CPE Catalog
Fraud & Forensic Accounting Conference
Thursday, December 8, 2022 8:30am - 4:30pm
St. Louis
8.00 Credits
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.
Fraud & Forensic Accounting Conference - A Virtual Event
Thursday, December 8, 2022 8:30am - 4:30pm
Online
8.00 Credits
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.
Working Smarter: Power-up Your Productivity
Friday, December 2, 2022 3:00pm - 5:00pm
Online
2.00 Credits
Unfortunately, you can't add more hours to your day. Even if you could, your To-Do list would grow to fit the time available. But you can learn to work smarter and power-up your productivity to add to your personal and professional bottom line. First, you have to identify what you are trying to accomplish and why. Then, you can personalize your productivity and stop procrastinating. You will learn 20+ ways to get more done in less time and be happier with yourself. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Breaking Free of the CPA Box
Friday, December 2, 2022 3:30pm - 5:30pm
Online
2.00 Credits
As the industry shifts from a compliance to advisory mindset the skills needed has changed. Learn the new entrepreneurial skills needed to succeed in today's CPA landscape. These are the critical skills people of all levels need to provide outstanding client service and power the transition to high value advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Advanced Formatting to Improve Your Spreadsheets
Saturday, December 3, 2022 8:00am - 10:00am
Online
2.00 Credits
In the "Excel - Formatting Spreadsheets for Beginners" class, you learned basic formatting of a spreadsheet. In this class, we take you to the next level by teaching you how to customize many of the formatting options. Learn to customize cell styles and how to use these styles in other workbooks. Most Excel users know how to select number formats but this class shows how to leverage the Custom Number Formatting option to create special formatting options. Many of the formatting options are applied manually, cell-by-cell or by range. This can be tedious if there is a condition by which you want to apply a format. You will learn to use Conditional Formatting to format based upon a criteria. Have you ever finalized a spreadsheet, only to accidently make changes over the top? This action is something that is very easy to do. This class demonstrates various options to prevent this from happening and will look at various security options within Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most 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.
Handling Complex Related Org Issues: Schedule R's Parts II-V
Saturday, December 3, 2022 8:00am - 10:30am
Online
2.50 Credits
This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on the 990's most difficult arenas. Once an initial identification scan of a filer's related organizations has been undertaken, two directions of FUN result! FIRST, three key inquiries need be made of managers who are likely to be disclosed on Core Form Part VII-A: (1) amounts of compensation provided to them by such entities in the calendar year that ends within the filer's tax year; (2) whether they served in the tax year as Board members of any tax-exempt related organization; and (3) for filer's "current" Trustees/Directors, whether any "Schedule L-type transactions" existed in the tax year with them and any related organization (or via their family members or "35% controlled entities"). SECOND, the filer must determine if a related organization is a "512(b)(13) controlled entity" (also, 501(c)(3) filers need note if any are related organizations are tax-exempt entities under a non-501(c)(3) subsection) and report certain transactions undertaken with such entities. There is much complexity here, and it is not atypical at this point to have other related organizations identified (with the same inquiries required again!) This session addresses these data discovery needs and speaks to the resulting Schedule R reporting from a 360-degree perspective. 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 Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis
Saturday, December 3, 2022 8:00am - 4:00pm
Online
8.00 Credits
While the effective date of Topic 606 has passed, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or stay up to speed on the latest revenue recognition guidance, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will provide the detailed review of the Topic 606 guidance, including identifying and discussing those areas of Topic 606 implementation which were the most challenging to apply for many entities. We will review the Topic 606 Five-Step revenue recognition model, highlighting areas of nuance and significant judgment, and focus on disclosure requirements under the new standard. Then we'll focus on lessons learned from the implementation of the new guidance, concentrating on ways to continue to enhance the revenue recognition process, analyzing the relevancy of the financial statement disclosures related to revenue, and addressing common operational issues which arose even after the adoption of Topic 606. As public companies have already found out, applying Topic 606 is an evolving exercise with great opportunity to improve your current efforts by learning from the results of others. This course will provide the forum to do so.
The Best Federal Tax Update Course by Surgent
Saturday, December 3, 2022 8:00am - 4:00pm
Online
8.00 Credits
In this continually revised course, tax advisors will be fully updated on the most recent legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.This course qualifies for CFP credit.This course qualifies for IRS credit.
