Your Selections:

  • 4 Credits
    Online

    Microsoft PowerBI - Fundamentals of the PowerBI Desktop App

    Location: Online
    Member Price: $129.00
    * This course is #8 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * PowerBI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the PowerBI Desktop interface,...
  • 8 Credits
    Online

    Surgent's Individual and Financial-Planning Tax Camp (IFCP)

    Location: Online
    Member Price: $259.00
    Each year brings its own set of tax planning challenges, and this year of sweeping tax reform presents more challenges than most. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider...
  • 1.5 Credits
    Online

    Driver-based Budgeting & Rolling Forecasts for Fast Analysis

    Location: Online
    Member Price: $64.00
    The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these...
  • 2 Credits
    Online

    Surgent's Excel Budgeting Ideas (EXBI)

    Location: Online
    Member Price: $89.00
    Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick...
  • 2 Credits
    Online

    Tax Ethics: Best Practices for Today's CPA

    Location: Online
    Member Price: $79.00
    A detailed analysis of the Circular 230 rules for conduct of a tax practice will be given, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. This course qualifies for PTIN credit. This event may be a rebroadcast of a live...
  • 2 Credits
    Online

    CTR Factor Leadership: How High Is Your Leadership Quotient

    Location: Online
    Member Price: $79.00
    The greatest leaders in our lives have figured out how to get people to follow them voluntarily, predictably, and consistently. They have mastered the science of gravitational leadership. Voluntary followership is earned through specific currencies of influence, assets of impact, and investments...
  • 2 Credits
    Online

    S Corporations: How to Calculate the Owner's Basis in S Corporation Stock

    Location: Online
    Member Price: $79.00
    A detailed analysis of the calculations related to determining an S shareholder's tax basis for S corporation shares using the Form 1120S, Schedule K-1 information. An illustrative example will demonstrate how the process works, as well as the many potential pitfalls. This course qualifies...
  • 2 Credits
    Online

    Surgent's Excel: Mastering PivotTables (EXPV)

    Location: Online
    Member Price: $89.00
    PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.
  • 2 Credits
    Online

    Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (SSAR)

    Location: Online
    Member Price: $89.00
    Statements of Standards for Accounting and Review Services (SSARS) recently underwent a complete revision through the issuance of SSARS No. 21, Statements of Standards for Accounting and Review Services: Clarification and Recodification. The most monumental change is the creation of a brand new...
  • 4 Credits
    Online

    Surgent's Taking Your Medicine: Health Care Update (OBC4)

    Location: Online
    Member Price: $139.00
    We live in interesting times when it comes to health care obligations for employers. The Affordable Care Act (ACA) fundamentally changed the way in which individuals and businesses approach healthcare. While attempts to repeal the ACA have proven unsuccessful so far, an end to the individual...
  • 3 Credits
    Online

    Creating Client Portals with Office 365 SharePoint Online

    Location: Online
    Member Price: $99.00
    This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will...
  • 2 Credits
    Online

    Partnership Investments - How to Calculate the Owner's Basis

    Location: Online
    Member Price: $79.00
    A detailed analysis of the calculations related to determining a partner's tax basis for a partnership interest using the Form 1065, Schedule K-1 information. An illustrated example with filled in forms will demonstrate how the process works and its many potential pitfalls. This course...
  • 8 Credits
    In-Person

    CFO Series: Reinventing the Finance Role

    Location: St Louis
    Member Price: $289.00
    Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision. The CFO Series consists of a year’s worth of CPE including 20, two-hour topics presented by 5 different speakers...
  • 4 Credits
    Online

    Microsoft PowerBI - Fundamentals of the PowerBI Dashboards

    Location: Online
    Member Price: $129.00
    * This course is #9 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform. We will...