CPE Catalog & Events
Webcast: Mergers & Acquisitions Part 1: The Accountant's Role 25-26
-
Webcast
4.0 Credits
The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow Working capital adjustments and balance sheet due diligence The impact of contemplated pricing, earn-outs and holdbacks The deal timeline and flow of information Understanding the terms and structure that fit the buyer and seller objectives Tax and financial accounting treatment of select issues
Webcast: Surgent's Understanding How the IRS Rewards Whistleblowers
-
Webcast
2.0 Credits
Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims
Webcast: Surgent's Managing up the Ladder
-
Webcast
2.0 Credits
Influence, persuasion, and power Navigating without position power
Webcast: Surgent's Tax Research - Intermediate Concepts
-
Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Webcast: Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
-
Webcast
4.0 Credits
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Webcast: The Radar Phenomenon
-
Webcast
1.0 Credits
Internal Controls Fraud Prevention Fraud Investigation
Webcast: SAS 145: Modern Risk-Based Auditing
-
Webcast
2.0 Credits
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
Webcast: Surgent's Getting Ahead: The Art of Marketing for CPAs
-
Webcast
2.0 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Webcast: Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
-
Webcast
8.0 Credits
Taking a strategic perspective relative to risk management and crisis management Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction Managing the debt and equity mix for your organization in a rapidly changing economic landscape Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning Evaluating retirement programs with Social Security funding for your employees Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations The economic way ahead for the CFO/Controller
Webcast: Lease Implementation for Private Entities 25-26
-
Webcast
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations Analysis of internal control and fraud risk aspects Identification of high-risk areas of lease accounting and reporting Suggested audit and review procedures for identified risks
Webcast: Mergers & Acquisitions Part 2: Financial Accounting 25-26
-
Webcast
4.0 Credits
Identifying the acquirer and the acquisition date Recognition and measurement issues on the acquisition date Intangible assets Deferred income taxes Stock options
Webcast: Surgent's Guide to the AICPA Quality Management Standards
-
Webcast
2.0 Credits
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
Webcast: Forgotten Managerial Accounting Tools
-
Webcast
2.0 Credits
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
Webcast: The Controllership Series - Financial Statement Preparation
-
Webcast
2.6 Credits
Accounting Finance Financial Statement Preparation
Webcast: Surgent's A Guide to Nonqualified Deferred Compensation
-
Webcast
2.0 Credits
The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies
Webcast: Surgent's Going Out on Your Own: Entity Types and Accounting Methods
-
Webcast
2.0 Credits
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Webcast: Surgent's Managing Millennials
-
Webcast
2.0 Credits
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
Webcast: Surgent's Current Issues in Accounting and Auditing: An Annual Update
-
Webcast
4.0 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Webcast: Introverts Have Real Power, Why Quiet Leaders are So Successful
-
Webcast
2.0 Credits
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
Webcast: Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
-
Webcast
2.0 Credits
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered