CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Excel - Create KPI Dashboards for Maximum Impact
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Online
2.00 Credits
Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals with Power View, in order to make your dashboards easily understood. This session is presented using Excel 2013. Regardless of the version you are using, ALL 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.
Audit 302: Planning Effective and Efficient Audits
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Online
2.00 Credits
Advanced Audit Planning Concepts - Ensuring an Effective and Efficient Audit will focus on how to enhance engagement team brainstorming and discussions to leverage knowledge to create a high-quality and profitable audit approach. The biggest factors that lead to an effective and efficient financial statement audit are the properly identification, evaluation, and response to risk of material misstatement. Assessed risk of material misstatement leads to the generation of the nature, timing and extent of further audit procedures. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has responsibilities in designing a risk-based audit plan. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe you're already a deeply grateful person, you'll still learn some new strategies for expressing gratitude effectively. Forbes Contributor Bruce Weinstein, The Ethics Guy, will show you how to use LinkedIn in a novel way to say "thank you." You'll also find better and worse ways of letting clients, team members, family members and friends know that you care about them. You'll understand why gratitude is a matter of ethics and not merely etiquette. Finally, you'll discover how to use questions about gratitude in job interviews and performance reviews. Why not hire and promote people who are not only knowledgeable and skilled but also grateful? You will be thankful for having taken this valuable webinar! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Impact of ESG Matters on Financial Reporting and Audits
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Online
2.00 Credits
Environmental, social, and governance (ESG) has become an area of increasing focus. ESG reporting includes a broad spectrum of quantitative and qualitative information. Interested parties seek to understand the effects of relevant ESG matters on an entity's business strategy, cash flows, financial position, and financial performance. This course will focus on the impact of ESG-related matters on the fair preparation of financial statements and related disclosures, and the related financial statement audit considerations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Simplify Outlook Meeting Scheduling with Office 365 Bookings
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Online
1.00 Credits
Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
NFP Reporting and Presentation
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Online
2.00 Credits
This CPE course provides an overview and changes with respect to ASU 2016-14 Presentation of Financial Statements and ASU 2016-18 Restricted Cash and Cash Equivalents in Statement of Cash Flows for Not-for-Profit Entities. This course provides common pitfalls and tips on functional expense reporting and, how to manage liquid resources, common peer review findings related to ASU 2016-14, and tips and suggestions on a successful audit. This course also reviews items to consider, given COVID-19, when preparing for an audit and reviewing financial statements. The instructor will explain the key facts and impacts of ASU 2018-08 Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made, ASU 2019-03: Updating the Definition of Collections, ASU 2019-06: Extending the Private Company Accounting Alternatives on Goodwill and Certain Identifiable Intangibles to NFP Entities, and ASU 2020-07 Presentation and Disclosures by NFP Entities for Contributed Nonfinancial Assets. Lastly, this course will cover Cybersecurity Issues. 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 Achieving High Levels of Compliance and Customer Service in Your Organization
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Online
4.00 Credits
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit businesses to achieve success.
How AI Is Automating Internal Control
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Online
4.00 Credits
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
FASB ASC 842, *Leases* explained Understanding lease fundamentals is essential to applying FASB lease requirements appropriately. As such, you'll delve into key concepts that define what a lease is, as well as basic lease accounting topics, such as: Contracts containing leases Lease classification Amortization of the right-of-use asset Impairment considerations Lease presentation and disclosure requirements Comprehensive examples and case studies will guide you through approaches to help you adopt accounting guidance for FASB ASU 2023-01. You'll also review the presentation and disclosure requirements, and other topics, including: Lease versus non-lease components Sales-type lease Direct financing lease Operating lease Lease terminations
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Online
8.00 Credits
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.
Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials
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Online
8.00 Credits
Most U.S. businesses are formed as a pass-through entity, which includes partnerships. If you are new to the subject, or if you have worked in this area for years but need a quick review, this course will provide a firm grasp of the fundamental concepts, help you to build a strong foundation of knowledge, and freshen up your analytical skills. Talking about tax can sometimes sound like you're speaking a foreign language in front of your clients. You can leverage the tone of the course materials to explain complex issues with accuracy and confidence.
Walter Haig's AICPA Auditing Standards Update
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Online
8.00 Credits
This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards to audits of Small- and Medium-Sized Entities (SMEs). 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.
Case Study Ethics for Today's Accountant
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Online
1.00 Credits
This program analyzes and applies the AICPA Code of Professional Conduct and other sources of ethical guidance to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Functions and Formula Shootout
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Online
2.00 Credits
Are you aware there are 470+ formula functions in Excel? Do you realize that they add new functions in every major version of Excel? Did you know that Microsoft adds new functions throughout the year in the Office 365 version of Excel? Are you stuck using old or simple functions like SUM or ROUND? Do you want to expand your knowledge of the extensive function library in Excel? If these questions peak your interest in becoming an Excel function expert, this course is right up your alley. This past-paced course digs into some of the most powerful functions in Excel. Although we cannot cover 470 functions, we will look at over 20 functions that will allow you to create advanced calculations in your spreadsheets. Some examples are: VLOOKUP, IF, IFS, FORECAST, RAND, SWITCH, TEXTJOIN, UNIQUE, SUBTOTAL, IS, TEXT and more! We will also provide example files that will include all the functions used during the class. It's time to take your Excel spreadsheets to the next level. This session is presented using Excel 2019/Office 365. 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.
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Online
2.00 Credits
The Excel for Accounting Professionals webcast series concludes by applying many of the items covered at the same time. We start by discussing dynamic headers, and how important they are when automating reporting workbooks. Next, we review how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports. We review the idea of mapping tables and show how they are the key to unlocking major efficiency gains. Lastly, we use data validation in our digital reports and review a critical worksheet that belongs in just about every recurring-use workbook: ErrorCk. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.
Surgent's Auto and Energy-Related Tax Credits
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Online
2.00 Credits
The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have new and reformed credits to understand and explain to their clients. The IRS has issued extensive guidance regarding these credits in the form of Frequently Asked Questions that elaborate on and explain these new credits. This program covers the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients regarding them.This course qualifies for IRS credit.
Surgent's Taking Advantage of Like-Kind Exchanges
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Online
2.00 Credits
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision.This course qualifies for IRS credit.
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online
2.00 Credits
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.
Owning an Electric Vehicle: Costs and Considerations
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Online
2.00 Credits
With governments worldwide pushing the automotive industry towards electric vehicles (EVs), there might be an EV in your future or for your corporate fleet. Today, some vehicles are all gas, all electric or hybrid. How much do EVs cost to purchase, maintain and charge? Most EV owners charge at home but need public charging when venturing beyond their vehicle's range. Not all EVs can use every public charger and various charger types recharge at different speeds. This session will simplify the issues and tell you what you'll want to know if there is an EV in your future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.