Retirement Planning: Next Stage for You or Your Client
Saturday, December 3, 2022 9:00am - 11:00am
Online
2.00 Credits
If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Legal Planning for Care Giving of Elderly/Disabled Clients
Saturday, December 3, 2022 11:00am - 12:00pm
Online
1.00 Credits
It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Budgeting - Balance Sheet and Cash Flow Projections
Monday, December 5, 2022 8:00am - 9:00am
Online
1.00 Credits
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Excel: Hidden Secrets and Gems
Monday, December 5, 2022 8:00am - 10:00am
Online
2.00 Credits
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power BI - Introduction to MS Power BI Tools
Monday, December 5, 2022 8:00am - 10:00am
Online
2.00 Credits
This is the first webcast in the 2020 Power BI Series. Please see below for the suggested viewing order. Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks. In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called Power BI. During this webcast... We will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool. This is an overview of the various Microsoft Power BI tools and should be your first step in learning the complete set of Power BI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. Explore the other webcasts in the Microsoft Power BI Series: Power BI - Prepare Your Data Efficiently for Excel Analysis Power BI - Analyze Your Data With Excel Pivot Tables Power BI - Create Excel Dashboards for Maximum Impact Power BI - Use Power Query to Transform Your Data Power BI - Go Beyond PivotTables with Power Pivot Power BI - Use Advanced Calculations with DAX Formulas Power BI - Use PBI Desktop to Create Reports and Dashboards Power BI - Share Your Data Analysis using PowerBI.com
Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients' Needs
Monday, December 5, 2022 8:00am - 10:00am
Online
2.00 Credits
The importance of listening (bold) Whether you're trying to pitch a prospective client on an engagement or convince an employee to work over the weekend, your success hinges on your ability to identify their needs. Part one of this two-part webcast concentrates on three communication challenges leaders face: - Adapting a message to different constituencies and clients - Coaching employees - Business development A former *Wall Street Journal* reporter who teaches marketing at the Johns Hopkins School of Public Health, Greg Conderacci will introduce you to proven communication techniques. "If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be this: Seek first to understand, then to be understood." - Dr. Stephen R. Covey, author, Seven Habits of Highly Effective People
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Monday, December 5, 2022 8:00am - 11:30am
Online
4.00 Credits
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges
Monday, December 5, 2022 8:00am - 11:30am
Online
4.00 Credits
For those entities who formerly recognized revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1/ASC 605-35), understanding the basics of Topic 606 is not enough. In order to effectively apply Topic 606, you need a detailed understanding of how to recognize revenue over time under Topic 606's Five-Step model. Even though Topic 606 is currently effective, changes in business and contracts will always require the need to stay current on this topic. Now is the time to get the answers to your application questions. In this course we'll explore Topic 606 from the perspective of entities that currently recognize revenue under SOP 81-1/ASC 605-35, highlighting how the accounting for revenue recognition changed following the adoption of ASC Topic 606. Next, the course will address challenging sections of the ASC 606 guidance such as identifying performance obligations and when and how you recognize revenue over time. Applying Topic 606 successfully to your long-term contracts is an ongoing exercise. This course will keep you up to date with the latest guidance and best practices in this critical area.
Leases: Mastering the New FASB Requirements
Monday, December 5, 2022 8:00am - 4:00pm
Online
8.00 Credits
This webcast addresses those questions by examining the core principles of the standard, including identification, recognition, measurement, presentation and disclosure requirements. Examples with journal entries are included to illustrate how to apply the standard. Additionally, you will learn: The lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability; The lessor accounting model, including transfer of risk, profit recognition and collectability; Short-term leases, purchase options, variable lease payments, and sale and leaseback transactions; The business context of implementing the new standard by identifying key factors for managing this significant change
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Monday, December 5, 2022 8:00am - 4:00pm
Online
8.00 Credits
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.This course qualifies for yellow book credit.
The Best Individual Income Tax Update Course by Surgent
Monday, December 5, 2022 8:00am - 4:00pm
Online
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.This course qualifies for CFP credit.This course qualifies for IRS credit.
Walter Haig's AICPA Auditing Standards Update
Monday, December 5, 2022 8:00am - 4:00pm
Online
8.00 Credits
This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards. Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy 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.