CPE Catalog & Events
Surgent's Managing Millennials
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Online
2.00 Credits
Member Price: $99
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Critical "Soft" Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $129
Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be! Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Intermediate
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
Member Price: $129
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals. Delivery Method: Individual webcastCPE Credit: Business management & organization, Personal developmentProgram Level: Update
Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Member Price: $129
This course is designed to equip CPAs, EAs, attorneys, and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options, and align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) and discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Basic
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can
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Online
3.00 Credits
Member Price: $129
In this course, we will discuss what derailer habits keep you from achieving your fullest potential and deserving place. Delivery Method: Individual webcastCPE Credit: Personal developmentProgram Level: Basic
K2's Implementing Internal Controls In Quickbooks Environments
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Online
4.00 Credits
Member Price: $129
The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications used by small businesses. Yet, many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for improving internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Participate in this program to understand how you can create a robust system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions. In this session, you will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments using features found in the application. In addition, you will learn about additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks. In sum, while many believe that QuickBooks-based organizations will forever face weak internal control structures, by participating in this session, you will learn how QuickBooks-based businesses can benefit from strong internal controls. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Intermediate
K2's Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $129
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Intermediate
K2's Excel Tips, Tricks, and Techniques for Accountants
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Online
8.00 Credits
Member Price: $225
Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program. Delivery Method: Individual webcastCPE Credit: Accounting, Computer software & applicationsProgram Level: Intermediate
S Corporation (Form 1120S) - Formation to Liquidation
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Online
8.00 Credits
Member Price: $300
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Intermediate
How Recent Auditing Standards Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.40 Credits
Member Price: $59
Cloud computing has become a source of cyber-crime. “Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather and preserve evidence in a way that is suitable for presentation in a court of law.” Cloud forensics is a combination of the varied types of accounting forensics including: • Digital forensics • Network forensics. • Hardware forensics In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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Online
1.40 Credits
Member Price: $39
Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract and prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types and variations of obligations and as such, management will be required to utilize significant judgment when applying this step. However, it is important that the judgment be supported by considerations of the proper factors. The course further evaluates areas that impact performance obligations. We utilize multiple examples from various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations and allocating the transaction price appropriately. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
2025 Single Audit Update
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Online
2.00 Credits
Member Price: $89
This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Auditing (governmental)Program Level: UpdateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
The Current and Future Landscape of Audit Technology
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Online
2.00 Credits
Member Price: $79
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: Overview
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $129
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts & now required for tax form reporting, as well an overview of K-2 and K-3 reporting requirements and effective dates. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Intermediate
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Online
4.00 Credits
Member Price: $129
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships. Delivery Method: Individual webcastCPE Credit: Business management & organization, Personal developmentProgram Level: Update
Individual Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Member Price: $39
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent. Delivery Method: Individual webcastCPE Credit: Personnel / human resourcesProgram Level: Basic
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $79
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate