CPE Catalog & Events
Accountants, Meet Chatbot: Starting ChatGPT Conversations
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF
Imagining a World Without Non-Competes
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Online
1.00 Credits
Member Price: $39
Federal non-compete law State non-compete law
Audit 202: Applying Audit Risk to the Detailed Audit Plan
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of a risk-based audit processHow the individual elements of the audit risk formula interrelateEmphasis on overall risk, fraud risk, and control riskLinking the assessed risk of material misstatement to the detailed audit planDocumenting risk assessment conclusions and responses
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Online
3.00 Credits
Member Price: $149
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
A Future Ready Innovation Framework
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Online
1.00 Credits
Member Price: $71
Innovation - Why it Matters Now The Three Types of Innovation - a useful Framework Differentiating and Transformational Innovation - Doors 2 & 3 Developing your Innovation System
How AI and Synthetic Media Can Transform Your Communication
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Online
1.00 Credits
Member Price: $39
AI Fundamentals for HR Strategic HR Communication Synthetic Media in Onboarding Dynamic Content Management AI-Enhanced Stakeholder Engagement Innovative Training with AI
Postmortem Decisions that Must be Considered
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Online
1.50 Credits
Member Price: $94
Critical actions that need to be taken when your client passes away Guiding the heirs and fiduciaries of the decedent
Accountants and Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
ChatGPT and Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Long-Term Care Insurance: Make the Switch
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
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Online
1.50 Credits
Member Price: $49
Change management Leadership
IRS Highly Effective Penalty Relief Strategies
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:The basis for penalty reliefDiffering options for penalty reliefEmploying an effective strategy using different forms of penalty reliefAppealing any proposed rejectionsA clever penalty relief strategy for full pay case
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.50 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Business Intelligence (BI) and Business Analytics (BA)
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Online
2.00 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Power BI - Prepare Your Data Efficiently for Excel Analysis
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Online
2.00 Credits
Member Price: $118
Getting data into the correct structure Data sources that you can access Working with multiple tables and data sources Steps to import data for analysis Introduction to Power Query and Get and Transform
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
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Online
4.00 Credits
Member Price: $159
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
How Changes in Business Methods Affects Internal Control
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Online
8.00 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Payroll Essentials: De-mystifying Form W-4
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Form W-4, Employee Withholding Certificate changesUnderstanding what an employer can, and cannot do with regards to Form W-4
Combatting Sexual Harassment in the Workplace
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Online
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture