CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Walter Haig's SSARS Prep, Comp and Review Update
-
Online
8.00 Credits
This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Make Difficult People Disappear...Without Going to Jail
-
Online
1.00 Credits
Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. HR Professionals walk a tight rope of being strong, but not aggressive, polite, but not a push over. It is exhausting! In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch.
IRS Case Roadblocks
-
Online
1.00 Credits
You are likely familiar with strategies for removing the Trust Fund Recovery Penalty (TFRP) or brokering an installment agreement with a Revenue Officer or ACS Representative, but what should you do and when? What happens when things break down? Who should you contact and when? This topic will help guide practitioners on getting around certain obstacles or roadblocks while working cases with the IRS. This includes best practices for contesting the TFRP, who to contact and how to prepare when negotiating installment agreements, and steps to elevate cases that are seemingly going nowhere. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Big Picture Mega-Trends, Big Data, and World We Now Face
-
Online
2.00 Credits
It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
The Great Divide - Successful Collaboration Across Generations for HR Professionals
-
Online
1.00 Credits
In this session, participants will delve into the differences and similarities that coexist between the Baby Boomers, Gen X, Millennials, and Gen Z in the workplace. Guided by generational whisperer, Summer Jelinek, this immersive session will equip HR professionals with actionable strategies to foster understanding, drive productivity, and promote a harmonious working environment, irrespective of generational backgrounds.
Maintaining a Harmonious Working Environment
-
Online
1.20 Credits
A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence,such that personal and employer liability is avoided.
Getting Comfortable with Being Uncomfortable
-
Online
2.00 Credits
Organizations must be intentional in cultivating environments where diverse team members can thrive, feel empowered to make recommendations and take chances. Initiatives to help leaders, both men and women, identify unconscious bias will benefit the morale and increase the retention and advancement of diverse leaders. The instructor will use various scenarios and their own lessons learned as a STEM leader as well as a finance leader.
K2's 2023 Tech Update
-
Online
2.00 Credits
What are my best technology choices, and how do I keep up? Even informed accounting professionals will find multiple ideas they can apply daily. This visionary session provides insights, options, and recommendations to help you decide which technologies will affect your business and which will give you a competitive edge. Included in Tech Update are emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting recent technologies, ranging from software applications to hardware devices. You will also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.
Accounting Fraud & Embezzlement: Case Studies from the Trenches
-
Online
2.00 Credits
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving the theft of public money and the circumstances that allowed the fraud to occur. We will be looking at a variety of case studies to illustrate these points.
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
-
Online
2.00 Credits
Ethics is complicated, and conflicts of interest are more complicated. What are the various issues involved with conflicts of interest? What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest and how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA and how to apply them. What should you do when facing a conflict of interest? What is the ‘secret weapon’ to help mitigate conflicts of interest? The key to our profession remaining relevant is to maintain trust. Come and learn more about conflicts of interest and how we all can be even more trustworthy.
Excel - Create KPI Dashboards for Maximum Impact
-
Online
2.00 Credits
Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals with Power View, in order to make your dashboards easily understood. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Auto and Energy-Related Tax Credits
-
Online
2.00 Credits
The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have new and reformed credits to understand and explain to their clients. The IRS has issued extensive guidance regarding these credits in the form of Frequently Asked Questions that elaborate on and explain these new credits. This program covers the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients regarding them.This course qualifies for IRS credit.
Surgent's Excel Budgeting Ideas
-
Online
2.00 Credits
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
Surgent's Social Security: Dispelling Common Myths with Essential Truths
-
Online
2.00 Credits
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. Join Heather Schreiber, RICPr, NSSAr, founder of HLS Retirement Consulting, LLC, and author of Social Security Advisor, as she dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
2024 Mid-Year Individual Tax Update
-
Online
4.00 Credits
This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation so that the practitioner can provide solid planning advice to their clients prior to year-end. This course will provide a comprehensive review of Form 1040 issues for the current tax year. Included will be a thorough review of all Internal Revenue Code changes made by year-to-date. In addition, this course will instruct the participant as to where to expect potential changes to be made by the current administration.
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies
-
Online
4.00 Credits
Unlike technologies we use every day, many currently emerging technologies can change how we work in the future. This session covers an assortment of technologies nearing mainstream adoption and helps you understand what they do, how they work, and some of the potential risks and rewards they offer. Attend this course, and learn the basics of blockchain, cryptocurrencies, big data, artificial intelligence, and machine learn.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
-
Online
4.00 Credits
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.
Business Longevity - Is Your Business Wobbling?
-
Online
4.00 Credits
Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate. Jim will help you be aware and understand the answers to these issues: Can you describe the financial health of your company? Can you also explain what the financial health of your industry is? Do you know your Business Cycle compared to the industry business cycle? Do you have an executable plan? Do you know what the competitive, legal and technological landscape is currently, and for the future? Is your organization aligned and incentivize to be successful? Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)
Prevention & Detection of Fraud In Small Businesses
-
Online
4.00 Credits
As reported in the Association of Certified Fraud Examiners Occupational Fraud 2022: A Report to the Nations, on average, small businesses lose 5% of their revenue due to fraud. Can the average small business owner afford to lose 5% of their revenue due to fraud? I think not. This presentation is designed to illustrate the numerous ways employees commit fraud in small businesses, how to detect it, and most importantly, how to prevent it. Both auditors and small business owners would both benefit from this presentation.
A Practical Guide to Trusts
-
Online
8.00 Credits
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.