CPE Catalog

The Mindful-CPA

In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.

Mock CPA Exam - Virtual

For many candidates taking the CPA exam can be one of the biggest obstacles when transitioning into the profession.  Often candidates are not sure if they have studied enough or focused on the relevant areas for each section.  In order to help, Surgent has offered MOCPA student members and CPA exam candidates a means to best prepare and study for the exam. MOCPA is pleased to offer a FREE CPA exam simulation of the exam section of your choice.  Don't miss this unique opportunity to experience the CPA exam and to receive your test results onsite.  Questions are laid out according to the Uniform CPA Examination Blueprints. Click here for the most current version. Surgent CPA Review has offered to assist and guide CPA candidates through a 4-hour session where they will be immersed in an exam taking environment and walk away with insight on areas of focus for when you take the real thing!             The goal is to simulate the environment and format of taking the CPA Exam, using actual m/c questions and simulations.  Students who register will be able to select the exam portion of their choice and receive feedback.  At the conclusion of the Mock Exam, candidates will receive their Exam ReadySCORE along with a diagnostic report showing areas of strength and weakness which are aligned with the CPA Exam Blueprint. Time:  12 p.m. to 4 p.m.  Live simulation will begin at 12 p.m. and conclude at 4 p.m.Advance registration and selection of the exam section of your choice is required.  The email address that you use to register for this event will be used by Surgent to set up simulation.  This will expedite the start of the simulation and provide you proper access.  For any questions, please contact Liz Schaetzel at (314) 392-5834 or lschaetzel@mocpa.org.

Professional Development for Busy Women: The CliffsNotes! 15

There is a plethora of literature out there, but who has time to read it all? Between work and family commitments, most of us can’t stay awake to read for more than a few minutes at night. No worries! We’ve done the hard work for you! Please join us for another edition of Professional Development for Busy Women: The CliffsNotes 15.0. You’ll hear from four speakers, each of whom will deliver a high-level summary of the key points from a professional development book that they personally found to be helpful, inspiring and educational. Now is a good time to invest in improving your skills in leadership, communication, innovation, time management, productivity, and mindset! Speakers & book titles - coming soon!Moderated by Amanda Koehler, CPA CFO, Missouri Society of CPAs    

Ask About QM Series

Quality management (QM) implementation Q&AsThe fast-paced and interactive QM series offers condensed, high-impact Q&As and live participant-driven discussions on focused topics that change each session. You will get practical answers to your specific QM implementation questions to support effective QM implementation within your organization.This series is free for AICPA members.

Advanced Management and Leadership Essentials (Mini Course)

This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

Not-for-Profit Conference - A Virtual Event

Whether you have not-for-profit clients or work within an organization, you will find practical advice, insights and technical guidance at this year's Not-for-Profit Conference. Hear from experts who understand how to deal with the challenges facing nonprofit practitioners and financial executives today. • Determine the latest standards and technical requirements facing not-for-profit organizations• Identify answers to key tax and accounting questions related to not-for-profits• Recognize issues that could affect operations and profitability

Level I - Basic Staff Training

Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

Fraud & Forensic Accounting Conference - A Virtual Event

As those who commit fraud become increasingly sophisticated, it's important to understand the complex nature of the threats you face in today's business environment.  Discover the tools, resources and information you need to protect your clients and organizations at the Fraud & Forensic Accounting Conference.  Engage with expert speakers for best practices, insights and strategies to strengthen your internal controls and anti-fraud programs.

