CPE Catalog Search Results

Refine Search

Filter by program type:
All ()
Seminars ()
Conferences ()
Webinars ()
Self-Study ()

Display: Sort by:

Page 100 of 109

(CPE Savers) Forensic Investigations: Key Tools for Success (CS-FAIP4)Evidence in the investigative process (and how to obtain it) Tools used in forensic investigations Conducting interviews Expert witness testimony
8/1/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Advanced Technical Tax Forms Training: LLCs, S Corporations and Partnerships (ATFB)Advanced technical practice and reporting issues for all entities Complex preparation issues (and how to handle them) for Form 1065 and Form 1120S Full coverage of Section 199A and qualified business income (QBI) -- calculation, limitations and examples as applied to partnerships, LLCs and S Corporations How much has the cost of operating as a C Corporation gone down? IRS battles against blind basis What is terminating S Corporations today? Proposed new tax form for S Corporation basis, designed to be attached to individual returns Can I amend prior returns to correct an impermissible accounting method? Depreciation schedules -- becoming shorter due to tax-friendly safe harbors How Section 179 limitations affect basis When to use "704(b) basis" for capital accounts versus "tax basis" Detailed rules of Section 704 for preventing the shift of tax consequences among partners or members Unreasonable uses of the traditional and curative allocation methods Capital account adjustments with admission of a new member/partner Special allocation issues of Section 704, including economic effect, the "dumb-but-lucky" rule and substantiality Social Security issues -- Congressional Budget Office's proposals slated to start in the next decade Allocating a taxable gain that has a book loss Review of final regulations on S Corporation "open debt" Basis neither increased by phantom income, nor reduced by nondeducted pass-through losses Taxable distribution in excess of basis and reporting issues to shareholders Employee vs. independent contractor questions and the Voluntary Classification Settlement Program (VCSP) Payroll penalties -- enforcement activities are rampant *Final regulations for allocating depreciation recapture to partners and members of LLCs
12/13/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
The Year's Best Income Tax, Estate Tax and Financial Planning Ideas (IEFP)Update on income tax and estate planning ideas, including tax reform and other recent changes Highlights of the Tax Cuts and Jobs Act (TCJA), including the new Section 199A qualified business income (QBI) deduction Tax ideas for the current year The changing Social Security landscape -- what it means for planning Creative charitable giving strategies Financial planning strategies Maximizing retirement plan benefits Using intentionally defective grantor trusts Miscellaneous tax planning techniques that can add up to significant tax savings How to use the whole family for tax savings Life insurance Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings
12/2/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Construction Contractors: Special Tax and Accounting Considerations (Webinar) (WCCCST03)Accounting:Over and under billingsNew revenue recognition standard and new lease standard for contractorsConsolidation of variable interest entitiesDeferred income taxesDisclosure of risk and uncertaintyAudit program for contract related items, applying risk analysis to contractors' operations, and required disclosuresTax:Cash versus accrualAccounting methods available to small contractorsPercentage of completion vs. completed contract"Look back" rulesAMTSec. 460 regulations on accumulation of contract costsHomebuilder/developer regulations, and the IRS Audit Techniques Guide for the construction industry IRS AuditTechniques Guide for the construction industry
12/13/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Construction Contractors: Special Tax and Accounting Considerations (Webinar) (WCCCST04)Accounting:Over and under billingsNew revenue recognition standard and new lease standard for contractorsConsolidation of variable interest entitiesDeferred income taxesDisclosure of risk and uncertaintyAudit program for contract related items, applying risk analysis to contractors' operations, and required disclosuresTax:Cash versus accrualAccounting methods available to small contractorsPercentage of completion vs. completed contract"Look back" rulesAMTSec. 460 regulations on accumulation of contract costsHomebuilder/developer regulations, and the IRS Audit Techniques Guide for the construction industry IRS AuditTechniques Guide for the construction industry
12/13/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Construction Contractors: Special Tax and Accounting Considerations (Webinar) (WCCCST01)Accounting:Over and under billingsNew revenue recognition standard and new lease standard for contractorsConsolidation of variable interest entitiesDeferred income taxesDisclosure of risk and uncertaintyAudit program for contract related items, applying risk analysis to contractors' operations, and required disclosuresTax:Cash versus accrualAccounting methods available to small contractorsPercentage of completion vs. completed contract"Look back" rulesAMTSec. 460 regulations on accumulation of contract costsHomebuilder/developer regulations, and the IRS Audit Techniques Guide for the construction industry IRS AuditTechniques Guide for the construction industry
10/24/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Advanced Technical Tax Forms Training: Form 1040 Issues (ATFI)What's new with individual taxes this year -- higher-level staff issues and planning Full coverage of Section 199A and qualified business income (QBI) -- calculation, limitations and examples How much has the cost of operating as a C Corporation gone down? Implications of aggregating passive activities Advanced practice, basis, reporting and gift issues intertwined with advanced planning ideas IRS future state initiative -- how will you and your clients interact with the IRS in the future? Proposed new tax form for S Corporation basis, designed to be attached to individual returns Form 8867 -- changes again this year Form 6198 for at-risk basis -- case study and guidance on how and when to use this form How basis and at-risk basis are different, and why this is significant Form 6252 for installment sale income -- advanced issues, including gain on reacquisition of installment sale property, worksheets on calculating gain and tax basis of reacquired property Form 5329 for additional taxes on qualified plans -- advanced study of how to avoid penalties *Form 6251 -- detailed case study on the adjustments and preferences associated with alternative minimum tax (AMT), including the proper treatment of incentive stock options
12/6/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Multistate Tax Update (MSTU)Issues for individuals -- homes in multiple states, traveling employees and where to withhold Elimination of the physical presence standard in determining nexus (Wayfair case) Economic nexus for remote sellers Tax planning for remote sellers in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income tax (and other forms of tax) Economic nexus -- taxation without physical presence Will states shift away from income tax and increase reliance on sales tax after Wayfair? How states are handling the Tax Cuts and Jobs Act (TCJA) -- attributional and agency nexus, and the presence of intangible property Public Law 86-272 -- is it still valid? Income tax apportionment issues -- prevalence of the single sales factor, determining the type of property being sold, sourcing of income from intangible property and services, sourcing of service income and market based vs. cost of performance Pass-through problems -- nexus issues for interest owners Tax reform Section 199A qualified business income (QBI) deduction for pass-through entities by states -- withholding issues, sourcing of income and taxation at the entity level Dealing with state nexus questionnaires *When to consider voluntary compliance -- responsibility of officers, members, partners and shareholders; planning ideas and opportunities; and updates on pending federal legislation relative to state tax
11/25/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Estate and Life Planning Issues for the Middle-Income Client (PMIC)20+ documents (beyond the will or trusts) that should be reviewed for middle-income clients Applicable estate tax rates and tactics to minimize them Reducing the impact of ancillary administration Necessary provisions in a will When a trust is needed for children Durable powers of attorney for financial matters and health care Asset protection strategies -- upsides and downsides Insurance management -- liability, disability and life Dealing with marriage and divorce Titling assets effectively Avoiding the loss of capital and passive losses at death Elder care planning Latest on portability of the deceased spouse's unused exemption amount Latest estate tax developments and planning implications
10/25/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR)How to prepare various Form 1040 individual tax returns and schedules (with filled-in forms) Tax reform and the Section 199A qualified business income (QBI) deduction -- calculation, limitations and examples Form 8867 -- changes again this year Dividends and interest -- ordinary, return of capital and capital gain distribution dividends; tax-exempt interest; original issue discount and more Security transactions -- Form 1099-B, Form 8948, Schedule D, mutual fund sales and related basis issues Self-employment issues Schedule C deductions including depreciation Sale and exchange of property -- Form 4797, depreciation recapture and capital gains Passive losses -- rental property and how the passive loss rules flow to tax forms In-depth look at itemized deductions -- what is and is not deductible Interest deductions -- limitations and timing problems Retirement contributions Education credits and deductions Tax computation -- kiddie tax, alternative minimum tax (AMT), regular tax, credits and more *Impact of recent legislation, the Tax Cuts and Jobs Act (TCJA) and changes to Form 1040
1/8/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (TFBC)Operating a business as a partnership vs. an LLC vs. an S Corporation -- tax consequences, opportunities and pitfalls Income tax laws for S Corporations -- eligibility, election, tax return preparation, stock basis and loss limitation issues How to handle special pass-through income and expense items How to prepare S Corporation returns and reconcile book income to taxable income How to prepare partnership returns and reconcile book income to taxable income How to handle the tax treatment of distributions to shareholders, partners or members Restrictions and sanctions for tax year-end selection Basics of partnership and LLC formation and basis calculation How self-employment taxes do or do not apply to each entity type How to prepare Schedule M-1, Schedule K and Schedule K-1 for S Corporations, partnerships and LLCs How the Affordable Care Act affects tax returns Frequently used forms and schedules, including some form oddities
1/9/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Fiduciary Income Tax Returns: Form 1041 Workshop With Filled-in Forms (10412)How to classify receipts between "income" and "corpus" under the Uniform Principal and Income Act (UPAIA) How to calculate distributable net income (DNI) using a forms method (Schedule B), code method and shortcut method (worksheet) Proper W-2 preparation and procedures in the year of death What to do when a taxpayer passes before taking a required minimum distribution Forgetful fiduciaries of simple trusts Fluctuating trusts -- simple one year, complex the next How to divide income in the year of death Overview of Subchapter J Form 1041 preparation issues, filing requirements and line-by-line steps Taxable income of estates and trusts, and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent How to calculate the income distribution deduction How UPAIA relates to DNI How to handle capital gains and losses How to allocate tax items to beneficiaries -- another K-1 *Comprehensive DNI calculation case study with principal (cost and fair market value) and income reconciliation
12/9/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Construction Contractors: Special Tax and Accounting Considerations (Webinar) (WCCCST02)Accounting:Over and under billingsNew revenue recognition standard and new lease standard for contractorsConsolidation of variable interest entitiesDeferred income taxesDisclosure of risk and uncertaintyAudit program for contract related items, applying risk analysis to contractors' operations, and required disclosuresTax:Cash versus accrualAccounting methods available to small contractorsPercentage of completion vs. completed contract"Look back" rulesAMTSec. 460 regulations on accumulation of contract costsHomebuilder/developer regulations, and the IRS Audit Techniques Guide for the construction industry IRS AuditTechniques Guide for the construction industry
10/24/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Complete Guide to Payroll Taxes and 1099 Issues (CGPT)Payroll tax requirements for wages (including wages subject to the 0.9 percent tax), employee benefits and reimbursements, nonqualified deferred compensation, stock options and tips Fringe benefits issues -- health insurance, life insurance, cafeteria plans, accountable and nonaccountable plans, standard mileage rates and per diem rates Using a common paymaster How to file W-2s after a takeover, merger or acquisition State and local tax withholding Statutory employees, independent contractors and possible changes to Section 530 relief Penalties -- who is a responsible person? Moving expenses and gross-up calculations Form 941 issues -- disability benefits, tip income and deceased employees Quarterly and annual reporting compliance for employment tax deposits Pension issues and payroll taxes, savings incentive match plan for employees (SIMPLE plans) and 401(k) and pension distributions How to navigate the electronic federal tax payment system (EFTPS) *Form I-9, Form W-9, Form W-2, Form 1099, Form SS-8 and Form 940
11/26/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Top 10 Tax Issues in Dealing With LLCs and Partnerships (LP10)Self-employment tax issues -- what you can and cannot do Capital accounts -- book vs. tax issues Determining basis -- key issues and technical analysis Dealing with debt -- recourse vs. nonrecourse, and why it matters Guaranteed payments, distributive shares and draws Special allocations -- flexibility and complexity Distributions -- cash and property, built-in gain or loss Retirement plan issues and planning options Basis step-ups -- the basic issues Hot assets -- beware of this complicated tax issue *Summary of important provisions of the Tax Cuts and Jobs Act (TCJA) tax reform law
12/3/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Surgent's Advanced Critical Tax Issues for S Corporations (ACTS)The Tax Cuts and Jobs Act (TCJA) and other cases, rulings and tax law changes affecting S Corporations Compensation planning, including limitations in a family-controlled business and self-employment tax issues Use of redemptions -- still some advantages S Corporation liquidation planning Tax issues for family ownership of S Corporation stock Impact of the net investment income tax (NIIT) on sales of S Corporation stock Stock basis -- loss limitations, accumulated adjustments account (AAA) and distribution issues Debt basis -- what the regulations on back-to-back loans mean to investors Estate planning for shareholders, including buy-sell agreements, qualified subchapter S subsidiaries (QSubs), electing small-business trusts (ESBTs) and life insurance Built-in gains -- the five-year recognition period S Corporation structuring and the one-class-of-stock rule Methods of accounting *Legislation on mortgage interest reporting, basis, statute of limitations and tax return due dates
12/12/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
The Complete Trust Workshop (ZDTCTW)Guide to legislative changes and their impact on trust planning, including the Tax Cuts and Jobs Act (TCJA) tax reform law Introduction to trusts, with an emphasis on typical provisions Revocable living trusts Common testamentary trust arrangements -- Bypass trusts, qualified terminable interest property (QTIP) trusts and other marital trusts Asset protection trusts Sophisticated trusts for estate planning and asset transfer -- grantor-retained annuity trusts (GRATs), grantor-retained unitrusts (GRUTs) and qualified personal residence trusts (QPRTs) Charitable trusts -- Charitable remainder trusts, charitable lead trusts and pooled income funds Irrevocable life insurance trusts Medicaid trusts -- special needs and Miller trusts Trusts for minors -- Section 2503(b), Section 2503(c) and others Dynasty trusts Trusts to hold S Corporation stock *Special estate and trust problems (and solutions) related to the 3.8 percent net investment income tax (NIIT)
10/24/2019	8:30 a.m. - 4:30 p.m.	Duluth, MN	8 CPE	Add
Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (ZDHMBI)Basis considerations related to tax reform and new tax legislation New proposed tax form, which calculates basis and is designed to be attached to individual returns How to calculate basis, including detailed worksheets Executor's new IRS form for disclosing basis in certain distributed property Basis of a property distribution from a trust How Section 179 limitations affect basis and how to apply the tax-benefit rule Basis implications of personal assets converted to business use How to calculate basis of inherited and joint tenancy property New rules for net operating losses (NOLs) S Corporations -- beware of final IRS regulations on open debt Stock basis, debt basis and the IRS's recent focus on at-risk basis for shareholders How the accumulated adjustments account (AAA) applies to S Corporations How to apply the complex basis ordering rules and special elections that can have big tax results In-depth look at loss limitation rules When you can have a taxable dividend in an S Corporation Post-termination transition rules Temporary new Tax Cuts and Jobs Act (TCJA) post-termination rules for eligible corporations Detailed Section 704 rules for preventing the shift of tax consequences among partners or members How to calculate basis under Section 704 and for at-risk under Section 465 How recourse, nonrecourse and qualified nonrecourse debt can create very different tax results Basis vs. at-risk basis Section 754 step-up in basis rules The economic effect equivalence test or "dumb-but-lucky" rule How to apply the complex rules of distribution of cash vs. property *How tax reform cleans up the basis treatment of charitable contributions and foreign taxes paid
11/5/2019	8:30 a.m. - 4:30 p.m.	Proctor, MN	8 CPE	Add
The Best S Corporation, Limited Liability and Partnership Update (XCMBCPE)Impact of the Tax Cuts and Jobs Act (TCJA), including the Section 199A deduction for qualified business income (QBI) Relevant practice and reporting issues -- what's new? Key cases, rulings, tax law changes, tax reform news and late-breaking legislation Basis issues -- at-risk and passive activities for partnerships and LLCs Debts between the entity and investors -- open-account and written debt, and defining bona fide debt for back-to-back loans Impact of the net investment income tax (NIIT) on pass-through entity owners
9/23/2019	8:30 a.m. - 4:30 p.m.	Detroit Lakes, MN	8 CPE	Add
Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (WX13424)VA manager steals more than $60,000 of benefitsHVAC controller steals $1.2 millionController buys over $200,000 on private company credit cardFinancial aid officer uses students to steal $300,000 from a top 10 university Third employee in a year caught stealing from government employerHow a trusted minister stole more than $300,000CPA firm specializing in union audits shuts down after partners go to prisonAccountant sentenced to 5 years for $3.1 million theftSorority and Fraternity director sentenced for theft in officeWhy we think it's OK to cheat and steal (sometimes)Sports marketing agent uses non-profit to commit fraud County employee trades cash for water tapsWhy it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports clubHow a college cashier stole more than $500,000Red flags of internal fraud, theft and abuseSimple low cost controls that work in SMEs to minimize internal fraudWhich departments are the highest risk of internal fraudHow internal fraud can risk bank fraud
7/11/2019	1:30 - 3:30 p.m.	Online	2 CPE	Add
(CPE Savers) Auditing 401(k) Plans: Critical Issues and Annual Update (CS-AFP4)Changes to rules and regulations affecting 401(k) plans Audit strategy and tips for improving overall efficiency Risks associated with employee benefit plan audit engagements Common mistakes noted in peer reviews and Department of Labor (DOL) inspections
7/30/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (WSFM4102)Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The "Tier" Rules The Separate Share Rule IRC 663(b) "65-Day" Rule IRC Section 691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
7/10/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (WSTRIT02)Legal definitions and principals involving estates and trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
6/19/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (WSTRIT04)Legal definitions and principals involving estates and trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
9/10/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (WSTRIT03)Legal definitions and principals involving estates and trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
8/5/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (WSFM4103)Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The "Tier" Rules The Separate Share Rule IRC 663(b) "65-Day" Rule IRC Section 691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
9/3/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (WSF70602)Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the "portability" rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
7/24/2019	12 - 2 p.m.	Online	2 CPE	Add
Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (WX13425)VA manager steals more than $60,000 of benefitsHVAC controller steals $1.2 millionController buys over $200,000 on private company credit cardFinancial aid officer uses students to steal $300,000 from a top 10 university Third employee in a year caught stealing from government employerHow a trusted minister stole more than $300,000CPA firm specializing in union audits shuts down after partners go to prisonAccountant sentenced to 5 years for $3.1 million theftSorority and Fraternity director sentenced for theft in officeWhy we think it's OK to cheat and steal (sometimes)Sports marketing agent uses non-profit to commit fraud County employee trades cash for water tapsWhy it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports clubHow a college cashier stole more than $500,000Red flags of internal fraud, theft and abuseSimple low cost controls that work in SMEs to minimize internal fraudWhich departments are the highest risk of internal fraudHow internal fraud can risk bank fraud
8/22/2019	3 - 5 p.m.	Online	2 CPE	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX13512)Ickert will discuss some examples of ethical violations he discovered, including:A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
7/31/2019	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX13514)Ickert will discuss some examples of ethical violations he discovered, including:A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
9/16/2019	12:30 - 2:30 p.m.	Online	2 CPE / 2 Ethics	Add
Government Fraud Investigator: War Stories from the Trenches (Webinar) (WX13462)This course covers the definition of fraud, red flags of fraud, and techniques that you can easily apply to prevent and detect more fraud. Daniel will take you through the methodologies his department used to investigate actual cases. The city finance director's check swap schemeThe city clerk's fraudulent disbursement schemeThe utility district manager's credit card schemeThe utility district manager's petty cash and collections schemesThe city clerk's payroll scheme
8/1/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Current Issues in Regulatory Ethics (Webinar) (WMREGE01)Laws, rules and regulations which apply to CPAs Consequences of violating the laws, rules and regulations *Framework for making ethical decisions
6/26/2019	1 - 2:40 p.m.	Online	2 CPE / 2 Ethics	Add
(CPE Savers) Tax Reform Update: Corporations and Pass-Through Entities (CS-TREF1)Tax planning after the Tax Cuts and Jobs Act (TCJA) tax reform law Reduction in corporate tax rates Section 199A -- new deduction allowance on qualified business income (QBI) for pass-through entities New fringe benefits rules Major depreciation changes Changes to the alternative minimum tax (AMT) New methods of accounting rules for small-business taxpayers New limitations on the deductibility of interest expense Modification of net operating loss provisions Partnerships *S Corporations
8/1/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
New Financial Planning for Healthcare (Webinar) (WCFPLH05)* The interrelationship of health, happiness and financial well-being.* Tax planning for health care costs.* The failures and successes of the Affordable Care Act.* Medical insurance terminology, alternatives, and strategies for selecting the best option.* The pros and cons of health savings accounts.* Traditional long-term care insurance, hybrid strategies, or self insure?* Medicare Parts A, B, C and D and Medigap plans.* Incapacity, elder law, Medicaid and choosing a long-term care facility.* Hospice and palliative care.
1/23/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
The Portable Exclusion, Marital Deduction and Future of Survivor's and Bypass Trusts Planning (Webinar) (WCPTMD03)* Interplay of the estate, gift, generation-skipping, income and property taxes.* Portable exclusion.* Marital deduction planning: rules for and reasons to use Survivor's and QTIP trusts.* "B" (Bypass) trusts.* "A" (Survivor's)"C" (QTIP) trusts planning.* Spousal Lifetime Access Trusts (SLATs).* Qualified Personal Residence Trusts (QPRTs).
12/16/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (WSF70603)Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the "portability" rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
8/13/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (WSF70903)Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
8/20/2019	9 - 11 a.m.	Online	2 CPE	Add
Financial Statement Analysis (Webinar) (WCFNSA03)What income statements bring to the table. What a statement of cash flows tells us about the management of an organization. Interrelationships of the numbers. Reading and understanding budget to actual reports. *Tips and ideas to use in tracking the story of your organization.
2/26/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Financial Statement Analysis (Webinar) (WCFNSA02)What income statements bring to the table. What a statement of cash flows tells us about the management of an organization. Interrelationships of the numbers. Reading and understanding budget to actual reports. *Tips and ideas to use in tracking the story of your organization.
2/26/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
(CPE Savers) Lean Accounting and Management: Saving Money by Streamlining Operations (CS-LAMA4)Basic principles of Lean accounting and thinking Improving customer value through target-costing and budgeting Eliminating waste through value stream management Improving flow via capacity management Material requirements planning Continuous process improvement *Performance management
7/30/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
New Minnesota's Federal Tax Reform Conformity Legislation (Webinar) (WMMNC01)Winners and losers -- whose taxes are expected to decrease and whose are expected to increase Major changes to individual income tax and business income tax Which federal conformity changes are retroactive to 2018 and which are retroactive to 2017 Updates on how the DOR is advising taxpayers to act regarding extending and amending tax returns *Special limited adjustment to tax -- breakdown of this unique provision, which specifies that for certain aspects of federal tax reform, Minnesota’s retroactive conformity will produce no increase or decrease in tax for the 2018 tax year only
6/27/2019	10 - 11 a.m.	Online	1 CPE	Add
New Finance Business Partnering: The Essentials (FBPB)The shift in focus toward value-added activities as traditional transactional accounting roles become automated, outsourced or consolidated Technological advancements that lead to increased efficiency, creating the capacity for finance to add greater value The finance function’s evolving and integrated role as adviser and driver of strategic decisions, and the role of technology and data analytics to drive this change Commercial acumen assisted by data analytics and data visualization People and leadership skills -- influence and communication Key concepts related to business acumen, communication and relationship-building Future of finance -- the skills you'll need to remain relevant in a digital world How the structure of the finance function is changing (the “barrel” analogy) Techniques to overcome challenges to the traditional perception of finance Initiatives the broader business can embrace to enable the success of the finance business partner and drive value for the business
6/26/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Financial Statement Analysis: Basis for Management Advice (FSABM)Valuation techniques Effect ratios DuPont system for analyzing profitability Causal analysis How to conduct a financial statement analysis Causes of (and solutions to) common financial problems such as reduced liquidity, increased leverage and low profitability Users of financial statements Forecasting sustainable growth *Bankruptcy prediction models
6/25/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
New Financial Planning for Healthcare (Webinar) (WCFPLH03)* The interrelationship of health, happiness and financial well-being.* Tax planning for health care costs.* The failures and successes of the Affordable Care Act.* Medical insurance terminology, alternatives, and strategies for selecting the best option.* The pros and cons of health savings accounts.* Traditional long-term care insurance, hybrid strategies, or self insure?* Medicare Parts A, B, C and D and Medigap plans.* Incapacity, elder law, Medicaid and choosing a long-term care facility.* Hospice and palliative care.
12/3/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Social Security Basics and Strategies for Maximizing Benefits (Webinar) (WCBPSS03)Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for self-employed individuals. Plan for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits.
11/13/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Advanced Personal Financial Planning Update (Webinar) (WCAPFP01)* Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care.* Debt management, including reverse mortgages.* Insurance and investments from a life-planning perspective.* Income tax legislation, cases, and rulings.* Estate and trust planning strategies.
8/15/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Advanced Personal Financial Planning Update (Webinar) (WCAPFP03)* Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care.* Debt management, including reverse mortgages.* Insurance and investments from a life-planning perspective.* Income tax legislation, cases, and rulings.* Estate and trust planning strategies.
12/4/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Financial Statement Analysis (Webinar) (WCFNSA01)What income statements bring to the table. What a statement of cash flows tells us about the management of an organization. Interrelationships of the numbers. Reading and understanding budget to actual reports. *Tips and ideas to use in tracking the story of your organization.
8/7/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Microsoft PowerBI: Introduction to Data Analysis in Excel (Webinar) (WI919958)n/a
7/17/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Microsoft PowerBI: Improve Data Analysis with DAX Measures (Webinar) (WI920192)n/a
7/18/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Excel: Advanced Financial and Statistical Calculations (Webinar) (WX12590)The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data
6/18/2019	8 - 10 a.m.	Online	2 CPE	Add
The Portable Exclusion, Marital Deduction and Future of Survivor's and Bypass Trusts Planning (Webinar) (WCPTMD02)* Interplay of the estate, gift, generation-skipping, income and property taxes.* Portable exclusion.* Marital deduction planning: rules for and reasons to use Survivor's and QTIP trusts.* "B" (Bypass) trusts.* "A" (Survivor's)"C" (QTIP) trusts planning.* Spousal Lifetime Access Trusts (SLATs).* Qualified Personal Residence Trusts (QPRTs).
12/16/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (WCRTAA03)* Downside of traditional retirement asset accumulation strategies.* Threats to a successful retirement.* Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles.* Matching investment assets with the appropriate retirement plan and distribution strategy.
11/7/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Advanced Personal Financial Planning Update (Webinar) (WCAPFP04)* Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care.* Debt management, including reverse mortgages.* Insurance and investments from a life-planning perspective.* Income tax legislation, cases, and rulings.* Estate and trust planning strategies.
1/20/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Social Security Basics and Strategies for Maximizing Benefits (Webinar) (WCBPSS04)Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for self-employed individuals. Plan for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits.
1/14/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Excel: Advanced Financial and Statistical Calculations (Webinar) (WX12592)The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data
8/16/2019	2 - 4 p.m.	Online	2 CPE	Add
Microsoft PowerBI: Get Started with the Right Data (Webinar) (WI921226)n/a
7/16/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Excel: Building Powerful Lookup & Reference Formulas (Webinar) (WX12580)The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions
9/16/2019	2 - 4 p.m.	Online	2 CPE	Add
Excel: Advanced Financial and Statistical Calculations (Webinar) (WX12593)The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data
9/9/2019	2 - 4 p.m.	Online	2 CPE	Add
New Finance Business Partnering: Influence to Impact (FBPI)Tailoring your message to maximize influence within a specific audience Designing business scenarios to create more impact Developing succinct summaries of key messages Using and developing the elements of influencing techniques Strategic thinking and how to chart a business model Developing simple shortcuts to break down the complexities of strategic decision-making Personal impact and rapport-building Change management and agile thinking Using communication and data visualization for better engagement Emotional intelligence *Emotional agility
6/27/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF404)Economic update Managing for productivity Metrics and benchmarking Social media and the cloud *Negotiation skills for finance professionals
6/25/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF405)Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
9/17/2019	8 - 11:30 a.m.	Online	4 CPE	Add
New Financial Planning for Healthcare (Webinar) (WCFPLH01)* The interrelationship of health, happiness and financial well-being.* Tax planning for health care costs.* The failures and successes of the Affordable Care Act.* Medical insurance terminology, alternatives, and strategies for selecting the best option.* The pros and cons of health savings accounts.* Traditional long-term care insurance, hybrid strategies, or self insure?* Medicare Parts A, B, C and D and Medigap plans.* Incapacity, elder law, Medicaid and choosing a long-term care facility.* Hospice and palliative care.
8/12/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Advanced Personal Financial Planning Update (Webinar) (WCAPFP02)* Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care.* Debt management, including reverse mortgages.* Insurance and investments from a life-planning perspective.* Income tax legislation, cases, and rulings.* Estate and trust planning strategies.
12/4/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Social Security Basics and Strategies for Maximizing Benefits (Webinar) (WCBPSS01)Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for self-employed individuals. Plan for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits.
8/6/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Social Security Basics and Strategies for Maximizing Benefits (Webinar) (WCBPSS05)Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for self-employed individuals. Plan for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits.
1/14/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
MBAexpress: Insightful Financial Analysis (Self-Study) (JI16NOC)The financial analysis process Corporate overview Industry analysis Business strategy Ratio analysis Cash sufficiency DuPont analysis Horizontal and vertical analysis *Continuity plan
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Business Benefits of Sustainability (Self-Study) (JI2NOC)Triple Bottom Line: Economy, Society, Environment Bottom Line Impact of Sustainability Creating a green team Monitoring success
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Networking - Building a Stronger Professional Network (Self-Study) (JI30NOC)Types of Networks Types of Influential People Building Your Network Clique versus entrepreneurial networks Volunteerism
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Essence of Entrepreneurship (Self-Study) (JI11NOC)Why current business plans that focus primarily on the numbers is the wrong approach Components of the non-traditional business plan: people, opportunity, context, risk and reward The dark side of being an entrepreneur Lead generation strategies
Self-Study		Format: On-Demand	1 CPE	Add
(CPE Savers) Planning and Strategy Formulation for Your Organization’s Financial Success (CS-TDE4)Differences between planning and budgeting The business model Strategic plan Marketing plan Financial forecasting Financial risk analysis *Five-year operating plan
7/31/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
(CPE Savers) Social Security and Medicare: Maximizing Retirement Benefits (CS-SSM4)What Medicare will and will not do Managing Medicare gaps Federal Insurance Contributions Act (FICA) The wide menu of Social Security benefits Social Security benefits for workers and families -- retirement, survivor, disability and death benefits Tax impact of Social Security premiums and benefits Impact of the 3.8 percent Medicare surtax on investment income Recent changes to the Medicare law
7/31/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL)Single-member LLCs as an alternative to subsidiaries Cancellation of indebtedness rules and regulations How the IRS views members or partners for Social Security purposes Special problems when forming an LLC Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, at-risk basis rules and new regulations restricting "bottom dollar" guarantees Distributions -- just a disguised sale? New regulations that eliminate certain tax-deferred leveraged partnership transactions Death or retirement of a member or partner -- understanding the alternatives Step-up in basis issues -- how to make computations and elections Property transactions between the LLC or LLP and its members or partners Inbound and outbound transactions -- what to do with built-in gain or loss property Partnership losses -- when are they deductible? Material participation rules for LLC members and limited partners -- how they affect passive loss issues Continuation and termination of an LLC or partnership in the context of a merger or acquisition Sales of an LLC interest -- holding period and hot asset issues Impact of the net investment income tax (NIIT) on the sale of an interest in a partnership or LLC *New Tax Cuts and Jobs Act (TCJA) tax reform issues to consider -- Section 199A deduction for qualified business income (QBI), repeal of technical termination of partnership and more
6/24/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
The Best Federal Tax Update Course (BFTU)New loss limitation rules applicable to net operating losses (NOLs) and the ability to offset income Revised home mortgage interest deduction Treatment of state and local taxes Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges Carried interest New deferral possibility for stock options New bonus depreciation rules and expansion of Section 179 Expansion of taxpayers who can use the cash method of accounting 30 percent business interest limitation New rules on entertainment expenses, including meals New business credit for wages paid due to family and medical leave Doubling of estate and gift tax exemption to $22.36 million for a married couple Comprehensive coverage of the new Tax Cuts and Jobs Act (TCJA) Section 199A deduction for qualified business income (QBI) and how it changes pass-through entity taxation and planning Relevant state domicile issues which are quickly becoming a new source of practitioner profit Important cases, rulings, tax reform developments and late-breaking tax law changes
10/28/2019	8:30 a.m. - 4:30 p.m.	Plymouth, MN	8 CPE	Add
Common Errors in NFP Financial Reporting (Webinar) (WI944156)n/a
9/5/2019	12 - 2 p.m.	Online	2 CPE	Add
Accounting and Reporting for Not-for-Profit Organizations (FSNPO)Financial statement presentation, including the Financial Accounting Standards Board (FASB) financial reporting standard FASB revenue recognition standard Statement of activities Statement of financial position and statement of cash flow Note disclosures Contribution concepts Functional expense and allocation of costs Endowments Operating versus nonoperating Split-interest agreements and beneficial trusts Membership dues Agency transactions Programmatic investments Common financial statement mistakes
12/3/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Governmental and Not-for-Profit Annual Update (GNAU2)Federal government activities Accounting standards updates AICPA Auditing Standards Board (ASB) Clarity Project AICPA activities and emerging issues related to not-for-profit entities Governmental Accounting Standards Board (GASB) activities Financial Accounting Standards Board (FASB) activities
12/2/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Real Estate Professionals, Passive Activity and Section 199A (Webinar) (WX13117)Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S Corporations) reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards*Real estate professionals and the "former passive activities" rules
8/26/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Reporting Interest and Gain from Tax Exempt Securities (Webinar) (WCRIGT02)* History of current 1099 reporting of fixed income securities* What treatment is required versus what can be elected* Examples using actual 1099 forms
1/8/2020	12 - 2 p.m.	Online	2 CPE	Add
Retirement Penalties and Rollover Issues (Webinar) (WCRPRI01)History of the 60-day Rule and Recent Developments Exceptions to the ten percent penalty Rulings and self-certification What the IRS knows: Forms 1099R and 5498 *Form 5329 use and strategies
8/9/2019	3 - 5 p.m.	Online	2 CPE	Add
Retirement Penalties and Rollover Issues (Webinar) (WCRPRI02)History of the 60-day Rule and Recent Developments Exceptions to the ten percent penalty Rulings and self-certification What the IRS knows: Forms 1099R and 5498 *Form 5329 use and strategies
11/26/2019	12 - 2 p.m.	Online	2 CPE	Add
New Trusts As Retirement Plan Beneficiaries (Webinar) (WCTRPB02)* What is the significance of the Retirement Plan Beneficiary?* Primary vs. Contingent Beneficiaries* Is a Trust a "Designated Beneficiary?"* Why do people want to name a trust as the beneficiary?* Income Tax Aspects of Trusts as beneficiary* What happens when the trust beneficiary dies?
11/25/2019	12 - 1 p.m.	Online	1 CPE	Add
Ethics Update for the CPA: In-Depth (ETB)Basic framework of the AICPA Code of Professional Conduct AICPA Professional Ethics Division -- organization and enforcement procedures Minnesota Society of Certified Public Accountants (MNCPA) Professional Ethics Committee Minnesota Board of Accountancy (BOA) processes *Current issues in ethics code revisions
12/11/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE / 8 Ethics	Add
(CPE Savers) Financial Reporting for Not-for-Profit Entities (CS-NFPF4)Core elements of not-for-profit financial reporting Exchange transactions and contributions Accounting for grants and contracts Reporting and measuring results *Impact of FASB’s not-for-profit financial statement standard
8/5/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
(CPE Savers) Audit Workpapers: Documenting Fieldwork (CS-DFW4)Essential components of a workpaper Preparing and maintaining workpapers Different types of workpapers Documenting audit tests Workpaper critique Tips for improving your workpaper technique
8/7/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Form 990: Mastering Its Unique Characteristics (EO-F990)Form 990 as a one-size-fits-all reporting mechanism for not-for-profit organizations Tips for gathering data and sequencing the preparation of Form 990 Keys to getting the form right the first time Addressing the presence of related organizations Identification of managers and measurements of their compensation Form 990 vs. books-and-records financial statement detail Disclosures of governance inputs and boards' employ of policies Helpful tips and critical components of the most common Form 990 schedules -- A, B, D, G, I and M
8/21/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Spreadsheet Risk: Can You Eliminate It? (Webinar) (WI916092)Structural Design Calculation Formulas
9/4/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Excel-Using PivotTables for Data Analysis (Webinar) (WI935248)The advantages of PivotTable for data analysis Step-by-Step PivotTable creation *Creating PivotCharts
6/19/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Introduction to Data Analytics and Microsoft PowerBI Tools (Webinar) (WI921299)n/a
7/15/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Simplifying Security of Online Passwords (Webinar) (WI925677)Instruction on best practices for maintaining user IDs and passwords Review password manager programs *Demonstrate how password manager programs can simplify maintenance of user IDs and passwords
7/25/2019	12 - 1 p.m.	Online	1 CPE	Add
(CPE Savers) Tax Reform Update: Individuals and Sole Proprietors (CS-TREF2)Overview of tax reform's impact on individuals and small businesses Tax planning after the Tax Cuts and Jobs Act (TCJA) tax reform law Overview of tax reform's impact on estate and trusts Estate, gift and generation-skipping transfer (GST) tax planning considerations and strategies Section 199A -- new deduction allowance on qualified business income (QBI) for pass-through entities Credits *Individual compliance and practice issues
8/1/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Basis and Distributions for Pass-Through Entities: Simplifying the Complexities (BADI)Situations in which basis often comes under scrutiny -- loss limitations, distributions, sales of an interest and more How to structure cash and property distributions to avoid unexpected tax consequences How to adjust basis in partnership assets to save future taxes How to measure the gain or loss on the sale of an interest in a partnership or S Corporation How to minimize recognition of ordinary income on the sale of an interest How to maximize the amount of the pass-through losses deductible by the partner or shareholder
10/18/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
The Best Federal Tax Update Course (ZKBFTU)New loss limitation rules applicable to net operating losses (NOLs) and the ability to offset income Revised home mortgage interest deduction Treatment of state and local taxes Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges Carried interest New deferral possibility for stock options New bonus depreciation rules and expansion of Section 179 Expansion of taxpayers who can use the cash method of accounting 30 percent business interest limitation New rules on entertainment expenses, including meals New business credit for wages paid due to family and medical leave Doubling of estate and gift tax exemption to $22.36 million for a married couple Comprehensive coverage of the new Tax Cuts and Jobs Act (TCJA) Section 199A deduction for qualified business income (QBI) and how it changes pass-through entity taxation and planning Relevant state domicile issues which are quickly becoming a new source of practitioner profit Important cases, rulings, tax reform developments and late-breaking tax law changes
10/25/2019	8:30 a.m. - 4:30 p.m.	Willmar, MN	8 CPE	Add
The Best Federal Tax Update Course (ZZBFTU)New loss limitation rules applicable to net operating losses (NOLs) and the ability to offset income Revised home mortgage interest deduction Treatment of state and local taxes Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges Carried interest New deferral possibility for stock options New bonus depreciation rules and expansion of Section 179 Expansion of taxpayers who can use the cash method of accounting 30 percent business interest limitation New rules on entertainment expenses, including meals New business credit for wages paid due to family and medical leave Doubling of estate and gift tax exemption to $22.36 million for a married couple Comprehensive coverage of the new Tax Cuts and Jobs Act (TCJA) Section 199A deduction for qualified business income (QBI) and how it changes pass-through entity taxation and planning Relevant state domicile issues which are quickly becoming a new source of practitioner profit Important cases, rulings, tax reform developments and late-breaking tax law changes
12/13/2019	8:30 a.m. - 4:30 p.m.	St. Cloud, MN	8 CPE	Add
Advanced Personal Financial Planning Update (Webinar) (WCAPFP05)* Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care.* Debt management, including reverse mortgages.* Insurance and investments from a life-planning perspective.* Income tax legislation, cases, and rulings.* Estate and trust planning strategies.
1/20/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Social Security Basics and Strategies for Maximizing Benefits (Webinar) (WCBPSS02)Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for self-employed individuals. Plan for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits.
11/13/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Financial Planning for Healthcare (Webinar) (WCFPLH02)* The interrelationship of health, happiness and financial well-being.* Tax planning for health care costs.* The failures and successes of the Affordable Care Act.* Medical insurance terminology, alternatives, and strategies for selecting the best option.* The pros and cons of health savings accounts.* Traditional long-term care insurance, hybrid strategies, or self insure?* Medicare Parts A, B, C and D and Medigap plans.* Incapacity, elder law, Medicaid and choosing a long-term care facility.* Hospice and palliative care.
12/3/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Financial Planning for Healthcare (Webinar) (WCFPLH04)* The interrelationship of health, happiness and financial well-being.* Tax planning for health care costs.* The failures and successes of the Affordable Care Act.* Medical insurance terminology, alternatives, and strategies for selecting the best option.* The pros and cons of health savings accounts.* Traditional long-term care insurance, hybrid strategies, or self insure?* Medicare Parts A, B, C and D and Medigap plans.* Incapacity, elder law, Medicaid and choosing a long-term care facility.* Hospice and palliative care.
1/23/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX13474)Get the inside details on these ethics cases:CPA volunteer non-profit treasurer steals $60,000CPA indicted in murder-for-hire plotCPA arrested for falsifying insurance applicationsCPA sentenced for tax fraudSmall town CPA's investment kickback schemeCPA threatened over shark 'attack'Partners uncover Office PIC and CFE stealing CFO..'From Day One, I knew I'd just crossed a line.'CPA launders drug and gambling moneyCPA guilty of attempted murder...of ex-bossCPA steals from pro ball team and a client fighting cancer Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm
8/5/2019	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX13485)By analyzing the stories of five CFOs and controllers who risked it all and lost, learn how to manage the multitude of conflicting pressures that can lead you to compromise and lose your license. Auditors will learn the red flags of CFO and controller fraud.Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
6/27/2019	4 - 6 p.m.	Online	2 CPE / 2 Ethics	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13500)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
7/29/2019	3 - 5 p.m.	Online	2 CPE	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13501)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
8/15/2019	3 - 5 p.m.	Online	2 CPE	Add
Buying and Selling a Business: Critical Tax and Structuring Issues (SELL)Spreadsheet analysis to develop an offer price using the discounted cash flow and alternate valuation methods Negotiation points and goals from the buyer and seller standpoints Confidentiality agreements, memorandums of understanding and asset purchase agreements Need for due diligence in acquisitions -- checklists of important points Deemed asset sales -- is Section 338 or Section 338(h)(10) appropriate? Impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business How to allocate purchase price for tax advantage Impact of the Tax Cuts and Jobs Act (TCJA) Changes in strategy due to tax reform Liquidations as alternatives to sales of a business Avoiding double taxation under the repeal of the General Utilities Doctrine Special problems and opportunities when an S Corporation is the buyer or seller Installment sale and interest issues Tips for avoiding tax pitfalls and spotting tax planning opportunities Bootstrap acquisitions State tax issues, including tax clearance certificates Unique issues in buying and selling of LLC/partnership interests Individually owned goodwill
6/25/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Revising Your Estate Plan due to Tax Reform (Webinar) (WA115088)Overview of the new estate and gift tax rate structureDealing with "Portability": Why to elect Portability; Why to not elect PortabilityPlanning ConsiderationsProper use of a split-interest trust*Proper use of a Family Limited Partnership
6/24/2019	8 - 10 a.m.	Online	2 CPE	Add
Domicile Planning for your Client (Webinar) (WA117873)Reasons for Domicile PlanningThe Response of the Various StatesDomicile DefinedSignificance of DomicileTypes of DomicileDomicile Planning Checklist
6/19/2019	7 - 8 a.m.	Online	1 CPE	Add
Domicile Planning for your Client (Webinar) (WA117926)Reasons for Domicile PlanningThe Response of the Various StatesDomicile DefinedSignificance of DomicileTypes of DomicileDomicile Planning Checklist
6/25/2019	3 - 4 p.m.	Online	1 CPE	Add
Mastering Data Preparation and Analysis in Excel (Webinar) (WI930079)Design Defined Names Excel Tables Proofing Data Gathering Connecting to Data Sources Data Preparation Text, Lookup, Math Functions Data Analysis Formatting (cell styles & conditional formatting) PivotTable *Power Bl Tools Data Presentation
8/7/2019	8 - 10 a.m.	Online	2 CPE	Add
Time to Get Serious About Information Security (Webinar) (WI937545)Data Protection Mobile Device Protection * Virus Protection *Password Management
8/15/2019	12 - 2 p.m.	Online	2 CPE	Add
Microsoft PowerBI: Fundamentals of the PowerBI Desktop App (Webinar) (WI921005)n/a
8/13/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
Power BI: Introduction to MS Power BI Tools (Webinar) (WX12310)The major topics that will be covered in this class include:The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
9/5/2019	8 - 10 a.m.	Online	2 CPE	Add
MBAexpress: Best Practices for Better Budgeting and Planning (Self-Study) (JI3NOC)Budgeting Best Practices SWOT Analysis The 80/20 rule Common budget problems Rolling forecasts Spontaneous assets and liabilities The effects of bad data Contingency opportunities
Self-Study		Format: On-Demand	1 CPE	Add
The Finance & Accounting Organization as a Strategist and Partner to the Business (Self-Study) (JIBLIMBA)Business partner best practices and skill sets How to build a base of credibility and trust Organizational structure that showcases the partnership role The key elements of the talent development process *How to retain your best employees
Self-Study		Format: On-Demand	1 CPE	Add
Challenges of Implementing the New Not-for-Profit Financial Statement Standard (Self-Study) (JICINFPS)*FASB ASU No. 2016-14
Self-Study		Format: On-Demand	2.5 CPE	Add
MBAexpress: Smarter Decision-Making (Self-Study) (JI25NOC)Decision-making bias Decision-making styles Solving problems Brainstorming and brainswarming
Self-Study		Format: On-Demand	1 CPE	Add
Government Fraud & Abuse: How Reporters Find It Before Auditors (Webinar) (WX13526)CPAs can protect themselves by learning how to think about risk from a business perspective. Sallah will share how he investigated 5 fascinating fraud cases:Allen Stanford's $7 billion offshore banking Ponzi scheme and the lawsuit against the auditorsMartin Frankel, the fugitive financier who looted insurance companies of $200 millionDavid Mobley, the Florida hedge fund manager who fleeced investors of $75 millionGeorge Theodule, the affinity fraud artist who stole millions from South Florida's Haitian community*Florida mortgage fraud: a case study in why CPAs cannot rely on regulators
9/3/2019	3 - 5 p.m.	Online	2 CPE	Add
Commonly Missed Analytical Procedures (Webinar) (WX13669)These 10 analytical relationships were red flags that the accounting information couldn't be true: Libraries fake management reportsFalse productivityCOGS or Revenue: which one is wrong?Donor drills down to find why charitable programs workMetrics to measure revenueWhat analytical misfire do 8 Texas counties have in common?How many prescriptions can one doctor write?When the sum of the parts doesn't equal the wholeInventory vs. consumptionWhy didn't anyone notice that sales vs supply didn't make sense?
8/2/2019	1:30 - 3:30 p.m.	Online	2 CPE	Add
Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX13475)Get the inside details on these ethics cases:CPA volunteer non-profit treasurer steals $60,000CPA indicted in murder-for-hire plotCPA arrested for falsifying insurance applicationsCPA sentenced for tax fraudSmall town CPA's investment kickback schemeCPA threatened over shark 'attack'Partners uncover Office PIC and CFE stealing CFO..'From Day One, I knew I'd just crossed a line.'CPA launders drug and gambling moneyCPA guilty of attempted murder...of ex-bossCPA steals from pro ball team and a client fighting cancer Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm
9/12/2019	8 a.m. - 12 p.m.	Online	4 CPE / 4 Ethics	Add
Government Fraud & Abuse: How Reporters Find It Before Auditors (Webinar) (WX13524)CPAs can protect themselves by learning how to think about risk from a business perspective. Sallah will share how he investigated 5 fascinating fraud cases:Allen Stanford's $7 billion offshore banking Ponzi scheme and the lawsuit against the auditorsMartin Frankel, the fugitive financier who looted insurance companies of $200 millionDavid Mobley, the Florida hedge fund manager who fleeced investors of $75 millionGeorge Theodule, the affinity fraud artist who stole millions from South Florida's Haitian community*Florida mortgage fraud: a case study in why CPAs cannot rely on regulators
7/9/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
(CPE Savers) Real Estate Taxation: Critical Considerations (CS-RET4)Impact of the Tax Cuts and Jobs Act (TCJA) tax reform law on the real estate industry Determination of basis when acquiring real estate Rental operations Depreciation and recapture Calculation of gain or loss on sale of real estate Passive activity losses *Installment sales
8/8/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
(CPE Savers) Controller and CFO Update: Hot Topics Facing Today's Financial Professional (CS-TCF4)Economic update Managing for productivity Metrics and benchmarking Social media and the cloud *Negotiation skills for finance professionals
8/8/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
(CPE Savers) Ethics and Professional Conduct: Updates and Practical Applications (CS-GRE4)AICPA Code of Professional Conduct Conceptual framework Independence provisions for nonattest services Personal independence *New interpretations added to the code
7/30/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE / 4 Ethics	Add
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (WSCCSM02)Factors business owners should take into account when choosing a retirement plan SIMPLE Plans Simplified Employee Pension Plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees' impact on choice of plan Ongoing compliance requirements *Tax filing requirements
8/19/2019	12 - 2 p.m.	Online	2 CPE	Add
The Best Federal Tax Update Course (XCMBFTU)New loss limitation rules applicable to net operating losses (NOLs) and the ability to offset income Revised home mortgage interest deduction Treatment of state and local taxes Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges Carried interest New deferral possibility for stock options New bonus depreciation rules and expansion of Section 179 Expansion of taxpayers who can use the cash method of accounting 30 percent business interest limitation New rules on entertainment expenses, including meals New business credit for wages paid due to family and medical leave Doubling of estate and gift tax exemption to $22.36 million for a married couple Comprehensive coverage of the new Tax Cuts and Jobs Act (TCJA) Section 199A deduction for qualified business income (QBI) and how it changes pass-through entity taxation and planning Relevant state domicile issues which are quickly becoming a new source of practitioner profit Important cases, rulings, tax reform developments and late-breaking tax law changes
12/10/2019	8:30 a.m. - 4:30 p.m.	Fergus Falls, MN	8 CPE	Add
Tax Considerations and Consequences for Closely Held Businesses (CHTX)Impact and planning strategies related to the Tax Cuts and Jobs Act (TCJA) tax reform law Entity options Compensation Retirement plans and deferred compensation Passive activities and at-risk issues Shareholder/partner basis Insolvency and bankruptcy Business losses Distressed properties Tax credits Succession planning Multistate taxation
12/11/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
(CPE Savers) The Essential Multistate Tax Update (CS-MST4)Employees working in multiple states -- withholding issues (when to start and where to withhold) and special issues depending on type of tax assessed in the state or locality Elimination of the physical presence standard in determining nexus (Wayfair case) Economic nexus for remote sellers Tax planning for remote sellers in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income tax (and other forms of tax) Economic nexus -- taxation without physical presence Will states shift away from income tax and increase reliance on sales tax after Wayfair? How states are handling the Tax Cuts and Jobs Act (TCJA) -- attributional and agency nexus, and the presence of intangible property Public Law 86-272 -- is it still valid? Pass-through problems -- nexus issues for interest owners Tax reform Section 199A qualified business income (QBI) deduction and withholding issues for pass-through entities by states Dealing with state nexus questionnaires When to consider voluntary compliance -- responsibility of officers, members, partners and shareholders; planning ideas and opportunities; and updates on pending federal legislation relative to state tax
8/6/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
K2's QuickBooks for Accountants (QBA)Common QuickBooks issues and how to resolve them -- closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions, voiding checks in prior periods and more What's new in QuickBooks Properly setting up data files -- templates, converting data from other accounting applications, entering beginning balances, establishing user security rights and more Working with QuickBooks lists -- entering, managing, importing and exporting data Creating reports, analyzing data and exporting reports to Excel Management tools -- budgeting, forecasting, depreciating fixed assets, tracking loans and more
10/18/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Form 990: Exploring the Form's Complex Schedules (F990A)Key issues that affect how public charities are classified, and related Schedule A reporting Various public policy realms Schedule C asks about Complexity and problems with Schedule F's instructions Schedule R -- identification and reporting of related organizations Various types of "transactions with interested persons" disclosure requirements in Schedule L Critical issues to avoid in Schedules K and N *Items to watch when completing Schedule J's Parts I and II
11/8/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Form 990: Exploring the Form's Complex Schedules (Webinar) (WI947778)Key issues that affect how "public charities" are classified and related Schedule A reporting The various public policy realms inquired of in Schedule C Complexity and problems within Schedule F's instructions Identification of, and reporting in Schedule R, of related organizations The various types of "Transactions with Interested Persons" required to be disclosed in Schedule L Critical issues to avoid in Schedules K and N *Items to watch when completing Schedule J's Parts I and II
6/26/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Form 990: Mastering Its Unique Characteristics (Webinar) (WI947300)* Primacy of the Form 990 as a "one size fits all" reporting mechanism Form 990 preparation sequencing and data gathering and keys to getting Form 990 preparation right the first time Addressing presence of "related organizations" * Identification of managers and measurements of their compensation 990 versus books-and-records financial statement detail Disclosures of governance inputs and Boards' employ of policies
8/6/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Form 990: Mastering Its Unique Characteristics (Webinar) (WI947296)* Primacy of the Form 990 as a "one size fits all" reporting mechanism Form 990 preparation sequencing and data gathering and keys to getting Form 990 preparation right the first time Addressing presence of "related organizations" * Identification of managers and measurements of their compensation 990 versus books-and-records financial statement detail Disclosures of governance inputs and Boards' employ of policies
6/18/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
S Corporations: How to Calculate the Shareholder's Basis (Webinar) (WX13131)Discusses the calculation of basis when the entity is formed including the impact of contributed property.Explains the importance of shareholder loans to the entity.Uses a comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of corporation property.Explains how basis is impacted by sale/or liquidation of the S Corporation interest.Shows how to get from the Schedule K-1 information to the basis calculations.
8/6/2019	8 - 10 a.m.	Online	2 CPE	Add
Financial and Tax Accounting for S Corporations (Webinar) (WX14126)Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations.Review of OCBOA and its relationship to financial accounting for S Corporations.Review of the new AICPA "small" GAAP rules.The impact of the entity's tax status history on its financial accounting.Deferred tax accounting for S Corporations.Required S status financial accounting disclosures.Financial accounting impact of the C to S election and the S to C election.The relationship of financial accounting and the Form 1120S.Financial and tax accounting for S corporation shareholder equity account.Financial vs. tax accounting for loans to and from S Corporations and their shareholders.*Financial accounting vs. tax accounting for S corporation investments in other entities.
9/4/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Financial and Tax Accounting for S Corporations (Webinar) (WX14123)Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations.Review of OCBOA and its relationship to financial accounting for S Corporations.Review of the new AICPA "small" GAAP rules.The impact of the entity's tax status history on its financial accounting.Deferred tax accounting for S Corporations.Required S status financial accounting disclosures.Financial accounting impact of the C to S election and the S to C election.The relationship of financial accounting and the Form 1120S.Financial and tax accounting for S corporation shareholder equity account.Financial vs. tax accounting for loans to and from S Corporations and their shareholders.*Financial accounting vs. tax accounting for S corporation investments in other entities.
6/18/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Real Estate Professionals, Passive Activity and Section 199A (Webinar) (WX13115)Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S Corporations) reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards*Real estate professionals and the "former passive activities" rules
6/19/2019	1 - 3 p.m.	Online	2 CPE	Add
New Complete Guide to the New Yellow Book (CGYB)When are you required to follow the Yellow Book? (aka Generally Accepted Government Auditing Standards, or GAGAS) How the Yellow Book requirements relate to Generally Accepted Auditing Standards (GAAS) and the single audit requirements Different types of Yellow Book audit and attestation engagements Yellow Book standards related to independence, CPE, peer review and more Yellow Book requirements related to the performance of (and reporting on) a financial audit Yellow Book requirements related to attestation engagements (examinations, reviews and agreed-upon procedures) and performance audits
11/15/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Financial Reporting Update for Tax Practitioners (AAUP)Latest accounting and financial reporting developments, including revenue recognition, lease accounting and financial instruments accounting Impact of recent developments on income tax accounting Tax basis financial statements Statement on Standards for Accounting and Review Services (SSARS) No. 21 (clarification and recodification) and how it applies to financial statement preparation Authoritative standards and guidance for performing and reporting on SSARS 21 engagements Other important SSARS updates *Recent standard-setting activities at the Private Company Council (PCC), the Financial Accounting Standards Board (FASB), the Auditing Standards Board (ASB) and the Accounting and Review Services Committee (ARSC)
11/14/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Common Frauds and the Internal Controls Designed to Prevent and Detect Them (Webinar) (WCFRAR01)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Assessing risk of fraud by management, internal accountants, and internal auditors in order to identify areas where controls need enhancement Assessing risk of fraudulent misstatement by independent auditors to allocate more resources and apply more effective audit procedures where most appropriate *Designing an audit and developing audit programs using a cumulative top-down approach
7/31/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
SSARS Engagements: Doing Them Right & Doing Them Well (Webinar) (WCNTCR02)* SSARS #22, 23, & 24* Relevant changes to the AICPA Code of Professional Conduct and the Quality Control Standards* Required documentation in a SSARS engagement* Tips for minimizing potential liability on engagements involving unaudited financial information
8/16/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
How State Lines Impact Estate, Tax and Financial Planning (Webinar) (WA121689)State Transfer TaxesSpousal RightsIntestate SuccessionFormal Will RequirementsDistribution Planning IssuesDisability issuesDurable Power of Attorney IssuesMedical Health Care Directive Issues
6/25/2019	7 - 8 a.m.	Online	1 CPE	Add
Recognizing and Correcting Failures in a Client's Estate Plan (Webinar) (WA120735)Recognizing Why Clients Fail Distinguish and Understand the Core Objectives of an Estate Plan Implementation of the Core Objectives Understanding the Needs of a Client How to Gather Data Disability Issues Distribution Issues Identifying Failures *Proper Selection of Fiduciaries
6/21/2019	11 a.m. - 12 p.m.	Online	1 CPE	Add
New Estate Administration Process: The Tax Practitioners Guide (Webinar) (WA213507)Estate settlement issues Collection and accounting of assets Determining the legitimacy of debts and creditors Payment of creditors Distribution issues Probate issues Will contests Inventory of assets Fiduciary duties Rights of creditors, third parties, and beneficiaries Federal estate tax issues State death tax issues Ancillary estate administration issues Fiduciary accounting issues *Special issues regarding trusts
6/20/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Recognizing and Correcting Failures in a Client's Estate Plan (Webinar) (WA120788)Recognizing Why Clients Fail Distinguish and Understand the Core Objectives of an Estate Plan Implementation of the Core Objectives Understanding the Needs of a Client How to Gather Data Disability Issues Distribution Issues Identifying Failures *Proper Selection of Fiduciaries
6/27/2019	8 - 9 a.m.	Online	1 CPE	Add
(CPE Savers) Capitalized Costs and Depreciation: Key Issues and Answers (CS-CCD4)Impact of the Tax Cuts and Jobs Act (TCJA) tax reform law on property transactions and tax planning Capital improvements and repair Adjusted tax basis Tax depreciation and amortization Like-kind exchanges First-year expensing -- Section 179 Depreciation methods Form 3115 -- change in accounting method
8/7/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
(CPE Savers) Cybersecurity Risk Fundamentals (CS-CRMP4)Cyberthreats and risks, including recent data breaches and privacy considerations The importance of a cybersecurity risk management program and the cybersecurity description criteria Different cybersecurity controls frameworks -- National Institute of Standards and Technology (NIST), International Organization for Standardization (ISO) and more Cybersecurity controls and risk mitigation products
8/5/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Accounting and Auditing for the Construction Industry (Webinar) (WCAAFC03)* Illustrative computations for revenue recognition* Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry.* Application of "risk-based" audit model to contractors* The "Lookback" analysis and the contractor's estimating reliability* Practical approach to auditing contracts completed and in progress* Numerous computations and alternative approaches
12/12/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Deferred Income Taxes (Webinar) (WCDITX03)Sample Schedule M calculations Sample work papers for deferred tax computations Comprehensive two year example and computations Review and analysis of recurring temporary differences Identification of the sources to compute "cumulative temporary differences" Sample workpapers for analysis of tax positions
12/9/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Risk, Cost, and Cash Management for Controllers and Financial Managers (Self-Study) (JI4TKBP)Techniques and ideas to establish and maintain an effective organization Examples of successful and failed companies as a source of learning Identification of broad measures that provide insights into the direction of the economy Practical ideas to improve forecasting *Framework and methods to uncover and manage risk
Self-Study		Format: On-Demand	5.5 CPE	Add
Social Security and Medicare: Maximizing Retirement Benefits (Self-Study) (JICL4SSM)What Medicare will and will not do Managing Medicare gaps Analyzing the wide menu of Social Security benefits Social Security benefits for workers and families: retirement, survivor, disability, and death benefit Tax impact of social security premiums and benefits Impact of the new 3.8% Medicare surtax on investment income
Self-Study		Format: On-Demand	7 CPE	Add
Cybersecurity Advisory Services: Readiness Assessment Deep Dive (Self-Study) (JICSAE)Cybersecurity risks to businesses and firms Different cybersecurity controls frameworks (i.e., NIST, ISO, TSC, etc.) Elements of a cybersecurity risk management Internal controls and other risk management activities Client recommendations in a readiness assessment Client service opportunities
Self-Study		Format: On-Demand	10.5 CPE	Add
MBAexpress: Risk Management (Self-Study) (JI24NOC)5 Business Risk Truths Risk Assessment Approaches (SWOTS & PESTLES) *Risk Evaluation
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Teamwork and High Performance Teams (Self-Study) (JI29NOC)Illustrate the principles of improvisation and how they relate to building high performance teams Demonstrate the positive effects of replacing "Yes But" with "Yes And"
Self-Study		Format: On-Demand	1 CPE	Add
Advanced Topics in a Single Audit (Self-Study) (JIADUG)Planning the compliance audit and other risk assessment considerations Required elements of the schedule of expenditures of federal awards Major program determination process, including clusters and loans/loan guarantees Considerations when assessing and evaluating internal controls over compliance Audit sampling Evaluating and reporting on applicable compliance requirements related to compliance testing Considerations for pass-through entities Advanced audit reporting issues
Self-Study		Format: On-Demand	9.5 CPE	Add
Introduction to Business Valuation (Self-Study) (JIIBV)Users and practitioners of business valuations Business valuation standards Items necessary to prepare an engagement letter Appraisal principles and theory Developing forecasts for business valuations The market approach to valuation The asset-based approach to valuation The income approach to valuation Premiums and discounts to valuation Preparing a valuation report
Self-Study		Format: On-Demand	17 CPE	Add
A Firm's System of Quality Control (Self-Study) (JI164970)Introduction to Statements on Quality Control Standards (SQCS) No. 8 The six elements of quality control Monitoring your QC system Documenting and communicating your QC system Common peer review matters related to QC systems Scenarios, tips, and tools
Self-Study		Format: On-Demand	8 CPE	Add
Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX13537)Why he accepted assurances that everything was okayHow he rationalized his actions and felt he wasn't doing anything illegalWhy he cooked the booksWhy he plead guilty to a $100 million fraudWhat it's like to be sentenced to a year and a day What prison is like for a CPA*Why and how he started his own CPA firm
7/15/2019	12:30 - 2:30 p.m.	Online	2 CPE / 2 Ethics	Add
Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13548)Convention and Visitor Bureau CFO pleads guilty Ranking services revise standards risking non-profits' ability to raise donations Detailed analysis of malpractice claims of non-profit engagements 11 questions to assess non-profit risk How a fake charity stole millions Firm quality control requirements Risks of profit incentives in non-profit work 3 ways to be indispensable at a non-profit New survey details risks of being a non-profit board member Broker stole $50 million from non-profits and schools
6/18/2019	5 - 7 p.m.	Online	2 CPE	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX14171)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
10/3/2019	11 a.m. - 3 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX14168)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
7/18/2019	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
New K2's Accessing and Cleaning Data with Excel, Power Query and Power BI (Webinar) (WC2ACD04)* Power Query, Power Pivot, and Power BI Content Packs
11/22/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Bringing Artificial Intelligence to Your Excel Workbooks (Webinar) (WC2AIE02)* Artificial Intelligence tools offered in Excel* Dynamic Arrays* Inserting data from a picture into Excel
8/2/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Power BI: Advanced Reporting (Webinar) (WC2API02)* Power BI* Power BI Advanced Features* Power BI Desktop, Mobile and Pro
8/13/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB08)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review
10/25/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (WX13145)Definition of self-rental propertySelf-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping electionSeveral real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules
7/1/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (WX14109)Review of the Accounting Standards Codification and its application to partnerships and LLCs.Review of OCBOA and its application to partnerships and LLCs.Review of the new AICPA financial reporting framework for small and medium-sized entities.Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs.Financial accounting issues arising from changes in ownership of partnership and LLCs.Financial vs. tax accounting for partnership/LLC capital accounts.Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.The integration of financial accounting for partnerships/LLCs with the Form 1065.Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.Deferred tax accounting for partnerships/LLCs.Completion of the Form 1065 Schedule M-1.Financial accounting for the operations of a partnership/LLC.*Partnerships/LLCs as part of other entities.
