CPE Catalog & Events
Case Study Ethics for Today's Accountant
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:How to apply ethical guidance to scenarios accounting professionals may encounter in public practiceBest ethical standards to integrateAnalyze and apply the AICPA Code of Professional Conduct
Inventory, Expense and Payroll Fraud
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Online
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
Driving Performance with Metrics
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Online
2.00 Credits
Member Price: $79
Performance Metrics Budgets
Pricing for Profitability How Accounting Can Save the Bottom Line
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Online
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
The Next Step Series: Avoiding Ulcers in the "New Abnormal World"
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Online
1.00 Credits
Member Price: $71
Attendees will examine how change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture. Then, we will review tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future. Finally, we will strategize how to break negative communication and conflict patterns that can damage high-performing teams. The overall goal is an adaptable, resilient workforce that is comfortable with continuous change, and a personal style of behavioral flexibility. Specific case studies are shared that reinforce the learning objectives.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Cases in Corporate Ethics: Discuss Real Life Conflicts
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Online
4.00 Credits
Member Price: $149
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online
8.00 Credits
Member Price: $299
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation
Yellow Book: Staying Compliant with Government Auditing Standards
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Online
8.00 Credits
Member Price: $332
Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements Fieldwork standards for performance audits Reporting standards for performance audits
Yellow Book: Staying Compliant with Government Auditing Standards
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Online
8.00 Credits
Member Price: $332
Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements Fieldwork standards for performance audits Reporting standards for performance audits
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
Emotions Relationships
The Top 5 HR Tools To Help You Do The Best Job Possible
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Online
1.00 Credits
Member Price: $39
Provide an overview of Human Resources Solutions in the market Understand how to integrate tools if one platform is insufficient Consideration of team member experience in using HR tools
Organizational Effectiveness and Communication
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Online
1.00 Credits
Member Price: $39
Communication
Partnership Tax Updates
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Online
2.00 Credits
Member Price: $79
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Surgent's Guide to Partner Capital Account Reporting
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Online
2.00 Credits
Member Price: $99
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations
Surgent's Lessons Learned from Successful Companies
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Online
2.00 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Staff Retention Attract and Keep the Best People
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Online
3.00 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous
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Online
2.50 Credits
Member Price: $89
Character Definition Critical Character Attributes Character Self-Awareness Additional Character Identification Techniques Trust Definitions Waves of Trust Four Cores of Trust Toxic Trust and Antibiotics