CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Cognitive Biases for Accountants
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Online
2.00 Credits
The course provides a concise overview of cognitive biases - thinking errors and "brain bugs" that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your accounting work. Discover the most common types of cognitive biases in the profession, and how to recognize and address these flaws and blindspots in your "mental firmware". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Value of Conflict: A Strategic Approach to Dealing with Difficult People
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Online
4.00 Credits
Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful conflict resolution occurs by listening to and providing opportunities to meet each side’s needs, and adequately addressing their interests so that they are each satisfied with the outcome. In this you will learn the different conflict modes, how to choose the appropriate strategy for your situation, and how relationships impact your ability to promote the positive outcomes and minimize the negative outcomes of conflict.
Communication Skills for Introverts
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Online
2.00 Credits
In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
What would you do if you only had one workday to complete a financial statement audit? How would you optimize just a handful of hours? What would you test? More importantly, what would you minimize or eliminate? Although one day is unrealistically short, it illustrates how risk-based auditing can help auditors optimize professional effort. This course emphasizes the importance of risk assessment for enhancing both the effectiveness and efficiency of audit procedures.
Leading in Exponential Times
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Online
1.00 Credits
Navigating through change Against the backdrop of change and uncertainty, there's an immediate need for accountants and finance professionals to evolve and accelerate. Technology, demographics, regulations and standards are driving changes in the way CPA firms work. What can you do to better navigate a world of volatility, uncertainty, complexity and ambiguity (VUCA)? How can you influence others to join you? This webcast will help you make sense of the dizzying array of challenges around culture, technology, generations and the speed of change.
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
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Online
1.60 Credits
When we’re going through change and life feels out of balance, it’s normal to get stuck focused on all the problems and challenges that stress us out. How will the changes impact our team, our job, our lives? It doesn’t help that our brains are wired to anticipate the worst possible outcome. This wiring can make it difficult to be our best; to provide our best teamwork, our best ideas, and our best leadership. However, studies show that there are things we can do to shift our thinking so we can spend more time in positive emotions, like curiosity, enthusiasm, and optimism. Now everything gets easier and better, including: ~ Productivity ~ Customer relations ~ Change management ~ Teamwork ~ Leadership Join Tina to learn and apply The Path for Positivity™ framework based in Positive Psychology. You will learn strategies and insights to help you experience less stress, a smoother transition, and higher productivity even when the future seems uncertain. Share the framework and strategies with your team, too.
2024 S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Internal Control Changes for Remote Workers
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Online
2.00 Credits
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. 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 Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Are You Ready for Your Peer Review?
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Online
3.00 Credits
Be ready for your Peer Review! The peer review process is a productive way to undertake practice monitoring, verifying the quality of your firm's practice and protecting the public interest. Gain a tighter grasp on the overall peer review process and learn what you can do to fully prepare for your triennial review. This webcast will help you: -Understand and compare the system and engagement review processes -Address recently issued peer review guidance and quality control requirements -Understand how both guidance and requirements affect your firm You'll also unearth the most frequent areas of professional standard noncompliance and how you can sidestep them far before your review is due. Participants will take away from this session the resources and tools needed to help their firm enhance the quality of their peer review.
Excel - Advanced Financial and Statistical Calculations
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Online
2.00 Credits
Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? After this course, you will learn some powerful functions that will take your calculating power to the next level. In this webinar, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data. 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.
The Ethic of Self-Esteem For Women
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Online
2.00 Credits
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
The Uniform Guidance identifies COSO and Green Book as best practices in internal control. This course will cover the background on COSO and its 2013 update. We’ll also review the application of COSO to Green Book. Attendees will learn how to leverage Part 6 of the Compliance Supplement for documentation of internal controls.
Surgent's Weekly Expert Hour
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Online
1.00 Credits
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.
K2'S 2022 Emerging Topics In Blockchain And Cryptocurrency
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Online
2.00 Credits
Blockchain is one of the most-watched emerging technologies. Yet, few accountants understand how to use this technology to make existing ledger-based systems more efficient, effective, and tamper-resistant. In this session, you will learn the basics of blockchain-based ledgers. You will also learn about the fundamentals of cryptocurrencies such as Bitcoin and Ripple. Additionally, you will learn about emerging issues in these fields, such as stablecoins, central bank-issued digital currencies, smart contracts, and sovereign identity management. By attending this session, you will see how blockchain-based technologies will change your work with others.
K2'S 2022 Eight Awesome PivotTable Features
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Online
2.00 Credits
Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel’s most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session, you’ll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we’ll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.
Audit 408: Coaching Staff to Stay on the Right Track
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Online
2.00 Credits
Supervisor Skills - Coaching Staff to Stay on the Right Track provides tips and techniques for critical coaching responsibilities. Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for coaching others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Real World Business Ethics Scenarios
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Online
2.00 Credits
Most business ethics courses focus on concepts like “tone at the top”, “integrity”, “code of conduct”, “values”, and “ethical culture." These are extremely important concepts and must be understood But often, when a professional finds they are in a potential “ethical” situation, they question “What should I do?” It is not as easy as flipping a coin. Ethics aren’t always black and white and there are many variables that can impact both the issue and the outcome This course presents real-life ethical scenarios then challenges you to put yourself in the place of the professional to truly think about “What would I do?” The scenarios are all true…. the names have been changed to protect the innocent You will come away from this training with a new view of putting ethics into practice
Surgent's Schedules K-2 and K-3: Preparation of Forms
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Online
2.00 Credits
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of various international tax topics. The course includes a brief discussion of key international tax concepts, a detailed walk-through of what information is required to be reported in different parts of the schedules, and practical advice from the field. The course also includes three comprehensive case studies on how the form should be completed for operating, real estate rental, and investment partnerships. Please note: Surgent also offers a companion course, "Schedules K-2 and K-3: Filing Requirements" (KFR2).
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Online
4.00 Credits
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.