6/25/2019	8:30 a.m. - 12:30 p.m.	Online	4 CPE	Add
Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (WX13032)Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
9/3/2019	9 - 11 a.m.	Online	2 CPE	Add
Form 990: Exploring the Form's Complex Schedules (Webinar) (WI947795)Key issues that affect how "public charities" are classified and related Schedule A reporting The various public policy realms inquired of in Schedule C Complexity and problems within Schedule F's instructions Identification of, and reporting in Schedule R, of related organizations The various types of "Transactions with Interested Persons" required to be disclosed in Schedule L Critical issues to avoid in Schedules K and N *Items to watch when completing Schedule J's Parts I and II
8/20/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
New TCJA and Exempt Organizations: 18 Months After Enactment (Webinar) (WMTAEO01)Qualified transportation benefits and the Section 512(a)(7) parking tax -- a tax on expenditures Siloing required under Section 512(a)(6) and the need to track suspended losses on years beginning Jan. 1, 2018 and later *Section 4960 excise tax -- how to address the 21% more costly employee pool
6/20/2019	12 - 1:40 p.m.	Online	2 CPE	Add
Form 990: Mastering Its Unique Characteristics (XCMEF990)Form 990 as a one-size-fits-all reporting mechanism for not-for-profit organizations Tips for gathering data and sequencing the preparation of Form 990 Keys to getting the form right the first time Addressing the presence of related organizations Identification of managers and measurements of their compensation Form 990 vs. books-and-records financial statement detail Disclosures of governance inputs and boards' employ of policies Helpful tips and critical components of the most common Form 990 schedules -- A, B, D, G, I and M
12/11/2019	8:30 a.m. - 4:30 p.m.	Fergus Falls, MN	8 CPE	Add
Form 990: Mastering Its Unique Characteristics (Webinar) (WI942650)* Primacy of the Form 990 as a "one size fits all" reporting mechanism Form 990 preparation sequencing and data gathering and keys to getting Form 990 preparation right the first time Addressing presence of "related organizations" * Identification of managers and measurements of their compensation 990 versus books-and-records financial statement detail Disclosures of governance inputs and Boards' employ of policies
11/26/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Construction Contractors: Accounting, Auditing and Tax (Self-Study) (JICAAT)Contract accounting Contractor financial statements Working with a surety Audit planning and procedures Long-term contracts Tax accounting for construction contractors *Taxation for small to large contractors
Self-Study		Format: On-Demand	10 CPE	Add
Fraud and Cash Receipts: Common Frauds and Internal Controls (Self-Study) (JICL4RCR)Frauds caused by fraudulent financial reporting Common fraud risks within the revenue and cash receipts processes Analysis of controls for effectiveness and efficiency Estimating the cost-benefit of correcting a control weakness *Control implementation ideas
Self-Study		Format: On-Demand	4.5 CPE	Add
Transforming Your Role as Controller to Business Partner (Self-Study) (JICOBP)Leadership vs. management Business and strategic planning processes Lean management techniques and processes Recruiting, retaining and developing employees Project and change management Communications, listening and presentation skills Business strategy and the controller Application of best practices in the accounting department
Self-Study		Format: On-Demand	10 CPE	Add
Cybersecurity Readiness Assessments (Self-Study) (JI4CSAE)Apply knowledge of an effective cybersecurity risk management program to analyze a client's program and conduct a readiness assessment. Differentiate the various frameworks available (e.g., NIST, ISO, TSC, and/or hybrid) and apply which is better as well as when/how to use it. Apply tests to client's cybersecurity controls and other risk management activities based on existing frameworks Identify client recommendations for improvements based on readiness/assessment procedures.
Self-Study		Format: On-Demand	6 CPE	Add
New Postmortem Estate Planning (Webinar) (WA123332)Alternative valuation date (AVD) issuesPortability IssuesInstallment payments of estate taxes (IRC Section 6166)QTIP elections under IRC Sec.2056(b)(7)The use of qualified disclaimersBasis issuesFinal income tax return of the decedentMedical expenses of final illnessSavings bond interest accelerationEstate fiscal year and accounting method electionsThe sixty-five-day rule electionIncome and deductions in respect of the decedent (IRD)
6/27/2019	2 - 4 p.m.	Online	2 CPE	Add
New Tax Reform: A Practical Review of All Planning Issues (Webinar) (WA122325)Examination of a client's current plan Understanding the problems facing a client due to the changing legislation Understanding how to find new pathways for a client's tax, financial, and estate plan Specific techniques based on the Act
6/21/2019	11 a.m. - 7 p.m.	Online	8 CPE	Add
New Tax Reform: A Practical Review of All Planning Issues (Webinar) (WA122378)Examination of a client's current plan Understanding the problems facing a client due to the changing legislation Understanding how to find new pathways for a client's tax, financial, and estate plan Specific techniques based on the Act
6/27/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
New Postmortem Estate Planning (Webinar) (WA123279)Alternative valuation date (AVD) issuesPortability IssuesInstallment payments of estate taxes (IRC Section 6166)QTIP elections under IRC Sec.2056(b)(7)The use of qualified disclaimersBasis issuesFinal income tax return of the decedentMedical expenses of final illnessSavings bond interest accelerationEstate fiscal year and accounting method electionsThe sixty-five-day rule electionIncome and deductions in respect of the decedent (IRD)
6/25/2019	7 - 9 a.m.	Online	2 CPE	Add
Preserving Independence and Otherwise Complying with the New AICPA Code of Professional Conduct (Webinar) (WCETFR02)The revised AICPA Code of Professional Conduct Requirements for retaining independence when performing nonattest services for an attest client The conceptual framework for evaluating independence when multiple nonattest services are performed for the same client Understanding and applying the risk based approach and coceptual framework to evluate compliance with the Code of Conduct and, in particular, the independence requirements Nonattest services that may or may not be performed for an attest client and how they affect independence Documenting complance with the AICPA Code of Professinal Conduct
11/1/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Fraud: Practical Approaches to Prevention & Detection (Webinar) (WCFPAP04)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Profiles of fraud perpetrators and the types of controls most likely to be effective for each Designing control procedures to enhance an entity's atmosphere and reduce the likelihood of fraud *Designing control procedures to address specific fraud schemesProfile of the fraud perpetrator
3/19/2020	2:30 - 6 p.m.	Online	4 CPE	Add
Fraud: Practical Approaches to Prevention & Detection (Webinar) (WCFPAP02)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Profiles of fraud perpetrators and the types of controls most likely to be effective for each Designing control procedures to enhance an entity's atmosphere and reduce the likelihood of fraud *Designing control procedures to address specific fraud schemesProfile of the fraud perpetrator
11/1/2019	2:30 - 6 p.m.	Online	4 CPE	Add
Fraud: Practical Approaches to Prevention & Detection (Webinar) (WCFPAP03)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Profiles of fraud perpetrators and the types of controls most likely to be effective for each Designing control procedures to enhance an entity's atmosphere and reduce the likelihood of fraud *Designing control procedures to address specific fraud schemesProfile of the fraud perpetrator
1/31/2020	2:30 - 6 p.m.	Online	4 CPE	Add
Ethics: Every Choice Has a Consequence (Webinar) (WX13438)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
8/15/2019	12:30 - 2:30 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: Every Choice Has a Consequence (Webinar) (WX13437)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
7/26/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
Government Fraud Investigator: War Stories from the Trenches (Webinar) (WX13463)This course covers the definition of fraud, red flags of fraud, and techniques that you can easily apply to prevent and detect more fraud. Daniel will take you through the methodologies his department used to investigate actual cases. The city finance director's check swap schemeThe city clerk's fraudulent disbursement schemeThe utility district manager's credit card schemeThe utility district manager's petty cash and collections schemesThe city clerk's payroll scheme
9/6/2019	3 - 5 p.m.	Online	2 CPE	Add
Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13550)Convention and Visitor Bureau CFO pleads guilty Ranking services revise standards risking non-profits' ability to raise donations Detailed analysis of malpractice claims of non-profit engagements 11 questions to assess non-profit risk How a fake charity stole millions Firm quality control requirements Risks of profit incentives in non-profit work 3 ways to be indispensable at a non-profit New survey details risks of being a non-profit board member Broker stole $50 million from non-profits and schools
8/22/2019	1 - 3 p.m.	Online	2 CPE	Add
Financial Accounting for Related Party Transactions (Webinar) (WX12965)FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.Reviews the tax accounting related taxpayers standards,Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
8/14/2019	9 - 11 a.m.	Online	2 CPE	Add
Capitalization and Tax Depreciation: Review and Update (Webinar) (WX13015)Recent tax legislation and TCJA developments related to capitalization and eligible property for Section 179 and Section 168(k)Discussion of the Section 179 and Section 168(k) deductions and their use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics
7/16/2019	12 - 2 p.m.	Online	2 CPE	Add
The Flow Through Entities Deduction: Review and Update (Webinar) (WX13050)A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate and other investmentsHow to calculate the tax savingsDiffering impact on the sole proprietorship, partnerships and S CorporationsAvailability of the deduction for trusts and other entities*Forms reporting
8/21/2019	8 - 10 a.m.	Online	2 CPE	Add
Partnerships: How to Calculate the Partner's Basis (Webinar) (WX13068)Calculation of basis when the entity is formed, including the impact of contributed property.Explains the use of both "inside" and "outside basis determination.Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis.Comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of partnership property.Explanation of how basis is impacted by sale and/or liquidation of the partnership interest.
8/7/2019	8 - 10 a.m.	Online	2 CPE	Add
Power BI: Introduction to MS Power BI Tools (Webinar) (WX12318)The major topics that will be covered in this class include:The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
6/20/2019	5 - 7 p.m.	Online	2 CPE	Add
Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (WX12343)The major topics that will be covered in this class include:Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.
8/7/2019	9 - 11 a.m.	Online	2 CPE	Add
Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (WX12396)The major topics that will be covered in this class include:A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
6/28/2019	3 - 5 p.m.	Online	2 CPE	Add
Excel: Using Charts for a Non-Financial Audience (Webinar) (WX12633)The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options *Printing and sharing your charts
7/16/2019	8 - 10 a.m.	Online	2 CPE	Add
New K2's Accounting Solutions Shootout for Small and Mid-Sized Businesses (Webinar) (WC2ASM03)* Accounting solutions for Small and mid-sized businesses* Desktop to cloud-based solutions* Third-party add-ins that will provide additional functionality
8/7/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Budgeting and forecasting tools and Techniques (Webinar) (WC2BFT07)* Excel techniques for interacting with the accounting systems* Data Tables* NPV, IRR, XNPV and XIRR* Budgeting forecasting
11/18/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Business Intelligence: Featuring Microsoft's Power BI Tools (Webinar) (WC2BIF06)Excel-based BI dashboards BI solutions based wholly on Excel Excel add-ins that might useful in BI applications Dashboards using Power BI
10/4/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Cloud Computing (Webinar) (WC2CLC10)Cloud Computing Cloud computing vendors Cloud-based solutions Security and data availability *Storing data in the Cloud
2/21/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
Annual Tax Update: Corporations & Pass Through Entities (Self-Study) (JIATCP)Legislative developments, regulations issued, and recent IRS rulings and guidance for the following: IRS rulings, procedures and notices for the last year Court cases settled in the last year that provide tax return guidance IRS administrative issues, compliance, and new forms Pass-Through Entities and Passive Activities Depreciation and Amortization Retirement Plans and Fringe Benefits Corporate Income, Deduction, Gains, and Losses *Accounting Methods and Periods
Self-Study		Format: On-Demand	12 CPE	Add
Fundamentals for Performing a Single Audit under the Uniform Guidance for Federal Awards (Self-Study) (JIBAUG)Fundamentals of a compliance audit performed under the Uniform Guidance Identifying federal awards Pass-through entities and subrecipients Schedule of expenditure of federal awards Determination of major programs Using the compliance supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Reporting requirements of a single audit
Self-Study		Format: On-Demand	8 CPE	Add
Blockchain for Supply Chain (Self-Study) (JIBLSC)Blockchain overview Blockchain implementation Supply chain GDPR with blockchain Blockchain public and private networks in regard to physical supply chain automation, digital goods, and vendor management The role smart contracts play in supply chain blockchain networks Focusing on determining appropriateness of blockchain to a solution Regulatory issues that impact blockchain implementations
Self-Study		Format: On-Demand	4.5 CPE	Add
Form 990: Mastering its Unique Characteristics (Self-Study) (JIEOF990)Program Service Accomplishments and Reporting Changes Reporting on Managers and Their Compensation Reporting on Governance Further Disclosures Specific to an Entity's Circumstances (Core Form 990 Part IV Delineating Additional Schedules Required) Financial Information Reporting Sequencing and Completing the Return Board of Directors Discussion of Form 990 Related Organizations Transactions With Interested Persons Form 990's Common Schedules *Other IRS Filings and Tax Compliance
Self-Study		Format: On-Demand	14.5 CPE	Add
How State Lines Impact Estate, Tax and Financial Planning (Webinar) (WA121742)State Transfer TaxesSpousal RightsIntestate SuccessionFormal Will RequirementsDistribution Planning IssuesDisability issuesDurable Power of Attorney IssuesMedical Health Care Directive Issues
6/27/2019	2 - 3 p.m.	Online	1 CPE	Add
Creative Strategies for Buying, Selling,or Gifting a Business (Webinar) (WA113498)Integrated Planning Techniques (Estate, Financial, and Asset Protection)Needs of the Business OwnerBusiness Continuation ConsiderationSuccession Planning IssuesTaxNon-TaxDealing with the OwnerIntegration of Retirement Needs"Buy-Sell Agreement" IssuesLiquidity Issues
6/20/2019	4 - 6 p.m.	Online	2 CPE	Add
Surgent's Essential Depreciation and Expensing Update (Webinar) (WSTDP401)Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc. Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations) MACRS depreciation -- finding the proper method, convention, and recovery period What is "listed property" and what are the current limitations? Amortization of start-up, organization, and other expenditures New regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rules AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
7/11/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC01)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S Corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S Corporations, partnerships, and LLCs How the Affordable Care Act affects tax returns The most frequently used forms and schedules, including some form "oddities"
9/17/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Changes to GAAP Affecting Non-Public Entities: An Overview of Recent Pronouncements (Webinar) (WCGAPU01)Revenue recognition, leases, and financial instruments Accounting for cloud computing arrangements Accounting and reporting by not-for-profit entities Accounting for receivables Statement of cash flows Derivatives and hedging
4/30/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Common Frauds and the Internal Controls Designed to Prevent and Detect Them (Webinar) (WCFRAR02)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Assessing risk of fraud by management, internal accountants, and internal auditors in order to identify areas where controls need enhancement Assessing risk of fraudulent misstatement by independent auditors to allocate more resources and apply more effective audit procedures where most appropriate *Designing an audit and developing audit programs using a cumulative top-down approach
9/17/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Changes to GAAP Affecting Non-Public Entities: An Overview of Recent Pronouncements (Webinar) (WCGAPU03)Revenue recognition, leases, and financial instruments Accounting for cloud computing arrangements Accounting and reporting by not-for-profit entities Accounting for receivables Statement of cash flows Derivatives and hedging
7/12/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
SSARS Engagements: Doing Them Right & Doing Them Well (Webinar) (WCNTCR01)* SSARS #22, 23, & 24* Relevant changes to the AICPA Code of Professional Conduct and the Quality Control Standards* Required documentation in a SSARS engagement* Tips for minimizing potential liability on engagements involving unaudited financial information
7/30/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Accounting and Auditing for the Construction Industry (Webinar) (WCAAFC02)* Illustrative computations for revenue recognition* Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry.* Application of "risk-based" audit model to contractors* The "Lookback" analysis and the contractor's estimating reliability* Practical approach to auditing contracts completed and in progress* Numerous computations and alternative approaches
9/6/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Taxation of The Construction Contractor (Webinar) (WCTXCC01)* Walkthrough of accounting methods and relevant elections under IRC 460* Illustrative examples and analysis* Review of pertinent cases and revenue rulings* Update of other IRS activity including 2017 Tax Reform Act
9/16/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Tax Issues of the Homebuilder (Webinar) (WCTXIH01)* Walkthrough of costing methods and compliance issues under IRC 263A* Analysis of IRC 461 related to economic performance* Illustrative examples and analysis* Sample computations for homebuilder unit costing* Recent IRC 263A challenges by the IRS* Update of related cases and issues - including 2017 Tax Reform Act
9/17/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Deferred Income Taxes (Webinar) (WCDITX01)Sample Schedule M calculations Sample work papers for deferred tax computations Comprehensive two year example and computations Review and analysis of recurring temporary differences Identification of the sources to compute "cumulative temporary differences" Sample workpapers for analysis of tax positions
7/10/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (WX13147)Definition of self-rental propertySelf-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping electionSeveral real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules
9/11/2019	12 - 2 p.m.	Online	2 CPE	Add
Financial Accounting for Related Party Transactions (Webinar) (WX12963)FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.Reviews the tax accounting related taxpayers standards,Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
6/21/2019	1 - 3 p.m.	Online	2 CPE	Add
The Flow Through Entities Deduction: Review and Update (Webinar) (WX13049)A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate and other investmentsHow to calculate the tax savingsDiffering impact on the sole proprietorship, partnerships and S CorporationsAvailability of the deduction for trusts and other entities*Forms reporting
7/29/2019	8 - 10 a.m.	Online	2 CPE	Add
Real Estate Professionals, Passive Activity and Section 199A (Webinar) (WX13116)Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S Corporations) reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards*Real estate professionals and the "former passive activities" rules
7/15/2019	8 - 10 a.m.	Online	2 CPE	Add
New K2's CPA Firm Technologies: Helping Your Practice Grow (Webinar) (WC2CPA05)* Firm Efficiency* Productivity Tools* Client and Team Member Experience
1/31/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New Office 365: New tools, New Tricks (Webinar) (WC2EAI05)* Office 365* Update alternatives for Office 365* Tools in Office 365
1/22/2020	1 - 2:40 p.m.	Online	2 CPE	Add
K2's Excel Best Practices (EBP)Designing and constructing spreadsheets Tips for improving spreadsheet performance Creating, auditing and verifying formulas Securing Excel data and workbooks Collaborating and sharing Reporting and communicating
6/24/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
K2's Excel Tips, Tricks and Techniques for Accountants (EXCEL)Productivity tips and tricks Data formatting essentials Customizing Excel to do what you want better and faster Best practices for formulas and functions Linking data and three-dimensional workbooks Producing and printing Excel-based reports
6/19/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Government Fraud Investigator: War Stories from the Trenches (Webinar) (WX13461)This course covers the definition of fraud, red flags of fraud, and techniques that you can easily apply to prevent and detect more fraud. Daniel will take you through the methodologies his department used to investigate actual cases. The city finance director's check swap schemeThe city clerk's fraudulent disbursement schemeThe utility district manager's credit card schemeThe utility district manager's petty cash and collections schemesThe city clerk's payroll scheme
7/3/2019	12:30 - 2:30 p.m.	Online	2 CPE	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX13487)By analyzing the stories of five CFOs and controllers who risked it all and lost, learn how to manage the multitude of conflicting pressures that can lead you to compromise and lose your license. Auditors will learn the red flags of CFO and controller fraud.Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
8/30/2019	8:30 - 10:30 a.m.	Online	2 CPE / 2 Ethics	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX13634)10 cases you won't believe actually happenedTax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed business*Corporate accountant kills witness
7/1/2019	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Revenue Recognition: Risks NOT in the New Standard (Webinar) (WX13645)Pricing risks Legal risks Finding revenue of omission Risk to revenue from advertising Risk from the audit requirement to "understand the entity" How even a small amount of revenue is material Why customer payment doesn't mean that revenue was legally earned How non-financial metrics are a red flag to revenue manipulation How to link usually separate analytical procedures to find revenue fraud How to use contracts and bank loans to identify revenue risk
7/10/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Excel: Using Charts for a Non-Financial Audience (Webinar) (WX12635)The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options *Printing and sharing your charts
9/12/2019	8:30 - 10:30 a.m.	Online	2 CPE	Add
Excel: Create KPI Dashboards for Maximum Impact (Webinar) (WX12644)The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
6/25/2019	8 - 10 a.m.	Online	2 CPE	Add
Excel: Functions and Formula Shootout (Webinar) (WX12667)The major topics that will be covered in this class include:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations
6/27/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Excel: Feature Review in 100 minutes (Webinar) (WX12694)The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons *What the Excel features and functions can do for you
6/29/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Professional Ethics for CPAs in Business & Industry (Self-Study) (JIPECBI)Confidential client information Conceptual framework Conflict of interest Competence and due care
Self-Study		Format: On-Demand	2 CPE / 2 Ethics	Add
Professional Ethics: 2019 Update and Refresher (Self-Study) (JIPEUPDA)Ethics in the Accounting Profession Revisions to the AICPA Code of Professional Conduct Independence Rules GAO Yellow Book changes
Self-Study		Format: On-Demand	2 CPE / 2 Ethics	Add
AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans (Self-Study) (JIPREBP)Peer Review Enhanced Oversight Program Non-conforming engagement identification and peer review checklist considerations Case studies Resources and tools
Self-Study		Format: On-Demand	2.5 CPE	Add
Walkthrough of the Description Critieria (Self-Study) (JICSDC)An overview of a cybersecurity risk management program The importance of the cybersecurity risk management program reporting framework *The cybersecurity description criteria and related implementation guidance
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Essential Depreciation and Expensing Update (Webinar) (WSTDP402)Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc. Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations) MACRS depreciation -- finding the proper method, convention, and recovery period What is "listed property" and what are the current limitations? Amortization of start-up, organization, and other expenditures New regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rules AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
8/1/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (WS104101)Classifying receipts between "income" and "corpus" under the Uniform Principal and Income ActCalculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expensesProper W-2 preparation and procedures in the year of deathTaxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the nextDividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
7/8/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webina (WSHMBI03)Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, and other recent tax legislation enacted before the presentation Discuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returns Executor's new IRS form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust? How Section 179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business use How to calculate basis of inherited and joint tenancy property New rules for NOLs S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations, which will be important for S Corps returning to C corps *LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid
7/18/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webina (WSHMBI04)Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, and other recent tax legislation enacted before the presentation Discuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returns Executor's new IRS form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust? How Section 179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business use How to calculate basis of inherited and joint tenancy property New rules for NOLs S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations, which will be important for S Corps returning to C corps *LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid
9/12/2019	10:30 a.m. - 6:30 p.m.	Online	8 CPE	Add
Nonprofit Taxation: Understanding the New Rules (Webinar) (WX13103)Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profitsA discussion of the basics of unrelated business income taxExcise tax on salaries exceeding $1 millionDenial of fringe benefits and taxation of their value as UBITSeparating businesses for purposes of UBITExcess parachute payments*Tax on endowment funds
9/9/2019	8 - 10 a.m.	Online	2 CPE	Add
Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (WX13033)Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
9/17/2019	9 - 11 a.m.	Online	2 CPE	Add
Nonprofit Taxation: Understanding the New Rules (Webinar) (WX13100)Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profitsA discussion of the basics of unrelated business income taxExcise tax on salaries exceeding $1 millionDenial of fringe benefits and taxation of their value as UBITSeparating businesses for purposes of UBITExcess parachute payments*Tax on endowment funds
6/27/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Financial Accounting for Related Party Transactions (Webinar) (WX12964)FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.Reviews the tax accounting related taxpayers standards,Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
7/5/2019	8 - 10 a.m.	Online	2 CPE	Add
New K2's Accessing and Cleaning Data with Excel, Power Query and Power BI (Webinar) (WC2ACD03)* Power Query, Power Pivot, and Power BI Content Packs
10/8/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Accessing and Cleaning Data with Excel, Power Query and Power BI (Webinar) (WC2ACD05)* Power Query, Power Pivot, and Power BI Content Packs
2/24/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Advanced Excel (Webinar) (WC2ADE02)Excel workbooks Excel advanced features Link data into Excel from external sources Advanced functions *Data Tables, Subtotals, Slicers, Filters, and PivotTables
6/19/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (WC2EXL01)* Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special* Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting* Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency* Formula building tools* Link data across multiple Excel worksheets and workbooks* Excel-based reports
7/22/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (WCTTFP04)Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
1/31/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Retirement Penalties and Rollover Issues (Webinar) (WCRPRI03)History of the 60-day Rule and Recent Developments Exceptions to the ten percent penalty Rulings and self-certification What the IRS knows: Forms 1099R and 5498 *Form 5329 use and strategies
1/22/2020	12 - 2 p.m.	Online	2 CPE	Add
Retirement Distributions: Planning Options (Webinar) (WCRPDO04)* Roth IRA: The right choice?* Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans.* New relief for late rollovers and disaster victims.* Strategies for distributions before age 59.5.* Laws, regulations and IRS rulings concerning plan distributions.* Avoiding the 50 percent penalty on deficient distributions.* Integration of estate planning with distribution decisions.* Surviving spouse opportunities and dilemmas.* Self-directed IRA investment problems.
12/17/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Trusts As Retirement Plan Beneficiaries (Webinar) (WCTRPB01)* What is the significance of the Retirement Plan Beneficiary?* Primary vs. Contingent Beneficiaries* Is a Trust a "Designated Beneficiary?"* Why do people want to name a trust as the beneficiary?* Income Tax Aspects of Trusts as beneficiary* What happens when the trust beneficiary dies?
8/9/2019	1 - 2 p.m.	Online	1 CPE	Add
Microsoft PowerBI: Power Pivot for Advanced Data Analysis (Webinar) (WI920369)n/a
7/19/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
Power BI: Introduction to MS Power BI Tools (Webinar) (WX12309)The major topics that will be covered in this class include:The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
8/6/2019	9 - 11 a.m.	Online	2 CPE	Add
Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (WX12320)The major topics that will be covered in this class include:Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysis*Introduction to Power Query and Get and Transform
7/17/2019	12 - 2 p.m.	Online	2 CPE	Add
Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (WX12374)The major topics that will be covered in this class include:Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
6/24/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX13511)Ickert will discuss some examples of ethical violations he discovered, including:A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
6/22/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Government Fraud & Abuse: How Reporters Find It Before Auditors (Webinar) (WX13525)CPAs can protect themselves by learning how to think about risk from a business perspective. Sallah will share how he investigated 5 fascinating fraud cases:Allen Stanford's $7 billion offshore banking Ponzi scheme and the lawsuit against the auditorsMartin Frankel, the fugitive financier who looted insurance companies of $200 millionDavid Mobley, the Florida hedge fund manager who fleeced investors of $75 millionGeorge Theodule, the affinity fraud artist who stole millions from South Florida's Haitian community*Florida mortgage fraud: a case study in why CPAs cannot rely on regulators
8/9/2019	1 - 3 p.m.	Online	2 CPE	Add
Revenue Recognition: Risks NOT in the New Standard (Webinar) (WX13644)Pricing risks Legal risks Finding revenue of omission Risk to revenue from advertising Risk from the audit requirement to "understand the entity" How even a small amount of revenue is material Why customer payment doesn't mean that revenue was legally earned How non-financial metrics are a red flag to revenue manipulation How to link usually separate analytical procedures to find revenue fraud How to use contracts and bank loans to identify revenue risk
6/25/2019	5 - 7 p.m.	Online	2 CPE	Add
Commonly Missed Analytical Procedures (Webinar) (WX13668)These 10 analytical relationships were red flags that the accounting information couldn't be true: Libraries fake management reportsFalse productivityCOGS or Revenue: which one is wrong?Donor drills down to find why charitable programs workMetrics to measure revenueWhat analytical misfire do 8 Texas counties have in common?How many prescriptions can one doctor write?When the sum of the parts doesn't equal the wholeInventory vs. consumptionWhy didn't anyone notice that sales vs supply didn't make sense?
7/17/2019	1 - 3 p.m.	Online	2 CPE	Add
Analytics and Big Data for Accountants (Self-Study) (JIDAAN)Evidence-based techniques for finding or generating data, selecting key performance indicators, isolating program effects Relating data to return on investment, financial values, and executive decision making Data sources including surveys, interviews, customer satisfaction, engagement, and operational data Visualizing and presenting complex results
Self-Study		Format: On-Demand	11 CPE	Add
Auditing Employee Benefit Plans (Self-Study) (JIEBPE)Plan types including 401(k), defined contribution, defined benefit, health and welfare, and employee stock ownership plans (ESOPs) GAAP vs. ERISA reporting requirements Recent developments Filing and audit requirements Planning the audit and assessment of risks Prohibited transactions Overview of tax compliance Internal control unique to employee benefit plans
Self-Study		Format: On-Demand	13 CPE	Add
Advanced Excel: Practical Applications for Accounting Professionals (Self-Study) (JIEXPF)Advanced PivotTables External data ranges (ODBC) Visual basic: macros and user defined functions Digital workpapers Securing worksheets and workbooks Named ranges Vlookup() and related functions that Nest Offset(), Text(), Match() IF function and other efficiency gains *Encryption and data validation
Self-Study		Format: On-Demand	5 CPE	Add
MBAexpress: Good Governance (Self-Study) (JI14NOC)Duty of Care Duty of Loyalty Increased Risk Factors Minimizing Liability *Ethical Organization Strategies
Self-Study		Format: On-Demand	1 CPE / 1 Ethics	Add
New Form 990 Master Class: Taking Real-World Facts From Draft to Final (990MC)Reporting on related organizations, trustees, directors, officers and key employees How to identify those to be reported on Form 990 Part VII-A Reporting compensation on Part VII-A Entities to be disclosed on Schedule R, Parts II-IV Schedule L's transactions with insiders (Parts II-IV -- loans, grants and business transactions) How to complete Schedule L disclosures and properly report managers' compensation Financial disclosures -- Generally Accepted Accounting Principles (GAAP) vs. tax differences and Form 990's revenue and expense categories (Parts VIII, IX and X) Tips for both program reporting (Part III) and fundraising event reporting (Schedule G-II) Schedule triggers, disclosures and governance How to approach Part VI and its connection to the board of directors Tips for avoiding Schedule A pitfalls Common "mistake" schedules -- C-I, F, G-I and N
6/26/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Form 990: Mastering Its Unique Characteristics (Webinar) (WI942646)* Primacy of the Form 990 as a "one size fits all" reporting mechanism Form 990 preparation sequencing and data gathering and keys to getting Form 990 preparation right the first time Addressing presence of "related organizations" * Identification of managers and measurements of their compensation 990 versus books-and-records financial statement detail Disclosures of governance inputs and Boards' employ of policies
7/25/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (WSKFFE04)The impact of current economic trends on employment and human relations policies The impact of the current credit markets on banking relationship and financial needs of the organization and the organizations ability to raise capital Uncertainty in the regulatory environment on planning and business expansion The safety and soundness of the financial plans for your organization in an uncertain economic climate Debt and equity mix Competing in a global market place and steps to take to become more competitive globally. Evaluation of the impact of federal, state and municipal deficits and unfunded mandates as it relates to tax planning Social Security funding as it relates to providing retirement plans for your employees Safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations *The economic way ahead for the CFO/Controller in 2014 and beyond
7/3/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE04)The future of medical care in the United States and impact on your employees and your costs 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 Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure Impact of continuing uncertainty in markets
6/20/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
Fraud and Cash Receipts: Common Frauds and Internal Controls (CL4RCR)Traditional revenue system Retail revenue cycle Manufacturing revenue cycle Service revenue cycle Accounts receivable and billing Cash receipts *Revenue frauds and fraudulent financial reporting
10/31/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
Purchasing, Inventory and Cash Disbursements: Common Frauds and Internal Controls (Webinar) (WI924473)The acquisitions cycle: ordering, receiving, and warehousing Cash disbursements cycle Payroll and expense reimbursement frauds External auditing and forensic investigations: conceptual and procedural differences * Controls and design
7/12/2019	12 - 4 p.m.	Online	4 CPE	Add
Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (Webinar) (WI935875)Components and principles of internal control Concepts associated with the COSO framework Management responsibilities vs. auditor responsibilities Common significant accounting processes *Tools and techniques used for internal control documentation
9/5/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (CL4TTFS)Financial statement frauds and their red flags -- sales and other types of revenue, estimates, journal entries and other accounts Misappropriation of asset frauds and their red flags -- skimming and larceny schemes involving inventory, payables and other accounts Lessons learned from landmark fraud cases -- WorldCom, Phar-Mor, McKesson and Robbins, Waste Management, MiniScribe, Stew Leonard and others Analytical procedures to detect various types of fraud
10/31/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Partnerships: How to Calculate the Partner's Basis (Webinar) (WX13067)Calculation of basis when the entity is formed, including the impact of contributed property.Explains the use of both "inside" and "outside basis determination.Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis.Comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of partnership property.Explanation of how basis is impacted by sale and/or liquidation of the partnership interest.
7/8/2019	9 - 11 a.m.	Online	2 CPE	Add
S Corporations: How to Calculate the Shareholder's Basis (Webinar) (WX13130)Discusses the calculation of basis when the entity is formed including the impact of contributed property.Explains the importance of shareholder loans to the entity.Uses a comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of corporation property.Explains how basis is impacted by sale/or liquidation of the S Corporation interest.Shows how to get from the Schedule K-1 information to the basis calculations.
7/3/2019	7:30 - 9:30 a.m.	Online	2 CPE	Add
Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (WX13029)Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
6/29/2019	8 - 10 a.m.	Online	2 CPE	Add
The Flow Through Entities Deduction: Review and Update (Webinar) (WX13048)A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate and other investmentsHow to calculate the tax savingsDiffering impact on the sole proprietorship, partnerships and S CorporationsAvailability of the deduction for trusts and other entities*Forms reporting
6/26/2019	8:30 - 10:30 a.m.	Online	2 CPE	Add
Taxation of The Construction Contractor (Webinar) (WCTXCC02)* Walkthrough of accounting methods and relevant elections under IRC 460* Illustrative examples and analysis* Review of pertinent cases and revenue rulings* Update of other IRS activity including 2017 Tax Reform Act
12/11/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Tax Issues of the Homebuilder (Webinar) (WCTXIH02)* Walkthrough of costing methods and compliance issues under IRC 263A* Analysis of IRC 461 related to economic performance* Illustrative examples and analysis* Sample computations for homebuilder unit costing* Recent IRC 263A challenges by the IRS* Update of related cases and issues - including 2017 Tax Reform Act
12/13/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Accounting and Auditing for the Construction Industry (Webinar) (WCAAFC01)* Illustrative computations for revenue recognition* Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry.* Application of "risk-based" audit model to contractors* The "Lookback" analysis and the contractor's estimating reliability* Practical approach to auditing contracts completed and in progress* Numerous computations and alternative approaches
7/12/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Deferred Income Taxes (Webinar) (WCDITX02)Sample Schedule M calculations Sample work papers for deferred tax computations Comprehensive two year example and computations Review and analysis of recurring temporary differences Identification of the sources to compute "cumulative temporary differences" Sample workpapers for analysis of tax positions
9/13/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
New K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (WC2EXL07)* Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special* Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting* Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency* Formula building tools* Link data across multiple Excel worksheets and workbooks* Excel-based reports
12/12/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (WC2EXL08)* Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special* Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting* Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency* Formula building tools* Link data across multiple Excel worksheets and workbooks* Excel-based reports
12/12/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Intro to Excel Macros (Webinar) (WC2EXM03)* Macro Recorder tool* Macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security* Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros* Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
7/24/2019	8 - 11:30 a.m.	Online	4 CPE	Add
New K2's Advanced Excel Functions and Formulas (Webinar) (WC2AEF03)Excel's financial functions Excel functions for making conditional calculations INDIRECT to make report assembly easier GETPIVOTDATA
10/14/2019	1 - 2:40 p.m.	Online	2 CPE	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13448)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
6/29/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX13473)Get the inside details on these ethics cases:CPA volunteer non-profit treasurer steals $60,000CPA indicted in murder-for-hire plotCPA arrested for falsifying insurance applicationsCPA sentenced for tax fraudSmall town CPA's investment kickback schemeCPA threatened over shark 'attack'Partners uncover Office PIC and CFE stealing CFO..'From Day One, I knew I'd just crossed a line.'CPA launders drug and gambling moneyCPA guilty of attempted murder...of ex-bossCPA steals from pro ball team and a client fighting cancer Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm
6/20/2019	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX14146)A deep discussion of actual fraud and unethical cases involving CPAs A managing partner who lost everything he worked for in one hour How false sign-off of work can cost you your license How the compensation and control system brought down a CPA firm Common immaterial amounts that are material ethics violations How CPAs can be independent in fact, but not to a jury How "willful blindness" can cost you your CPA license Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
9/13/2019	8 a.m. - 12 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX14170)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
9/5/2019	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
Excel: Designing Your Spreadsheets for Maximum Efficiency (Webinar) (WX12527)The major topics that will be covered in this class include:Excel and its user interface Basic tasks (fill command, range selection, quick entry)*Creating formulas (absolute/relative reference, copying & pasting, auto-complete)
8/13/2019	8 - 10 a.m.	Online	2 CPE	Add
Excel: Format Your Spreadsheets for Maximum Impact (Webinar) (WX12537)The major topics that will be covered in this class include:Create a Default layout (Workbook, sheets, settings)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF)Group mode*Using and creating templates
6/18/2019	2:30 - 4:30 p.m.	Online	2 CPE	Add
Excel: Building Powerful Lookup & Reference Formulas (Webinar) (WX12579)The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions
8/26/2019	12:30 - 2:30 p.m.	Online	2 CPE	Add
Office 365: Unleash the Power in Your Organization (Webinar) (WX12118)The key topics that will be covered in this course include: Comprehensive review of all that Office 365 offersWhat you need to know before you subscribeApplication lightning round, reviewing all the Office 365 apps and what they are used for with examplesTips for developing your Office 365 deployment strategy including transition planning, specifically:Purchasing Office 365 subscriptionsEmail (setup & transition)OneDrive (setup & transition)Using OneDrive within appsSharePointSkype
6/28/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Analyzing Costs, Productivity, and Efficiency: Three Ways to Boost Your Bottom Line (Self-Study) (JI4PYPL)Profit leaks and ways to identify and prevent them Characteristics of a successful profit leak prevention program How an organization's culture affects employee interest in detecting and preventing profit leaks Analyzing cost drivers Using feedback to improve productivity Tools to eliminate profit leaks *Ways to improve internal processes to maximize effectiveness
Self-Study		Format: On-Demand	6.5 CPE	Add
MBAexpress: Communication in the Workplace (Self-Study) (JI7NOC)?Characteristics, strengths, and weaknesses of personality styles ?Connecting with personality styles ?Audience demographics
Self-Study		Format: On-Demand	1 CPE	Add
Walkthrough of the Trust Services Criteria (Self-Study) (JIATSC)Components of a system Trust services criteria
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's S Corporations: Compensation and Redemptions (Self-Study) (JSDLACS4)Compensation planning in S Corporations, including limitations in a family-controlled business Use of redemptions *Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance
Self-Study		Format: Downloadable PDF	4 CPE	Add
Review of Significant Accounting Topics (Webinar) (WCRSAT02)Revenue recognition Accounting for leases Financial instruments Variable interest entities Derivatives and hedging FRF for SMEs
11/6/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Review of Significant Accounting Topics (Webinar) (WCRSAT05)Revenue recognition Accounting for leases Financial instruments Variable interest entities Derivatives and hedging FRF for SMEs
1/27/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Preserving Independence and Otherwise Complying with the New AICPA Code of Professional Conduct (Webinar) (WCETFR03)The revised AICPA Code of Professional Conduct Requirements for retaining independence when performing nonattest services for an attest client The conceptual framework for evaluating independence when multiple nonattest services are performed for the same client Understanding and applying the risk based approach and coceptual framework to evluate compliance with the Code of Conduct and, in particular, the independence requirements Nonattest services that may or may not be performed for an attest client and how they affect independence Documenting complance with the AICPA Code of Professinal Conduct
1/31/2020	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Changes to GAAP Affecting Non-Public Entities: An Overview of Recent Pronouncements (Webinar) (WCGAPU02)Revenue recognition, leases, and financial instruments Accounting for cloud computing arrangements Accounting and reporting by not-for-profit entities Accounting for receivables Statement of cash flows Derivatives and hedging
7/12/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Partnerships: How to Calculate the Partner's Basis (Webinar) (WX13069)Calculation of basis when the entity is formed, including the impact of contributed property.Explains the use of both "inside" and "outside basis determination.Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis.Comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of partnership property.Explanation of how basis is impacted by sale and/or liquidation of the partnership interest.
9/13/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
S Corporations: How to Calculate the Shareholder's Basis (Webinar) (WX13129)Discusses the calculation of basis when the entity is formed including the impact of contributed property.Explains the importance of shareholder loans to the entity.Uses a comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of corporation property.Explains how basis is impacted by sale/or liquidation of the S Corporation interest.Shows how to get from the Schedule K-1 information to the basis calculations.
6/17/2019	1 - 3 p.m.	Online	2 CPE	Add
Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (WX13146)Definition of self-rental propertySelf-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping electionSeveral real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules
8/8/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Nonprofit Taxation: Understanding the New Rules (Webinar) (WX13102)Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profitsA discussion of the basics of unrelated business income taxExcise tax on salaries exceeding $1 millionDenial of fringe benefits and taxation of their value as UBITSeparating businesses for purposes of UBITExcess parachute payments*Tax on endowment funds
8/14/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New K2's Power BI: Advanced Reporting (Webinar) (WC2API04)* Power BI* Power BI Advanced Features* Power BI Desktop, Mobile and Pro
11/15/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB10)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review
12/13/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Accounting Solutions Shootout for Small and Mid-Sized Businesses (Webinar) (WC2ASM08)* Accounting solutions for Small and mid-sized businesses* Desktop to cloud-based solutions* Third-party add-ins that will provide additional functionality
11/8/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Intro to Excel Macros (Webinar) (WC2EXM10)* Macro Recorder tool* Macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security* Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros* Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
12/16/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Fraud: Recent Findings, Red Flags and Corruption Schemes (Webinar) (WI935883)In-depth review of classic and recent non-traditional fraud cases: ZeekRewards, Yelp and others Results of recent notable fraud studies * Conflicts of Interest and other policies * Distinctions between Ponzi and Pyramid schemes Conflicts of interest (purchasing and sales schemes), Bribery (kickbacks and bid rigging), Ponzi and other schemes SEC Response to Madoff Ponzi Scheme
6/27/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (Webinar) (WI937635)Major financial statement frauds including, among others, sales and other types of revenue, estimates, journal entries, and other accounts Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables, and other accounts * Review of landmark cases where the fraud scheme(s) occurred: - WorldCom, Phar-Mor, McKesson and Robbins, Waste Management, MiniScribe, Stew Leonard, and others
6/27/2019	12 - 4 p.m.	Online	4 CPE	Add
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (Webinar) (WI937681)Major financial statement frauds including, among others, sales and other types of revenue, estimates, journal entries, and other accounts Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables, and other accounts * Review of landmark cases where the fraud scheme(s) occurred: - WorldCom, Phar-Mor, McKesson and Robbins, Waste Management, MiniScribe, Stew Leonard, and others
7/12/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Fraud: Recent Findings, Red Flags and Corruption Schemes (Webinar) (WI935882)In-depth review of classic and recent non-traditional fraud cases: ZeekRewards, Yelp and others Results of recent notable fraud studies * Conflicts of Interest and other policies * Distinctions between Ponzi and Pyramid schemes Conflicts of interest (purchasing and sales schemes), Bribery (kickbacks and bid rigging), Ponzi and other schemes SEC Response to Madoff Ponzi Scheme
8/6/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (WCTTFP01)Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
7/8/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (WCTTFP05)Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
1/31/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Reporting Interest and Gain from Tax Exempt Securities (Webinar) (WCRIGT01)* History of current 1099 reporting of fixed income securities* What treatment is required versus what can be elected* Examples using actual 1099 forms
8/23/2019	12 - 2 p.m.	Online	2 CPE	Add
Retirement Distributions: Planning Options (Webinar) (WCRPDO03)* Roth IRA: The right choice?* Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans.* New relief for late rollovers and disaster victims.* Strategies for distributions before age 59.5.* Laws, regulations and IRS rulings concerning plan distributions.* Avoiding the 50 percent penalty on deficient distributions.* Integration of estate planning with distribution decisions.* Surviving spouse opportunities and dilemmas.* Self-directed IRA investment problems.
10/25/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX13486)By analyzing the stories of five CFOs and controllers who risked it all and lost, learn how to manage the multitude of conflicting pressures that can lead you to compromise and lose your license. Auditors will learn the red flags of CFO and controller fraud.Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
7/22/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13551)Convention and Visitor Bureau CFO pleads guilty Ranking services revise standards risking non-profits' ability to raise donations Detailed analysis of malpractice claims of non-profit engagements 11 questions to assess non-profit risk How a fake charity stole millions Firm quality control requirements Risks of profit incentives in non-profit work 3 ways to be indispensable at a non-profit New survey details risks of being a non-profit board member Broker stole $50 million from non-profits and schools
9/12/2019	3 - 5 p.m.	Online	2 CPE	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX14144)A deep discussion of actual fraud and unethical cases involving CPAs A managing partner who lost everything he worked for in one hour How false sign-off of work can cost you your license How the compensation and control system brought down a CPA firm Common immaterial amounts that are material ethics violations How CPAs can be independent in fact, but not to a jury How "willful blindness" can cost you your CPA license Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
7/2/2019	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX14169)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
8/16/2019	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Changes to GAAP Affecting Non-Public Entities: An Overview of Recent Pronouncements (Webinar) (WCGAPU07)Revenue recognition, leases, and financial instruments Accounting for cloud computing arrangements Accounting and reporting by not-for-profit entities Accounting for receivables Statement of cash flows Derivatives and hedging
11/25/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
SSARS Engagements: Doing Them Right & Doing Them Well (Webinar) (WCNTCR01)* SSARS #22, 23, & 24* Relevant changes to the AICPA Code of Professional Conduct and the Quality Control Standards* Required documentation in a SSARS engagement* Tips for minimizing potential liability on engagements involving unaudited financial information
4/23/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Review of Significant Accounting Topics (Webinar) (WCRSAT01)Revenue recognition Accounting for leases Financial instruments Variable interest entities Derivatives and hedging FRF for SMEs
8/12/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Review of Significant Accounting Topics (Webinar) (WCRSAT06)Revenue recognition Accounting for leases Financial instruments Variable interest entities Derivatives and hedging FRF for SMEs
3/31/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Office 365: Unleash the Power in Your Organization (Webinar) (WX12121)The key topics that will be covered in this course include: Comprehensive review of all that Office 365 offersWhat you need to know before you subscribeApplication lightning round, reviewing all the Office 365 apps and what they are used for with examplesTips for developing your Office 365 deployment strategy including transition planning, specifically:Purchasing Office 365 subscriptionsEmail (setup & transition)OneDrive (setup & transition)Using OneDrive within appsSharePointSkype
9/16/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (WX12332)The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creation*Creating PivotCharts
8/12/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (WX12342)The major topics that will be covered in this class include:Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.
7/22/2019	8 - 10 a.m.	Online	2 CPE	Add
Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (WX12387)The major topics that will be covered in this class include:Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
8/26/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (WSKFFE03)The impact of current economic trends on employment and human relations policies The impact of the current credit markets on banking relationship and financial needs of the organization and the organizations ability to raise capital Uncertainty in the regulatory environment on planning and business expansion The safety and soundness of the financial plans for your organization in an uncertain economic climate Debt and equity mix Competing in a global market place and steps to take to become more competitive globally. Evaluation of the impact of federal, state and municipal deficits and unfunded mandates as it relates to tax planning Social Security funding as it relates to providing retirement plans for your employees Safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations *The economic way ahead for the CFO/Controller in 2014 and beyond
6/21/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE05)The future of medical care in the United States and impact on your employees and your costs 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 Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure Impact of continuing uncertainty in markets
7/25/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE07)The future of medical care in the United States and impact on your employees and your costs 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 Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure Impact of continuing uncertainty in markets
8/15/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Industry Accountant Toolkit (Webinar) (WSIATK05)Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
8/8/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
New K2's Improving Communications with Effective Visualizations (Webinar) (WC2ICE03)Effective Visualizations Office Applications *Interactive Visualizations
10/8/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New Implementing Internal Controls in QuickBooks Environments (Webinar) (WC2ICQ02)* Internal controls in QuickBooks environments* Common types of internal controls* QuickBooks-based organization's internal control structure* Internal controls using tools and features found in various editions of QuickBooks
6/20/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Small-Business Internal Control, Security and Fraud Prevention and Detection (Webinar) (WC2ICS08)* Internal control fundamentals* Fraud in America today* General controls and security measures* Desktop tools for preventing and detecting fraud* Internal control opportunities in small-business accounting software
12/4/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Microsoft office 365 All the Things You Need to Know (Webinar) (WC2MOS07)* Office 365* Office 365 Applications* Teams and Skype for Business
12/3/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF405)Economic update Managing for productivity Metrics and benchmarking Social media and the cloud *Negotiation skills for finance professionals
7/11/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF404)Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
8/8/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Financial Forecasting: Planning for Success (Webinar) (WI916621)* Overview of the forecasting process The basic forecasting model Techniques used to forecast sales * A case analysis on working capital planning * Forecasting the company's capital structure *Projecting the income statement and balance sheet
8/20/2019	12 - 4 p.m.	Online	4 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF406)Economic update Managing for productivity Metrics and benchmarking Social media and the cloud *Negotiation skills for finance professionals
9/4/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (Self-Study) (JSDLBTP4)Don't get caught watching the paint dryProfessional practice and reporting issues for all entitiesIRS battles against blind basisPernicious precedents in payroll penalties, enforcement activities are hotSo what is next with the Department of LaborCan I amend prior returns to correct an impermissible accounting method?LLCs and partnerships: mistakes in allocation of debt, fringe benefits, and unreimbursed expenses; oversight in not taking into account limitations at the entity level; and pension issuesBusiness issues and the significant tax problems in related party transactions*Eyeing big benefits for small business
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Ethical Considerations In Your Tax Practice (Self-Study) (JSDLEXT4)* Who is a tax practitioner* What responsibilities does the Office of Professional Responsibility regulate* What limitations does the IRS place on fee arrangements* What duties does the practitioner have with respect to client records* What is a covered tax opinion* Under what circumstances does a legend protect a practitioner from a covered opinion* What limitations apply with respect to a written tax opinion* What sanctions may be applied for violations of Service imposed standards of conduct* Who is a tax return preparer* Who must be registered as a tax return preparer* What are the latest administrative regulations applicable to a tax return preparer* What are the education requirements* What is the difference between more-likely-than-not, substantial authority, realistic possibility, reasonable basis and a non-frivolous position* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to taxpayers* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to tax return preparers* What ethical considerations come into play under Circular 230 in connection with the conduct of a tax practitioner in connection with positions taken on an income tax return
Self-Study		Format: Downloadable PDF	4 CPE / 4 Ethics	Add
Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (JSDLFAUR)Private company standard setting activitiesFASB Accounting Standards Updates (ASUs) relevant to smaller businessesRevenue recognition implementation guidanceLease accounting implementation guidanceOverview of recent FASB Updates on financial instrumentsOther important practice matters to practitioners who serve small and medium-size businesses, including cybersecurity and technology trends
Self-Study		Format: Downloadable PDF	8 CPE	Add
Fundamentals of Governmental Accounting and Reporting (Self-Study) (JIFGAC)The governmental environment and GAAP Fund accounting and the financial reporting model Budgeting MFBA Revenues and expenditures Governmental, proprietary, and fiduciary funds Government-wide financial statements CAFR Special purpose governments *Deferred outflows of resources and deferred inflows of resources
Self-Study		Format: On-Demand	8 CPE	Add
S Corporations: How to Calculate the Shareholder's Basis (Webinar) (WX13132)Discusses the calculation of basis when the entity is formed including the impact of contributed property.Explains the importance of shareholder loans to the entity.Uses a comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of corporation property.Explains how basis is impacted by sale/or liquidation of the S Corporation interest.Shows how to get from the Schedule K-1 information to the basis calculations.
9/10/2019	8:30 - 10:30 a.m.	Online	2 CPE	Add
Financial and Tax Accounting for Business Entities (Webinar) (WX14137)Review of the Accounting Standards Codification and its application to partnerships, LLCs and S Corporations.Review of OCBOA and its application of difference business entities.Review of the AICPA financial reporting framework for small and medium-sized entities. The integration of financial accounting with the Form 1065 and Form 1120S.Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.Deferred tax accounting for partnerships, LLCs and S Corporations.Financial accounting for the operations of a partnership/LLC.Review of the new AICPA "small" GAAP rules.Required S status financial accounting disclosures.Financial accounting impact of the C to S election and the S to C election.*Financial vs. tax accounting for loans to and from S Corporations and their shareholders and S corporation investments in other entities.
6/24/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Capitalization and Tax Depreciation: Review and Update (Webinar) (WX13016)Recent tax legislation and TCJA developments related to capitalization and eligible property for Section 179 and Section 168(k)Discussion of the Section 179 and Section 168(k) deductions and their use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics
8/29/2019	12 - 2 p.m.	Online	2 CPE	Add
Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (WX13030)Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
7/9/2019	8 - 10 a.m.	Online	2 CPE	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX14143)A deep discussion of actual fraud and unethical cases involving CPAs A managing partner who lost everything he worked for in one hour How false sign-off of work can cost you your license How the compensation and control system brought down a CPA firm Common immaterial amounts that are material ethics violations How CPAs can be independent in fact, but not to a jury How "willful blindness" can cost you your CPA license Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
6/17/2019	2 - 6 p.m.	Online	4 CPE / 4 Ethics	Add
Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX14156)A fraud so outrageous, it's a movieWere the auditors independent?How Crundwell evaded detection for 20 yearsImpact on CPAs' license How did the auditors assess risk? What audit procedures were performed, or not Fake documents Crundwell created Did the auditors detect the fraud?Actual court filings for the malpractice lawsuitWhat were the malpractice allegations?How much the fraud cost the auditorsWhat happened to Crundwell's family
6/28/2019	12 - 4 p.m.	Online	4 CPE	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13450)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
8/20/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13499)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
6/24/2019	5 - 7 p.m.	Online	2 CPE	Add
Retirement Distributions: Planning Options (Webinar) (WCRPDO05)* Roth IRA: The right choice?* Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans.* New relief for late rollovers and disaster victims.* Strategies for distributions before age 59.5.* Laws, regulations and IRS rulings concerning plan distributions.* Avoiding the 50 percent penalty on deficient distributions.* Integration of estate planning with distribution decisions.* Surviving spouse opportunities and dilemmas.* Self-directed IRA investment problems.
12/17/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (WCTTFP03)Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
11/11/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Retirement Distributions: Planning Options (Webinar) (WCRPDO02)* Roth IRA: The right choice?* Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans.* New relief for late rollovers and disaster victims.* Strategies for distributions before age 59.5.* Laws, regulations and IRS rulings concerning plan distributions.* Avoiding the 50 percent penalty on deficient distributions.* Integration of estate planning with distribution decisions.* Surviving spouse opportunities and dilemmas.* Self-directed IRA investment problems.
10/25/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Trusts As Retirement Plan Beneficiaries (Webinar) (WCTRPB03)* What is the significance of the Retirement Plan Beneficiary?* Primary vs. Contingent Beneficiaries* Is a Trust a "Designated Beneficiary?"* Why do people want to name a trust as the beneficiary?* Income Tax Aspects of Trusts as beneficiary* What happens when the trust beneficiary dies?
1/9/2020	12 - 1 p.m.	Online	1 CPE	Add
Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (WX12397)The major topics that will be covered in this class include:A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
7/31/2019	9 - 11 a.m.	Online	2 CPE	Add
Excel: Designing Your Spreadsheets for Maximum Efficiency (Webinar) (WX12525)The major topics that will be covered in this class include:Excel and its user interface Basic tasks (fill command, range selection, quick entry)*Creating formulas (absolute/relative reference, copying & pasting, auto-complete)
6/17/2019	3 - 5 p.m.	Online	2 CPE	Add
Excel: Building Powerful Lookup & Reference Formulas (Webinar) (WX12577)The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions
6/21/2019	3:30 - 5:30 p.m.	Online	2 CPE	Add
Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (WX12618)The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
7/11/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (Webinar) (WI935874)Components and principles of internal control Concepts associated with the COSO framework Management responsibilities vs. auditor responsibilities Common significant accounting processes *Tools and techniques used for internal control documentation
7/9/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Fraud and Cash Receipts: Common Frauds and Internal Controls (Webinar) (WI925515)* Traditional revenue system Retail revenue cycle Manufacturing revenue cycle Service revenue cycle Accounts receivable and billing Cash receipts Revenue frauds and fraudulent financial reporting
6/28/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (Webinar) (WI937721)Major financial statement frauds including, among others, sales and other types of revenue, estimates, journal entries, and other accounts Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables, and other accounts * Review of landmark cases where the fraud scheme(s) occurred: - WorldCom, Phar-Mor, McKesson and Robbins, Waste Management, MiniScribe, Stew Leonard, and others
9/6/2019	12 - 4 p.m.	Online	4 CPE	Add
Fraud and Cash Receipts: Common Frauds and Internal Controls (Webinar) (WI925562)* Traditional revenue system Retail revenue cycle Manufacturing revenue cycle Service revenue cycle Accounts receivable and billing Cash receipts Revenue frauds and fraudulent financial reporting
8/6/2019	12 - 4 p.m.	Online	4 CPE	Add
Surgent's Industry Accountant Toolkit (Webinar) (WSIATK06)Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
9/24/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (WSFECC05)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
8/1/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (WSFECC07)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
9/12/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE06)The future of medical care in the United States and impact on your employees and your costs 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 Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure Impact of continuing uncertainty in markets
7/30/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Common Frauds and the Internal Controls Designed to Prevent and Detect Them (Webinar) (WCFRAR03)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Assessing risk of fraud by management, internal accountants, and internal auditors in order to identify areas where controls need enhancement Assessing risk of fraudulent misstatement by independent auditors to allocate more resources and apply more effective audit procedures where most appropriate *Designing an audit and developing audit programs using a cumulative top-down approach
9/17/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Review of Significant Accounting Topics (Webinar) (WCRSAT03)Revenue recognition Accounting for leases Financial instruments Variable interest entities Derivatives and hedging FRF for SMEs
11/6/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Common Frauds and the Internal Controls Designed to Prevent and Detect Them (Webinar) (WCFRAR05)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Assessing risk of fraud by management, internal accountants, and internal auditors in order to identify areas where controls need enhancement Assessing risk of fraudulent misstatement by independent auditors to allocate more resources and apply more effective audit procedures where most appropriate *Designing an audit and developing audit programs using a cumulative top-down approach
2/25/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Common Frauds and the Internal Controls Designed to Prevent and Detect Them (Webinar) (WCFRAR04)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Assessing risk of fraud by management, internal accountants, and internal auditors in order to identify areas where controls need enhancement Assessing risk of fraudulent misstatement by independent auditors to allocate more resources and apply more effective audit procedures where most appropriate *Designing an audit and developing audit programs using a cumulative top-down approach
2/25/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New K2's Personal Privacy (Webinar) (WC2PPR01)* Personal Information Collected and Stored by others* Online Privacy* Cybercriminals
6/17/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Personal Privacy (Webinar) (WC2PPR01)* Personal Information Collected and Stored by others* Online Privacy* Cybercriminals
4/30/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New Securing Your Data (Webinar) (WC2SEC01)* Security risks in your organization* Protect sensitive data* PC security* Security procedures
6/20/2019	8 - 11:30 a.m.	Online	4 CPE	Add
New K2's Accounting Solutions Shootout for Small and Mid-Sized Businesses (Webinar) (WC2ASM10)* Accounting solutions for Small and mid-sized businesses* Desktop to cloud-based solutions* Third-party add-ins that will provide additional functionality
1/27/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (WCTTFP02)Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
11/11/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Retirement Distributions: Planning Options (Webinar) (WCRPDO01)* Roth IRA: The right choice?* Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans.* New relief for late rollovers and disaster victims.* Strategies for distributions before age 59.5.* Laws, regulations and IRS rulings concerning plan distributions.* Avoiding the 50 percent penalty on deficient distributions.* Integration of estate planning with distribution decisions.* Surviving spouse opportunities and dilemmas.* Self-directed IRA investment problems.
7/31/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Annual Update for Accountants and Auditors (AUAA2)FASB accounting standards updates (ASUs) The latest on leases, revenue recognition and financial instruments Current FASB projects Recent PCAOB guidance *Latest activity from ARSC
12/10/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Annual Update and Practice Issues for Preparation, Compilation and Review Engagements (ZHCORU)Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common peer review deficiencies and how to avoid them Current and future standard-setting projects Special purpose framework financial statement issues Case studies Latest developments
11/12/2019	8:30 a.m. - 4:30 p.m.	Rochester, MN	8 CPE	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB01)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
7/17/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB01)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
4/29/2020	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Digital Currency Revolutions: How Bitcoin and Cryptocurrencies are Changing Commerce (Webinar) (WCDCRE01)* What is money and why cryptocurrencies matter* What is the blockchain and how its use is changing how business verifies transactions and values* How is cryptocurrency audited* What are the IRS rules relating to Bitcoin* Current update as to whether Bitcoin is moving towards money or will it remain viewed as property* Bitcoin alternatives, ICOs and their future global footprint*
7/31/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
New Converting to A Subscription-Based Business Model (Webinar) (WCSUBB02)The three types of adoption approaches to creating a subscriber baseFive approaches to value nurturing that is, what happens after the sale to help customers achieve success and realize valueTen best practices to reduce churn (i.e., losing subscribers)Essential growth strategies to deploy
1/16/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Independence (Self-Study) (JIIND)Detailed explanations of the revised AICPA code and conceptual frameworks Section on affiliates of audit clients *Complete coverage of the Yellow Book, including the new conceptual framework
Self-Study		Format: On-Demand	4.5 CPE / 4.5 Ethics	Add
Employee Law Update: Key Risks and Recent Trends (Self-Study) (JILAWU)Employment issues related to social media, e-device and bring your own device (BYOD) policies, internet use, and website contents Wrongful termination, at-will employment, constructive discharge, and retaliation Age, race or national origin, sex, gender, sexual orientation, genetic, religious, disability, and other forms of discriminationDealing with whistleblowers in all types of organizations Wage and hour issues and issues related to immigration and undocumented workers Using mediation and arbitration to resolve employment disputes Family Medical Leave Act, Fair Labor Standards Act, HIPAA, COBRA, ERISA, and more When and why some employers are hit with multimillion dollar verdicts in favor of former employees Noncompete, nondisclosure, and nonsolicitation agreements, and what works *Key trends in recent employment cases and legislation
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (JSDLACTL)Single-member limited liability companies as an alternative to subsidiaries Cancellation of indebtedness: rules and regulations How the IRS views members or partners for Social Security purposes Special problems when forming an LLC Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactionsDeath or retirement of a member or partner -- Understanding the alternatives Step-up in basis issues -- How to make the computations and elections Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property Partnership losses: when are they deductible? Material participation rules for LLC members and limited partners: how they affect passive loss issues Continuation and termination of an LLC/partnership in the context of a merger or acquisition Sales of an LLC Interest -- holding period, and hot asset issues Impact of the tax on investment income on the sale of an interest in a partnership or LLC*New: Section 199A, technical termination of partnership repealed, other issues under 2017 Act
Self-Study		Format: Downloadable PDF	10 CPE	Add
MBAexpress: Faster Disaster Recovery (Self-Study) (JI12NOC)Common Disasters Uncommon Disasters Preparing for a Disaster Disaster Recovery
Self-Study		Format: On-Demand	1 CPE	Add
Financial Accounting for Related Party Transactions (Webinar) (WX12966)FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.Reviews the tax accounting related taxpayers standards,Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
9/9/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (WX14110)Review of the Accounting Standards Codification and its application to partnerships and LLCs.Review of OCBOA and its application to partnerships and LLCs.Review of the new AICPA financial reporting framework for small and medium-sized entities.Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs.Financial accounting issues arising from changes in ownership of partnership and LLCs.Financial vs. tax accounting for partnership/LLC capital accounts.Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.The integration of financial accounting for partnerships/LLCs with the Form 1065.Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.Deferred tax accounting for partnerships/LLCs.Completion of the Form 1065 Schedule M-1.Financial accounting for the operations of a partnership/LLC.*Partnerships/LLCs as part of other entities.
7/17/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (WX14111)Review of the Accounting Standards Codification and its application to partnerships and LLCs.Review of OCBOA and its application to partnerships and LLCs.Review of the new AICPA financial reporting framework for small and medium-sized entities.Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs.Financial accounting issues arising from changes in ownership of partnership and LLCs.Financial vs. tax accounting for partnership/LLC capital accounts.Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.The integration of financial accounting for partnerships/LLCs with the Form 1065.Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.Deferred tax accounting for partnerships/LLCs.Completion of the Form 1065 Schedule M-1.Financial accounting for the operations of a partnership/LLC.*Partnerships/LLCs as part of other entities.
8/19/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Financial and Tax Accounting for S Corporations (Webinar) (WX14125)Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations.Review of OCBOA and its relationship to financial accounting for S Corporations.Review of the new AICPA "small" GAAP rules.The impact of the entity's tax status history on its financial accounting.Deferred tax accounting for S Corporations.Required S status financial accounting disclosures.Financial accounting impact of the C to S election and the S to C election.The relationship of financial accounting and the Form 1120S.Financial and tax accounting for S corporation shareholder equity account.Financial vs. tax accounting for loans to and from S Corporations and their shareholders.*Financial accounting vs. tax accounting for S corporation investments in other entities.
8/9/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX13539)Why he accepted assurances that everything was okayHow he rationalized his actions and felt he wasn't doing anything illegalWhy he cooked the booksWhy he plead guilty to a $100 million fraudWhat it's like to be sentenced to a year and a day What prison is like for a CPA*Why and how he started his own CPA firm
9/4/2019	3 - 5 p.m.	Online	2 CPE / 2 Ethics	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX13635)10 cases you won't believe actually happenedTax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed business*Corporate accountant kills witness
8/21/2019	2:30 - 4:30 p.m.	Online	2 CPE / 2 Ethics	Add
Revenue Recognition: Risks NOT in the New Standard (Webinar) (WX13646)Pricing risks Legal risks Finding revenue of omission Risk to revenue from advertising Risk from the audit requirement to "understand the entity" How even a small amount of revenue is material Why customer payment doesn't mean that revenue was legally earned How non-financial metrics are a red flag to revenue manipulation How to link usually separate analytical procedures to find revenue fraud How to use contracts and bank loans to identify revenue risk
8/23/2019	1 - 3 p.m.	Online	2 CPE	Add
Ethics: Every Choice Has a Consequence (Webinar) (WX13436)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
6/20/2019	4 - 6 p.m.	Online	2 CPE / 2 Ethics	Add
Excel: Feature Review in 100 minutes (Webinar) (WX12696)The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons *What the Excel features and functions can do for you
8/9/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
MS PowerPoint: Advanced Techniques for Better Presentations (Webinar) (WI935867)Using slide transitions and animation Customizing the slide layout, handout and notes masters Customizing your own theme Inserting Excel charts and data Integrating audio and video files into your presentation Useful add-on tools and reference materials
6/20/2019	12 - 2 p.m.	Online	2 CPE	Add
Excel Bootcamp: Building Great Spreadsheets (Webinar) (WX12090)The key topics that will be covered in this course include:Building your spreadsheets for maximum efficiency and accuracyThe most popular functions and formulasHow to audit your spreadsheets to detect errors in formula logicHow to analyze your data with PivotTables and Excel's Power BI Tools*Tools for presenting your spreadsheets in a meaningful way
8/23/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Office 365: Unleash the Power in Your Organization (Webinar) (WX12119)The key topics that will be covered in this course include: Comprehensive review of all that Office 365 offersWhat you need to know before you subscribeApplication lightning round, reviewing all the Office 365 apps and what they are used for with examplesTips for developing your Office 365 deployment strategy including transition planning, specifically:Purchasing Office 365 subscriptionsEmail (setup & transition)OneDrive (setup & transition)Using OneDrive within appsSharePointSkype
7/15/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Industry Accountant Toolkit (Webinar) (WSIATK04)Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
7/18/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE08)The future of medical care in the United States and impact on your employees and your costs 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 Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure Impact of continuing uncertainty in markets
9/5/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (WSFECC04)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
7/9/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (WSKFFE05)The impact of current economic trends on employment and human relations policies The impact of the current credit markets on banking relationship and financial needs of the organization and the organizations ability to raise capital Uncertainty in the regulatory environment on planning and business expansion The safety and soundness of the financial plans for your organization in an uncertain economic climate Debt and equity mix Competing in a global market place and steps to take to become more competitive globally. Evaluation of the impact of federal, state and municipal deficits and unfunded mandates as it relates to tax planning Social Security funding as it relates to providing retirement plans for your employees Safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations *The economic way ahead for the CFO/Controller in 2014 and beyond
8/22/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
New K2's Emerging Technologies, Including Blockchain and Cryptocurrency (Webinar) (WC2BAC06)* Block chain technology* Artificial Intelligence* Machine Learning* Big Data
9/11/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New Budgeting and forecasting tools and Techniques (Webinar) (WC2BFT09)* Excel techniques for interacting with the accounting systems* Data Tables* NPV, IRR, XNPV and XIRR* Budgeting forecasting
2/18/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Business Intelligence: Featuring Microsoft's Power BI Tools (Webinar) (WC2BIF03)Excel-based BI dashboards BI solutions based wholly on Excel Excel add-ins that might useful in BI applications Dashboards using Power BI
8/16/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Securing Your Data (Webinar) (WC2SEC08)* Security risks in your organization* Protect sensitive data* PC security* Security procedures
11/13/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Purchasing, Inventory and Cash Disbursements: Common Frauds and Internal Controls (Webinar) (WI924461)The acquisitions cycle: ordering, receiving, and warehousing Cash disbursements cycle Payroll and expense reimbursement frauds External auditing and forensic investigations: conceptual and procedural differences * Controls and design
9/6/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Inspector Gadget Technology Update (Webinar) (WCIGTU01)* Latest technologies & devices* AI, Blockchain and 5G* Cloud computing* Internet-of-Things
6/25/2019	1 - 3 p.m.	Online	2 CPE	Add
Blockchain and Digital Currency: The Next Frontier In Digital TransFormation (Webinar) (WCBDCD02)Block chain: what is it and how does it work? Cryptocurrencies including Bitcoin, Ethereum, Litecoin and Ripple Smart contracts Other blockchain use cases *Keeping blockchain transactions (and access to them) secure
11/8/2019	1 - 2 p.m.	Online	1 CPE	Add
Blockchain and Digital Currency: The Next Frontier In Digital TransFormation (Webinar) (WCBDCD01)Block chain: what is it and how does it work? Cryptocurrencies including Bitcoin, Ethereum, Litecoin and Ripple Smart contracts Other blockchain use cases *Keeping blockchain transactions (and access to them) secure
7/26/2019	1 - 2 p.m.	Online	1 CPE	Add
Changes to GAAP Affecting Non-Public Entities: An Overview of Recent Pronouncements (Webinar) (WCGAPU06)Revenue recognition, leases, and financial instruments Accounting for cloud computing arrangements Accounting and reporting by not-for-profit entities Accounting for receivables Statement of cash flows Derivatives and hedging
11/25/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Review of Significant Accounting Topics (Webinar) (WCRSAT04)Revenue recognition Accounting for leases Financial instruments Variable interest entities Derivatives and hedging FRF for SMEs
1/27/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Preserving Independence and Otherwise Complying with the New AICPA Code of Professional Conduct (Webinar) (WCETFR01)The revised AICPA Code of Professional Conduct Requirements for retaining independence when performing nonattest services for an attest client The conceptual framework for evaluating independence when multiple nonattest services are performed for the same client Understanding and applying the risk based approach and coceptual framework to evluate compliance with the Code of Conduct and, in particular, the independence requirements Nonattest services that may or may not be performed for an attest client and how they affect independence Documenting complance with the AICPA Code of Professinal Conduct
8/13/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Changes to GAAP Affecting Non-Public Entities: An Overview of Recent Pronouncements (Webinar) (WCGAPU04)Revenue recognition, leases, and financial instruments Accounting for cloud computing arrangements Accounting and reporting by not-for-profit entities Accounting for receivables Statement of cash flows Derivatives and hedging
8/30/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (WX13031)Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
8/1/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
The Flow Through Entities Deduction: Review and Update (Webinar) (WX13051)A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate and other investmentsHow to calculate the tax savingsDiffering impact on the sole proprietorship, partnerships and S CorporationsAvailability of the deduction for trusts and other entities*Forms reporting
9/11/2019	9 - 11 a.m.	Online	2 CPE	Add
Partnerships: How to Calculate the Partner's Basis (Webinar) (WX13066)Calculation of basis when the entity is formed, including the impact of contributed property.Explains the use of both "inside" and "outside basis determination.Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis.Comprehensive example to illustrate the mechanics of the basis determination process.Discusses how basis is impacted by distributions of partnership property.Explanation of how basis is impacted by sale and/or liquidation of the partnership interest.
6/28/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Nonprofit Taxation: Understanding the New Rules (Webinar) (WX13101)Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profitsA discussion of the basics of unrelated business income taxExcise tax on salaries exceeding $1 millionDenial of fringe benefits and taxation of their value as UBITSeparating businesses for purposes of UBITExcess parachute payments*Tax on endowment funds
7/26/2019	12:30 - 2:30 p.m.	Online	2 CPE	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB05)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
3/11/2020	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
The Top Ten Business Myths (Webinar) (WCTPBM01)Growth for the sake of the growth is the ideology of the cancer cell. Effectiveness trumps efficiency. Ideas have more value than their mere execution. What determines value and how much customers are willing to pay? *Is business a zero-sum game?
7/10/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
The Top Ten Business Myths (Webinar) (WCTPBM02)Growth for the sake of the growth is the ideology of the cancer cell. Effectiveness trumps efficiency. Ideas have more value than their mere execution. What determines value and how much customers are willing to pay? *Is business a zero-sum game?
9/20/2019	8:30 a.m. - 12 p.m.	Online	4 CPE	Add
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (WCSHEB02)How parents decide to divide their wealth. Is population growth a blessing or a curse? Does the government deficit and the trade deficit hurt or help the economy? Why do laundries charge less for men's shirts than for women's? Do companies really plan obsolescence? Why are shopping carts getting bigger? Why is movie theater popcorn so expensive? Should there be a free market in human organs?
1/30/2020	2:30 - 6 p.m.	Online	4 CPE	Add
MBAexpress: Masterful Marketing (Self-Study) (JI18NOC)Determine what lead generation method would work the best for their business Recognize that you are in the people business first and it is people who create the relationships that that drive revenue *Discuss the differences between the various social media platforms
Self-Study		Format: On-Demand	1 CPE	Add
Audit Workpapers: Documenting Field Work (Self-Study) (JICL4DFW)Essential components of a workpaper Preparing and maintaining workpapers Different types of workpapers Documenting audit tests Working paper critique Improving working paper technique
Self-Study		Format: On-Demand	2.5 CPE	Add
Surgent's Internal Controls That Matter: Managing Risk With the Updated COSO Framework (Self-Study) (JSDLCOSF)The evolution of internal controls theory and practice, including emerging guidance specific to smaller entitiesKey components of internal control per the COSO Integrated Framework, and the significant role each plays in reliable financial reportingKey concepts of the COSO Enterprise Risk Management Framework that expands on internal control, providing a more robust and extensive focus of broader risk management and alignment of strategy and enterprise-wide risk managementThe critical role of information technology (IT) controls in reliable financial reporting, including both general and application controls, and the latest on the AICPA Cybersecurity Risk Management FrameworkEvaluating the design and implementation of an entity's design on internal controls, focusing on smaller businesses, and the resulting impact on risk of material misstatement in financial statementsTesting controls for operating effectiveness and determining the appropriateness of the nature, timing, and extent of control testingConsiderations related to the use of outside service organizationsDifferentiating an auditor's responsibilities under various professional and regulatory standards*The financial statement auditor's responsibility for evaluating and communicating deficiencies in internal controls over reliable financial reporting
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Accounting (Self-Study) (JSDLGNA4)Prepare for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to comeRecent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions
Self-Study		Format: Downloadable PDF	4 CPE	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX13633)10 cases you won't believe actually happenedTax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed business*Corporate accountant kills witness
6/25/2019	3 - 5 p.m.	Online	2 CPE / 2 Ethics	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13449)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
7/30/2019	3 - 5 p.m.	Online	2 CPE	Add
Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13549)Convention and Visitor Bureau CFO pleads guilty Ranking services revise standards risking non-profits' ability to raise donations Detailed analysis of malpractice claims of non-profit engagements 11 questions to assess non-profit risk How a fake charity stole millions Firm quality control requirements Risks of profit incentives in non-profit work 3 ways to be indispensable at a non-profit New survey details risks of being a non-profit board member Broker stole $50 million from non-profits and schools
7/5/2019	12 - 2 p.m.	Online	2 CPE	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX14145)A deep discussion of actual fraud and unethical cases involving CPAs A managing partner who lost everything he worked for in one hour How false sign-off of work can cost you your license How the compensation and control system brought down a CPA firm Common immaterial amounts that are material ethics violations How CPAs can be independent in fact, but not to a jury How "willful blindness" can cost you your CPA license Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
8/7/2019	11 a.m. - 3 p.m.	Online	4 CPE / 4 Ethics	Add
Office 365: Unleash the Power in Your Organization (Webinar) (WX12120)The key topics that will be covered in this course include: Comprehensive review of all that Office 365 offersWhat you need to know before you subscribeApplication lightning round, reviewing all the Office 365 apps and what they are used for with examplesTips for developing your Office 365 deployment strategy including transition planning, specifically:Purchasing Office 365 subscriptionsEmail (setup & transition)OneDrive (setup & transition)Using OneDrive within appsSharePointSkype
8/27/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Data Analytics & Business Intelligence: What You Should Know (Webinar) (WX12264)The key topics that will be covered in this course include:Understanding key concepts and nomenclature related to data analytics and BIReview of practical applications for Auditors, CFOs & ControllersPowerful and popular data analytic and BI toolsDashboards - the new reporting model*A real-life case study from start to finish
7/10/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Excel Power Pivot: Take PivotTables to the Next Level (Webinar) (WX12276)The key topics that will be covered in this course include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measures*Building visuals using Power BI Desktop and Power BI Services
7/30/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (WX12376)The major topics that will be covered in this class include:Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
8/22/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
New K2's Testing and Auditing Excel Workbooks (Webinar) (WC2TAW02)Testing and auditing Excel workbooks Common spreadsheet errors *Excel Add-ins to identify spreadsheet errors
7/9/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Top PDF Features You Should Know (Webinar) (WC2TPF02)* PDF documents-including applying bookmarks-to meet specific needs* PDF forms and automate the process of collecting and summarizing form response data* Secure PDF documents and facilitate electronic approvals and signatures* PDF documents to Word and Excel files
7/9/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New Microsoft Outlook: Organizing the Inbox (Webinar) (WC2TTC01)* Conversation View* Quick Steps to automate routine, recurring processes* Drag-and-drop to create new appointments, tasks, or contacts from email messages* Organize messages* Automate email processes* AutoArchive
4/22/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's CPA Firm Technologies: Helping Your Practice Grow (Webinar) (WC2CPA02)* Firm Efficiency* Productivity Tools* Client and Team Member Experience
8/13/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (WX13144)Definition of self-rental propertySelf-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping electionSeveral real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules
6/20/2019	9:30 - 11:30 a.m.	Online	2 CPE	Add
Financial and Tax Accounting for S Corporations (Webinar) (WX14124)Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations.Review of OCBOA and its relationship to financial accounting for S Corporations.Review of the new AICPA "small" GAAP rules.The impact of the entity's tax status history on its financial accounting.Deferred tax accounting for S Corporations.Required S status financial accounting disclosures.Financial accounting impact of the C to S election and the S to C election.The relationship of financial accounting and the Form 1120S.Financial and tax accounting for S corporation shareholder equity account.Financial vs. tax accounting for loans to and from S Corporations and their shareholders.*Financial accounting vs. tax accounting for S corporation investments in other entities.
7/22/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
The Ethically Intelligent CPA: Five Principles for Making the Right Decisions Every Time (Webinar) (WA943469)The five principles of ethical intelligence: 1) Do No Harm 2) Make Things Better 3) Respect Others 4) Be Fair 5) Care Applying the principles to your work as a CPA How to give and receive criticism well The dos and don'ts of apologies Using social media with ethical intelligence Ethically intelligent CPAs are also successful CPAs
8/7/2019	1 - 2 p.m.	Online	1 CPE / 1 Ethics	Add
How to Hire Honest People (Webinar) (WA942105)The high cost of low character Why knowledge and skill aren't enough to be a good employee--or agent/broker The ten crucial qualities of high-character CPAs and their employees: 1) Honesty 2) Accountability 3) Care 4) Courage 5) Fairness 6) Gratitude 7) Humility 8) Loyalty 9) Patience 10) Presence Questions for evaluating these qualities in job candidates *The call to action: how to put these ten qualities into practice immediately--and why your business depends on it
7/1/2019	7 a.m. - 1:20 p.m.	Online	6 CPE / 6 Ethics	Add
Inspector Gadget Technology Update (Webinar) (WCIGTU02)* Latest technologies & devices* AI, Blockchain and 5G* Cloud computing* Internet-of-Things
10/18/2019	1 - 3 p.m.	Online	2 CPE	Add
Business Valuation: A Review of the Essentials (Webinar) (WCPBV01)Purposes for which a business interest may be valued. Define the interest to be valued: standard, premise and level of value. Approaches to valuing a business and when to use them. Valuation adjustments. GAAP fair value. California valuation issues. *Revenue rulings, case law and standards related to business valuation.
7/17/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Business Valuation: A Review of the Essentials (Webinar) (WCPBV04)Purposes for which a business interest may be valued. Define the interest to be valued: standard, premise and level of value. Approaches to valuing a business and when to use them. Valuation adjustments. GAAP fair value. California valuation issues. *Revenue rulings, case law and standards related to business valuation.
11/15/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Business Valuation: A Review of the Essentials (Webinar) (WCPBV03)Purposes for which a business interest may be valued. Define the interest to be valued: standard, premise and level of value. Approaches to valuing a business and when to use them. Valuation adjustments. GAAP fair value. California valuation issues. *Revenue rulings, case law and standards related to business valuation.
11/15/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (JSDLIFB4)Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Self-Study		Format: Downloadable PDF	4 CPE	Add
MBAexpress: International Business (Self-Study) (JI15NOC)Business Models Customs and Etiquette Communication Import/Export/Product liability Guides/Interpreters International markets
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Performance Management (Self-Study) (JI22NOC)Key Elements of Developing People Setting Performance Goals Steps Employee Motivation Elements Formal vs. Informal Compensation
Self-Study		Format: On-Demand	1 CPE	Add
Health Care Reform Act: Critical Tax and Insurance Ramifications (Self-Study) (JI4HCRA)Individual Shared Responsibility Payments and Premium Tax Credits Employer Shared-Responsibility Payments IRS Employer and Insurer Reporting Requirements Small Business Tax Credit, SHOP Exchange, and Other ACA Tax Changes Impacting Individuals
Self-Study		Format: On-Demand	5.5 CPE	Add
Ethics: Every Choice Has a Consequence (Webinar) (WX13439)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
9/9/2019	3 - 5 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX13513)Ickert will discuss some examples of ethical violations he discovered, including:A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
8/20/2019	2:30 - 4:30 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX13538)Why he accepted assurances that everything was okayHow he rationalized his actions and felt he wasn't doing anything illegalWhy he cooked the booksWhy he plead guilty to a $100 million fraudWhat it's like to be sentenced to a year and a day What prison is like for a CPA*Why and how he started his own CPA firm
8/14/2019	3 - 5 p.m.	Online	2 CPE / 2 Ethics	Add
Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX14157)A fraud so outrageous, it's a movieWere the auditors independent?How Crundwell evaded detection for 20 yearsImpact on CPAs' license How did the auditors assess risk? What audit procedures were performed, or not Fake documents Crundwell created Did the auditors detect the fraud?Actual court filings for the malpractice lawsuitWhat were the malpractice allegations?How much the fraud cost the auditorsWhat happened to Crundwell's family
8/26/2019	12 - 4 p.m.	Online	4 CPE	Add
Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (WCPPVP01)* First and second law of pricing and how they influence your pricing decisions.* How the anchoring and framing effects influence pricing.* What and how people buy.* Handling price objections.* Proper project management.* Facilitating a pricing after action review.* Importance of price psychology and emotions.* Why your firm should offer a value guarantee.* How hourly billing is a suboptimal pricing strategy.
4/16/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Replacing The Annual PerFormance Appraisal Ritual (Webinar) (WCRAPA01)* Annual performance appraisal replacements* Key predictive indicators* Innovative compensation plans* Implementing Peter Drucker's Orchestra* Secrets of the gifted boss* A better idea than classifying people as Gen X, Y or Z
7/12/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Digital Currency Revolutions: How Bitcoin and Cryptocurrencies are Changing Commerce (Webinar) (WCDCRE03)* What is money and why cryptocurrencies matter* What is the blockchain and how its use is changing how business verifies transactions and values* How is cryptocurrency audited* What are the IRS rules relating to Bitcoin* Current update as to whether Bitcoin is moving towards money or will it remain viewed as property* Bitcoin alternatives, ICOs and their future global footprint*
1/23/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (WCSHEB01)How parents decide to divide their wealth. Is population growth a blessing or a curse? Does the government deficit and the trade deficit hurt or help the economy? Why do laundries charge less for men's shirts than for women's? Do companies really plan obsolescence? Why are shopping carts getting bigger? Why is movie theater popcorn so expensive? Should there be a free market in human organs?
7/12/2019	2:30 - 6 p.m.	Online	4 CPE	Add
(CPE Savers) Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (CS-BTP4)Professional practice and reporting issues for all entities IRS battles against blind basis What's next with the Department of Labor (DOL), coupled with the grammar police Pernicious precedents in payroll penalties -- enforcement activities are hot Can I amend prior returns to correct an impermissible accounting method? Limited liability companies (LLCs) and partnerships -- mistakes in allocation of debt, fringe benefits and unreimbursed expenses; oversight in not taking into account limitations at the entity level; and pension issues Business issues and the significant tax problems in related party transactions Eyeing big benefits for small business
8/8/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies (CYCT)Key updates and planning issues related to the Tax Cuts and Jobs Act (TCJA) tax reform law Impact of Supreme Court's rejection of the Defense of Marriage Act 0.9 percent and 3.8 percent Medicare taxes Mutual fund tax strategies Roth IRAs -- strategies for estate planners and those who are self-employed 100 percent gain exclusion for qualified small-business stock Personal residence transactions, including short sales and foreclosures How to use reverse mortgages to save taxes on greatly appreciated residences Tax implications of converting personal residences into rentals Self-employed clients -- strategies for reducing taxes, husband-wife businesses, depreciation breaks and more Tax angles for vacation homes, timeshares and co-ownership arrangements Strategies for clients going through divorce Tax planning for college expenses Tax planning for employer stock options
11/14/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Advanced Tax Strategies for S Corporations (ADVSC)Current S Corporation developments and their impact on tax planning Compensation planning Basis in S Corporation stock Distributions How to use qualified subchapter S subsidiaries (QSubs) Liquidations, reorganizations and redemptions of shareholder stock *Estate planning and use of trusts
11/15/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
New The New Yellow Book: Government Auditing Standards 2018 Revision (ZSWYBRV)Foundation and principles for government auditing General requirements for complying with Generally Accepted Government Auditing Standards (GAGAS) Guidance in Government Auditing Standards (GAS) 2018 revision Relationship between GAS and other professional standards Ethics, independence and professional judgment Competence and CPE Quality control and peer review Standards for financial statement audits Standards for attestation and review engagements Fieldwork and reporting standards for performance audits
7/10/2019	8:30 a.m. - 4:30 p.m.	Marshall, MN	8 CPE	Add
Changes to GAAP Affecting Non-Public Entities: An Overview of Recent Pronouncements (Webinar) (WCGAPU05)Revenue recognition, leases, and financial instruments Accounting for cloud computing arrangements Accounting and reporting by not-for-profit entities Accounting for receivables Statement of cash flows Derivatives and hedging
8/30/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Ethical Considerations in today's Business Environment (Webinar) (WCECTB01)Ethical philosophies and the affect of each on actions of its followersEstablishing an "ethical compass" and the effects of when it is setCreating a tone at the top that embraces diversity and encourages ethical behaviorFactors influencing human behavior when making ethical decisions*The social responsibility of business
7/30/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Preserving Independence and Otherwise Complying with the New AICPA Code of Professional Conduct (Webinar) (WCETFR04)The revised AICPA Code of Professional Conduct Requirements for retaining independence when performing nonattest services for an attest client The conceptual framework for evaluating independence when multiple nonattest services are performed for the same client Understanding and applying the risk based approach and coceptual framework to evluate compliance with the Code of Conduct and, in particular, the independence requirements Nonattest services that may or may not be performed for an attest client and how they affect independence Documenting complance with the AICPA Code of Professinal Conduct
3/19/2020	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Fraud: Practical Approaches to Prevention & Detection (Webinar) (WCFPAP01)Typical fraud schemes for various types of entities The characteristics and components of an effective internal control system using the COSO model as a guide Profiles of fraud perpetrators and the types of controls most likely to be effective for each Designing control procedures to enhance an entity's atmosphere and reduce the likelihood of fraud *Designing control procedures to address specific fraud schemesProfile of the fraud perpetrator
8/13/2019	2:30 - 6 p.m.	Online	4 CPE	Add
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (WSFECC03)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
6/27/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (WSFECC06)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
8/29/2019	10:30 a.m. - 6:30 p.m.	Online	8 CPE	Add
New Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SLRR)How to review portions of error-prone staff-prepared Form 1120S and Form 1065 from client-provided information Common errors preparers make Areas generating malpractice claims Initial administrative groundwork The importance of Schedule M-1 Reporting oddities When seemingly separately stated Schedule K items can actually be trade or business items to report on Form 1120S or Form 1065 Form 1120S -- what's terminating S elections today; recognizing a second class of stock; maintaining shareholder basis schedules; final IRS regulations on open debt; the default method of calculating basis vs. the election under Section 1367; can an S Corporation distribute earnings and profits from C Corporation years? Form 1065 -- using Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse and qualified nonrecourse debt; and Section 754 step-up in basis rules Multiple checklists of efficient procedures to identify potential issues on an 1120S or 1065 tax return *New issues related to the Tax Cuts and Jobs Act (TCJA) tax reform law
1/16/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes (NXUP)History of nexus issues, including court cases and the new "expanded views" states are taking The Supreme Court Wayfair decision and its implications How to examine operational activities of a business to determine if they have nexus for income, franchise and sales taxes How to assess nexus Internet sales -- up-to-the-minute developments and aggressive law changes in certain states to collect online sales tax Planning strategies to avoid nexus Whether affiliates and agents can draw your client or company into battle with various states Alternatives available once you've determined your company or client has nexus in a state
11/20/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
How to Hire Honest People (Webinar) (WA942317)The high cost of low character Why knowledge and skill aren't enough to be a good employee--or agent/broker The ten crucial qualities of high-character CPAs and their employees: 1) Honesty 2) Accountability 3) Care 4) Courage 5) Fairness 6) Gratitude 7) Humility 8) Loyalty 9) Patience 10) Presence Questions for evaluating these qualities in job candidates *The call to action: how to put these ten qualities into practice immediately--and why your business depends on it
9/7/2019	9 a.m. - 3:20 p.m.	Online	6 CPE / 6 Ethics	Add
4 Simple Steps to Solving the Toughest Problems You Face as a CPA (Webinar) (WA944615)Ethics Leadership Character Behavior Decision making Sexual harassment Firing an Employee Discussing Politics
7/1/2019	11 a.m. - 12:30 p.m.	Online	1 CPE / 1 Ethics	Add
The Ethically Intelligent CPA: Five Principles for Making the Right Decisions Every Time (Webinar) (WA943573)The five principles of ethical intelligence: 1) Do No Harm 2) Make Things Better 3) Respect Others 4) Be Fair 5) Care Applying the principles to your work as a CPA How to give and receive criticism well The dos and don'ts of apologies Using social media with ethical intelligence Ethically intelligent CPAs are also successful CPAs
9/7/2019	8 - 9 a.m.	Online	1 CPE / 1 Ethics	Add
4 Simple Steps to Solving the Toughest Problems You Face as a CPA (Webinar) (WA944667)Ethics Leadership Character Behavior Decision making Sexual harassment Firing an Employee Discussing Politics
7/27/2019	7 - 8:30 a.m.	Online	1 CPE / 1 Ethics	Add
Business Valuation: A Review of the Essentials (Webinar) (WCPBV02)Purposes for which a business interest may be valued. Define the interest to be valued: standard, premise and level of value. Approaches to valuing a business and when to use them. Valuation adjustments. GAAP fair value. California valuation issues. *Revenue rulings, case law and standards related to business valuation.
7/17/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (WSAFPL07)Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency Find out how to avoid common pitfalls in planning and detailed audit procedures Annual update of the changes affecting 401(k) plans Description of common mistakes as noted in peer reviews and DOL inspections
6/27/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (WSAFPL10)Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency Find out how to avoid common pitfalls in planning and detailed audit procedures Annual update of the changes affecting 401(k) plans Description of common mistakes as noted in peer reviews and DOL inspections
9/6/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (WSAFPL08)Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency Find out how to avoid common pitfalls in planning and detailed audit procedures Annual update of the changes affecting 401(k) plans Description of common mistakes as noted in peer reviews and DOL inspections
7/15/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
MBAexpress: Creativity & Innovation (Self-Study) (JI6NOC)Creativity methods for generating ideas quickly Breaking through mental barriers Brainstorming Innovation *Using the creative side of your brain
Self-Study		Format: On-Demand	1 CPE	Add
Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (JSDLAAUP)Recent standard setting and consulting activities at the PCC, FASB, ASB, and ARSCTax basis financial statements*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (JSDLANFP)Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor's consideration of fraud in auditing a not-for-profit entityAudit procedures to become comfortable with management's recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits
Self-Study		Format: Downloadable PDF	8 CPE	Add
The Best Individual Income Tax Update Course by Surgent (Self-Study) (JSDLBITU)New loss limitation rules applicable to NOLs and the ability to offset incomeReformed child tax creditRevised home mortgage interest deductionTreatment of state and local taxesRepeal of itemized deductions previously subject to 2% AGI floorSurvival of individual AMT with increased exemptionsReduction to 7.5% floor for medical itemized deductions in 2017 and 2018 onlyIRA recharacterization limitsMonumental changes to the treatment of alimony for both payor and payeeNew rules on entertainment expenses, including mealsDoubling of estate and gift tax exemption to $22.36M for a married coupleComprehensive coverage of the emerging flagship item of tax reform, section 199A and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitReview of pertinent cases and rulings affecting taxpayersPractice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and moreThe latest issues related to any other late-breaking tax law changes
Self-Study		Format: Downloadable PDF	12 CPE	Add
Power BI: Advanced Data Analytics with Power Pivot (Webinar) (WX12436)The major topics that will be covered in this class include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measures*The DAX calculation process
8/14/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Word: Learn the Fundamentals (Webinar) (WX12506)This course will include the following topics:Editing and formatting textParagraph formattingBulleted and numbered listsProofing documentsWorking with tablesIllustrations in your documentHeaders and footersTemplates*Printing documents
6/19/2019	4:30 - 6:30 p.m.	Online	2 CPE	Add
Excel Bootcamp: Building Great Spreadsheets (Webinar) (WX12089)The key topics that will be covered in this course include:Building your spreadsheets for maximum efficiency and accuracyThe most popular functions and formulasHow to audit your spreadsheets to detect errors in formula logicHow to analyze your data with PivotTables and Excel's Power BI Tools*Tools for presenting your spreadsheets in a meaningful way
7/1/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (WX12341)The major topics that will be covered in this class include:Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.
6/19/2019	9 - 11 a.m.	Online	2 CPE	Add
New K2's Excel's Best New Features (Webinar) (WC2EBN03)* Added features in Excel* Power Query* Collaboration tools
9/30/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Everything Google: How to Utilize Tools, Services and More (Webinar) (WC2EGO04)* Google Functionality* Google Search Operators* Google Mobile Apps
11/6/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Everything Google: How to Utilize Tools, Services and More (Webinar) (WC2EGO05)* Google Functionality* Google Search Operators* Google Mobile Apps
1/23/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Excel PivotTables for Accountants (Webinar) (WC2EPT10)* PivotTable report* Grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options* External data sources into PivotTable* Consolidation PivotTables* Power Pivot and Slicers* Multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods
12/30/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
Ethical Issues in Accounting and Finance (EIAF2)Ethical issues in accounting and finance How to identify ethical issues Strategies to resolve ethical problems What others think about ethical issues in the profession
12/18/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE / 8 Ethics	Add
Multistate Income Tax (MIT)Latest developments related to the Wayfair decision and other judicial rulings affecting multistate taxation Constitutional limits and Public Law 86-272 Nexus Uniform Division of Income for Tax Purposes Act (UDITPA) Multistate Tax Commission (MTC) Filing methods for multistate taxpayers State taxation of internet transactions Apportionment and allocation Multistate income tax planning Audit defense strategies
6/26/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Risk, Cost and Cash Management for Controllers and Financial Managers (Webinar) (WI904113)Techniques and ideas to establish and maintain an effective organizationExamples of successful and failed companies Identification of broad measures that provide insights into the direction of the economyPractical ideas to improve forecasting*Framework and methods to uncover and manage risk
7/8/2019	9:30 a.m. - 1:30 p.m.	Online	4 CPE	Add
Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (WSCON202)Changing Role of Financial Professionals: Priorities, Change in mission Valued-added actionsStrategic Measurements: Common errors and guidelines for improvement, Balanced scorecard, Strategy development and implementation, Budgeting basics and next stepsRisk Management: Recent lessons, Defining Enterprise Risk Management (ERM), ImplementationDeveloping a Financial Leadership Pipeline: Changing employment environment, Retaining the right employees, Compensation, Hiring processCapital Projects: Types of projects, Factors affecting capacity, Valuation techniques, Cash managementMandA Activity: Current environment, Controller's role, Strategic questions, Sample transactions, Due diligence, Implementation*Introducing Improvements/Innovation: Getting started, Establishing an environment, Potential first projects, Organizational structure
7/19/2019	9 - 11 a.m.	Online	2 CPE	Add
Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (WA144513)CoachingEffective Communication
8/9/2019	1 - 5 p.m.	Online	4 CPE	Add
Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (WA144619)CoachingEffective Communication
9/11/2019	1 - 5 p.m.	Online	4 CPE	Add
Practical Strategic Planning (Webinar) (WA146951)Management strategies Strategic planning
7/9/2019	1 - 5 p.m.	Online	4 CPE	Add
A CPAs Guide to Due Diligence (Webinar) (WA150872)*Due Diligence
8/7/2019	7 - 11 a.m.	Online	4 CPE	Add
The Top Ten Business Myths (Webinar) (WCTPBM03)Growth for the sake of the growth is the ideology of the cancer cell. Effectiveness trumps efficiency. Ideas have more value than their mere execution. What determines value and how much customers are willing to pay? *Is business a zero-sum game?
9/20/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (WCCOAC02)Modeling cash flow and capacity Adaptive Capacity Model *Segall's Law
1/15/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Replacing The Annual PerFormance Appraisal Ritual (Webinar) (WCRAPA02)* Annual performance appraisal replacements* Key predictive indicators* Innovative compensation plans* Implementing Peter Drucker's Orchestra* Secrets of the gifted boss* A better idea than classifying people as Gen X, Y or Z
1/30/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Digital Currency Revolutions: How Bitcoin and Cryptocurrencies are Changing Commerce (Webinar) (WCDCRE02)* What is money and why cryptocurrencies matter* What is the blockchain and how its use is changing how business verifies transactions and values* How is cryptocurrency audited* What are the IRS rules relating to Bitcoin* Current update as to whether Bitcoin is moving towards money or will it remain viewed as property* Bitcoin alternatives, ICOs and their future global footprint*
12/11/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes (ZDNXUP)History of nexus issues, including court cases and the new "expanded views" states are taking The Supreme Court Wayfair decision and its implications How to examine operational activities of a business to determine if they have nexus for income, franchise and sales taxes How to assess nexus Internet sales -- up-to-the-minute developments and aggressive law changes in certain states to collect online sales tax Planning strategies to avoid nexus Whether affiliates and agents can draw your client or company into battle with various states Alternatives available once you've determined your company or client has nexus in a state
11/21/2019	8:30 a.m. - 4:30 p.m.	Proctor, MN	8 CPE	Add
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW)How to review an error-prone staff-prepared Form 1040 from client-provided information Common errors preparers make Areas generating malpractice claims Initial administrative groundwork Identifying organizing issues in the tax return Avoiding willful blindness Efficient review of advanced issues for income, adjustments, deductions and credits Effective procedures for delinquent clients and filing past-due tax returns First-time client issues requiring extra scrutiny Problem clients and unsubstantiated deductions Multiple checklists of efficient procedures to identify potential 1040 issues Importance of engagement letters, questionnaires and Section 7216 permission statements List of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients New issues related to the Tax Cuts and Jobs Act (TCJA) and tax reform
1/15/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Annual Update for Accountants and Auditors (Webinar) (WI925019)Recently issued ASUs, including an update on leases, revenue recognition and financial instruments Current FASB projects Recent PCAOB guidance Latest activity from ARSC
8/2/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Annual Update for Accountants and Auditors (Webinar) (WI923210)Recently issued ASUs, including an update on leases, revenue recognition and financial instruments Current FASB projects Recent PCAOB guidance Latest activity from ARSC
7/23/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today's Environment (Self-Study) (JSDLCONS)Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industryUnique audit and review issues with construction contractors The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors Going concern disclosures and their importance to the construction industryThe new lease FASB ASU and its impact on the construction industry
Self-Study		Format: Downloadable PDF	8 CPE	Add
MBAexpress: Ferreting Out Fraud (Self-Study) (JI13NOC)Fraud Triangle Fraud Risk Factors Warning Signs of Fraud Fraud Prevention
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Latest in Leadership (Self-Study) (JI17NOC)The principles of improvisation are: respect, support, trust, listen, focus, adapt Team building Leadership attributes Leadership styles
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Nuances of Negotiating (Self-Study) (JI19NOC)N/A
Self-Study		Format: On-Demand	1 CPE	Add
Surgent's Annual Update for Defined Contribution Plans (Webinar) (WSUDCP07)Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
8/8/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (WSAFPL09)Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency Find out how to avoid common pitfalls in planning and detailed audit procedures Annual update of the changes affecting 401(k) plans Description of common mistakes as noted in peer reviews and DOL inspections
8/15/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Annual Update for Defined Contribution Plans (Webinar) (WSUDCP08)Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
9/16/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Annual Update for Defined Contribution Plans (Webinar) (WSUDCP06)Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
7/8/2019	12 - 2 p.m.	Online	2 CPE	Add
How to Hire Honest People (Webinar) (WA942264)The high cost of low character Why knowledge and skill aren't enough to be a good employee--or agent/broker The ten crucial qualities of high-character CPAs and their employees: 1) Honesty 2) Accountability 3) Care 4) Courage 5) Fairness 6) Gratitude 7) Humility 8) Loyalty 9) Patience 10) Presence Questions for evaluating these qualities in job candidates *The call to action: how to put these ten qualities into practice immediately--and why your business depends on it
8/20/2019	5 - 11:20 p.m.	Online	6 CPE / 6 Ethics	Add
4 Simple Steps to Solving the Toughest Problems You Face as a CPA (Webinar) (WA944719)Ethics Leadership Character Behavior Decision making Sexual harassment Firing an Employee Discussing Politics
8/7/2019	11 a.m. - 12:30 p.m.	Online	1 CPE / 1 Ethics	Add
4 Simple Steps to Solving the Toughest Problems You Face as a CPA (Webinar) (WA944563)Ethics Leadership Character Behavior Decision making Sexual harassment Firing an Employee Discussing Politics
6/19/2019	8 - 9:30 a.m.	Online	1 CPE / 1 Ethics	Add
The Ethically Intelligent CPA: Five Principles for Making the Right Decisions Every Time (Webinar) (WA943417)The five principles of ethical intelligence: 1) Do No Harm 2) Make Things Better 3) Respect Others 4) Be Fair 5) Care Applying the principles to your work as a CPA How to give and receive criticism well The dos and don'ts of apologies Using social media with ethical intelligence Ethically intelligent CPAs are also successful CPAs
7/27/2019	9 - 10 a.m.	Online	1 CPE / 1 Ethics	Add
The Successful Family Business (Webinar) (WA140512)*Dynamics of the Family Business
8/26/2019	8 - 11:40 a.m.	Online	4 CPE	Add
The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (WA143135)*Business Management & Organization
7/11/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (WA144301)CoachingEffective Communication
6/18/2019	7 - 11 a.m.	Online	4 CPE	Add
Personal Leadership Skills (Webinar) (WA145679)LeadershipPersonality TypesCommunicationMemory
7/11/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
New K2's Extending the Power of Excel With Useful Add-Ins (Webinar) (WC2EPU01)* Excel Add-ins* Lookup add-in to match inexact data* Benford Analysis* Linear regression using the Analysis ToolPak* Monte Carlo simulation
7/1/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Evaluating Technology Controls (Webinar) (WC2ETC01)* General controls and application controls* Information technology control risks within an organization* Technology controls improvement
4/21/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Evaluating Technology Controls (Webinar) (WC2ETC03)* General controls and application controls* Information technology control risks within an organization* Technology controls improvement
9/16/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Excel Tables and Data Models: Efficiently Managing, Analyzing & Reporting Your Data (Webinar) (WC2ETD09)* Tables and data models* Power Query* Structured References* Data Analysis Expressions in Data Models* Automatic re-sizing data sources for other objects, including PivotTables and PivotCharts* Power Pivot tools* Slicer filters* Financial reports and data analyses-including PivotTables
3/25/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (WX12366)Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables *Hierarchies in Power Pivot
9/17/2019	8:30 a.m. - 12:30 p.m.	Online	4 CPE	Add
Power BI: Advanced Data Analytics with Power Pivot (Webinar) (WX12437)The major topics that will be covered in this class include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measures*The DAX calculation process
9/6/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Word: Learn the Fundamentals (Webinar) (WX12507)This course will include the following topics:Editing and formatting textParagraph formattingBulleted and numbered listsProofing documentsWorking with tablesIllustrations in your documentHeaders and footersTemplates*Printing documents
7/25/2019	2 - 4 p.m.	Online	2 CPE	Add
MS PowerPoint: Create Presentations that Engage Your Audience (Webinar) (WI925282)Presentation design best practices Orientation to the PowerPoint features functions Using templates, themes, and slide layouts Step-by-step guide to designing and creating a presentation Adding graphics, photos, and other objects Preparing for the delivery of your presentation
7/24/2019	12 - 2 p.m.	Online	2 CPE	Add
Annual Update for Accountants and Auditors (Webinar) (WI925024)Recently issued ASUs, including an update on leases, revenue recognition and financial instruments Current FASB projects Recent PCAOB guidance Latest activity from ARSC
9/12/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
ACPEN Signature: 2019 Compilation and Review Update (Webinar) (WA209455)Preparation EngagementsCompilation Engagements*Review Engagements
8/21/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
ACPEN Signature: 2019 Compilation and Review Update (Webinar) (WA209781)Preparation EngagementsCompilation Engagements*Review Engagements
9/17/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
ACPEN Signature: 2019 Compilation and Review Update (Webinar) (WA209782)Preparation EngagementsCompilation Engagements*Review Engagements
9/17/2019	1 - 9 p.m.	Online	8 CPE	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB02)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
9/11/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB03)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
11/4/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (WCPPVP02)* First and second law of pricing and how they influence your pricing decisions.* How the anchoring and framing effects influence pricing.* What and how people buy.* Handling price objections.* Proper project management.* Facilitating a pricing after action review.* Importance of price psychology and emotions.* Why your firm should offer a value guarantee.* How hourly billing is a suboptimal pricing strategy.
11/5/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB04)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
2/6/2020	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Surgent's Controllership Skills Update: Risk Management (Webinar) (WSCONT03)Rethinking Risk Management: Historic view, Challenges, Rules, Recent lessons, Required skillsSources of Risk: Economy, Competitors, Operations, Investments, Strategy, Compensation, Routine practices, Unethical behaviorEnterprise Risk Management (ERM): Defining ERM, Areas of focus, Implementation, Planning for disasters, Business continuity, ContingenciesAnalytical Tools: Post-completion evaluations, Simulation, Z-score, Hedging, Brainstorming Mind mapping, Delphi technique
7/16/2019	12 - 2 p.m.	Online	2 CPE	Add
Analyzing a Company's Financial Statement (Webinar) (WI885254)Valuation techniques Effect ratios DuPont system for analyzing profitability Causal analysis *How to conduct a financial statement analysis
9/3/2019	12 - 4 p.m.	Online	4 CPE	Add
Surgent's Controllership Skills Update: M&A and Alliances (Webinar) (WSCON401)Recent Trends: MandA activity, Contributing factors/reasons for record levels, Examples of recent transactions, Inversions, Strategic spin-offs/splitsExpanded Role of Financial Professionals: Establishing strategy, Valuation techniques, Execution plan, Due diligence, Sources of industry information Post-completion evaluationsNegotiations: Improving your communication skills, Establishing an environment for success, List of Do's and Don'ts*Alliances and Outsourcing: ,teps to forming an alliance, Examples of recent alliances, Determining if outsourcing is correct for your organization, Steps to improve results
8/26/2019	9 - 11 a.m.	Online	2 CPE	Add
New Surgent's The Next Decade for Business Following Tax Reform (Webinar) (WSNDBF04)The Difficulty of Forecasting: The role economic forecasts play in tax policy and recent well-known forecasts that were wrong and why Taxes and Economic Policies: Composition of U.S. economy; fiscal and monetary policy; brief history of economic and tax policies; the U.S. economy in 2017 Provisions of the TCJA: Major changes for businesses; selected changes for individuals; stated goals of TCJA; impact of the changes by industry Early Results: Factors affecting capital spending and recent uses of tax savings by corporations CEOs' and CFOs' Concerns: Summary of surveys focused on near and mid-term concerns; specific trends and business topics; suggestions to improve future corporate performance Long-Term Trends: Trends/events that may shape the business environment and what they can mean to your organization
9/9/2019	12 - 2 p.m.	Online	2 CPE	Add
(CPE Savers) Individual Income Tax Return Mistakes and How to Fix Them (CS-INB4)Individual income tax cases related to income, adjustments, itemized deductions and dependency The IRS future state initiative Schedule A filers after the Tax Cuts and Jobs Act (TCJA) tax reform law When gifts can be taxable Does aggregating passive activities also aggregate at-risk? Two seemingly similar cases, yet one results in ordinary tax treatment and the other in capital treatment Consumer price index and Social Security When a rollover is not a rollover The Claim of Right Doctrine Risks with nontraditional individual retirement account (IRA) investments Failing alimony's same household requirement Failure to report income *Form 8938 for reporting foreign financial assets, updated rules and trouble with not filing a FinCEN Form 114
7/29/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Applying Professional Skepticism in an Audit (Webinar) (WI926999)Professional skepticism Professional judgment Judgement framework Fraud triangle
8/9/2019	12 - 4 p.m.	Online	4 CPE	Add
Construction Contractors: Accounting, Auditing, and Tax (Webinar) (WI932095)Contract accounting Contractor financial statements Working with a surety Audit planning and procedures Long-term contracts Tax accounting for construction contractors *Taxation for small to large contractors
8/9/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Audit Workpapers: Documenting Field Work (Webinar) (WI934601)Essential components of a working paper Preparing and maintaining working papers Different types of working papers Documenting audit tests Working paper critique Improving working paper technique
7/5/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
The Ethically Intelligent CPA: Five Principles for Making the Right Decisions Every Time (Webinar) (WA943521)The five principles of ethical intelligence: 1) Do No Harm 2) Make Things Better 3) Respect Others 4) Be Fair 5) Care Applying the principles to your work as a CPA How to give and receive criticism well The dos and don'ts of apologies Using social media with ethical intelligence Ethically intelligent CPAs are also successful CPAs
8/20/2019	4 - 5 p.m.	Online	1 CPE / 1 Ethics	Add
How to Hire Honest People (Webinar) (WA942211)The high cost of low character Why knowledge and skill aren't enough to be a good employee--or agent/broker The ten crucial qualities of high-character CPAs and their employees: 1) Honesty 2) Accountability 3) Care 4) Courage 5) Fairness 6) Gratitude 7) Humility 8) Loyalty 9) Patience 10) Presence Questions for evaluating these qualities in job candidates *The call to action: how to put these ten qualities into practice immediately--and why your business depends on it
8/7/2019	7 a.m. - 1:20 p.m.	Online	6 CPE / 6 Ethics	Add
The Ethically Intelligent CPA: Five Principles for Making the Right Decisions Every Time (Webinar) (WA943313)The five principles of ethical intelligence: 1) Do No Harm 2) Make Things Better 3) Respect Others 4) Be Fair 5) Care Applying the principles to your work as a CPA How to give and receive criticism well The dos and don'ts of apologies Using social media with ethical intelligence Ethically intelligent CPAs are also successful CPAs
6/19/2019	10 - 11 a.m.	Online	1 CPE / 1 Ethics	Add
How to Hire Honest People (Webinar) (WA942052)The high cost of low character Why knowledge and skill aren't enough to be a good employee--or agent/broker The ten crucial qualities of high-character CPAs and their employees: 1) Honesty 2) Accountability 3) Care 4) Courage 5) Fairness 6) Gratitude 7) Humility 8) Loyalty 9) Patience 10) Presence Questions for evaluating these qualities in job candidates *The call to action: how to put these ten qualities into practice immediately--and why your business depends on it
6/19/2019	11 a.m. - 5:20 p.m.	Online	6 CPE / 6 Ethics	Add
A CPAs Guide to Due Diligence (Webinar) (WA150925)*Due Diligence
8/22/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
The Successful Family Business (Webinar) (WA140572)*Dynamics of the Family Business
9/11/2019	7 - 10:40 a.m.	Online	4 CPE	Add
Practical Strategic Planning (Webinar) (WA146898)Management strategies Strategic planning
6/28/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Practical Strategic Planning (Webinar) (WA147110)Management strategies Strategic planning
8/21/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
MBAexpress: Presenting Numbers for Impact (Self-Study) (JI21NOC)Presentation Tips Providing context with your numbers Tables and charts Using visuals Formatting your information WIFM
Self-Study		Format: On-Demand	1 CPE	Add
Surgent's Federal Tax Update (Self-Study) (JSDLBFT4)Comprehensive update on major recently enacted tax law changes including the Tax Cuts and Jobs ActCoverage of the emerging flagship item of tax reform, Section 199A, and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitHow the Code affects tax planning for individuals and businessesPractice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and moreOther late-breaking tax law changes
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (JSDLFANG)The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement AuditThe current Yellow Book requirements related to fraud and abuseCommon conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governmentsRecent frauds that occurred in not-for-profit entities involving: the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraudRecent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers' compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assetsTools for fraud prevention and detection
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Working with Formulas and Functions (Self-Study) (JSDLFF16)Identify basic formula and function syntaxRecognize formulas pasted with relative referencesSelect status bar options and Sum (AutoSum) for quick calculationsRecognize formulas pasted with mixed or absolute referencesIdentify formula results pasted as valuesSelect worksheets for grouping and entering formulasSelect Formula AutoComplete to create formulas with 3-D referencesSelect buttons from the Function Library to insert functions in formulasSelect defined names as function argumentsSelect conditional formatting to formulas' resultsRecognize the Error Checking feature and the Trace Error icon; identify and correct common errorsSelect the Formula Auditing tools to trace a formula's precedent and dependent cellsIdentify and resolve a circular referenceSelect color-coded cell borders to correct a cell reference error in a formulaIdentify how to step through a nested formulaIdentify how to use the Watch Window and other tools to analyze, protect, and hide formulas
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (WSAAFP05)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 *Proposed changes in the AICPA's proposed SAS on auditing employee benefit plans
6/26/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (WSAAFP06)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 *Proposed changes in the AICPA's proposed SAS on auditing employee benefit plans
7/23/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (WSAAFP07)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 *Proposed changes in the AICPA's proposed SAS on auditing employee benefit plans
8/27/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Annual Update for Defined Contribution Plans (Webinar) (WSUDCP05)Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
6/21/2019	12 - 2 p.m.	Online	2 CPE	Add
The Digital Office The CPA Technology Toolkit (Webinar) (WI914557)Overview of the hardware and software tools to provide to your professional staffDesktop vs. laptop devices and the optimal configuration with today's technologyDeploying multiple monitorsWindows, MS Office, Adobe Acrobat, and moreLeveraging web conference technologyThe role of tablets and smartphones
7/9/2019	12 - 2 p.m.	Online	2 CPE	Add
KPI Dashboards: The New Financial Reporting Model (Webinar) (WI916222)KPI financial reporting modelCloud accounting KPI dashboardsMicrosoft Excel's new Bl (Business Intelligence) toolsHow to integrate KPI dashboards into your financial reporting model
9/9/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
10 Steps to a Digital Office in the Cloud (Webinar) (WI922051)The value proposition for transforming to a digital office model.Understanding what cloud computing really means and the value proposition.*Overview of the ten steps: Infrastructure, bandwidth, CPA technology toolkit, scanning, document management, workflow, trial balance software, portals, information security and cloud accounting.
8/6/2019	12 - 2 p.m.	Online	2 CPE	Add
Using Microsoft OneNote as a MAP Handbook Tool (Webinar) (WI924626)Overview of the OneNote interface and features set Establishing a strategy for organizing your notebooks and notes Linking OneNote to email messages, appointments and calendars Accessing Excel, Word, PDF and other file types from OneNote * Linking OneNote to do items to Outlook Task Manager * Linking to content in the MAP Handbook Sharing Notebooks internally and externally Accessing OneNote from your smartphone and tablet
7/12/2019	12 - 2 p.m.	Online	2 CPE	Add
New Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar) (WC2EXR04)* Import data from external databases* Tables and PivotTables* Excel shortcuts for formatting financial reports* Excel templates to improve reporting productivity
7/23/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Microsoft office 365 All the Things You Need to Know (Webinar) (WC2MOS10)* Office 365* Office 365 Applications* Teams and Skype for Business
3/18/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Microsoft Power BI: Power Reporting for Free (Webinar) (WC2OUT03)* Power BI* Excel data into Power BI* Power BI to search for data* Build financial and operational dashboards
9/17/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Paperless office (Webinar) (WC2PPO02)* Document Management, Records Management and Business Process Management* Paperless environment* Records Retention Policy* Electronic File Cabinet solutions and Document Management solutions* Scanners, storage, memory, operating systems and network considerations* Data backup, disaster recovery
7/17/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Advanced Cash Flow Analysis (Webinar) (WCACFA05)Business (EBITDA) & Personal Cash Flow Analyses Global Cash Flow: Combining the Business and Personal Cash Flows Statement of Cash Flows (and the related UCA Cash Flow), Cash Basis Cash Flow, Fixed-Charge Coverage, and Free Cash Flow Cash Flow Projections and Sensitivity Analysis *CRE Cash Flow Analysis including Investment Models
1/6/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Analyzing A Company's Liquidity Using the Cash Conversion Cycle (Webinar) (WCACLC01)* What is the Cash Conversion Cycle? How is it calculated? How does it directly impact a company's liquidity?* Inventory issues including costing methods, financing, and cost containment* Receivables and "reasonable" terms* Payables and the benefit of "discounts"* Related company and business owner liquidity models* The Cash Conversion Cycle applied through case study
4/29/2020	1 - 3 p.m.	Online	2 CPE	Add
New Analyzing A Company's Liquidity Using the Cash Conversion Cycle (Webinar) (WCACLC02)* What is the Cash Conversion Cycle? How is it calculated? How does it directly impact a company's liquidity?* Inventory issues including costing methods, financing, and cost containment* Receivables and "reasonable" terms* Payables and the benefit of "discounts"* Related company and business owner liquidity models* The Cash Conversion Cycle applied through case study
1/17/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Cash and Credit Management (Webinar) (WCCASH01)* Credit analysis* Financial statement analysis* Cash management techniques* Collection techniques, including negotiation skills* Collection management: a human approach
7/26/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
How to Hire Honest People (Webinar) (WA942158)The high cost of low character Why knowledge and skill aren't enough to be a good employee--or agent/broker The ten crucial qualities of high-character CPAs and their employees: 1) Honesty 2) Accountability 3) Care 4) Courage 5) Fairness 6) Gratitude 7) Humility 8) Loyalty 9) Patience 10) Presence Questions for evaluating these qualities in job candidates *The call to action: how to put these ten qualities into practice immediately--and why your business depends on it
7/27/2019	10 a.m. - 4:20 p.m.	Online	6 CPE / 6 Ethics	Add
The Ethically Intelligent CPA: Five Principles for Making the Right Decisions Every Time (Webinar) (WA943365)The five principles of ethical intelligence: 1) Do No Harm 2) Make Things Better 3) Respect Others 4) Be Fair 5) Care Applying the principles to your work as a CPA How to give and receive criticism well The dos and don'ts of apologies Using social media with ethical intelligence Ethically intelligent CPAs are also successful CPAs
7/1/2019	1 - 2 p.m.	Online	1 CPE / 1 Ethics	Add
4 Simple Steps to Solving the Toughest Problems You Face as a CPA (Webinar) (WA944771)Ethics Leadership Character Behavior Decision making Sexual harassment Firing an Employee Discussing Politics
8/20/2019	2 - 3:30 p.m.	Online	1 CPE / 1 Ethics	Add
4 Simple Steps to Solving the Toughest Problems You Face as a CPA (Webinar) (WA944823)Ethics Leadership Character Behavior Decision making Sexual harassment Firing an Employee Discussing Politics
9/7/2019	3 - 4:30 p.m.	Online	1 CPE / 1 Ethics	Add
Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (WA141712)Mergers Acquisitions
6/18/2019	3 - 6:40 p.m.	Online	4 CPE	Add
Personal Leadership Skills (Webinar) (WA145626)LeadershipPersonality TypesCommunicationMemory
6/26/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Personal Leadership Skills (Webinar) (WA145785)LeadershipPersonality TypesCommunicationMemory
8/7/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Business Turnaround (Webinar) (WA148381)Management Business Turnaround
8/27/2019	7 - 11 a.m.	Online	4 CPE	Add
Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (JSDLGVAA)The key changes and challenges contained in the revised Yellow BookDeveloping issues related to performing single audits under the OMB's Uniform Guidance for Federal AwardsKey AICPA developments affecting audits of governments and a special look at the role AU-C section 230, Audit Documentation, plays in governmental auditsRecent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions
Self-Study		Format: Downloadable PDF	8 CPE	Add
Forensic Accounting: Fraudulent Reporting and Concealed Assets (Self-Study) (JIFAFR)Role of the forensic accountant Development of the engagement agreement Common fraud scams Sources for corroborating data Testifying as an expert Analytical and investigative techniques Approaches to detect under/overvalued assets Development of a written report
Self-Study		Format: On-Demand	5 CPE	Add
Hottest Tax Topics for 2018 (Self-Study) (JIHOT)2018 Tax Trends Key Tax Cuts and Jobs Act affects on Individuals Items of Income, Loss, Deductions, and Credits Key Tax Cuts and Jobs Act affects on Businesses Section 199A Qualified Business Income Deduction Qualified Research Expense credit Cancellation of Debt Tax Benefits for Education Accounting Methods Section 179 and Bonus Depreciation Meals, Entertainment, and Fringe Benefits Tax Advantaged Savings Accounts Retirement Plans Estates and Trusts Tax Preparer Penalties
Self-Study		Format: On-Demand	8 CPE	Add
Revenue Recognition: Mastering the New FASB Requirements (Self-Study) (JIINRR)Background, purpose, and main provisions of the new standard Transition guidance 5-step process for recognizing revenue Disclosure requirements *Implementation guidance -- contracts, tax matters, internal controls, IT
Self-Study		Format: On-Demand	6 CPE	Add
(CPE Savers) The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (CS-TTFS4)Financial statement frauds and their red flags -- sales and other types of revenue, estimates, journal entries and other accounts Misappropriation of asset frauds and their red flags -- skimming and larceny schemes involving inventory, payables and other accounts Lessons learned from landmark fraud cases -- WorldCom, Phar-Mor, McKesson and Robbins, Waste Management, MiniScribe, Stew Leonard and others Analytical procedures to detect various types of fraud
7/29/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (WA925533)Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology Drive a living planning process that permeates throughout the entire organization Provide a real life example of a successful twelve step process implementation *Examine the pitfalls of poorly supported or designed planning process implementations
6/25/2019	8 - 10 a.m.	Online	2 CPE	Add
Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (WA925741)Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology Drive a living planning process that permeates throughout the entire organization Provide a real life example of a successful twelve step process implementation *Examine the pitfalls of poorly supported or designed planning process implementations
8/22/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927301)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
8/13/2019	8 - 10 a.m.	Online	2 CPE	Add
Risk, Cost and Cash Management for Controllers and Financial Managers (Webinar) (WI904106)Techniques and ideas to establish and maintain an effective organizationExamples of successful and failed companies Identification of broad measures that provide insights into the direction of the economyPractical ideas to improve forecasting*Framework and methods to uncover and manage risk
9/9/2019	1:30 - 5:30 p.m.	Online	4 CPE	Add
Risk, Cost and Cash Management for Controllers and Financial Managers (Webinar) (WI904104)Techniques and ideas to establish and maintain an effective organizationExamples of successful and failed companies Identification of broad measures that provide insights into the direction of the economyPractical ideas to improve forecasting*Framework and methods to uncover and manage risk
8/27/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
New Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (XCMENFP)Changes in the reporting of net assets and how they play out in the statement of financial position and the statement of activities How the reporting of functional and natural expense information has changed New requirements related to providing information on liquidity and availability of financial assets Changes to the statement of cash flows Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses and more How the new contribution and revenue recognition requirements affect not-for-profits (e.g., accounting for grants and contracts) *How the new lease accounting requirements will affect not-for-profits
6/19/2019	8:30 a.m. - 4:30 p.m.	Bemidji, MN	8 CPE	Add
New Annual Accounting and Auditing Update (XCMACAU)Private company standard-setting activities Recently issued FASB accounting standards updates Revenue recognition Lease accounting Other items on the FASB's technical agenda Statement on Standards for Accounting and Review Services (SSARS) No. 21 (clarification and recodification) Other recently issued SSARS Common audit quality issues noted in peer reviews Latest developments impacting compilation, preparation and review engagements Other important accounting and auditing practice matters *Hands-on examples and illustrations
6/18/2019	8:30 a.m. - 4:30 p.m.	Bemidji, MN	8 CPE	Add
New QuickBooks for Accountants (Webinar) (WC2QBP06)* QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures* Client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences* QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data* Exporting reports to Excel* QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable
10/17/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New QuickBooks for Accountants (Webinar) (WC2QBP10)* QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures* Client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences* QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data* Exporting reports to Excel* QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable
3/20/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Ransomware: Reducing Your Risk (Webinar) (WC2RYR05)* Ransomware* Ransomware infects an individual computer or a network* Control methods to help reduce your risk
1/22/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New Securing Your Data (Webinar) (WC2SEC02)* Security risks in your organization* Protect sensitive data* PC security* Security procedures
6/20/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Excel-Using PivotTables for Data Analysis (Webinar) (WI935320)The advantages of PivotTable for data analysis Step-by-Step PivotTable creation *Creating PivotCharts
8/19/2019	12 - 4 p.m.	Online	4 CPE	Add
Excel: Create KPI Dashboards for Maximum Impact (Webinar) (WX12646)The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
8/29/2019	1 - 3 p.m.	Online	2 CPE	Add
Excel: From a Blank Sheet to a Finished Workbook (Webinar) (WX12684)The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
9/12/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Excel: Feature Review in 100 minutes (Webinar) (WX12697)The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons *What the Excel features and functions can do for you
9/4/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Accounting and Auditing Update (CL4AUAA)Recently issued accounting and auditing guidance Financial instruments Leases Revenue recognition *Projects on the horizon from the ASB and Public Company Accounting Oversight Board (PCAOB)
10/29/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR)Background and main provisions of Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2014-09: Revenue from Contracts with Customers (Topic 606) Transition guidance Five-step process for recognizing revenue Disclosure requirements *Implementation guidance related to contracts, tax matters, internal controls, information technology (IT) and more
10/30/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Preparation, Compilation and Review Engagements: Update and Review (CL4COMP)Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common peer review deficiencies and how to avoid them *Current and future standard-setting projects
10/29/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
The Bottom Line on the New Lease Accounting Requirements (CL4LEAS)Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lessee accounting model -- lease classification, amortization of the right-of-use asset and interest on the lease liability Lessor accounting model -- profit recognition and collectability
10/30/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
Business Turnaround (Webinar) (WA148434)Management Business Turnaround
9/11/2019	1 - 5 p.m.	Online	4 CPE	Add
Managing the Accounting Department (Webinar) (WA149494)Accounting Leadership *Management
7/12/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Managing the Accounting Department (Webinar) (WA149600)Accounting Leadership *Management
8/9/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (WA141832)Mergers Acquisitions
7/25/2019	3 - 6:40 p.m.	Online	4 CPE	Add
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (WCCOAC01)Modeling cash flow and capacity Adaptive Capacity Model *Segall's Law
8/1/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (WCPPVP03)* First and second law of pricing and how they influence your pricing decisions.* How the anchoring and framing effects influence pricing.* What and how people buy.* Handling price objections.* Proper project management.* Facilitating a pricing after action review.* Importance of price psychology and emotions.* Why your firm should offer a value guarantee.* How hourly billing is a suboptimal pricing strategy.
11/5/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Converting to A Subscription-Based Business Model (Webinar) (WCSUBB01)The three types of adoption approaches to creating a subscriber baseFive approaches to value nurturing that is, what happens after the sale to help customers achieve success and realize valueTen best practices to reduce churn (i.e., losing subscribers)Essential growth strategies to deploy
8/8/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
New Accounting for Financial Statement Uncertainty: Estimates, Contingencies and Going Concern (AFS4)How to identify financial statement areas containing recognition, measurement, presentation or disclosure uncertainty How to apply common techniques for evaluating the proper accounting treatment of loss contingencies, allowances, accruals and other areas with recognition and measurement uncertainty How to describe important presentation and disclosure considerations when highlighting uncertainty to financial statement users making economic decisions How to evaluate the adequacy of disclosure of going concern uncertainty under U.S. GAAP
10/30/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
New Advanced Cash Flow Analysis (Webinar) (WCACFA03)Business (EBITDA) & Personal Cash Flow Analyses Global Cash Flow: Combining the Business and Personal Cash Flows Statement of Cash Flows (and the related UCA Cash Flow), Cash Basis Cash Flow, Fixed-Charge Coverage, and Free Cash Flow Cash Flow Projections and Sensitivity Analysis *CRE Cash Flow Analysis including Investment Models
10/28/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Cash and Credit Management (Webinar) (WCCASH01)* Credit analysis* Financial statement analysis* Cash management techniques* Collection techniques, including negotiation skills* Collection management: a human approach
4/28/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Effective Tax Return and Cash Flow Analysis (Webinar) (WCETCF02)Individual and company cash flow analysis using tax return analysis. Personal cash flow and the 1040 return. Business tax return and cash flow analysis for the LLC and S and C corp; global or combined personal and business cash flow. Risk factors using the returns Real estate, retirement plans and HSAs, estate planning and year-end tax strategies. Updates to the tax code including the Tax Cuts and Jobs Act (TCJA) *Using tax returns to market the CPA practice.
