other 2019 Tax Legislation

    Location: Online
    Member Price: $39.00

    The SECURE act makes the most significant changes to retirement plans since 2006. This webinar covers the key issues of the new SECURE Act, updates to the Extenders Act and Disaster Relief Act, and changes to the Affordable Care Act. This event may be a rebroadcast of a live event and the...

  • 8 Credits
    Online

    Surgent's Annual Accounting and Auditing Update (ACAU)

    Location: Online
    Member Price: $259.00

    Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing a status update on Topic 606 implementation,...

  • 4 Credits
    Online

    Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)

    Location: Online
    Member Price: $139.00

    Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren't talking with the people who are...