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CPE Catalog & Events

Showing 12874 Webcasts Results

Benford's Law and Other Digital Analysis Techniques

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Online

1.80 Credits

Member Price: $109

Benford’s Law Digital Analysis Data analytics

CFO Series: Beyond the Boardroom Best Governance Practices

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Accountability in the workplace.Leadership, governance and ESG (Environmental, Social and Governance).The role of the Board in governance.Setting ethical standards.The keys to true governance best practices.Practical applications in smaller organizations.

Critical Thinking Skills: Prevent Mistakes Now

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Online

2.00 Credits

Member Price: $109

Critical Thinking Communication

How Fraud Can Affect Smaller Organizations 25-26

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Online

4.00 Credits

Member Price: $175

The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses

Optimize Your Staff's Performance

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Online

4.00 Credits

Member Price: $159

The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment

Master the Art of CPA Communication: Boost Your Influence!

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication

S Corporation Essentials: Review & Update

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Online

4.00 Credits

Member Price: $159

Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions

Money Laundering Awareness for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

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Online

2.00 Credits

Member Price: $109

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Advanced Cost Accounting: Eliminate Calculation Distortions

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Online

2.00 Credits

Member Price: $109

Cost Accounting

Ethics - A Line in the Sand; Implications for Daily Business

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Online

4.20 Credits

Member Price: $159

Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years

Complete Guide to Analyze Data with Excel PivotTables

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

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Online

1.00 Credits

Member Price: $59

Forensic Accounting Accounting Auditing Finance

AI Revolution: The Big Picture for CPAs

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment

Navigating Tax Court for Non-Lawyers 25-26

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Online

2.00 Credits

Member Price: $99

Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help

Surgent's Home Office Rules

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Online

2.00 Credits

Member Price: $99

Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home

Surgent's The Accountant as the Expert Witness

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Online

2.00 Credits

Member Price: $99

Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness

COSO's Internal Control Framework Essentials

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Online

3.50 Credits

Member Price: $175

Components and principles of internal control Concepts associated with the COSO framework Management responsibilities versus auditor responsibilities Common significant accounting processes Tools and techniques used for internal control documentation

Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges

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Online

4.00 Credits

Member Price: $159

How does the IRC define an installment sale under Section 453? When can a taxpayer utilize the provisions of IRC Section 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method How to report an installment sale when related parties are involved How to calculate an installment sale How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method What is a like-kind exchange as defined by IRC Section 1031 When can a taxpayer utilize the provisions of IRC Section 1031 What types of real property are eligible for like-kind exchange treatment and what types are not What is “boot” and how does it impact the like-kind exchange deferral How to calculate a like-kind exchange including any taxable portion How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges

Surgent's Accountability and Action

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Online

4.00 Credits

Member Price: $159

Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well