CPE Catalog & Events
Webcast: K2's Data Analytics For Accountants And Auditors
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Webcast
4.0 Credits
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
Webcast: Revenue: The Five Steps-ASC Topic 606-10 2024
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Webcast
2.0 Credits
FASB ASC Topic 606, Revenue from Contracts with Customers All recently released updates to FASB ASC Topic 606, Revenue from Contracts with Customers
Webcast: Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Webcast
2.0 Credits
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT - what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
Webcast: Surgent's Mastering Accounting for Income Taxes
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Webcast
4.0 Credits
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
Webcast: Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Webcast
3.0 Credits
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Webcast: Auditing Standards: A Comprehensive Review-Part 1 2024
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Webcast
8.0 Credits
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Webcast: Auditing Standards: A Comprehensive Review 2024
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Webcast
16.0 Credits
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Webcast: Surgent's Lessons Learned from Successful Companies
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Webcast
2.0 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Webcast: Financial Reporting: Presentation-U.S. GAAP vs. IFRS 2024
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Webcast
2.0 Credits
Presentation of financial statements Statement of Cash Flows
Webcast: K2's Implementing Internal Controls In QuickBooks Environments
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Webcast
4.0 Credits
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
Webcast: Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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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: New Manager Series: Balancing Leadership and Likeability 2024
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Webcast
2.0 Credits
Leadership Development Reactive Leadership Tendencies Relationships with Your Team
Webcast: Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
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Webcast
2.0 Credits
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
Webcast: Surgent's Successful Communication
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Webcast
4.0 Credits
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Webcast: Surgent's Predicting Future Financial Issues Facing the Financial Executive
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Webcast
8.0 Credits
CPA becoming attuned to broad based business knowledge, professional skepticism and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency "Fate of the States" - will the location of your business make you less competitive Future of workmen's compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets
Webcast: Designing a Work Program for Your Financial Planning Practice 2024
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Webcast
2.0 Credits
Cash flow management and budgeting Planning for insurance Investing Income tax Education Retirement and estate planning Employee benefits
Webcast: Surgent's Representing a Client in an IRS Audit
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Webcast
3.0 Credits
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS's audit findings The Dirty Dozen: roadmap to IRS audit issues
Webcast: Auditing Standards: A Comprehensive Review-Part 2 2024
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Webcast
8.0 Credits
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Webcast: Personal Financial Planning Strategies: Insurance Issues 2024
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Webcast
2.0 Credits
Overall insurance concerns Regulatory concerns, potential exposures Various risks surrounding the client and how to manage them Different types of products in the marketplace The tax consequences of each type of insurance
Webcast: Surgent's Engagement and Client Retention Best Practices
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Webcast
2.0 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets