CPE Catalog & Events
Webcast: Executive Presentation Presence: Speak Up, Move Up 2024
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Webcast
2.0 Credits
Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
Webcast: Surgent's Contract Law for Accounting and Finance Professionals
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Webcast
2.0 Credits
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Webcast: Surgent's Controllership Skills Update - Budgeting, Forecasting and Big Data
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Webcast
2.0 Credits
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Webcast: Surgent's Excel: Mastering PivotTables
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Webcast
2.0 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Webcast: Surgent's Implementing Subscription Pricing to Your Practice
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Webcast
2.0 Credits
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Webcast: Financial Statement Analysis for Managers 2024
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Webcast
4.0 Credits
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Webcast: Fundamentals of Outbound US Rules of International Taxation 2024
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Webcast
4.0 Credits
The US Taxing Jurisdiction Sourcing Rules Foreign Tax Credits Subpart F Global-Intangible Low-Taxed Income Passive Foreign Investment Companies IC-DISCs
Webcast: Advanced Personal Financial Planning Update 2024
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Webcast
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including reverse mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases and rulings Estate and trust planning strategies
Webcast: World Class Cost Accounting: A Practical Application 2024
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Webcast
8.0 Credits
Tracing direct costs to products Substantially reduce MFG overhead Embed ABC in MFG cost systems
Webcast: Surgent's Use the Data Model to Build More Powerful PivotTables
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Webcast
2.0 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Webcast: International Taxation 2024
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Webcast
2.0 Credits
Income tax treaties Residence tests Effectively connected income FDAP and FIRPTA withholding Avoiding transfer taxation of foreign investors Pre-immigration tax planning
Webcast: K2's Backups Done Right
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Webcast
2.0 Credits
List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits
Webcast: Forensic Accounting 2024
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Webcast
4.0 Credits
Forensic Accounting Family Law Business Valuations Economic Damages Fraud Financial Investigations
Webcast: How to Manage Your CPA Practice 2024
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Webcast
4.0 Credits
Client management Employee management Pricing models Partner management
Webcast: Surgent's Management Fundamentals
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Webcast
4.0 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Webcast: The Power of "Why" 2024
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Webcast
3.0 Credits
The importance of "Why" Linking cause and effect Keeping Freddy P. Softy away from your door The 5-15 Report The Doorway to Creativity Why Leadership and Personal Growth Three cases
Webcast: Fundamentals of Inbound US Rules of International Taxation 2024
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Webcast
4.0 Credits
Withholding on dividends, interest, rents, royalties and compensation Withholding rules on foreign investment in US Real Estate 163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation Foreign Persons with a US Trade or Business Taking advantage of tax treaties Tax-Advantaged Transfer Pricing IRS Audit Tools for Foreign-Owned Corporations
Webcast: K2's Technology For CPAs - Don't Get Left Behind
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Webcast
8.0 Credits
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Webcast: Surgent's The Accountant as the Expert Witness
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Webcast
2.0 Credits
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation and professional liability cases Credibility as a witness
Webcast: S Corporations: Distributions, Stock Basis and Loss Limitations 2024
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Webcast
2.0 Credits
Details of the stock basis adjustments when an S election is effective Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income Definition of "accumulated adjustment account" (AAA) Special rule when there is a "net negative adjustment" The rule limiting losses to stock and shareholder loans to the corporation The tax complications related to using shareholder loans to the corporation to deduct losses The basis adjustment ordering rules when there are losses and distributions in the same taxable year Tax planning opportunities and strategies