CPE Catalog & Events

Showing 4799 All Events Results

Surgent's Excel Budgeting Ideas

Thursday, April 22 12:00pm - 2:00pm

Webcast

2.00 Credits

Major Topics: * Set up an in-cell drop-down list of budget methods * Change the calculations in the cells based on the selected budget method * Use names in worksheets

Surgent's Excel Shortcuts for Accountants

Thursday, April 22 2:00pm - 4:00pm

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 Annual Accounting and Auditing Update

Friday, April 23 8:00am - 4:00pm

Webcast

8.00 Credits

Private company standard setting activities Recently issued FASB Accounting Standards Updates Leases -- Topic 842 Impairment -- Topic 326 Lessons learned from the adoption of Topic 606 Other items on the FASB’s Technical Agenda Recently issued SASs and other AICPA and PCAOB activity SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS Peer review and other audit quality issues Other important A&A practice matters

Surgent's Controllership Skills Update: Budgeting, Forecasting, and Big Data

Friday, April 23 12:00pm - 2:00pm

Webcast

2.00 Credits

Why Forecasts and Budgets are Frequently Wrong: Behavioral finance Improper goal setting Games Continuing the status quo Traditional budgeting techniques Incorporating Strategy into Budgets: Improving measurement systems Common errors Developing strategic measurements Strategies vs. non-strategies Expanding the Budgeting Framework: Quarterly and rolling forecasts Mission-based budgeting Zero-based budgeting Post-completion evaluations Contingency planning Identifying improvements Big Data: Definition Challenges Goals Current uses/examples Sources of information Analytical Tools: Ratio analysis Benchmarking Pareto analysis What If analysis Trend analysis Regression Simulation 

Surgent's Negotiating Unmasked

Friday, April 23 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 Business Writing: Professional & Effective Emails

Monday, April 26 12:00pm - 2:00pm

Webcast

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails

Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis

Monday, April 26 8:00am - 4:00pm

Webcast

8.00 Credits

ASC Topic 606, Revenue from Contracts with Customers The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance Presentation and disclosure requirements and examples Industry-specific implementation issues and guidance Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward Accounting considerations related to COVID-19-driven changes to revenue recognition processes

Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

Tuesday, April 27 8:00am - 4:00pm

Webcast

8.00 Credits

Annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. Best practices for engagement planning, internal controls, risk assessment, and detailed testing How to avoid common mistakes made while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues The new audit standard for employee benefit plans

Surgent's Ethical Considerations for the CPA

Tuesday, April 27 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 Monthly Accounting and Auditing Update

Tuesday, April 27 1:00pm - 2:00pm

Webcast

1.00 Credits

New professional standards issued by the FASB and AICPA Guidance on likely COVID-19–related accounting issues which you are likely to face Insights on best practices in managing new working environments Other topics of importance to all accounting practitioners

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

Tuesday, April 27 8:00am - 4:00pm

Webcast

8.00 Credits

Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate

American Rescue Plan Act 2021

Wednesday, April 28 4:00pm - 6:00pm

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.

Surgent's Basics of the Valuation of a Closely Held Business

Wednesday, April 28 12:00pm - 3:30pm

Webcast

4.00 Credits

When a valuation in a closely held business would be needed Governing bodies, training, and certifications in the profession Standards and premises of value The basic approaches and methodologies used to value a business: income, market, and asset approaches Rules of thumb/industry valuation multiples: usefulness and limitations Discounts for lack of control and marketability The COVID-19 pandemic's impact on business valuation Common mistakes found in the application of business valuation approaches How the accountant can help during and after the valuation process

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

Wednesday, April 28 12:00pm - 3:30pm

Webcast

4.00 Credits

Economic update Managing for productivity Metrics and benchmarking Social media and the cloud

Surgent's Delaware Ethics for CPAs

Wednesday, April 28 8:00am - 11:30am

Webcast

4.00 Credits

Professional and ethical conduct requirements specifically applicable to Delaware CPAs, including 2016 amendments to the Delaware Licensure Law The core principles of professional conduct -- integrity, objectivity, and independence The AICPA Code of Professional Conduct Principles and concepts which form the foundation of ethical behavior

Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

Thursday, April 29 12:00pm - 3:30pm

Webcast

4.00 Credits

AICPA’s Enhancing Audit Quality initiative Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation

Surgent's Fraud Basics: Protecting the Company Till

Thursday, April 29 12:30pm - 4:00pm

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

Surgent's New Jersey Law and Ethics

Thursday, April 29 8:00am - 11:30am

Webcast

4.00 Credits

The Accountancy Act of 1997 and the Rules and Regulations of the New Jersey Board of Accountancy Other New Jersey professional standards and responsibilities for the practice of public accounting The AICPA Code of Professional Conduct

Surgent's Professional Liability Concerns for CPAs

Thursday, April 29 1:00pm - 3:00pm

Webcast

2.00 Credits

Common claims against CPAs Understanding the statute of limitations The private defense theory The pros and cons of jury trials Alternative dispute resolution processes Civil vs criminal litigation

Surgent's Assessing the Risk of Fraud In a Financial Statement Audit

Friday, April 30 8:00am - 4:00pm

Webcast

8.00 Credits

Fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to midsize entities Internal controls to prevent and detect fraud What to do when fraud or suspected fraud is identified Case studies based on recent frauds Cyber fraud schemes and how to prevent/detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit