CPE Catalog & Events
Instant Audit? Just Add Risk Assessment
-
Online
1.00 Credits
Member Price: $59
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Performance Management
-
Online
1.00 Credits
Member Price: $59
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
SAS 145: Modern Risk-Based Auditing
-
Online
2.00 Credits
Member Price: $109
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
The Three Million Dollar Ribbon
-
Online
2.00 Credits
Member Price: $109
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
-
Online
3.00 Credits
Member Price: $149
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
-
Online
4.00 Credits
Member Price: $159
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Controls to Secure the Growing Digital Footprint
-
Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Fundamentals of Form 1040 -- Business
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
Partnership Essentials: Review & Update
-
Online
4.00 Credits
Member Price: $159
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
The Controllership Series - The Future Role of the Controller Part 2
-
Online
1.50 Credits
Member Price: $79
Accounting and Finance
Global Internal Audit Standards (GIAS) Domain V - Part 2
-
Online
2.00 Credits
Member Price: $109
Internal audit Standards Institute of Internal Auditors GIAS IPPF
New Client Ethical Challenges: The CPAs Guide
-
Online
2.00 Credits
Member Price: $109
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
ChatGPT: What Every CPA Should Know-Updated
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
Online
3.00 Credits
Member Price: $129
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Using Psychology Secrets to Love your life and Get More Done
-
Online
4.00 Credits
Member Price: $159
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
The Role of Internal Control in the Risk-Based Audit
-
Online
4.00 Credits
Member Price: $159
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Interview Techniques & Detecting Deception
-
Online
2.00 Credits
Member Price: $109
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
ChatGPT and Advanced Financial Analysis for Accountants
-
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
The Controller Function - Elevating the Role
-
Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
The Controller Function - Inventory Part 1
-
Online
1.80 Credits
Member Price: $79
Accounting Finance Operations