CPE & Event Catalog
Leading Up: The Superpower Every Ascending Leader Needs WEBCAST
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Your Desk
2.0 Credits
The consequences of upward leadership failure. Building credibility with your boss. Serving multiple bosses. Making the business case for your ideas.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions WEBCAST
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Your Desk
2.0 Credits
Leadership foundations. Leading downward. Leading upward. Practical leadership tools.
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
Audit risk. Material misstatement. Error vs. fraud. Risk assessment. Audit documentation. Audit procedures. Auditing standards.
Surgent's Federal Tax Update WEBCAST
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Your Desk
4.0 Credits
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act. Comprehensive coverage of business provisions of the One Big Beautiful Bill Act. Qualified Small Business Stock Exclusion. The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities. Timely coverage of breaking tax legislation. Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.
Taxation of Non-fungible Tokens WEBCAST
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Your Desk
2.0 Credits
NFT basics. Classification of NFTs. Current Legislative and Policy Environment. Tax implications of creation, sales and exchanges of NFTs.
Revenue Recognition - Recognize Revenue WEBCAST
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Your Desk
1.0 Credits
Revenue recognition. Accounting.
Metrics Management – Linking Strategy to Performance WEBCAST
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Your Desk
2.0 Credits
Why strategy succeeds or fails based on measurement. The relationship between mission, strategy, and metrics. Financial versus non-financial performance measures. Common measurement pitfalls and micromanagement risk. Balanced Scorecard perspectives and strategy maps. Linking critical success factors to KPIs. Ownership and accountability for metrics. Using metrics to drive organizational focus.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
Partnership Preparation, Basis Calculations and Distributions – Form 1065 Schedule K and K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return and flow-thru to the partner/members on Schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/members outside basis. Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Calculating the tax and Section 704(b) book capital accounts. Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets". Overview of the Section 754 election for optional basis adjustments triggering Section 743 and Section 734.
Sarbanes-Oxley Overview WEBCAST
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Your Desk
1.6 Credits
Sarbanes-Oxley compliance.
Introduction to Review Engagements WEBCAST
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Your Desk
2.0 Credits
Purpose and scope of review engagements under SSARS, AR-C Section 90. Basic performance requirements, including inquiries and analytical procedures. Establishing an understanding with the client. Fundamental documentation requirements. Management’s responsibilities vs. the accountant’s responsibilities. Overview of the management representation letter. Introduction to going-concern considerations. Key elements of the review report.
Tactical Data Management – Turning Data into Actionable Information WEBCAST
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Your Desk
2.0 Credits
The difference between data and information. Financial versus non-financial performance metrics. Customer, internal process, and employee data. Balanced Scorecard concepts and performance linkage. Data risks, cybersecurity, and governance concerns. Organizing data to answer the right business questions. Using visuals and storytelling to communicate insights. Empirical, fact-based decision-making.
Supervised AI Agents as Public CPA Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
2027 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
You’ve Got This: An Introduction to Yellow Book and Single Audits WEBCAST
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Your Desk
4.0 Credits
What’s included (and excluded) in a Yellow Book audit. Key qualification, performance, and reporting standards under the Yellow Book. How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting. Fundamentals of testing internal controls over compliance and performing compliance testing.
Shortcuts to Personal and Professional Success WEBCAST
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Your Desk
8.0 Credits
What really leads to success in the modern world. Mastering the art of communication. The magic of motivation. Overcoming your fears. What makes people really happy and what doesn't.