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CPE Catalog

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Surgent's Guide and Update to Compilations, Reviews, and Preparations

Monday, December 5, 2022 12:00pm - 3:30pm

Online

4.00 Credits

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.

Artificial Intelligence for Accountants

Monday, December 5, 2022 12:30pm - 2:30pm

Online

2.00 Credits

This course provides a concise overview of artificial intelligence (AI) -- technology that can virtually learn on its own -- and how it can help accountants boost their revenue, relevance and value. The software self-educates by drawing conclusions from large quantities of data and adjusting its activities based on its observations. 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 Federal Government Activities on Government and NFP Financial Statements

Monday, December 5, 2022 12:30pm - 2:30pm

Online

2.00 Credits

Single audit requirements (bold) COVID-19 triggered a huge surge in federal relief funding. Recipients of that funding have since been subject to federal single audits, often for the first time. Whether you are new to single audits or you have years of experience, attending this course will provide you with invaluable insights into the world of governmental auditing. Join us as take a deep dive into receiving and spending federal funds. We'll discuss: - Generally Accepted Government Audit Standards - Uniform Guidance - Compliance Supplement - Internal controls best practices

Excel for Accounting Professionals Session 1: Tables and Named References

Monday, December 5, 2022 1:00pm - 3:00pm

Online

2.00 Credits

The first session in the series covers one of the most significant enhancements rolled out with Excel 2007, Tables. Tables are used to store data and can absolutely revolutionize our workbooks because they solve one of the biggest pitfalls Excel users have faced for over 20 years. The webcast also covers named references, which will be used throughout the series. In addition, the five most important shortcuts are explored, so that you can improve your personal productivity. 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.

Reviewing Individual Tax Returns

Monday, December 5, 2022 1:00pm - 3:00pm

Online

2.00 Credits

Navigate individual income tax law Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information. The course covers Section 199A, the qualified business income deduction, the home office deduction, rental properties, hobby losses, hiring of spouses, depreciation, Section 179 issues, organization and start-up costs and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

Ethics: How to Attract and Keep the Best Clients

Monday, December 5, 2022 1:30pm - 2:30pm

Online

1.00 Credits

There is only one sure-fire way you will attract and keep the best clients. You must be the kind of CPA that others will like, trust, and want to do business with. This unique webinar will show you exactly how to do this. The secret to creating trust with clients is to be accountable for what you say and what you do. Accountable people do four things consistently: 1. They keep their promises. 2. They consider the consequences of their actions. 3. They take responsibility for their mistakes. 4. They correct their mistakes and do their level best not to repeat them. You will hear true, inspiring stories of the great things that can happen when leaders do these things. You'll also learn about the dire consequences of not doing them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Creating a Winning Culture

Monday, December 5, 2022 2:00pm - 3:00pm

Online

1.00 Credits

Research has shown that a healthy workplace culture isn't just good for morale - it's good for business. In this course, you'll learn how to create a culture that keeps employees engaged, enhances productivity, and helps your organization succeed. We'll provide insights from the latest industry research and real-world case studies to help you understand what makes for healthy workplace cultures and how leaders can foster an environment that encourages collaboration and trust throughout the entire organization.

Implementation Challenges with the New FASB Lease Standard

Monday, December 5, 2022 2:00pm - 4:00pm

Online

2.00 Credits

Learn the basics of FASB's Accounting Standard Update for Leases (ASC Topic 842), the key differences between ASC Topic 842 and ASC Topic 840, Leases, and the practical challenges and complexities within the new standard and how they apply to you. We will focus on lessee accounting, and will discuss key issues within the standard, required analyses, critical judgments, policy elections, disclosures, and the lessons learned from public filings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Sustainability: Doing Well by Doing Good

Monday, December 5, 2022 2:30pm - 4:30pm

Online

2.00 Credits

Looking for an idea that will help recruit and retain employees, engage customers, and invite investors? Sustainability is the solution! Sustainability is no longer just a "nice thing to do," it is both a business and moral imperative. Incorporating sustainable strategies into your day-to-day operations creates a competitive advantage, enhances your brand, and benefits the bottom line. On the business side, according to Harvard University, companies with strong sustainability initiatives have 4 times the sales growth, 8 times the employee engagement, and a 47% greater increase in stock value than their non-sustainable competitors. On the moral side, your customers and employees will no longer support an organization that does not address environmental and social issues. This session will explain the 6 benefits of sustainability and 6 steps to building a sustainable business. Learn how to make sustainability a competitive advantage to attract and retain loyal customers and high-performing employees. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Payroll Essentials: Payroll Returns Done Right

Monday, December 5, 2022 3:00pm - 5:00pm

Online

2.00 Credits

Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the workings of the payroll returns an employer is required to file. We will cover the various types of federal and state payroll taxes, what various payroll returns an employer may need to file, how to complete the most common types of payroll returns accurately, and real-life illustrations for reconciling at year end and ensuring your payroll returns are correct. 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, December 5, 2022 4:00pm - 6:00pm

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 Mastering Accounting for Income Taxes

Tuesday, December 6, 2022 8:00am - 11:30am

Online

4.00 Credits

Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements related to income taxes. We will also explore some specialized areas of income tax accounting, such as intra-period allocations of income tax expense and accounting for changes in tax laws and rates, and we will review proposed updates to ASC 740 disclosures on which the FASB is contemplating. In summary, this course is the place to be to enhance your accounting for income taxes IQ.

Power BI - Analyze Your Data With Excel Pivot Tables

Tuesday, December 6, 2022 8:00am - 12:00pm

Online

4.00 Credits

This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. Excel is a popular tool for data analysis, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This webcast is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make data analysis an easy task for all accountants. You will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features. 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 Power BI Series: Power BI - Introduction to MS Power BI Tools Power BI - Prepare Your Data Efficiently for Excel Analysis 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

Shorten Month-End: Closing Best Practices

Tuesday, December 6, 2022 8:00am - 12:00pm

Online

4.00 Credits

Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. 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

Tuesday, December 6, 2022 8:00am - 12:00pm

Online

4.00 Credits

Addressing the basics of the new major standard, which leases are within the scope of FASB ASC 842, Leases and what are the basic accounting, financial reporting and disclosure requirements? This webcast answers those questions and more. Case study exercises are included to illustrate how to apply the standard.You will also learn about: the lessee accounting model, including lease classification; Amortization of the right-of-use asset; Interest on the lease liability; the lessor accounting model, including profit recognition and collectability

Documenting Your EBP Audit: What You Need to Know

Tuesday, December 6, 2022 8:00am - 4:00pm

Online

8.00 Credits

**What you document matters!** **EBP audits** Understand different parts of the employee benefit plan (EBP) audit process, and learn to think holistically about your level of audit documentation. Understand the appropriate level of documentation in the performance of audit procedures of employee benefit plans, which will involve testing items that are not typically tested in audits of other types of entities. **Real-life examples** Learn from real-life examples and solutions, guided by a former employee benefit plan expert panel member and someone who performs peer reviews. Work in templates to truly understand documentation in an EBP audit. Learn documentation best practices to incorporate into your audits .

Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

Tuesday, December 6, 2022 8:00am - 4:00pm

Online

8.00 Credits

This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.This course qualifies for CFP credit.This course qualifies for IRS credit.

Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone

Tuesday, December 6, 2022 8:00am - 4:00pm

Online

8.00 Credits

When not-for-profit entities and governments fall prey to fraud and abuse, it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-for-profit entities and governments. In this course, we will focus on the common types of fraud and abuse that occur in not-for-profit entities and governments and also address the auditor's responsibilities related to fraud and abuse. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced knowledge of fraud and abuse in not-for-profit entities and governments.This course qualifies for yellow book credit.

Surgent's Industry Accountant Toolkit

Tuesday, December 6, 2022 8:00am - 4:00pm

Online

8.00 Credits

This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.

The Best Federal Tax Update Course by Surgent

Tuesday, December 6, 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.