CPE Catalog & Events
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
Webcast: Persuasive Writing 2024
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Webcast
2.0 Credits
Persuasive writing Business writing Practice development Marketing
Webcast: Family Law Cash Flow and Business Valuation 2024
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Webcast
4.0 Credits
Family Law Cash Flow Business Valuations
Webcast: Surgent's Guide and Update to Compilations, Reviews and Preparations
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Webcast
4.0 Credits
SSARS No. 21, Clarification and Recodification and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation and review engagements
Webcast: Surgent's Business Writing: Professional & Effective Emails
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Webcast
2.0 Credits
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it's not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable and outcome-focused emails
Webcast: Providing Tax Advice: Professional Standards 2024
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Webcast
2.0 Credits
Overview of the various types of advice tax professionals provide clients The preparer penalties The duty to advise clients with regard to potential taxpayer penalties The primary AICPA rules with regard to advising and communicating tax advice Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
Webcast: Tax Research Skills Part 1 2024
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Webcast
4.0 Credits
Primary and secondary sources of authority Research methodologies Online tax research sources Evaluating and communicating tax research results
Webcast: Time's Up! Pivoting Your Firm to a Subscription Based Model 2024
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Webcast
2.0 Credits
The three types of adoption approaches to creating a subscriber base Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value Ten best practices to reduce churn (i.e., losing subscribers) Essential growth strategies to deploy
Webcast: Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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Webcast
4.0 Credits
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Webcast: K2's CPA Firm Update
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Webcast
2.0 Credits
Trends in the profession, including supplier changes Software products by service lines Innovation and automation tools Specific technology stacks to improve productivity and profitability
Webcast: Tax Research Skills Part 2 2024
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Webcast
4.0 Credits
Primary and secondary sources of authority Research methodologies Online tax research sources Evaluating and communicating tax research results