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CPE Catalog & Events

Showing 11694 Webcasts Results

Grading Your Auditors - Are You Getting the Most Value?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Critical "Soft" Skills for CFOs and Controllers

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Online

4.00 Credits

Member Price: $159

Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change

Data & Predictive Analytics & Business Intelligence for Controllers/CFOs

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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.

Partnership Essentials: Review & Update

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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

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

Donating Cryptocurrency and Avoiding Traps for the Unwary

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.

Ethics - Keeping the Good from Breaking Bad

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Online

1.00 Credits

Member Price: $59

Ethical business behavior Ethical business decisions

The Controllership Series - The Future Role of the Controller Part 1

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Online

1.50 Credits

Member Price: $79

Accounting and Finance

Inventory, Expense and Payroll Fraud

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Online

2.00 Credits

Member Price: $109

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

Microsoft Excel: Moving Beyond the Basics

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Online

2.00 Credits

Member Price: $109

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis

Top Employment Tools to Protect Your Business and Recommend to Business Clients

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Online

1.00 Credits

Member Price: $59

arbitration agreements confidentiality agreements  restrictive covenants  training  severance agreements 

Introduction to Governmental Accounting

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Online

2.00 Credits

Member Price: $109

Governmental financial reporting Auditing Yellowbook

AI Lessons Learned for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.Managing Exponential Change: Understanding the urgency of adapting to AI’s rapid evolution.Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting.

The Controllership Series - The Future Role of the Controller Part 2

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Online

1.50 Credits

Member Price: $79

Accounting and Finance

Tactics to Find Work Life Balance in a Complex World

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Online

1.00 Credits

Member Price: $55

The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list

Surgent's Ethics for the Industry Accountant

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Online

4.00 Credits

Member Price: $179

What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points

Surgent's Simply Auditing Not-for-Profits Efficiently

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Online

4.00 Credits

Member Price: $159

How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc. Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.)

Enterprise-Wide Risk Management in Accounting and Finance

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.

Real Estate Taxation 25-26

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Online

8.00 Credits

Member Price: $329

California property taxation updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate

Forensic Accounting: Fraud Investigations

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Online

8.00 Credits

Member Price: $349

Evidence in the investigative process Tools used in forensic investigations Conducting interviews Forensic accounting reports Expert witness testimony