CPE Catalog & Events
Surgent's Ethical Considerations for the CPA
Monday, April 12 12:00pm - 3:30pm
Webcast
4.00 Credits
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Surgent's Lessons Learned from Successful Companies
Monday, April 12 9:00am - 11:00am
Webcast
2.00 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Lessons Learned from Successful Companies
Monday, April 12 9:00am - 11:00am
Webcast
2.00 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Mastering the Basics of Inventory Accounting
Monday, April 12 8:00am - 11:00am
Webcast
4.00 Credits
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting
Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others
Monday, April 12 12:00pm - 2:00pm
Webcast
2.00 Credits
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's ASC 805 Business Combination Accounting: Not Just for the Big Guys
Tuesday, April 13 8:00am - 11:30am
Webcast
4.00 Credits
Determining the definition of a business and applicability of the asset acquisition vs. business combination ac-counting guidance Determining the acquirer in a business combination transaction Identifying acquired assets and liabilities in a business combination Application of fair value principles when measuring assets and liabilities Subsequent accounting for acquired assets and liabilities
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting
Tuesday, April 13 12:00pm - 3:30pm
Webcast
4.00 Credits
Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Surgent's Negotiating Unmasked
Tuesday, April 13 9:00am - 11:00am
Webcast
2.00 Credits
Understanding the process and art of negotiating Analyzing the component parts of negotiating Positioning yourself for success Practical steps to improve results
Surgent's Progressive Discipline and Termination
Tuesday, April 13 12:00pm - 2:00pm
Webcast
2.00 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
American Rescue Plan Act 2021
Wednesday, April 14 12:30pm - 2:30pm
Webcast
2.00 Credits
The major topics that will be covered in this class include:Individual provisions including: Recovery rebatesContinuation of COBRA coverageExpanded child tax creditExpanded earned income creditExpanded child and dependent care creditExpanded family and sick leave creditsMiscellaneous other individual taxpayer provisionsBusiness provisions including:Employee retention credit changesPPP loan expansion for non-profitsExpanded economic disaster injury loan grants (EIDL)Expanded restaurant industry grantsTaxability and deductibility of SBA grantsMiscellaneous other business tax provisions.
Impairment Issues During the Pandemic
Wednesday, April 14 9:00am - 10:15am
Webcast
1.50 Credits
A discussion of triggering events that likely happened in 2020 or could happen in 2021. Jim will discuss why now is a good time to take a look at the valuation of goodwill and the recoverability of long-lived tangible and intangible assets.
Surgent's Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment
Wednesday, April 14 12:30pm - 4:00pm
Webcast
4.00 Credits
Accounting guidance that relies on cash flow forecasting and budgeting Critical uses for accurate budgeting and forecasting in the current economic environment Challenges when forecasting and budgeting in the COVID-19 environment Effective techniques that you can use to accurately forecast operations in a period of change
Surgent's Coaching Skills for Managers and Supervisors
Wednesday, April 14 12:00pm - 3:30pm
Webcast
4.00 Credits
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Financial Reporting Implications of the COVID-19 Pandemic
Wednesday, April 14 8:00am - 11:30am
Webcast
4.00 Credits
Impairment accounting model for long-lived assets, including PP&E and goodwill Accounting for inventory and accounts receivable reserves Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements Going concern evaluation and required disclosures Other financial statement presentation and disclosure issues
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs
Wednesday, April 14 12:00pm - 3:30pm
Webcast
4.00 Credits
Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance Presentation and disclosure requirements Accounting considerations related to COVID-19-driven changes to revenue recognition processes Lessons learned and best practices for improving business processes related to revenue recognition going forward
Surgent's Understanding the High Stakes Mega Issues in A&A Today
Wednesday, April 14 12:00pm - 3:30pm
Webcast
4.00 Credits
Accounting and operational impacts of adopting Topic 606 Accounting and operational impacts of adopting ASU No. 2016-02 Impairment of both financial and non-financial assets Accounting for debt restructurings
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
Thursday, April 15 8:00am - 4:00pm
Webcast
8.00 Credits
Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency Find out how to avoid common pitfalls in planning and detailed audit procedures Annual update of the changes affecting 401(k) plans Description of common mistakes as noted in peer reviews and DOL inspections The new audit standard for employee benefit plans
Surgent's Excel: Mastering PivotTables
Thursday, April 15 2:00pm - 4:00pm
Webcast
2.00 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Surgent's Excel Shortcuts for Accountants
Thursday, April 15 12:00pm - 2:00pm
Webcast
2.00 Credits
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Fraud Basics: Protecting the Company Till
Thursday, April 15 12:00pm - 3:30pm
Webcast
4.00 Credits
Fraud's cost: ACFE's Report to the Nations; Ancillary costs Current economy: Microeconomics; Analyses COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment Power of morale: Shrink the fraud triangle; Motivation Why good folks go bad: What studies indicate; Five interesting findings; Red flags The Dark Web