CPE Catalog & Events
Webcast: ACPEN: Strategic CFO Series - Big Picture Skills
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Webcast
8.0 Credits
Strategic CFO – Strategic Financial Communications Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together Strategic CFO – Developing Strategy and the Why Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders Strategic CFO – Strategic Risk Management Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization Strategic CFO – Strategic Cash Management What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
Webcast: ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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Webcast
1.0 Credits
Leadership Professional Development Time Management
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Webcast
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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Webcast
4.0 Credits
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Webcast: ACPEN: Measuring Audit Risks
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Webcast
3.0 Credits
Audit Risk Material Misstatement Error vs. Fraud Risk Assessment Audit Documentation Audit Procedures Auditing Standards
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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Webcast
2.0 Credits
Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
Webcast: Comprehensive Roth IRA Strategies Analysis 26-27
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Webcast
2.0 Credits
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Webcast: International Tax Forum - March 2027
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Webcast
1.0 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Webcast: ACPEN: Retirement Planning Issues: Where We Stand Now
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Webcast
4.0 Credits
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
Webcast: ACPEN: Prevention & Detection of Fraud in Small Businesses
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Webcast
5.0 Credits
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
Webcast: ACPEN: Topic 842: FASB's Lease Accounting Standard Update
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Webcast
2.0 Credits
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Webcast
2.0 Credits
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Preparation and Compilation Engagements Under the SSARS
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Webcast
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
Webcast: ACPEN: Guide to Deducting Travel, Meals and Entertainment Expenses
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Webcast
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Webcast: ACPEN: The Role of Internal Audit in SOX Compliance
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Webcast
2.0 Credits
Designing work plans for compliance testing Best practices for managing projects for effectiveness and efficiency Ensuring quality Information Produced/Provider by the Entity (IPE)
Webcast: ACPEN: Strategic CFO – Strategic Financial Communications
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Webcast
2.0 Credits
Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together
Surgent's Excel Budgeting Ideas
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Webcast
2.0 Credits
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
Webcast: ACPEN: SAS 145: Modern Risk-Based Auditing
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Webcast
2.0 Credits
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
Webcast: ACPEN: Audit Risk Assessment in Plain English
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Webcast
2.0 Credits
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
Webcast: ACPEN: Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
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Webcast
2.0 Credits
Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence