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CPE Catalog

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Featured

Small Firms Conference - A Virtual Event

Tuesday, October 25, 2022 8:30am - 12:30pm

Online

4.00 Credits

Check out our NEW Small Firms Conference. With all of the changes in the field, this conference will help small firms stay up to date on everything from management to problem solving. We will update this page as more details become available.

Featured

Women's Conference

Friday, October 28, 2022 8:30am - 4:15pm

St. Louis

6.00 Credits

Gather. Learn. Grow.Join us for our all-new Women's Conference, where you'll be inspired by several strong, female speakers. Not only will we provide valuable information for you to take back to the workplace, but we look forward to announcing the winner of our Women to Watch award during lunch. Two drink tickets will be provided for our post conference happy hour, which we encourage you to attend to keep the networking going.   

Featured

Elder Law, Weath and Asset Conference - A Virtual Event

Thursday, November 3, 2022 8:30am - 4:30pm

Online

8.00 Credits

Elder law has become relevant to a rapidly growing number of individuals. As the Baby Boomer generation edge towards retirement, an increased number of practitioners have conversations with clients regarding social security and retirement planning.  The topic of elder law closely relates to wealth and asset management, so this year, we are combining the two conferences to provide a well-rounded agenda for attendees.  During this event, you will gain understanding of:• Trends of the economy and market• How to evaluate the changing retirement plan landscape• Assessing potential permanent change• Evaluating if your client’s income needs protection• Issues relevant to an aging population

Featured

Continuing Professional Education Conference - A Virtual Event

Thursday, November 10, 2022 8:00am - 11:30am

Online

4.00 Credits

Edward Jones has partnered with Missouri Society of CPAs to present the annual series for legal and tax professionals: The 2022 Continuing Professional Education Conference. This partnership brings you one of the most comprehensive and inclusive continuing education opportunities in the region, and it leverages our experience to deliver the high-quality continuing education and networking opportunities you've come to expect. Attendees have access to targeted sessions on some of the most pressing topics in the industry today.

Are You the Leader You Think You Are?

Monday, October 3, 2022 8:00am - 9:00am

Online

1.00 Credits

Perception is reality. When it comes to leading a team, you need to align perception and reality to be an effective and engaging leader. With national statistics citing that only 23% of employees are engaged and enjoy their work, as a leader, you have an opportunity to excel where so many others are failing. Based on her work with emerging leaders, Sherre' DeMao provides insight into how to create a highly engaged team culture. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Activity-Based Costing: Is it Right for Your Organization?

Monday, October 3, 2022 8:00am - 10:00am

Online

2.00 Credits

This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization. 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 Technology Trends and Hot Topics Impacting the Accounting Profession

Monday, October 3, 2022 8:00am - 11:30am

Online

4.00 Credits

Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation(RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our clients' technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of these changes, including having a firm understanding of the risks associated with the use of these tools. In this course, we'll review these trends, highlight new and emerging products, and focus on cyber-security risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. Plus, we'll review the newly issued guidance on audit evidence found in SAS 142, which guides our use of technology on our professional engagements.

Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit

Monday, October 3, 2022 8:00am - 4:00pm

Online

8.00 Credits

It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You simply cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. Skilled auditors will instead adjust and hone the audit to fit the not-for-profit entity. This course is designed to help you do just that and equip you with the superior skills needed to excel in auditing not-for-profit entities. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of auditing not-for-profit entities.This course qualifies for yellow book credit.

Adobe Acrobat - Increase Your Productivity With PDF Files

Monday, October 3, 2022 8:30am - 12:30pm

Online

4.00 Credits

Think about how much time you spend reviewing and creating PDF files. This course teaches you how to take advantage of a multitude of features and functions available in Adobe Acrobat to create, review, organize, edit and secure your PDF files more effectively and efficiently. Like many personal productivity software applications, it is very likely that you are using only a fraction of the potential of Adobe Acrobat when working with your PDF files. For many CPAs, a PDF file is the final presentation of your work product, whether it is a tax return, financial statement, audit report or other financial reports. This course will teach you how improve the quality of those report presentations. The tips you learn in this course will save you time on a daily basis. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Look Lead Love Learn

Monday, October 3, 2022 9:00am - 10:00am

Online

1.50 Credits

Collaborate, connect, innovate and inspire for success (bold) It's a new world for accountants and finance professionals. Ground-breaking shifts in regulation, leadership and technology mean that "business as usual" doesn't cut it anymore. Success now depends on our ability to collaborate, connect, innovate and inspire. For the past decade, Bill Sheridan has used the Maryland Association of CPAs acclaimed blog, CPA Success, to advise us on how to collaborate, connect, innovate and inspire. In doing so, he's learned a valuable lesson along the way: We build better businesses, live better lives and conquer complexity when we master the ability to look, lead, love and learn. Join this webcast to hear more.

New Client Ethical Issues: The CPA's Challenge

Monday, October 3, 2022 9:00am - 11:00am

Online

2.00 Credits

This course explores the multitude of issues taking on a new client can bring, and interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues. This event may be a rebroadcast of a live event and the instructor will be available to answer your question during the event.

Surgent's Managing Millennials

Monday, October 3, 2022 9:00am - 11:00am

Online

2.00 Credits

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.

Cost of Capital Determinations for Business Appraisal

Monday, October 3, 2022 9:30am - 10:30am

Online

1.00 Credits

This course focuses on the fundamental concepts for determining discount and capitalization rates for use in business and intellectual property appraisal assignments. The recently released and enhanced Cost of Capital Professional platform produced by Business Valuation Resources will be used to provide a hands-on demonstration of how to build and support a reliable discount rate for use in valuing closely held business and intellectual property. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Monthly Federal Tax Update - October 2022

Monday, October 3, 2022 10:00am - 12:00pm

Online

2.00 Credits

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two-hour monthly program in order to stay abreast of these developments. Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spent on business entity taxation, IRS procedure, tax legislation and other issues. This course provides a concise look at the hottest topics affecting every tax practitioner. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.

Accounting in the Wild Wild West of COVID-19

Monday, October 3, 2022 10:30am - 12:30pm

Online

2.00 Credits

The COVID-19 pandemic has altered corporate and public accounting in ways we could never have imagined. This broad-based course will discuss accounting and auditing implications that have arisen as a result of the pandemic. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Real Estate Professionals, Passive Activity and Section 199A

Monday, October 3, 2022 11:00am - 1:00pm

Online

2.00 Credits

This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communicating Financial Data to Non-Financial Audiences

Monday, October 3, 2022 11:30am - 12:30pm

Online

1.00 Credits

Communicating financial data to those who aren't used to hearing it can be a challenge; however, there are some actions you can take to make the information easier to understand and relatable. This course provides you the necessary tools to communicate financial information to non-financial audiences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

New Quality Management Standards: All You Need to Know About the Firm's Risk Assessment Process

Monday, October 3, 2022 12:00pm - 1:00pm

Online

1.00 Credits

Create a robust QM system based upon your firm's needs (bold) Recently issued Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm's needs. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. The revised QM standards are designed to emphasize firm leadership's responsibility for proactively managing quality, strengthening a firm's monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to their circumstances. The first step in the path to success in implementing these new standards is understanding them. First in a four-part webcast series (bold) This is the first webcast in a four-part series on the Auditing Standard Board's (ASB) new quality management standards. Starting with the risk assessment process, you'll dive into the components of the ASB's SQMS No. 1. Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec. 6, 2022, at 2pm ET.

Surgent's Public Speaking and Presentation Skills

Monday, October 3, 2022 12:00pm - 2:00pm

Online

2.00 Credits

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses

Monday, October 3, 2022 12:00pm - 3:30pm

Online

4.00 Credits

A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as those relating to adoption of new accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.