1/21/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Advanced Cash Flow Analysis (Webinar) (WCACFA01)Business (EBITDA) & Personal Cash Flow Analyses Global Cash Flow: Combining the Business and Personal Cash Flows Statement of Cash Flows (and the related UCA Cash Flow), Cash Basis Cash Flow, Fixed-Charge Coverage, and Free Cash Flow Cash Flow Projections and Sensitivity Analysis *CRE Cash Flow Analysis including Investment Models
6/26/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Applying the Uniform Guidance for Federal Awards in Your Single Audit (Self-Study) (JIINUG)Fundamentals of a single audit Identifying federal assistance and determining major programs Understanding, assessing and testing internal controls Testing compliance with laws and regulations and applicable compliance requirements Auditor's reports Program-specific audits *Audit tools and guidance
Self-Study		Format: On-Demand	11 CPE	Add
Financial Forecasting: Planning for Success (Self-Study) (JI4FFMD)Overview of the forecasting process The basic forecasting model Techniques used to forecast sales A case analysis on working capital planning Forecasting the company's capital structure Projecting the income statement and balance sheet
Self-Study		Format: On-Demand	4 CPE	Add
Financial Statement Reporting: Tackling Complex Disclosures (Self-Study) (JI4FSCD)Financial statement disclosure Fair value disclosures Accounting changes and error correction Subsequent events
Self-Study		Format: On-Demand	3.5 CPE	Add
Lean Accounting and Management: Saving Money by Streamlining Operations (Self-Study) (JI4LAMA)Basic principles of lean accounting and thinking Target costing and budgeting Value stream management Capacity Management Material requirements planning Continuous process improvement *Performance management
Self-Study		Format: On-Demand	6 CPE	Add
Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (WA925793)Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology Drive a living planning process that permeates throughout the entire organization Provide a real life example of a successful twelve step process implementation *Examine the pitfalls of poorly supported or designed planning process implementations
9/9/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927093)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
7/3/2019	7 - 9 a.m.	Online	2 CPE	Add
Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (WA925585)Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology Drive a living planning process that permeates throughout the entire organization Provide a real life example of a successful twelve step process implementation *Examine the pitfalls of poorly supported or designed planning process implementations
7/11/2019	8 - 10 a.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927405)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
9/4/2019	8 - 10 a.m.	Online	2 CPE	Add
New Securing Your Data (Webinar) (WC2SEC07)* Security risks in your organization* Protect sensitive data* PC security* Security procedures
11/13/2019	8 - 11:30 a.m.	Online	4 CPE	Add
New Securing Your Data (Webinar) (WC2SEC10)* Security risks in your organization* Protect sensitive data* PC security* Security procedures
1/29/2020	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's A Scary Ride Through the Dark Web (Webinar) (WC2SRT01)* Dark and deep web* Secure connections* Useful sites on the Dark Web
7/2/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's A Scary Ride Through the Dark Web (Webinar) (WC2SRT02)* Dark and deep web* Secure connections* Useful sites on the Dark Web
8/21/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
Spreadsheet Risk: Can You Eliminate It? (Webinar) (WI916065)Structural Design Calculation Formulas
7/10/2019	12 - 2 p.m.	Online	2 CPE	Add
KPI Dashboards: The New Financial Reporting Model (Webinar) (WI916206)KPI financial reporting modelCloud accounting KPI dashboardsMicrosoft Excel's new Bl (Business Intelligence) toolsHow to integrate KPI dashboards into your financial reporting model
7/11/2019	12 - 2 p.m.	Online	2 CPE	Add
Excel: Best Practices Before Final Save (Webinar) (WX12656)The major topics that will be covered in this class include:Choose cell formatting options Apply custom cell styles Identify and understand the benefits of conditional formatting options Navigate throughout the Page Layout tabUtilize all of the print dialogue options Tips and techniques for printing your spreadsheets efficiently Best techniques to print multiple spreadsheets with a consistent format Embed Excel ranges into Word documents to ensure your reports are complete and less prone to transposition errors *Utilize Adobe Acrobat conversion utility to transfer spreadsheets to PDF format
6/25/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Excel: Best Practices Before Final Save (Webinar) (WX12658)The major topics that will be covered in this class include:Choose cell formatting options Apply custom cell styles Identify and understand the benefits of conditional formatting options Navigate throughout the Page Layout tabUtilize all of the print dialogue options Tips and techniques for printing your spreadsheets efficiently Best techniques to print multiple spreadsheets with a consistent format Embed Excel ranges into Word documents to ensure your reports are complete and less prone to transposition errors *Utilize Adobe Acrobat conversion utility to transfer spreadsheets to PDF format
8/30/2019	1 - 3 p.m.	Online	2 CPE	Add
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (WI908162)Overview of preparation, compilation and review guidanceAccounting and reporting issuesCurrent practice issuesCommon deficiencies in peer reviews*Current and future standard setting projects
9/10/2019	12 - 4 p.m.	Online	4 CPE	Add
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (WI908163)Overview of preparation, compilation and review guidanceAccounting and reporting issuesCurrent practice issuesCommon deficiencies in peer reviews*Current and future standard setting projects
7/3/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Surgent's Monthly Accounting and Auditing Update for Non-Issuers (Webinar) (WSACU210)Recently released FASB accounting standard updates Statements on Auditing Standards (SASs) Statements on Standards for Accounting and Review Services (SSARSs) Other important issues, such as independence and quality control matters
8/28/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Monthly Accounting and Auditing Update for Non-Issuers (Webinar) (WSACU211)Recently released FASB accounting standard updates Statements on Auditing Standards (SASs) Statements on Standards for Accounting and Review Services (SSARSs) Other important issues, such as independence and quality control matters
9/5/2019	12 - 2 p.m.	Online	2 CPE	Add
The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (WA143082)*Business Management & Organization
6/25/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Business Turnaround (Webinar) (WA148222)Management Business Turnaround
7/12/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
A CPAs Guide to Due Diligence (Webinar) (WA150819)*Due Diligence
7/23/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (WA144460)CoachingEffective Communication
7/26/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (JSDLGCA4)Pricing and costing strategiesExpense control that worksBetter credit decisionsFinancial risk analysisEnterprise risk managementUse and misuse of derivatives*Improving bank relationships and cash management
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (JSDLHMB4)Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentationDiscuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returnsHow Section 179 limitations affect basis and how the "tax-benefit" rule is applied S Corporations: Beware of final IRS regulations regarding "open debt" of S Corporations; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or does not apply to certain S Corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S Corporation; understand distributions of cash and property and post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review Section 754 step-up in basis rules; and learn how TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Transitioning to the Professional World (Audit Skills Training - Level 1) (Self-Study) (JSODA1M1)The AICPA Code of Professional Conduct The Conceptual Framework for Independence Safeguarding independence when performing both attest and non-attest services Real-life difficult scenarios and ethical dilemmas commonly faced by new professionals
Self-Study		Format: On-Demand	3 CPE / 3 Ethics	Add
Surgent's Making Rain: Client Service and Selling to Prospects (Audit Skills Training - Level 7) (Self-Study) (JSODA7M2)Continue marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
Self-Study		Format: On-Demand	3 CPE	Add
New Credit Analysis Basics: The ABC's of Bank Lending (Webinar) (WCCABB01)Gain an understanding of how banks make lending decisions based on the five (5) C's of credit. Learn about the three (3) main areas of lending. Apply the three areas to individual "case studies." Review the basics of loan structure, loan support, documentation, and loan compliance.
6/17/2019	1 - 3 p.m.	Online	2 CPE	Add
Effective Tax Return and Cash Flow Analysis (Webinar) (WCETCF01)Individual and company cash flow analysis using tax return analysis. Personal cash flow and the 1040 return. Business tax return and cash flow analysis for the LLC and S and C corp; global or combined personal and business cash flow. Risk factors using the returns Real estate, retirement plans and HSAs, estate planning and year-end tax strategies. Updates to the tax code including the Tax Cuts and Jobs Act (TCJA) *Using tax returns to market the CPA practice.
1/21/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Key Ratio Analysis (Webinar) (WCRATI03)The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. Lendable real estate equity model. Key ratio software applications. *Z-score (bankruptcy prediction) and sustainable growth models.
6/25/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Analyzing A Company's Liquidity Using the Cash Conversion Cycle (Webinar) (WCACLC01)* What is the Cash Conversion Cycle? How is it calculated? How does it directly impact a company's liquidity?* Inventory issues including costing methods, financing, and cost containment* Receivables and "reasonable" terms* Payables and the benefit of "discounts"* Related company and business owner liquidity models* The Cash Conversion Cycle applied through case study
6/27/2019	1 - 3 p.m.	Online	2 CPE	Add
New K2's A Scary Ride Through the Dark Web (Webinar) (WC2SRT04)* Dark and deep web* Secure connections* Useful sites on the Dark Web
11/25/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (WC2STC02)* Wayfair Decision* Sales Tax Compliance* Sales Tax Software Tools
8/12/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (WC2STC04)* Wayfair Decision* Sales Tax Compliance* Sales Tax Software Tools
11/14/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (WC2STC05)* Wayfair Decision* Sales Tax Compliance* Sales Tax Software Tools
1/30/2020	1 - 2:40 p.m.	Online	2 CPE	Add
Ethics, Professionalism and Performance (EPP)How to lead others in sound decision-making -- even in the gray areas How to persuade others to do the right thing in ways that strengthen relationships Techniques for having difficult but productive conversations When to draw the line and how to constructively take a stand How to clarify and express your own professional values Tips for mentoring others to instill team or organizational values along with key skills Principles of servant leadership Ethical challenges and guidance on how to overcome them
12/4/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE / 8 Ethics	Add
(CPE Savers) Cybersecurity Readiness Assessments (CS-CSAE4)Cybersecurity risks to businesses and firms Different cybersecurity controls frameworks -- National Institute of Standards and Technology (NIST), International Organization for Standardization (ISO) and more Internal controls and other risk management activities Components of a cybersecurity risk management program
8/5/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
Taxation of Individuals Living Abroad and Foreign Nationals Living in the U.S. (TILA)Impact of the Tax Cuts and Jobs Act (TCJA) tax reform law on international tax planning Requirement for foreign nationals to file a U.S. individual income tax return Concept of worldwide income and interaction with foreign tax credits Fixed, determinable, annual or periodical (FDAP) income, effectively connected income (ECI) and sourcing rules Withholding rules, engagement in trade or business, and real property interest of foreign investors in the U.S. Tax effects of tax treaties Issues facing U.S. citizens living abroad (expatriates), including earned income and housing exclusion, sourcing of income, deductions, credits and tax withholding Tax planning opportunities and filing requirements facing U.S. expatriates *Responsibility for reporting existence of foreign financial assets
8/12/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Develop Your Company's Scorecard: Keep Success on Track (Webinar) (WA928653)Basic concepts of the balanced scorecard and how it can be used to improve organization performance How leading companies build and implement a balanced scorecard How to develop meaningful performance measures and targets How your scorecard can drive a performance-informed budget and accountability
7/25/2019	2 - 4 p.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927353)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
8/29/2019	8 - 10 a.m.	Online	2 CPE	Add
Develop Your Company's Scorecard: Keep Success on Track (Webinar) (WA928705)Basic concepts of the balanced scorecard and how it can be used to improve organization performance How leading companies build and implement a balanced scorecard How to develop meaningful performance measures and targets How your scorecard can drive a performance-informed budget and accountability
8/9/2019	8 - 10 a.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927249)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
8/1/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Construction Contractors: Accounting and Financial Reporting Issues (CST4)Overall construction industry landscape Generally accepted accounting principles (GAAP) and recent changes affecting the construction industry The new revenue recognition standard and its impact on the construction industry The relationship between the contractor and the surety, from both underwriting and claims perspectives What the surety looks for to maximize potential bond credit The new lease accounting standard and its impact on the construction industry
10/31/2019	1 - 4:30 p.m.	Bloomington, MN	4 CPE	Add
New Construction Contractors: Critical Accounting, Auditing and Tax Issues (CONS)Overall construction industry landscape Generally accepted accounting principles (GAAP) and recent changes affecting the construction industry The new revenue recognition standard and its impact on the construction industry Unique audit and review issues with construction contractors The relationship between the contractor and the surety, from both underwriting and claims perspectives What the surety looks for to maximize potential bond credit Tax compliance issues facing construction contractors, including tax reform considerations of the Tax Cuts and Jobs Act (TCJA) Going concern disclosures and their importance to the construction industry *The new lease accounting standard and its impact on the construction industry
9/24/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
New Proven Controls to Steer You Clear of Fraud (FFC4)The costs of fraud Association of Certified Fraud Examiners (ACFE) report to the nations -- the latest on occupational fraud Why good folks go bad -- red flags and what studies indicate Combating fraud with controls *Fraud checklists
10/30/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
New Annual FASB Update and Review (FUR4)Private Company Council (PCC) standard-setting activities Recent FASB accounting standards changes (ASCs) Revenue recognition (ASC Topic 606) and related updates Lease accounting (ASC Topic 842) *Other recently issued FASB updates
10/31/2019	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (WSSS2106)Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirements 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
6/20/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
Surgent's Going Concern Uncertainty: Complying with the New Requirements When Preparing or Reporting on Financial Statements (Webina (WSAAGC04)Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services New requirements of SAS No. 132 related to an auditor's responsibility for considering going concern uncertainty
8/6/2019	9 - 11 a.m.	Online	2 CPE	Add
Surgent's Audit Skills Training: Level 2: Staff Accountant - Day 1 of 2 (Webinar) (WS2AUD01)Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented:Day 1:Compilations and reviews: Performing effective and efficient compilations and reviewsA/R and revenue: Auditing accounts receivable, including external confirmation requirementsProperty, plant, and equipment: Auditing PPandE, including leasesInventory: Auditing basic inventory - performing physical inventory observations Day 2:A/P, accrued expenses, and debt: Auditing liabilities, including debt classification and covenantsAnalytical procedures: Analytical procedure fundamentals used in an auditSampling: Audit sampling fundamentalsFinancial statement reporting: Financial statement drafting and reporting fundamentals
8/1/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Monthly Accounting and Auditing Update for Non-Issuers (Webinar) (WSACU206)Recently released FASB accounting standard updates Statements on Auditing Standards (SASs) Statements on Standards for Accounting and Review Services (SSARSs) Other important issues, such as independence and quality control matters
7/12/2019	12 - 2 p.m.	Online	2 CPE	Add
MBAexpress: Emotional Intelligence (Self-Study) (JI10NOC)Benefits of emotional intelligence (EI) Steps to increase your emotional intelligence Emotional intelligence to decision making Active listening versus traditional listening
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Strategy for Success (Self-Study) (JI26NOC)Simon Sinek - "Start with why" 5 Step Backcasting Process *Good & Bad Mission Statements
Self-Study		Format: On-Demand	1 CPE	Add
Advanced Controller and CFO Skills (Self-Study) (JIACCS)Isolate the critical skills and attitudes to be effective in the future Become an effective coach Development of measurable missions and strategies Aligning a firm's strategies with its internal reporting system Selling ideas and generating "buy-in" from others Recognition of and response to the need for constant change and adaptation *Developing a tailored action plan suitable to specific needs
Self-Study		Format: On-Demand	8.5 CPE	Add
Audit Workpapers: Reviewing Field Work Documentation (Self-Study) (JICL4FWD)"Nuts and bolts" of working papers Conducting the review of working papers Common shortcomings of working papers Reviewing analytical procedures
Self-Study		Format: On-Demand	1.5 CPE	Add
Excel: Feature Review in 100 minutes (Webinar) (WX12695)The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons *What the Excel features and functions can do for you
7/29/2019	12:30 - 2:30 p.m.	Online	2 CPE	Add
Office 365: Improving Collaboration Using the Teams App (Webinar) (WX12185)The key topics that will be covered in this course include: An introduction into Microsoft Teams in Office 365A deep dive review of how to setup TeamsExamples of how organizations can use TeamsA review of how to manage Teams
7/8/2019	12 - 2 p.m.	Online	2 CPE	Add
Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (WX12331)The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creation*Creating PivotCharts
7/18/2019	8:30 a.m. - 12:30 p.m.	Online	4 CPE	Add
MS PowerPoint: Advanced Techniques for Better Presentations (Webinar) (WI935868)Using slide transitions and animation Customizing the slide layout, handout and notes masters Customizing your own theme Inserting Excel charts and data Integrating audio and video files into your presentation Useful add-on tools and reference materials
8/20/2019	12 - 2 p.m.	Online	2 CPE	Add
New K2's Testing and Auditing Excel Workbooks (Webinar) (WC2TAW07)Testing and auditing Excel workbooks Common spreadsheet errors *Excel Add-ins to identify spreadsheet errors
11/26/2019	8 - 11:30 a.m.	Online	4 CPE	Add
New K2's Technology Update (Webinar) (WC2TUP01)* Windows 10* Mobile technologies* Security issues* Office 2016* Cloud implementations, including accounting and tax, document management, workflow, and data storage and synchronization applications
4/17/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New K2's Excel Data Models, Combinations and Consolidations (Webinar) (WC2WTT02)* Formula-based approaches to consolidating data* Data consolidation process* PivotTables* Data Model by linking multiple tables of data and then build powerful PivotTables
7/29/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB03)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review
7/23/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Business Turnaround (Webinar) (WA148275)Management Business Turnaround
7/26/2019	7 - 11 a.m.	Online	4 CPE	Add
Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (WA169984)Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budgetExamine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodologyDrive a living planning process that permeates throughout the entire organizationProvide a real life example of a successful twelve step process implementation*Examine the pitfalls of poorly supported or designed planning process implementations
7/19/2019	9 - 11 a.m.	Online	2 CPE	Add
The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (WA143347)*Business Management & Organization
9/9/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (WA144566)CoachingEffective Communication
8/27/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Multi-Task Role of the CFO/Controller (Webinar) (WCMTCF04)Management skills and techniques; banking and finance; business law; risk management; and human resource issues. Role of the internal team trainer. *Time management, negotiation skills and personal planning.
3/23/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Communications Skills Training for the CPA (Webinar) (WCCSTR02)* Becoming a stronger communicator* The communication process* Improving oral and written communications* Empathy, ego and needs, personality types and their influence on communications* Case studies to summarize the webinar concepts
3/10/2020	1 - 3 p.m.	Online	2 CPE	Add
New Developing a Leadership vs. "Managership" Approach (Webinar) (WCDLVM03)* Leadership vs. "Managership"* Leadership Techniques and the Diverse Workforce* Traits, Skills, and Style Approach of Leadership* Psychodynamic Leadership Theory and Strategic Leadership Concepts* Principles of Leadership Ethics
3/31/2020	1 - 3 p.m.	Online	2 CPE	Add
Leadership Skills Training (Webinar) (WCLSKT01)* Leadership roadblocks* Leadership vs. managership* Skill-building techniques: communications, negotiations and personal marketing* Leadership in ethics* Psychodynamic leadership theory* Leadership traits, skills and styles
3/24/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927457)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
9/12/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (WA925689)Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology Drive a living planning process that permeates throughout the entire organization Provide a real life example of a successful twelve step process implementation *Examine the pitfalls of poorly supported or designed planning process implementations
8/7/2019	8 - 10 a.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927197)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
7/26/2019	2 - 4 p.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927145)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
7/16/2019	7 - 9 a.m.	Online	2 CPE	Add
Surgent's Monthly Accounting and Auditing Update for Non-Issuers (Webinar) (WSACU208)Recently released FASB accounting standard updates Statements on Auditing Standards (SASs) Statements on Standards for Accounting and Review Services (SSARSs) Other important issues, such as independence and quality control matters
8/14/2019	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Accounting for Investments Under Evolving U.S. GAAP (Webinar) (WSAIUE02)Identifying the three primary factors in determining proper accounting for investments in other entitiesExploring the principles of equity method investment accountingExplaining the practical expedient to account for qualifying alternative investments using net asset valueDescribing the categorizations for initial recognition and subsequent measurement of debt and equity investments under FASB ASC 320 and 321Discussing the key characteristics of a variable interest entity requiring consolidationExplaining how to account for the cash value of permanent life insurance arrangementsIdentifying when long-lived assets may be classified as property held for investment purposesDiscussing the foundational principles of fair value measurement and disclosure
6/24/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (WSSS2108)Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirements 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
7/11/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Enhancing Audit Quality: Best Practices in Documenting and Reviewing Your Work (Webinar) (WSSWLD01)Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control over the audit practice The primary purpose of audit documentation, and minimum documentation requirements Tips for an efficient workpaper review process that complies with relevant standards How to audit financial statement areas that commonly contain significant judgments or conclusions that require strong supporting audit documentation, including when consultations may be appropriate (e.g., substantive analytical procedures and estimates) Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Considering ethics as a critical element of high-quality workpaper reviews The critical role of the engagement partner related to the overall quality of an engagement The responsibilities of the engagement quality control reviewer in evaluating the significant judgments the engagement team made and conclusions reached in formulating the report *The importance of monitoring compliance with engagement quality control policies and procedures
8/29/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (WX12363)Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables *Hierarchies in Power Pivot
6/21/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (WX12375)The major topics that will be covered in this class include:Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
7/26/2019	8:30 a.m. - 12:30 p.m.	Online	4 CPE	Add
Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (WX12365)Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables *Hierarchies in Power Pivot
8/21/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (WX12386)The major topics that will be covered in this class include:Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
7/29/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (JSDLACTS)The Tax Cuts and Jobs Act of 2017Section 199A proposed regulations and Notice 2018-64 (including a Supplement of examples)Cases, rulings, and tax law changes affecting S Corporations Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues Use of redemptions: still some advantages Planning for the liquidation of an S Corporation Tax issues for family ownership of S Corporation stock Impact of the tax on net investment income on sales of S Corporation stock Stock basis: Loss limitations, AAA, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance Built-in gains: the 5-year recognition periodS Corporation structuring: one class of stock Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Annual Auditing Update (Self-Study) (JSDLAUU4)Recently issued SASs and Exposure DraftsSSARS No. 21, Clarification and RecodificationOther ARSC activities related to compilations and reviewsChanges brought by the issuance of SSAE No.18, Attestation Standards: Clarification and Recodification
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's S Corporation, Partnership and LLC Tax Update (Self-Study) (JSDLBCP4)Choice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199AImpact of the net investment income tax on the owners of pass-through entities Basis issues: at-risk, passive activities for partnerships and LLCsCoverage of the business tax changesA review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Any late-breaking tax legislation
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Key Considerations in Getting the Entity Selection Right (Self-Study) (JSDLCBE4)How tax reform, proposed and enacted, affects choice of entityComparing and contrasting the tax aspects of partnerships with sole proprietorships, S Corporations with partnerships, C Corporations with S Corporations, and partnerships with C Corporations, and limited liability companies with all other entities Tax considerations in the organization of an enterprise and the pitfalls to avoid Non-tax considerations Practical guidelines on what entity structure to use under various circumstances Impact of the manufacturers' deduction on choice of entity
Self-Study		Format: Downloadable PDF	4 CPE	Add
Managing the Accounting Department (Webinar) (WA149653)Accounting Leadership *Management
8/26/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Personal Leadership Skills (Webinar) (WA145573)LeadershipPersonality TypesCommunicationMemory
6/20/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
Practical Strategic Planning (Webinar) (WA147163)Management strategies Strategic planning
9/6/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Business Turnaround (Webinar) (WA148328)Management Business Turnaround
8/9/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB04)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review
7/23/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
K2's Business Continuity: Best Practices for Managing the Risks (Webinar) (WC2BCO05)* Business Continuity Plan (BCP)* Disaster recovery plans* Data backups
10/3/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Budgeting and forecasting tools and Techniques (Webinar) (WC2BFT10)* Excel techniques for interacting with the accounting systems* Data Tables* NPV, IRR, XNPV and XIRR* Budgeting forecasting
2/18/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Business Intelligence: Featuring Microsoft's Power BI Tools (Webinar) (WC2BIF10)Excel-based BI dashboards BI solutions based wholly on Excel Excel add-ins that might useful in BI applications Dashboards using Power BI
2/20/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (WSRET404)Depreciation and recapture Passive activity losses Determination of basis Determination of gain or loss on sale of real estate Taxation of rental operations Installment sales
8/30/2019	12:30 - 4 p.m.	Online	4 CPE	Add
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (WSCST404)Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety *The new lease FASB ASU and its impact on the construction industry
9/9/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (WSRET405)Depreciation and recapture Passive activity losses Determination of basis Determination of gain or loss on sale of real estate Taxation of rental operations Installment sales
9/16/2019	12:30 - 4 p.m.	Online	4 CPE	Add
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (WSCST402)Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety *The new lease FASB ASU and its impact on the construction industry
6/21/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Develop Your Company's Scorecard: Keep Success on Track (Webinar) (WA928601)Basic concepts of the balanced scorecard and how it can be used to improve organization performance How leading companies build and implement a balanced scorecard How to develop meaningful performance measures and targets How your scorecard can drive a performance-informed budget and accountability
7/12/2019	9 - 11 a.m.	Online	2 CPE	Add
Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (WA927041)Find inefficiencies in your business processes Learn to analyze workflows to find cost reduction opportunities Introduce better practices and benchmarking to assist in process changes Streamline your finance department and then your organization *Productively involve yourself in operational improvements
6/27/2019	7 - 9 a.m.	Online	2 CPE	Add
Develop Your Company's Scorecard: Keep Success on Track (Webinar) (WA928757)Basic concepts of the balanced scorecard and how it can be used to improve organization performance How leading companies build and implement a balanced scorecard How to develop meaningful performance measures and targets How your scorecard can drive a performance-informed budget and accountability
8/26/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (WA925637)Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology Drive a living planning process that permeates throughout the entire organization Provide a real life example of a successful twelve step process implementation *Examine the pitfalls of poorly supported or designed planning process implementations
7/24/2019	7 - 9 a.m.	Online	2 CPE	Add
Surgent's Audit Skills Training: Level 1: New Auditors - Day 2 of 2 (Webinar) (WS1AUD04)Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented:Day 1:Code of conduct: Transitioning to the professional worldTraits of a star performer: Desired traits of entry-level auditorsFraud risk considerations: The importance of professional skepticismCompilations and reviews: The contrasting nature of compilations, reviews, and audits Day 2:Audit documentation and review: Audit documentation basicsRisk-based audit concepts: The basic audit conceptInternal controls: Internal control fundamentals in evaluating the design of internal controlCash: Auditing cash and cash equivalents
8/22/2019	8 a.m. - 4 p.m.	Online	8 CPE / 2 Ethics	Add
New Surgent's Accounting for Investments Under Evolving U.S. GAAP (Webinar) (WSAIUE03)Identifying the three primary factors in determining proper accounting for investments in other entitiesExploring the principles of equity method investment accountingExplaining the practical expedient to account for qualifying alternative investments using net asset valueDescribing the categorizations for initial recognition and subsequent measurement of debt and equity investments under FASB ASC 320 and 321Discussing the key characteristics of a variable interest entity requiring consolidationExplaining how to account for the cash value of permanent life insurance arrangementsIdentifying when long-lived assets may be classified as property held for investment purposesDiscussing the foundational principles of fair value measurement and disclosure
8/20/2019	7 - 9 p.m.	Online	2 CPE	Add
Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (Webinar) (WSSSAR05)Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No, 21-23 Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued *Highlighting the major reporting changes for compilations and reviews
9/13/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Webinar) (WSCOS401)Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures Special considerations when using outside service organizations Key concepts of the Enterprise Risk Management that expands on internal control, providing a more robust and extensive focus of broader risk management
7/19/2019	8 - 11:30 a.m.	Online	4 CPE	Add
New Credit Analysis Basics: The ABC's of Bank Lending (Webinar) (WCCABB01)Gain an understanding of how banks make lending decisions based on the five (5) C's of credit. Learn about the three (3) main areas of lending. Apply the three areas to individual "case studies." Review the basics of loan structure, loan support, documentation, and loan compliance.
4/21/2020	1 - 3 p.m.	Online	2 CPE	Add
Key Ratio Analysis (Webinar) (WCRATI04)The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. Lendable real estate equity model. Key ratio software applications. *Z-score (bankruptcy prediction) and sustainable growth models.
11/1/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Time Management for CPAs (Webinar) (WCTMCP01)Building an effective time management framework Three time factors-time wasters, time savers and time management techniques *Managing oneself to improve the management of time
10/21/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Advanced Cash Flow Analysis (Webinar) (WCACFA04)Business (EBITDA) & Personal Cash Flow Analyses Global Cash Flow: Combining the Business and Personal Cash Flows Statement of Cash Flows (and the related UCA Cash Flow), Cash Basis Cash Flow, Fixed-Charge Coverage, and Free Cash Flow Cash Flow Projections and Sensitivity Analysis *CRE Cash Flow Analysis including Investment Models
1/6/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Cloud Computing (Webinar) (WC2CLC03)Cloud Computing Cloud computing vendors Cloud-based solutions Security and data availability *Storing data in the Cloud
8/19/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Cloud Computing (Webinar) (WC2CLC08)Cloud Computing Cloud computing vendors Cloud-based solutions Security and data availability *Storing data in the Cloud
11/21/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's CPA Firm Technologies: Helping Your Practice Grow (Webinar) (WC2CPA03)* Firm Efficiency* Productivity Tools* Client and Team Member Experience
10/1/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Excel Best Practices (Webinar) (WC2EBP01)* Spreadsheet design* Excel's Table feature* Excel features* Sharing and collaborating with others* Defined Names in Excel* Securing Excel data
7/19/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (WX12398)The major topics that will be covered in this class include:A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
8/29/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Excel -- Two Must Know Features: Defined Names & Tables (Webinar) (WX12553)The major topics that will be covered in this class include:Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables
8/21/2019	1 - 3 p.m.	Online	2 CPE	Add
Word: To The Next Level With Advanced Features (Webinar) (WX12517)This course will include the following topics:StylesThemesQuickPartsSmartArtLinkingTable of ContentsCover PagesCollaborating*Mail merge
9/4/2019	2 - 4 p.m.	Online	2 CPE	Add
Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (WX12564)The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions
6/27/2019	5 - 7 p.m.	Online	2 CPE	Add
Annual Update for Controllers (SKSB)Leading-edge financial management tools and techniques, including tools for planning, forecasting, budgeting and reporting Excel tips HR trends, ethics, generational differences, emotional intelligence, robotics and automation New issues in treasury management and controllership Trends in information systems and technology Leading and developing staff to increase productivity and profitability Accounting as a complement to the sales function Integrated reporting
10/24/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
The Successful Family Business (Webinar) (WA140392)*Dynamics of the Family Business
7/25/2019	1 - 4:40 p.m.	Online	4 CPE	Add
Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (WA144354)CoachingEffective Communication
6/21/2019	1 - 5 p.m.	Online	4 CPE	Add
Practical Strategic Planning (Webinar) (WA147057)Management strategies Strategic planning
8/6/2019	7 - 11 a.m.	Online	4 CPE	Add
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (WSCST403)Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety *The new lease FASB ASU and its impact on the construction industry
8/13/2019	12 - 3:30 p.m.	Online	4 CPE	Add
New Annual Accounting and Auditing Update (ZKACAU)Private company standard-setting activities Recently issued FASB accounting standards updates Revenue recognition Lease accounting Other items on the FASB's technical agenda Statement on Standards for Accounting and Review Services (SSARS) No. 21 (clarification and recodification) Other recently issued SSARS Common audit quality issues noted in peer reviews Latest developments impacting compilation, preparation and review engagements Other important accounting and auditing practice matters *Hands-on examples and illustrations
9/23/2019	8:30 a.m. - 4:30 p.m.	Willmar, MN	8 CPE	Add
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (WSRET403)Depreciation and recapture Passive activity losses Determination of basis Determination of gain or loss on sale of real estate Taxation of rental operations Installment sales
7/26/2019	12:30 - 4 p.m.	Online	4 CPE	Add
New Valuation of Winery Brands and Operations (Webinar) (WCCWBV02)Valuing winner brands and operations Real property considerations including vineyard locations, winery facilities and equipment Business considerations including brand identity, sales channel, stability Current trends in the industry
1/22/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Monthly Accounting and Auditing Update for Non-Issuers (Webinar) (WSACU205)Recently released FASB accounting standard updates Statements on Auditing Standards (SASs) Statements on Standards for Accounting and Review Services (SSARSs) Other important issues, such as independence and quality control matters
6/27/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Monthly Accounting and Auditing Update for Non-Issuers (Webinar) (WSACU207)Recently released FASB accounting standard updates Statements on Auditing Standards (SASs) Statements on Standards for Accounting and Review Services (SSARSs) Other important issues, such as independence and quality control matters
7/18/2019	6 - 8 p.m.	Online	2 CPE	Add
Surgent's Audit Skills Training: Level 1: New Auditors - Day 1 of 2 (Webinar) (WS1AUD01)Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented:Day 1:Code of conduct: Transitioning to the professional worldTraits of a star performer: Desired traits of entry-level auditorsFraud risk considerations: The importance of professional skepticismCompilations and reviews: The contrasting nature of compilations, reviews, and audits Day 2:Audit documentation and review: Audit documentation basicsRisk-based audit concepts: The basic audit conceptInternal controls: Internal control fundamentals in evaluating the design of internal controlCash: Auditing cash and cash equivalents
7/29/2019	8 a.m. - 4 p.m.	Online	8 CPE / 2 Ethics	Add
Surgent's Recently Issued U.S. GAAP: What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (Webinar) (WSGAAP06)Private Company Council (PCC) influenced U.S. GAAP alternatives, such as common control leasing arrangements, interest rate swaps and goodwill What nonpublic reporting entities need to do now related to ASU 2014-09 Revenue Recognition The impact of the new ASU 2016-02 Leases, and whether there is anything entities need to do now to prepare for implementation Highlights of other ASUs with open effective dates for nonpublic business entities that have the greatest likelihood of changing the financial statements of smaller entities *Significant pending FASB activity related to smaller private businesses
7/22/2019	9 - 11 a.m.	Online	2 CPE	Add
New Developing a Leadership vs. "Managership" Approach (Webinar) (WCDLVM01)* Leadership vs. "Managership"* Leadership Techniques and the Diverse Workforce* Traits, Skills, and Style Approach of Leadership* Psychodynamic Leadership Theory and Strategic Leadership Concepts* Principles of Leadership Ethics
6/18/2019	1 - 3 p.m.	Online	2 CPE	Add
Multi-Task Role of the CFO/Controller (Webinar) (WCMTCF03)Management skills and techniques; banking and finance; business law; risk management; and human resource issues. Role of the internal team trainer. *Time management, negotiation skills and personal planning.
2/7/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Negotiation Skill Building (Webinar) (WCNSKB01)* Becoming a stronger negotiator.* Negotiation skill building, effective communications, telephone techniques and the negotiation process.* The role of empathy, ego and needs in negotiations.
10/7/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Key Ratio Analysis (Webinar) (WCRATI06)The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. Lendable real estate equity model. Key ratio software applications. *Z-score (bankruptcy prediction) and sustainable growth models.
3/30/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Develop Your Company's Scorecard: Keep Success on Track (Webinar) (WA928809)Basic concepts of the balanced scorecard and how it can be used to improve organization performance How leading companies build and implement a balanced scorecard How to develop meaningful performance measures and targets How your scorecard can drive a performance-informed budget and accountability
9/11/2019	8 - 10 a.m.	Online	2 CPE	Add
Advanced Issues: The Art of the Estate Tax Return (Webinar) (WCA70602)Deceased spousal unused exclusion amount (DSUEA). Maximizing fractional interest discounts. Strategic choices with estate tax versus income tax planning when preparing Form 706 including changes under the 2017 Tax Act. Working with and selecting appraisers. Reducing discounts on the death of the first spouse. Effective planning and return preparation with FLPs and family LLCs. Honing marital deduction reporting. Reporting reverse QTIP elections and GST exemption allocations on Form 706. Protective and perfected refund claims. Form 8971 for basis reporting consistency.
10/23/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Advanced Issues: The Art of the Estate Tax Return (Webinar) (WCA70601)Deceased spousal unused exclusion amount (DSUEA). Maximizing fractional interest discounts. Strategic choices with estate tax versus income tax planning when preparing Form 706 including changes under the 2017 Tax Act. Working with and selecting appraisers. Reducing discounts on the death of the first spouse. Effective planning and return preparation with FLPs and family LLCs. Honing marital deduction reporting. Reporting reverse QTIP elections and GST exemption allocations on Form 706. Protective and perfected refund claims. Form 8971 for basis reporting consistency.
8/5/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Advanced Issues: The Art of the Estate Tax Return (Webinar) (WCA70605)Deceased spousal unused exclusion amount (DSUEA). Maximizing fractional interest discounts. Strategic choices with estate tax versus income tax planning when preparing Form 706 including changes under the 2017 Tax Act. Working with and selecting appraisers. Reducing discounts on the death of the first spouse. Effective planning and return preparation with FLPs and family LLCs. Honing marital deduction reporting. Reporting reverse QTIP elections and GST exemption allocations on Form 706. Protective and perfected refund claims. Form 8971 for basis reporting consistency.
1/17/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
MBAexpress: Success with Social Media (Self-Study) (JI27NOC)Forms of Social Media Business Benefits *Getting Started in Social Media
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Excellent Customer Service (Self-Study) (JI9NOC)Internal vs. external customer service Servicing customers well *Customer needs and wants
Self-Study		Format: On-Demand	1 CPE	Add
Audits of 401(k) Plans (Self-Study) (JIAFKP)Background of 401(k) audits Audit planning and pre-engagement activities Internal control considerations Auditing the statement of net assets available for benefits Auditing the statement of changes in net assets available for benefits Other auditing considerations The auditor's report Financial statement disclosures *Supplemental schedules
Self-Study		Format: On-Demand	12 CPE	Add
Governmental Accounting and Auditing Update (Self-Study) (JIGAU)Federal government activities Accounting standards updates *GASB activities
Self-Study		Format: On-Demand	5.5 CPE	Add
Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (WX12566)The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions
8/9/2019	9:30 - 11:30 a.m.	Online	2 CPE	Add
Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (WX12567)The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions
9/9/2019	12 - 2 p.m.	Online	2 CPE	Add
Excel: Advanced Spreadsheet Troubleshooting Techniques (Webinar) (WX12603)The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errors
6/18/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Excel: From a Blank Sheet to a Finished Workbook (Webinar) (WX12683)The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
8/15/2019	1 - 3 p.m.	Online	2 CPE	Add
New K2's Excel Data Magic: Advanced PivotTables & Power Pivot (Webinar) (WC2EDM08)* External data sources into Excel* Data Models and build PivotTables* Power Pivot, including PivotTables that summarize data from multiple data sources* Data Analysis Expressions* Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables
10/30/2019	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Excel Data Magic: Advanced PivotTables & Power Pivot (Webinar) (WC2EDM09)* External data sources into Excel* Data Models and build PivotTables* Power Pivot, including PivotTables that summarize data from multiple data sources* Data Analysis Expressions* Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables
12/18/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Excel Financial Reporting and Analysis (Webinar) (WC2EFR05)Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects and working with Excel-based reports saved as PDF documents Excel's default templates and templates for financial reporting and analysis Excel features, such as Sorting, Data Tables, Subtotal, Filters and PivotTables *Consolidating data in Excel
10/10/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Everything Google: How to Utilize Tools, Services and More (Webinar) (WC2EGO01)* Google Functionality* Google Search Operators* Google Mobile Apps
4/29/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (WA141772)Mergers Acquisitions
7/12/2019	10 a.m. - 1:40 p.m.	Online	4 CPE	Add
Controller's Update: Today's Latest Trends (Webinar) (WI930683)Economic and Human Resource trends Best practices to manage working capital Leading-edge financial management tools and techniques New issues in treasury management and controllership Big Data Current trends in information systems and technology * Current trends in leading and developing staff to increase productivity and profitability
7/15/2019	12 - 4 p.m.	Online	4 CPE	Add
The Changing Role of the Controller: Advancing from Tactical to Strategic (Webinar) (WI932412)Leadership vs. Management Business and strategic planning processes Corporate culture Lean management techniques and processes Recruiting, retaining and developing employees Communications, listening and presentation skills Managing "up" and how to master it Business Strategy and the Controller The need for increased efficiency and the application of Lean techniques Application of best practices in the Accounting Department
9/16/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
The Changing Role of the Controller: Advancing from Tactical to Strategic (Webinar) (WI932332)Leadership vs. Management Business and strategic planning processes Corporate culture Lean management techniques and processes Recruiting, retaining and developing employees Communications, listening and presentation skills Managing "up" and how to master it Business Strategy and the Controller The need for increased efficiency and the application of Lean techniques Application of best practices in the Accounting Department
7/18/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional Service Organizations (Webinar) (WCBVMA01)Business entity worth Strategic planning for selling/merging Role and selection of intermediaries Selling memorandums Due diligence process Deal structure from an economic and tax perspective *Well-defined engagement letters
6/27/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional Service Organizations (Webinar) (WCBVMA03)Business entity worth Strategic planning for selling/merging Role and selection of intermediaries Selling memorandums Due diligence process Deal structure from an economic and tax perspective *Well-defined engagement letters
12/2/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional Service Organizations (Webinar) (WCBVMA02)Business entity worth Strategic planning for selling/merging Role and selection of intermediaries Selling memorandums Due diligence process Deal structure from an economic and tax perspective *Well-defined engagement letters
12/2/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Valuation of Winery Brands and Operations (Webinar) (WCCWBV01)Valuing winner brands and operations Real property considerations including vineyard locations, winery facilities and equipment Business considerations including brand identity, sales channel, stability Current trends in the industry
10/23/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (WSSS2109)Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirements 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
8/20/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (Webinar) (WSSSAR03)Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No, 21-23 Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued *Highlighting the major reporting changes for compilations and reviews
7/23/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Audit Skills Training: Level 1: New Auditors - Day 2 of 2 (Webinar) (WS1AUD02)Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented:Day 1:Code of conduct: Transitioning to the professional worldTraits of a star performer: Desired traits of entry-level auditorsFraud risk considerations: The importance of professional skepticismCompilations and reviews: The contrasting nature of compilations, reviews, and audits Day 2:Audit documentation and review: Audit documentation basicsRisk-based audit concepts: The basic audit conceptInternal controls: Internal control fundamentals in evaluating the design of internal controlCash: Auditing cash and cash equivalents
7/30/2019	8 a.m. - 4 p.m.	Online	8 CPE / 2 Ethics	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (WSSS2107)Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirements 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
6/28/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Advanced Issues: The Art of the Estate Tax Return (Webinar) (WCA70604)Deceased spousal unused exclusion amount (DSUEA). Maximizing fractional interest discounts. Strategic choices with estate tax versus income tax planning when preparing Form 706 including changes under the 2017 Tax Act. Working with and selecting appraisers. Reducing discounts on the death of the first spouse. Effective planning and return preparation with FLPs and family LLCs. Honing marital deduction reporting. Reporting reverse QTIP elections and GST exemption allocations on Form 706. Protective and perfected refund claims. Form 8971 for basis reporting consistency.
1/17/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Preparing Form 706: The Federal Estate Tax Return (Webinar) (WCW70602)* Filing requirements, new forms and IRS return review procedures* Claims avoidance against you or your firm... since preparation of the Form 706 has traditionally been the greatest source of liability claims against CPAs* Estate tax return terminology* Action steps upon receipt of the engagement to prepare Form 706* Introduction to each schedule and page on the return* When to use or eschew simplified reporting while making DSUEA elections* Recent developments with basis consistency rules and integration with the Form 706* QTIP elections with otherwise bypass credit-shelter trusts* Practice forms to attach to the estate tax return* Marital deduction elections* Practice tips for penalty avoidance* Reporting elections: Sec. 6166, QTIP, reverse QTIP, QDOT, alternate value and Sec. 2032A
10/16/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Preparing Form 706: The Federal Estate Tax Return (Webinar) (WCW70603)* Filing requirements, new forms and IRS return review procedures* Claims avoidance against you or your firm... since preparation of the Form 706 has traditionally been the greatest source of liability claims against CPAs* Estate tax return terminology* Action steps upon receipt of the engagement to prepare Form 706* Introduction to each schedule and page on the return* When to use or eschew simplified reporting while making DSUEA elections* Recent developments with basis consistency rules and integration with the Form 706* QTIP elections with otherwise bypass credit-shelter trusts* Practice forms to attach to the estate tax return* Marital deduction elections* Practice tips for penalty avoidance* Reporting elections: Sec. 6166, QTIP, reverse QTIP, QDOT, alternate value and Sec. 2032A
10/16/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
GST Tax From A to Z (Webinar) (WCGSTE01)* Events that trigger GST tax* Allocation rules for GST exemption* How to implement and report qualified severances of trusts* GST on Form 709: Allocation of exemption (current, late and protective elections)* Completion of Schedule R to Form 706; Forms 706GS(D) and 706GS(T)* Reverse QTIP elections and portability elections* GST tax traps with life insurance trusts and advanced planning* Crummey trusts* GST issues with subtrust funding and administration on death of first spouse* Impact of recent changes in law.
8/15/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
MBAexpress: Powerful Presentation Skills (Self-Study) (JI23NOC)Using visualization Practice is essential Positive energy Slide count calculation A speech versus an experience Fear of questions Know your audience Communication styles Turn off the adrenaline The power of a pause
Self-Study		Format: On-Demand	1 CPE	Add
Reviewing Individual Tax Returns: What Are You Missing (Self-Study) (JI4ITRM)Time Share Properties Home Office Hobby Losses Margin Interest Self Employed Health Insurance Business Start-Up Costs Depreciation Unreported Income Shared Responsibility Payments Schedule C Like-Kind Exchanges Self-Employment Tax Section 1202 Stock Charitable Contributions of Property
Self-Study		Format: On-Demand	4.5 CPE	Add
Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (JSDLNPAA)The key changes and challenges contained in the revised Yellow BookDeveloping issues related to performing single audits under the OMB's Uniform Guidance for Federal AwardsKey AICPA developments affecting audits of nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in nonprofit auditsPrepare for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (JSDLSCA4)Detailed rules governing basis in the shareholder's debt and stock AAA Built-in gains incurred from the sale of assets Redemptions and liquidations *Compensation planning for shareholders
Self-Study		Format: Downloadable PDF	4 CPE	Add
Office 365: Improving Collaboration Using the Teams App (Webinar) (WX12187)The key topics that will be covered in this course include: An introduction into Microsoft Teams in Office 365A deep dive review of how to setup TeamsExamples of how organizations can use TeamsA review of how to manage Teams
9/3/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Data Analytics & Business Intelligence: What You Should Know (Webinar) (WX12266)The key topics that will be covered in this course include:Understanding key concepts and nomenclature related to data analytics and BIReview of practical applications for Auditors, CFOs & ControllersPowerful and popular data analytic and BI toolsDashboards - the new reporting model*A real-life case study from start to finish
9/10/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (WX12385)The major topics that will be covered in this class include:Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
6/26/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Word: Learn the Fundamentals (Webinar) (WX12508)This course will include the following topics:Editing and formatting textParagraph formattingBulleted and numbered listsProofing documentsWorking with tablesIllustrations in your documentHeaders and footersTemplates*Printing documents
8/20/2019	3 - 5 p.m.	Online	2 CPE	Add
Controller's Update: Today's Latest Trends (Webinar) (WI931073)Economic and Human Resource trends Best practices to manage working capital Leading-edge financial management tools and techniques New issues in treasury management and controllership Big Data Current trends in information systems and technology * Current trends in leading and developing staff to increase productivity and profitability
9/10/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (WA141892)Mergers Acquisitions
8/9/2019	10 a.m. - 1:40 p.m.	Online	4 CPE	Add
Personal Leadership Skills (Webinar) (WA145732)LeadershipPersonality TypesCommunicationMemory
7/24/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Practical Strategic Planning (Webinar) (WA147004)Management strategies Strategic planning
7/23/2019	7 - 11 a.m.	Online	4 CPE	Add
Business Succession Planning and Exit Strategies (Webinar) (WCSPBV01)Minority interest vs. pro rata portion of the whole. How discounts impact value. Selling outright; selling or transitioning to employees; selling or gifting to family members. Deal structures. Discounting on value transfer. Family assets. *Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes.
11/26/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Business Succession Planning and Exit Strategies (Webinar) (WCSPBV02)Minority interest vs. pro rata portion of the whole. How discounts impact value. Selling outright; selling or transitioning to employees; selling or gifting to family members. Deal structures. Discounting on value transfer. Family assets. *Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes.
11/26/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Making Predictions: Plan for the Future (Webinar) (WA860310)Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
6/22/2019	8 - 10 a.m.	Online	2 CPE	Add
Making Predictions: Plan for the Future (Webinar) (WA860466)Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
8/6/2019	8 - 10 a.m.	Online	2 CPE	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (WSSS2110)Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirements 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
9/16/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Audit Skills Training: Level 2: Staff Accountant - Day 2 of 2 (Webinar) (WS2AUD02)Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented:Day 1:Compilations and reviews: Performing effective and efficient compilations and reviewsA/R and revenue: Auditing accounts receivable, including external confirmation requirementsProperty, plant, and equipment: Auditing PPandE, including leasesInventory: Auditing basic inventory - performing physical inventory observations Day 2:A/P, accrued expenses, and debt: Auditing liabilities, including debt classification and covenantsAnalytical procedures: Analytical procedure fundamentals used in an auditSampling: Audit sampling fundamentalsFinancial statement reporting: Financial statement drafting and reporting fundamentals
8/2/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Recently Issued U.S. GAAP: What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (Webinar) (WSGAAP08)Private Company Council (PCC) influenced U.S. GAAP alternatives, such as common control leasing arrangements, interest rate swaps and goodwill What nonpublic reporting entities need to do now related to ASU 2014-09 Revenue Recognition The impact of the new ASU 2016-02 Leases, and whether there is anything entities need to do now to prepare for implementation Highlights of other ASUs with open effective dates for nonpublic business entities that have the greatest likelihood of changing the financial statements of smaller entities *Significant pending FASB activity related to smaller private businesses
9/13/2019	9 - 11 a.m.	Online	2 CPE	Add
New Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Webinar) (WSTECS02)Discuss importance of securing client dataDescribe how to avoid malware and other security threatsExplore recent SEC cybersecurity guidanceDiscuss risks from the use of audit softwareExplain threats to independence resulting from hosting the client's dataExplore how data analytics are being applied in auditsExplain the trends and risks related to blockchain Describe migrating data to a cloud-based environmentExplore the recent Cybersecurity Risk Management FrameworkDiscuss attest service options related to a client's cybersecurity risk management program
6/24/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Preparing Form 706: The Federal Estate Tax Return (Webinar) (WCW70601)* Filing requirements, new forms and IRS return review procedures* Claims avoidance against you or your firm... since preparation of the Form 706 has traditionally been the greatest source of liability claims against CPAs* Estate tax return terminology* Action steps upon receipt of the engagement to prepare Form 706* Introduction to each schedule and page on the return* When to use or eschew simplified reporting while making DSUEA elections* Recent developments with basis consistency rules and integration with the Form 706* QTIP elections with otherwise bypass credit-shelter trusts* Practice forms to attach to the estate tax return* Marital deduction elections* Practice tips for penalty avoidance* Reporting elections: Sec. 6166, QTIP, reverse QTIP, QDOT, alternate value and Sec. 2032A
8/16/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Preparing Form 706: The Federal Estate Tax Return (Webinar) (WCW70604)* Filing requirements, new forms and IRS return review procedures* Claims avoidance against you or your firm... since preparation of the Form 706 has traditionally been the greatest source of liability claims against CPAs* Estate tax return terminology* Action steps upon receipt of the engagement to prepare Form 706* Introduction to each schedule and page on the return* When to use or eschew simplified reporting while making DSUEA elections* Recent developments with basis consistency rules and integration with the Form 706* QTIP elections with otherwise bypass credit-shelter trusts* Practice forms to attach to the estate tax return* Marital deduction elections* Practice tips for penalty avoidance* Reporting elections: Sec. 6166, QTIP, reverse QTIP, QDOT, alternate value and Sec. 2032A
1/13/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Advanced Issues: The Art of the Estate Tax Return (Webinar) (WCA70603)Deceased spousal unused exclusion amount (DSUEA). Maximizing fractional interest discounts. Strategic choices with estate tax versus income tax planning when preparing Form 706 including changes under the 2017 Tax Act. Working with and selecting appraisers. Reducing discounts on the death of the first spouse. Effective planning and return preparation with FLPs and family LLCs. Honing marital deduction reporting. Reporting reverse QTIP elections and GST exemption allocations on Form 706. Protective and perfected refund claims. Form 8971 for basis reporting consistency.
10/23/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
GST Tax From A to Z (Webinar) (WCGSTE02)* Events that trigger GST tax* Allocation rules for GST exemption* How to implement and report qualified severances of trusts* GST on Form 709: Allocation of exemption (current, late and protective elections)* Completion of Schedule R to Form 706; Forms 706GS(D) and 706GS(T)* Reverse QTIP elections and portability elections* GST tax traps with life insurance trusts and advanced planning* Crummey trusts* GST issues with subtrust funding and administration on death of first spouse* Impact of recent changes in law.
1/29/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (JSDLSCTI)Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examplesThe Light Brigade failed due to poor instructions; let's follow the right path in basis calculationsCurrent private letter rulings reveal the failure in one or more S Corporation eligibility requirements inadvertently terminating S Corporations todayInherited a new client with reporting errors? What are my options?Debt vs. equity and Section 385; Federal Express battled and won, how do we?The $100/day penalty final rule applicable to S CorporationsCongressional Budget Office is next in line suggesting SECA tax on pass-through entitiesTracking multiple shareholder debt basisBasis neither increased by phantom income, nor reduced by non-deducted pass-through lossesCan I accrue expenses payable to a shareholder? Sure, but can I deduct them?How Section 179 limitations affect S corp. basisComparison of liquidation of a C Corporation vs. the liquidation of an S CorporationDid not timely file Form 2553? A simple method to correctIs there a "flexible standard of law" in regard to closely held entities?
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Challenges in Implementing Topic 606 for Entities in the Technology Sector (Self-Study) (JSDLTEC4)Topic 606's five-step revenue recognition modelChanges in accounting guidance between Topic 606 and SOP 97-2Allocation approaches of transaction price under Topic 606Other unique implementation issues for entities currently using SOP 97-2 for revenue recognition purposes*Lessons learned and best practices from entities already adopting Topic 606
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (Self-Study) (JSDLFLO4)FASB ASC 230, Statement of Cash FlowsThe indirect and direct methods for preparing the operating sectionOperating activities, investing activities, and financing activitiesDisclosure requirements and issues*Recent ASUs impacting the preparation of the statement of cash flows
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Practical Planning Boot Camp: S Corporations and LLCs (Self-Study) (JSDLTCBU)Current year standards, baselines, and general business issues, including recently passed legislationLower tax rates; the cost of operating as a C Corporation has gone downThe Qualified Business Income deduction: Will this offset lower C Corporation rates?Personal Service Corporation planning is reversed, the disincentive of a higher tax rate is gone, yet the incentive of cash basis remainsAre your clients taking full advantage? The broad inventory of fringe benefit possibilitiesWhat happened to the DOL "Overtime Rule"?Grammar police and the $5 million commaStrong passwords and advanced mathematicsMedical benefits: Long-term care, HSAs, cafeteria plans, COBRA compliance, disabilityPlanning an auto purchase? Comparing vehicle depreciation over the first four yearsMaximizing retirement benefitsPension plans -- Are they now more valuable, and what are the best options? Are 401(k) plans not as good, and could defined benefit plans make a comeback?The Light Brigade failed due to poor instructions, let us follow the right path in basis calculationsHiring family members: Several benefits in addition to income splitting and shiftingBasis triad reviewUtilizing buy-sell agreementsEmploying life insurance in businessRelated-party transactions: Making them work*Shortening of depreciation schedules due to tax friendly safe-harbors
Self-Study		Format: Downloadable PDF	16 CPE	Add
Time Management for CPAs (Webinar) (WCTMCP02)Building an effective time management framework Three time factors-time wasters, time savers and time management techniques *Managing oneself to improve the management of time
3/17/2020	1 - 3 p.m.	Online	2 CPE	Add
New Credit Analysis Basics: The ABC's of Bank Lending (Webinar) (WCCABB02)Gain an understanding of how banks make lending decisions based on the five (5) C's of credit. Learn about the three (3) main areas of lending. Apply the three areas to individual "case studies." Review the basics of loan structure, loan support, documentation, and loan compliance.
12/19/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Multi-Task Role of the CFO/Controller (Webinar) (WCMTCF01)Management skills and techniques; banking and finance; business law; risk management; and human resource issues. Role of the internal team trainer. *Time management, negotiation skills and personal planning.
7/22/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Multi-Task Role of the CFO/Controller (Webinar) (WCMTCF02)Management skills and techniques; banking and finance; business law; risk management; and human resource issues. Role of the internal team trainer. *Time management, negotiation skills and personal planning.
7/22/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Excel: Designing Your Spreadsheets for Maximum Efficiency (Webinar) (WX12526)The major topics that will be covered in this class include:Excel and its user interface Basic tasks (fill command, range selection, quick entry)*Creating formulas (absolute/relative reference, copying & pasting, auto-complete)
7/15/2019	3 - 5 p.m.	Online	2 CPE	Add
Excel -- Two Must Know Features: Defined Names & Tables (Webinar) (WX12551)The major topics that will be covered in this class include:Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables
6/22/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (WX12565)The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions
7/2/2019	8 - 10 a.m.	Online	2 CPE	Add
Excel: Advanced Financial and Statistical Calculations (Webinar) (WX12591)The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data
7/16/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
New K2's Microsoft Word Tips & Tricks (Webinar) (WC2EPQ02)* Key features for entering, editing, and formatting data, including Styles* Create and format Tables* Navigate or rearrange a document quickly and easily* Quick Parts and Building Blocks and how to use them effectively* Charts, SmartArt, and screen shots
7/30/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Microsoft Word Tips & Tricks (Webinar) (WC2EPQ04)* Key features for entering, editing, and formatting data, including Styles* Create and format Tables* Navigate or rearrange a document quickly and easily* Quick Parts and Building Blocks and how to use them effectively* Charts, SmartArt, and screen shots
11/1/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Excel Tables and Data Models: Efficiently Managing, Analyzing & Reporting Your Data (Webinar) (WC2ETD05)* Tables and data models* Power Query* Structured References* Data Analysis Expressions in Data Models* Automatic re-sizing data sources for other objects, including PivotTables and PivotCharts* Power Pivot tools* Slicer filters* Financial reports and data analyses-including PivotTables
10/22/2019	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Intro to Excel Macros (Webinar) (WC2EXM04)* Macro Recorder tool* Macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security* Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros* Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
7/24/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Accounting Re-imagined: The Future of Our Profession (Webinar) (WA864729)Identify simple ways you can make your department more innovative Recognize the ways business information is changing and how it affects your company and your department Recognize the impact "big data" is having on your department and the accounting profession Learn how lessons from great innovation success stories can benefit you, your department and your company
8/9/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Accounting Re-imagined: The Future of Our Profession (Webinar) (WA864781)Identify simple ways you can make your department more innovative Recognize the ways business information is changing and how it affects your company and your department Recognize the impact "big data" is having on your department and the accounting profession Learn how lessons from great innovation success stories can benefit you, your department and your company
8/26/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Business Ethics Don't Exist: The Only Ethics Rule You Need to Know (Webinar) (WA866237)Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
7/26/2019	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
Surgent's Recently Issued U.S. GAAP: What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (Webinar) (WSGAAP07)Private Company Council (PCC) influenced U.S. GAAP alternatives, such as common control leasing arrangements, interest rate swaps and goodwill What nonpublic reporting entities need to do now related to ASU 2014-09 Revenue Recognition The impact of the new ASU 2016-02 Leases, and whether there is anything entities need to do now to prepare for implementation Highlights of other ASUs with open effective dates for nonpublic business entities that have the greatest likelihood of changing the financial statements of smaller entities *Significant pending FASB activity related to smaller private businesses
8/22/2019	7 - 9 p.m.	Online	2 CPE	Add
New Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Webinar) (WSTECS03)Discuss importance of securing client dataDescribe how to avoid malware and other security threatsExplore recent SEC cybersecurity guidanceDiscuss risks from the use of audit softwareExplain threats to independence resulting from hosting the client's dataExplore how data analytics are being applied in auditsExplain the trends and risks related to blockchain Describe migrating data to a cloud-based environmentExplore the recent Cybersecurity Risk Management FrameworkDiscuss attest service options related to a client's cybersecurity risk management program
8/13/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (Webinar) (WSSSAR04)Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No, 21-23 Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued *Highlighting the major reporting changes for compilations and reviews
9/5/2019	6 - 8 p.m.	Online	2 CPE	Add
Business Turnaround (Webinar) (WA148169)Management Business Turnaround
6/20/2019	1 - 5 p.m.	Online	4 CPE	Add
The Changing Role of the Controller: Advancing from Tactical to Strategic (Webinar) (WI932365)Leadership vs. Management Business and strategic planning processes Corporate culture Lean management techniques and processes Recruiting, retaining and developing employees Communications, listening and presentation skills Managing "up" and how to master it Business Strategy and the Controller The need for increased efficiency and the application of Lean techniques Application of best practices in the Accounting Department
6/28/2019	12 - 4 p.m.	Online	4 CPE	Add
Managing the Accounting Department (Webinar) (WA149547)Accounting Leadership *Management
7/25/2019	2 - 6 p.m.	Online	4 CPE	Add
A CPAs Guide to Due Diligence (Webinar) (WA150766)*Due Diligence
7/11/2019	7 - 11 a.m.	Online	4 CPE	Add
Surgent's Auditing Accounts Receivable (Audit Skills Training - Level 2) (Self-Study) (JSODA2M2)Typical risks of material misstatement Practice tailoring the detailed audit plan Converting accounts receivable to cash External confirmation audit considerations, including evaluating responses for propriety *Evaluating the valuation of accounts receivable
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Analytical Procedure Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M6)Establishing expectations for analytic proceduresIdentifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic procedures*Common pitfalls in performing substantive analytic procedures
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's From Hiring to Firing and Everything In Between: Legal and Payroll Tax Issues (Self-Study) (JSDLHFE4)Hiring and firing issues: what questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee; and much moreEmployment contracts: an analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not workEmployment issues in the economy: telecommuters and other special situationsLegal liability issues: recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Statutory employees, independent contractors, and possible changes to Section 530 relief
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Individual and Financial Planning Tax Camp (Self-Study) (JSDLIFCP)Understanding the environment: what's new, what's expired or expiring, and what's likely to changeReview of pertinent changes from tax reformReading a tax return for developing client-specific tax strategiesWill there be more changes in the individual tax laws?The net investment income tax: planning for complianceFamily income-splitting strategies that need to be consideredIncome tax issues: impact on timing of other income, selection of investmentsUsing Roth IRAs and Roth contribution programs to best advantageConversions: do they still make sense?Taking distributions: matching timing to client requirementsQualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employedPrioritizing allocations among investment, retirement, and college funding vehiclesWhat to do about itemized deductionsTrans-generational planning: conversions, income and gain-splittingIdentifying tax opportunities: reviewing the prior-year return to develop a plan for the futurePlanning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Self-Study		Format: Downloadable PDF	8 CPE	Add
Preparing Form 706: The Federal Estate Tax Return (Webinar) (WCW70605)* Filing requirements, new forms and IRS return review procedures* Claims avoidance against you or your firm... since preparation of the Form 706 has traditionally been the greatest source of liability claims against CPAs* Estate tax return terminology* Action steps upon receipt of the engagement to prepare Form 706* Introduction to each schedule and page on the return* When to use or eschew simplified reporting while making DSUEA elections* Recent developments with basis consistency rules and integration with the Form 706* QTIP elections with otherwise bypass credit-shelter trusts* Practice forms to attach to the estate tax return* Marital deduction elections* Practice tips for penalty avoidance* Reporting elections: Sec. 6166, QTIP, reverse QTIP, QDOT, alternate value and Sec. 2032A
1/13/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New A/R and A/P: Effective Management Techniques (Webinar) (WX12927)Leverage technology to manage A/R and A/PStructure A/R to provide your organization a strategic advantageTen ways to collect your moneyMake A/P a tool to enhance your Supply Chain's potential*Use bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management
8/28/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New A/R and A/P: Effective Management Techniques (Webinar) (WX12926)Leverage technology to manage A/R and A/PStructure A/R to provide your organization a strategic advantageTen ways to collect your moneyMake A/P a tool to enhance your Supply Chain's potential*Use bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management
7/26/2019	8 - 10 a.m.	Online	2 CPE	Add
Applying the Uniform Guidance in Your Single Audits (Webinar) (WI923420)* Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit * Update on Government Auditing Standards, 2018 Revision
6/27/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
New K2's Going Virtual: Technologies to Support Remote Team Members (Webinar) (WC2GVT01)Major Hardware and Software Trends Remote Integrations *Remote Security Risks and Practical Solutions
7/2/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Going Virtual: Technologies to Support Remote Team Members (Webinar) (WC2GVT02)Major Hardware and Software Trends Remote Integrations *Remote Security Risks and Practical Solutions
8/21/2019	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Going Virtual: Technologies to Support Remote Team Members (Webinar) (WC2GVT04)Major Hardware and Software Trends Remote Integrations *Remote Security Risks and Practical Solutions
11/25/2019	1 - 2:40 p.m.	Online	2 CPE	Add
New Implementing Internal Controls in QuickBooks Environments (Webinar) (WC2ICQ06)* Internal controls in QuickBooks environments* Common types of internal controls* QuickBooks-based organization's internal control structure* Internal controls using tools and features found in various editions of QuickBooks
9/27/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Small Business Issues in Today's Market (Webinar) (WCSBIM03)Effectiveness in working with the "small business" client Small business legal issues, credit, risk factors and marketing The "personal" financial needs of the small business owner Small business case studies
3/18/2020	1 - 3 p.m.	Online	2 CPE	Add
Cash and Credit Management (Webinar) (WCCASH02)* Credit analysis* Financial statement analysis* Cash management techniques* Collection techniques, including negotiation skills* Collection management: a human approach
4/28/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Key Ratio Analysis (Webinar) (WCRATI05)The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. Lendable real estate equity model. Key ratio software applications. *Z-score (bankruptcy prediction) and sustainable growth models.
11/1/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Negotiation Skill Building (Webinar) (WCNSKB02)* Becoming a stronger negotiator.* Negotiation skill building, effective communications, telephone techniques and the negotiation process.* The role of empathy, ego and needs in negotiations.
3/3/2020	1 - 3 p.m.	Online	2 CPE	Add
Office 365: Understanding and Managing Groups (Webinar) (WX12159)The key topics that will be covered in this course include:An introduction into Groups in Office 365A deep dive review of how to setup GroupsExamples of how organizations can use Groups to enhance collaborationA review of how to manage Groups
8/27/2019	9 - 11 a.m.	Online	2 CPE	Add
Data Analytics & Business Intelligence: What You Should Know (Webinar) (WX12263)The key topics that will be covered in this course include:Understanding key concepts and nomenclature related to data analytics and BIReview of practical applications for Auditors, CFOs & ControllersPowerful and popular data analytic and BI toolsDashboards - the new reporting model*A real-life case study from start to finish
6/20/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Power BI: Introduction to MS Power BI Tools (Webinar) (WX12308)The major topics that will be covered in this class include:The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
7/17/2019	8:30 - 10:30 a.m.	Online	2 CPE	Add
Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (WX12333)The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creation*Creating PivotCharts
9/11/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
New Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Webinar) (WSTECS04)Discuss importance of securing client dataDescribe how to avoid malware and other security threatsExplore recent SEC cybersecurity guidanceDiscuss risks from the use of audit softwareExplain threats to independence resulting from hosting the client's dataExplore how data analytics are being applied in auditsExplain the trends and risks related to blockchain Describe migrating data to a cloud-based environmentExplore the recent Cybersecurity Risk Management FrameworkDiscuss attest service options related to a client's cybersecurity risk management program
10/17/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Audit Skills Training: Level 1: New Auditors - Day 1 of 2 (Webinar) (WS1AUD03)Each module includes a lecture followed by in-class group case studies and activities. In this two-day course,

Minnesota Society of Certified Public Accountants

You do more than accounting.

CPE Catalog Search Results