CPE Catalog & Events
The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
Accounting and Reporting Long-Term Debt
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Webinar
2.00 Credits
Member Price: $89
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
Surgent's Engagement and Client Retention Best Practices
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Webinar
2.00 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Accounting for Leases
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Webinar
2.50 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
Just Ask Why - Searching for Answers: Generating Solutions
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Webinar
4.00 Credits
Member Price: $149
The basic benefits of why The 5-15 report Curiosity and creativity
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Webinar
4.00 Credits
Member Price: $149
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
The Essential Auditing Update with Renee Rampulla
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Webinar
4.00 Credits
Member Price: $149
Hot Auditing Topics Fraud Group Audits Sustainability Quality Management Frequent Peer Review Matters
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
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Webinar
8.00 Credits
Member Price: $250
How to become a value-added business advisor to successfully grow the firm from within Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services Critical traits of a thinking auditor, tips for stretching yourself beyond the basics Tips for value pricing and other ways to improve a CPA firm's financial success Managing change and promoting creative thinking Choosing between varying levels of client service
Rewards & Recognition Strategies for Leaders
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Webinar
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
The Controllership Series - The Future Role of the Controller Part 1
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Webinar
1.50 Credits
Member Price: $79
Accounting and Finance
The Controller Function - Strategic and Annual Planning
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance Auditing
Bears Will Be Bears - Fraudsters Too
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Webinar
2.00 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Leases Accounting under Topic 842 – Answers to FAQ After Implementation
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Webinar
2.00 Credits
Member Price: $89
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
NextGen Leadership: Ethics: Using Critical Thinking to Navigate the Gray Zone
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Webinar
1.00 Credits
Member Price: $49
The four classical ethical dilemmas: Truth vs. Loyalty, Individual vs. Community, Short-Term vs. Long-Term, and Justice vs. Mercy. Application of ethical frameworks: ends-based (utilitarian), rule-based (deontological), and care-based (empathy/golden rule) thinking. Techniques to recognize, minimize, and adapt for cognitive bias in ethical decision-making. Stepwise process for analyzing and responding to ethical challenges (Kidders Nine Checkpoints). Courage, fear, and preparation as tools for building ethical cultures and readiness for "decisive moments". Evolving ethical standards in technology-driven business, including AI-facilitated decision-making and remote work environments. The role of the professional as ethical leader, coach, and model for others.
Best-In-Class Recruiting Strategies
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Webinar
1.00 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
1.50 Credits
Member Price: $79
Accounting and Finance
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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Webinar
8.00 Credits
Member Price: $250
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
NextGen Leadership: Making the Shift: Moving from Employee to Supervisor to Leader
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Webinar
1.00 Credits
Member Price: $49
Managing the change in relationships when shifting from peer to supervisor, including handling potential conflicts and maintaining professionalism. Building credibility and trust as a new supervisor—key factors and behaviors to establish influence and authority. Providing and receiving constructive feedback, coaching for performance, and supporting continuous improvement. Understanding and applying professional boundaries and ethics in leadership contexts. Using motivational theories (Maslow, Herzberg) to increase engagement and drive results. Active listening, communication best practices, and barriers to effective workplace communication. Setting SMART goals and driving accountability within teams. Responding to complex workplace challenges with real-life case study analysis and solutions.
The Controllership Series - The Controllers Role in Financial Forecasting
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance
Private Company Simplified GAAP Alternatives
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Webinar
2.00 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options