CPE Catalog & Events
Form 706 Preparation Part 3: Reporting Deductions 2024
-
Webinar
2.00 Credits
Member Price: $89
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Next Steps Series - Engagement: Motivating the Next Workforce
-
Webinar
1.00 Credits
Member Price: $71
Understanding motivational theories for the modern employee Hiring well Engagement tools Using active listening skills New leadership model High performers and low performers Generations Millennials The motivational chain
Financial Reporting: Presentation-U.S. GAAP vs. IFRS 2024
-
Webinar
2.00 Credits
Member Price: $89
Presentation of financial statements Statement of Cash Flows
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2024
-
Webinar
2.00 Credits
Member Price: $89
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
New Manager Series: Balancing Leadership and Likeability 2024
-
Webinar
2.00 Credits
Member Price: $89
Leadership Development Reactive Leadership Tendencies Relationships with Your Team
Power BI - Analyze Your Data With Excel Pivot Tables
-
Webinar
4.00 Credits
Member Price: $213
The advantages of PivotTable for Data Analysis Step-by-Step PivotTable creation Creating PivotCharts
AICPA A&A Focus: June 2024 | FREE for ISCPA members
-
Webinar
1.00 Credits
The A&A landscape today New and emerging areas of service Solutions to timely or complex issues Technical accounting, auditing and assurance information Resources and tools update
Small Firm Update | Free for ISCPA members
-
Webinar
0.00 Credits
Small firm finance trends Common pitfalls Best practices used across the country Q&A session
Next Steps Series - Greatness: Building a Productive, Resilient Workforce
-
Webinar
1.00 Credits
Member Price: $71
Hiring the "best fit" for tough jobs at all levels Cloning your top performers Motivating and managing for the long term Feedback for all generations How to manage millennials High performers The employee/employer relationship Core values highly regarded by all generations
Power BI - Create Excel Dashboards for Maximum Impact
-
Webinar
2.00 Credits
Member Price: $118
Dashboard design guidelines Using Excel features to create visuals Using visuals to create dashboards Introduce new Power BI tools that enhance visual and dashboard creation
Surgent's Predicting Future Financial Issues Facing the Financial Executive
-
Webinar
8.00 Credits
Member Price: $279
CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets
Surgent's Weekly Expert Hour
-
Webinar
1.00 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
Power BI - Use Power Query to Transform Your Data
-
Webinar
2.00 Credits
Member Price: $118
Append files Combine multiple files from a folder Add custom columns Unpivot a table Create a lookup table from a table
CFO Series: Five Management Superpowers
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:How feedback becomes effectiveHow to develop listening skillsCultivation of self, cultivation of team members as individuals, cultivation of team members as a groupHow to create a working environment in which team members feel acknowledged and 'heard'Inspirational motivation for team successRelational communication skills that increase productivityThe 'secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term
360 Budgeting: A Holistic Approach to Process and Solutions
-
Webinar
8.00 Credits
Member Price: $225
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Governmental Accounting 101
-
Webinar
2.00 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Next Steps Series - Inclusion: Building a Sustainable Culture of Diversity
-
Webinar
1.00 Credits
Member Price: $71
Modern definitions of diversity and inclusion Diverse work environment Types of diversity The importance of people as a competitive advantage Characteristics of high performers Generation Millennials and WIFI Recruiting on Linkedin Ethical ties to diversity and inclusion The art of Culture Managing diverse workforces Bias pitfalls Diversity task force Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program.
K2's 2023 Ripped From The Headlines
-
Webinar
2.00 Credits
Member Price: $79
Malware, ransomware, data breach, and incident response tips Internal control failures that resulted in the theft of assets or unauthorized manipulation of data User authentication and security awareness training
Analyzing Form W9s for 1099 Prep 2024
-
Webinar
1.00 Credits
Member Price: $49
Taxes Form 1099 W9 Vendors
Next Steps Series - The Next Generation: A Different Take on the Generations
-
Webinar
1.00 Credits
Member Price: $71
Understand the modern workforce, from both a generational angle and from a societal viewpoint. Realize that our communication patterns must change to reach across the workforce Prioritize the effort based on the makeup of the workforce, with Millennials the largest cohort Strategies and tips for managing the new workforce A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture