CPE Catalog & Events

Fraud Risk Management

Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools

K2'S 2023 Top Ten Outlook Tips

Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards Store emails in better places so you can reference them faster Stop typing and use templates instead

K2's 2023 Understanding Your Ransomware Risk

Trends in ransomware attacks Best practices for minimizing ransomware risk

ProActive Response Group De-Escalation Training

Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment

Emotional Intelligence

Emotions Relationships

The Role of HR in Business Sustainability

What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk

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

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

The Best Individual Income Tax Update Course by Surgent

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule Real Estate professional requirements Donor-Advised Funds -- IRS Proposed Regulations and Tax Planning Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges

Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.

Build Better Budgets: Fundamental Techniques

The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting

Surgent's Hiring New Workers and Payroll Taxes

Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance

Surgent's What Tax Practitioners Need to Know About Medicare

Eligibility for Medicare How to apply for  Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments

Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA

What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?

Promoting Mental Health in the Workplace to Prevent Violence

Mental Health Awareness

How to Make Difficult People Disappear...Without Going to Jail

Team dynamics Influence Organizational behavior Leadership

Appreciation Intelligence: The New AI

Languages of appreciation Appreciation strategies

Winter Governmental Auditing & Accounting Conference - Webcast

The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges

The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics

ChatGPT Vision for Financial Analysis

The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024

• Alteryx terminology • The complimentary relationship between Alteryx and Excel • Importing data into Alteryx: an introduction to the Input Data Tool • The Select Records Tool • The Dynamic Rename Tool • The Output Data Tool