CPE + Events Catalog
Audits of 401k Plans 25-26
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Online
8.0 Credits
Member Price: $329
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Significant changes in the audit environment for 401k plans have resulted from recent U.S. Department of Labor reviews of 401k audits and the issuance of Statement of Audit Standards Number 136 (SAS 136), the Auditing Standards Board's new standard for employee benefit plan audits. This course will assist the audit professional with guidance needed to perform 401k audits in the upcoming year. We will discuss the significant changes from SAS 136 and other recent auditing standards, including both the auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103(a)(3)(C) audit, which replaced the former limited scope audit. We will also focus on the most common compliance issues identified in 401k audits from both the Department of Labor and peer reviews, along with best practices and recommended corrections.
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Leases: ASC Topic 842 in Depth 25-26
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Online
8.0 Credits
Member Price: $329
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An in-depth coverage of ASC Topic 842, Leases . Leasing is popular among corporations for needs including office space and equipment. Since ASC Topic 842, Leases has been adopted by most entities, it is time to review the topic, including any recently issued updates. Excerpts from publicly traded companies' recent disclosures on Leases are also examined.
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Limited-Scope Audits of 401(k) Plans: ERISA Section 103 (a)(3)(C) 25-26
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Online
8.0 Credits
Member Price: $329
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Auditing ERISA Section 103 (a)(3)(C) 401(k) Plans focuses on the "limited-scope" audits that comprise over 80% of the audits filed with the Department of Labor each year. The course takes a hands-on approach to performing these engagements in a manner that ensures compliance with the professional requirements included in AU-C 703.
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Pension and Profit-Sharing Plan Strategies 25-26
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Online
8.0 Credits
Member Price: $329
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Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Get up to speed with the recently enacted SECURE Act 2.0 and learn the rules of the game. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements, and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze!
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Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course chronicles the decisions that led to the arrest of Sam Bankman-Fried (SBF), and helps participants understand the consequences that will follow for people charged with business-related crimes. Authorities arrested SBF pursuant to a grand jury indictment that charged him with wire fraud, securities fraud, money laundering, and related conspiracy charges. This lesson chronicles how the former billionaire's business decisions exposed him to criminal charges that include potential penalties of more than 100 years in federal prison for his alleged role in defrauding investors who trusted in his ability to make ethical decisions. Participants will learn about the criminal justice process, including indictments, arrest, extradition, judicial proceedings, mitigation, sentencing, prison, and collateral consequences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Introduction to Not-for-Profit Accounting (2 hours)
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Online
2.0 Credits
Member Price: $79
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Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting.
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Budgeting: Presenting and Communicating your Numbers (2 hours)
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Online
2.0 Credits
Member Price: $79
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The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This session will cover: Budgeting: Presenting and Communicating your Numbers • Now that the budget is complete, how we communicate our plan is critical. this session reveals some key guidelines in budget presentation and will identify key problems in how people often communicate financial plans.
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Ethical Considerations of the New AICPA SSTS Rules (2 hours)
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Online
2.0 Credits
Member Price: $89
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The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Guide Strategy, Attract Investments with Financial Forecasts (2 hours)
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Online
2.0 Credits
Member Price: $89
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Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. - Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management. - Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth. - Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth. Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Managerial Accounting: Your Prescription for Better Decision Making (4 hours)
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Online
4.0 Credits
Member Price: $129
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This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.
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Forensic Accounting: Court Approved Methods of Proof (4 hours)
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Online
4.0 Credits
Member Price: $149
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How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Controllership Series - The Controller's Skillset (1 hour)
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Online
1.0 Credits
Member Price: $59
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This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolves. The controller position will typically lead teams of financial and accounting experts. Recognizing that leadership and team management skills are must-haves; they need to be able to command their team's respect, inspire them to act, and ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
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CPA to CFO (1 hour)
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Online
1.0 Credits
Member Price: $55
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This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The AI-Ready CPA: Leading Finance Through Change (1 hour)
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Online
1.0 Credits
Member Price: $75
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The finance profession is undergoing a profound transformation driven by AI, automation, and increasing market pressures. To stay ahead, CPAs must not only adapt to these changes but also lead the way in innovation and strategic decision-making. This session will explore the key pressures shaping finance today, how AI is revolutionizing financial functions, and what CPAs can do to develop a future-ready mindset. Participants will gain practical insights on leveraging AI for process optimization, strategic advisory, and client service enhancements. The session will also cover leadership strategies to champion AI adoption and foster a culture of innovation within their organizations. By the end of the session, attendees will be equipped with actionable steps to integrate AI into their roles, drive business value, and position themselves as influential change leaders in the evolving finance landscape.
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Preparing to be a Forensic Accountant - Cloud Forensics (1.4 hours)
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Online
1.4 Credits
Member Price: $59
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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.
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An Ethical Approach to Mental Health Issues at Work (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness. The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business! This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Artificial Intelligence for Accounting and Finance Professionals (2 hours)
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Online
2.0 Credits
Member Price: $99
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Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI.
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Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (4 hours)
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Online
4.0 Credits
Member Price: $159
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Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
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Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know (4 hours)
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Online
4.0 Credits
Member Price: $225
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Well-defined revenue recognition guidelines, insights and practical management tips designed to address the complexities of FASB ASC 606.
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Shortcuts to Personal and Professional Success [NT]
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Online
8.0 Credits
Member Price: $225
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We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships. In this seminar, you will learn the most effective methods for creating the life you really want. In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not. In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career. Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level.
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