Level IV - Management and Leadership Essentials Training

Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

Mock CPA Exam - Virtual

For many candidates taking the CPA exam can be one of the biggest obstacles when transitioning into the profession.  Often candidates are not sure if they have studied enough or focused on the relevant areas for each section.  In order to help, Surgent has offered MOCPA student members and CPA exam candidates a means to best prepare and study for the exam. MOCPA is pleased to offer a FREE CPA exam simulation of the exam section of your choice.  Don't miss this unique opportunity to experience the CPA exam and to receive your test results onsite.  Questions are laid out according to the Uniform CPA Examination Blueprints. Click here for the most current version. Surgent CPA Review has offered to assist and guide CPA candidates through a 4-hour session where they will be immersed in an exam taking environment and walk away with insight on areas of focus for when you take the real thing!             The goal is to simulate the environment and format of taking the CPA Exam, using actual m/c questions and simulations.  Students who register will be able to select the exam portion of their choice and receive feedback.  At the conclusion of the Mock Exam, candidates will receive their Exam ReadySCORE along with a diagnostic report showing areas of strength and weakness which are aligned with the CPA Exam Blueprint. Time:  12 p.m. to 4 p.m.  Live simulation will begin at 12 p.m. and conclude at 4 p.m.Advance registration and selection of the exam section of your choice is required.  The email address that you use to register for this event will be used by Surgent to set up simulation.  This will expedite the start of the simulation and provide you proper access.  For any questions, please contact Liz Schaetzel at (314) 392-5834 or lschaetzel@mocpa.org.

Level III - Beginning In-Charge Staff Training

Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, and develop your ability to assess risk and materiality. Learn how AI can be used on engagements to enhance efficiency and quality. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

Elder Law Conference - A Virtual Event

The topic of elder law has become relevant and immediate to a rapidly growing number of individuals. An increased number of practitioners are having conversations with clients regarding social security, retirement planning, and more. This conference discusses the important issues relevant to an aging population and prepares you for those often complicated conversations by arming you with the details and information you need.  

Accounting Data Analytics

This course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

AI for Accountants - Practical Applications

This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

The Mindful-CPA

In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.

QM Conversations: Peer Review

Transitioning from quality control (QC) standards to quality management (QM) standards. This webcast will focus on peer reviews, covering the changes from QC to QM standards and how to implement them. Peer reviews are critical to QM compliance, allowing for independent evaluation and improvement of QM systems. You can gain insights on: Preparing for peer review Understanding expectations Responding to feedback The subject matter expert will address common peer review findings and offer strategies for continuously improving QM practices based on the peer review results. You will gain the confidence and resources needed to conduct and respond to peer reviews effectively, reinforcing the firm's commitment to quality.

The Mindful-CPA

In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.

Mock CPA Exam - Virtual

For many candidates taking the CPA exam can be one of the biggest obstacles when transitioning into the profession.  Often candidates are not sure if they have studied enough or focused on the relevant areas for each section.  In order to help, Surgent has offered MOCPA student members and CPA exam candidates a means to best prepare and study for the exam. MOCPA is pleased to offer a FREE CPA exam simulation of the exam section of your choice.  Don't miss this unique opportunity to experience the CPA exam and to receive your test results onsite.  Questions are laid out according to the Uniform CPA Examination Blueprints. Click here for the most current version. Surgent CPA Review has offered to assist and guide CPA candidates through a 4-hour session where they will be immersed in an exam taking environment and walk away with insight on areas of focus for when you take the real thing!             The goal is to simulate the environment and format of taking the CPA Exam, using actual m/c questions and simulations.  Students who register will be able to select the exam portion of their choice and receive feedback.  At the conclusion of the Mock Exam, candidates will receive their Exam ReadySCORE along with a diagnostic report showing areas of strength and weakness which are aligned with the CPA Exam Blueprint. Time:  12 p.m. to 4 p.m.  Live simulation will begin at 12 p.m. and conclude at 4 p.m.Advance registration and selection of the exam section of your choice is required.  The email address that you use to register for this event will be used by Surgent to set up simulation.  This will expedite the start of the simulation and provide you proper access.  For any questions, please contact Liz Schaetzel at (314) 392-5834 or lschaetzel@mocpa.org.

Level IV - Management and Leadership Essentials Training

Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

K2's Multi-State Tech Conference - A Virtual Event