CPE Catalog & Events
Webcast: Avoiding Tax Malpractice: Overview 2024
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Webcast
4.0 Credits
Technical definitions of tax malpractice Risk management techniques: quality control procedures and maintaining professional competence Aggressive tax strategies "War stories" dealing with tax-related claims against CPAs Insurance carrier experiences Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections
Webcast: What Every CPA Should Know About Fraud 2024
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Webcast
4.0 Credits
How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
Webcast: Fundamentals of Single Audit 2024
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Webcast
8.0 Credits
Cost Principles Understand and Identify Federal Awards Pass-through entities and sub-recipients Schedule of Expenditures of the Federal Awards Application of Compliance Supplement Compliance requirements Test of Internal Control and Test of Compliance attributes Reporting requirements
Webcast: Internal and External Fraud: Understanding It and Working to Control It 2024
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Webcast
8.0 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Webcast: Financial Reporting: Miscellaneous Topics-U.S. GAAP vs IFRS 2024
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Webcast
2.0 Credits
Foreign currency Borrowing costs Related party disclosures Fair value Business combinations Consolidations Joint arrangements Revenue
Webcast: Surgent's Public Speaking and Presentation Skills
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Webcast
2.0 Credits
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Webcast: How to Respond to Upsetting or Critical Email 2024
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Webcast
1.0 Credits
Business communication Emotional intelligence Human resources Practice management
Webcast: New Manager Series: The How To's of Leading 2024
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Webcast
2.0 Credits
Leadership Development Delegation Feedback Time Management
Webcast: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Webcast
2.0 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Webcast: K2's Collaboration - Portals, Payments, And Signatures
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Webcast
2.0 Credits
Portals as collaboration enablement Learn about payment options you can integrate into your portal Leave with a checklist of features to consider for collaboration
Webcast: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webcast
4.0 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Webcast: Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Webcast
2.0 Credits
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Webcast: Not-For-Profit Organizations: QuickBooks 2024
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Webcast
3.0 Credits
QuickBooks Desktop Chart of Accounts and Setup Routine operations including receiving donations and membership dues along with expenses and reporting Reporting Governance policies and budgeting
Webcast: Peer Review Update 2024
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Webcast
4.0 Credits
AICPA Peer Review Standards Frequent errors Different types of peer review reports Peer Review Process
Webcast: The Top Ten Business Myths 2024
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Webcast
4.0 Credits
Growth for the sake of the growth is the ideology of the cancer cell Effectiveness trumps efficiency Ideas have more value than their mere execution What determines value and how much customers are willing to pay? Is business a zero-sum game?
Webcast: Basic Understanding of Yellow Book and Single Audit 2024
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Webcast
6.0 Credits
Overview of the 2018 Revision Government Auditing Standards Understand the conceptual framework of independence Evaluate non-audit services provided and the threat to independence New ruling on Continuing Professional Education Introduce a new concept referred to as "Waste" Review Engagements under Government Auditing Standards Gain an understanding of the requirements for performing a Uniform Guidance compliance audit Discuss Internal control over financial reporting vs. Internal control over compliance requirements Understand the differences between the auditor's reports issued under Government Auditing Standards
Webcast: Surgent's Excel Tables and Conditional Summing
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Webcast
2.0 Credits
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Webcast: Surgent's Critical Conversations
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Webcast
2.0 Credits
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours; are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Webcast: Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webcast
2.0 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Webcast: Surgent's Preparation and Compilation Engagements Under the SSARS
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Webcast
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback