CPE Catalog & Events
Microsoft 365 Deployment Best Practices
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
Government Pension Accounting and Financial Reporting 2024
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TBD
4.0 Credits
Member Price: $159
• Accounting and financial reporting for Net Pension Liabilities • Effect of the Measurement Date • New pension standards by Governmental Accounting Standards Board (GASB) • Generally Accepted Accounting Principles (GAAP) for government • Defined Benefit and Defined Contribution Pension Plans • Review and compare data and statistics for CalPERS in 2020 and 2021
How to Review Financial Statements 2024
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TBD
4.0 Credits
Member Price: $159
• Practice reviewing financial statements • Financial statement case studies
Technology Trends Update for CPAs with John Higgins
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
The Complete Guide to the Preparation for Form 1041- 6 hour
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TBD
6.0 Credits
Member Price: $189
How to prepare a Form 1041 Understanding of distributable net income (DNI) Understanding of income in respect of a decedent (IRD) Line-by-line instruction Specific issues regarding a decedent’s estate Specific issues regarding a trust Classification of trust entities Understanding various fiduciary issues Understanding the basics of Subchapter J of the Internal Revenue Code
Ethics: How Successful CPAs Use AI The Right Way
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPTThe role that five powerful principles - the principles of ethical intelligence - play in using AI the right wayShort writing exercises (30 seconds each) that will deepen your understanding of the topicAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence
Audit 205: Auditing Liabilities and Long-Term Debt Risks
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilitiesKey controls related to liabilitiesAuditing long-term debt, including compliance with covenantsDetermining the proper classification of financing arrangementsProper form of noncompliance waiver lettersImpact of noncompliance on disclosures
Making Culture A Competitive Advantage
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TBD
1.0 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Introduction to Forensic Data Analytics
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TBD
2.0 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
2024 Internal Control Best Practices
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TBD
2.0 Credits
Member Price: $79
Internal Controls Frameworks
2024 How to Audit Expenses & Payables
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TBD
2.0 Credits
Member Price: $79
Introduction to Auditing Expenses Assertions Risk Assessment
Better Forecasts: Be a Better Predictor
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TBD
2.0 Credits
Member Price: $79
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Ethics: What a CPA in Public Practice Needs to Know
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TBD
2.0 Credits
Member Price: $89
Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public Practice
Surgent's Tax Research
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TBD
2.0 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's Understanding Non-Compete Agreements
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TBD
2.0 Credits
Member Price: $99
Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements.
Take Command of your Time
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Ethics: What a CPA in Business & Industry Needs to Know
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TBD
2.0 Credits
Member Price: $89
Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
Starting a Fraud Investigation
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Assembling the fraud investigation teamManaging and supervising staffObtaining and managing evidenceBackground checksPublic records searchesDigital data analysisInterviewing techniques
Surgent's Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals