Audit - Level 1

Class Pass

Purchase your professional development program credits in advance (as either a 40-hour Class Pass or 80-hour Class Pass) and enjoy significant savings. This year's pass applies to seminars, conferences, webinars, and livestream programs now through March 31, 2023. Class Pass is also a great way to get your staff the training they need at a discounted price.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Yellow Book: Application of GAGAS Principles

This course, based on chapters 1-6 of Government Auditing Standards, 2018 Revision, is essential for auditors performing Yellow Book audits and provides an excellent baseline of information as it relates to understanding Yellow Book requirements and application guidance. It also provides detailed information that all auditors planning and conducting engagements in accordance with the Yellow Book need to understand to be able to discern the requirements related to independence, ethics, and standards for financial audits.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2's 2022's Biggest Security and Privacy Concerns

Technology is a business-critical business capability in today's day and age. Any interruption to an organization's ability to use its information system poses a significant risk to its viability. Data breaches, cyber-attacks, and ransomware are examples of the most significant existential risks facing businesses today. There are threat actors worldwide that entirely focus on stealing organizational data, stealing economic resources, and disrupting commerce. They use complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. For example, publically reported data breaches now exceed 100k annually. These breaches resulted in releasing the personal information of millions of people worldwide, billions of dollars of compromised organizational assets, and putting countless people in harm's way. This course covers recent major security breaches, including Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, and LabCorp. It will discuss how these breaches occurred, why they occurred, and how organizations can prevent similar incidents from impacting them. Each case study examines a different form of security vulnerability and how to avoid it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and, from that experience, develop their own security best practices for their organizations.

Accounting and Auditing Update

This program is a must to keep CPAs, accountants, and financial professionals on top of the changes they need to know to be effective. The course authors evaluate and emphasize those changes with broad application and develop detailed practical guidance and illustrations.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

New Auditor Report Standards: SAS 134-143

This course will keep you on top of the continuing changes in the auditing profession. The course will cover the basics as to the changes in the audit standards, as well as illustrate any changes to the audit reports and provide practical implementation guidance related to the new standards. This course will also cover any relevant proposed standards if applicable.

Employee Benefit Plans Conference

*IMPORTANT:  This is the in-person option for the Employee Benefit Plans Conference While we are planning for all speakers to attend in person, due to the uncertainty of today's environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area. Sessions include: Department of Labor Update Demystifying Missed Opportunity Correction and Other Compliance Updates Cyber Security Concerns for Employee Benefit Plans Audit and Accounting Update for Employee Benefits Engagements Legal Update Ask the Experts  

VIRTUAL - Employee Benefit Plans Conference

*IMPORTANT:  This is the virtual option for the Employee Benefit Plans Conference This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area. Sessions include: Department of Labor Update Demystifying Missed Opportunity Correction and Other Compliance Updates Cyber Security Concerns for Employee Benefit Plans Audit and Accounting Update for Employee Benefits Engagements Legal Update Ask the Experts  

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Breaking Down the Auditor's Report for non-ERISA Plan Private Entities

The Auditing Standards Board of the AICPA has recently completed a project to update its standards surrounding auditor reporting. With more than half a dozen new Statements on Auditing Standards, effecting the entire 700 series of the professional standards, there is a lot to learn about the new requirements. This course will take you through the significant areas of Professional Standards, including highlighting the new areas and requirements. The audit report, while retaining much of the familiar language, is much different under these new standards. Let us walk you through to ensure compliance. Note: This course does not address SAS No. 136, Forming an Opinion and Reporting on Financial Statements of. Employee Benefit Plans Subject to ERISA. The AICPA offers a companion course which focuses on auditor reports for employee benefit plan engagements. See "Breaking Down the New Auditor's Report for ERISA Plans" (AUREPE).

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Governmental Accounting and Auditing Conference

*IMPORTANT:  This is the in-person option for the Governmental Accounting & Auditing Conference While we are planning for all speakers to attend in person, due to the uncertainty of today's environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. This CTCPA conference is designed to update practitioners and government finance officers in the area of governmental accounting and auditing. Sessions include: CyberSecurity GASB Update American Rescue Plan Act (ARPA) Update Fraudsters Never Let a Crisis Go to Waste: Managing Pandemic Relief Fraud Risk Single Audit Update, focusing on the 2021 Compliance Supplement and Addendum's ..........and more!

Surgent's Skills to Develop Personal and Professional Networks

Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.

VIRTUAL - Governmental Accounting and Auditing Conference

*IMPORTANT:  This is the VIRTUAL option for the Governmental Accounting & Auditing Conference This CTCPA conference is designed to update practitioners and government finance officers in the area of governmental accounting and auditing. Sessions include: CyberSecurity GASB Update American Rescue Plan Act (ARPA) Update Fraudsters Never Let a Crisis Go to Waste: Managing Pandemic Relief Fraud Risk Single Audit Update, focusing on the 2021 Compliance Supplement and Addendum's ..........and more!

Breaking Down the New Auditor's Report for ERISA Plans

In July 2019, the AICPA Auditing Standards Board issued as a final standard, Statement on Auditing Standards (SAS) No. 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA. SAS No. 136 prescribes certain new performance requirements for an audit of financial statements of employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) and changes the form and content of the related auditor's report. It is not for plans that are not subject to ERISA. Codified in new AU-C section 703 of AICPA Professional Standards, this standard is the foundational section that addresses the auditor's responsibility to form an opinion on the ERISA plan financial statements and prescribes the form and content of the auditor's report for ERISA plan audits. This course will address changes brought on by SAS No. 136. Specifically, the course looks at requirements for engagement acceptance, audit risk assessment and response, including the auditor's consideration of relevant plan provisions, communications of reportable findings with those charged with governance, the auditor's responsibilities relating to the ERISA-required supplemental schedules and the Form 5500 and the form and content of the related auditor's report.

Compilation and Review Practice Guide

A scaled-down version of our popular 4-hour Compilation and Review Practice Guide. Compilation and review issues have dominated the profession during the past few years. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS, while applying best practices for both efficiency and effectiveness.

Conducting a Remote Audit

In these uncertain times, remote auditing has become a fact of life for many auditors. Understanding the considerations for auditing a client remotely should be understood in order to properly perform the tasks necessary. From vouching client prepared documents to steps to performing a remote inventory, this course will discuss the items to focus on and the potential techniques to perform in order to adhere to professional standards

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Obtain an understanding of the rules and regulations unique to employee benefit plans with the practical guidance provided by this course. Auditors will enhance their knowledge through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Accounting, Auditing, and Financial Reporting Conference

*IMPORTANT:  This is the in-person option for the Accounting, Auditing & Financial Reporting Conference While we are planning for all speakers to attend in person, due to the uncertainty of today's environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. This CTCPA conference discusses the most relevant issues facing the accounting profession today. Sessions include: A&A Update Effectively Conducting Remote Audits Understanding and Implementing FASB's New Leases Standard (Topic 842) Nuts & Bolts of Cryptocurrency Taxation and Financial Reporting Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements Update on Auditing and Attestation Standards

VIRTUAL - Accounting, Auditing, and Financial Reporting Conference

*IMPORTANT:  This is the virtual option for the Accounting, Auditing & Financial Reporting Conference This CTCPA conference discusses the most relevant issues facing the accounting profession today. Sessions include: A&A Update Effectively Conducting Remote Audits Understanding and Implementing FASB's New Leases Standard (Topic 842) Nuts & Bolts of Cryptocurrency Taxation and Financial Reporting Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements Update on Auditing and Attestation Standards

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Not-for-Profit Organizations Conference

*IMPORTANT:  This is the in-person option for the Not-for-Profit Organizations Conference While we are planning for all speakers to attend in person, due to the uncertainty of today's environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. This CTCPA conference is designed to update practitioners on new developments in the nonprofit arena. Topics include: FASB Update 990 - Tips for 2021 Tax Compliance CT Paid Leave & FMLA Lease Accounting Property Tax Update Cybersecurity Threats to Watch in 2022 and How to Effectively Respond Running on GAS in a Virtual (and Hybrid!) Environment

VIRTUAL-Not-for-Profit Organizations Conference

*IMPORTANT:  This is the virtual option for the Not-for-Profit Organizations Conference This CTCPA conference is designed to update practitioners on new developments in the nonprofit arena. Topics include: FASB Update 990 - Tips for 2021 Tax Compliance CT Paid Leave & FMLA Lease Accounting Property Tax Update Cybersecurity Threats to Watch in 2022 and How to Effectively Respond Running on GAS in a Virtual (and Hybrid!) Environment

K2's Excel Essentials for Staff Accountants

Staff accountants have specific needs when working with Excel, often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills they need to maximize their efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Public Speaking and Presentation Skills

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

Evaluating Fraud Risk in a Financial Statement Audit

The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses including not for profit organizations. It often goes undetected for years and when uncovered, management and the board may question why the auditor did not identify it. The auditor's responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as lack of segregation of duties can leave a firm vulnerable. This course will discuss the audit procedures that should be performed in accordance AU-240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit and the most frequent types of fraud found in small- to mid-size entities along with internal controls that could be implemented to help prevent and detect them. This course features case studies.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2's Best Word, Outlook, and PowerPoint Features

Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use "brute force," inefficient means when working in these three components of Microsoft Office. If that describes you, then make sure you carve time out of your schedule to participate in this four-hour session, because in it, you will learn how you can work much more efficiently when using these tools.

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Basic Staff Training - Level 1

Participants will meet virtually for 4 consecutive days. Working with and meeting peers from firms around the country. Small breakout groups - provide guidance from others and encouragement to think on their own. Problems and cases that focus on how and why. Shorter training days offers flexibility to respond to clients. Experienced and enthusiastic discussion leaders who care about participants' learning. Levels I through 3 focus on the theory behind audits, reviews, compilations, and financial statement preparation engagements. AHI believes that by understanding the “why” behind the procedures, new staff will be prepared for all types of engagements that will arise in their career. Participants apply these concepts to realistic case scenarios, with a focus on understanding the process rather than the format. The goal is to develop thinkers, not just doers. Levels I through III courses are designed especially for any staff who will be performing audits, reviews, compilations, or financial statement preparation engagements. Discounts for groups of 2 or more.  Contact Lisa Bugryn for more details: 1 registrant - $795 2 - 4 - $745 pp 5 - 9 - $695 pp 10-14 - $645 pp

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2's Microsoft Office 365 - All the Things You Need to Know

Microsoft Office 365 continues to grow and evolve, yet most Office 365 are utilizing only a fraction of the tools available in their subscription. Powerful resources such as SharePoint Online and Skype for Business can change how your entire organization communicates and collaborates, while more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 means that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Office 365 applications such as Excel, Word, and Outlook and unleash all the Office 365 has to offer? Join us in this fast-paced and highly interactive seminar where you will learn the things you need to know to be truly successful with Office 365.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2's Improving Productivity with Office 365 Cloud Applications

With tools such as Data Models, Power Query, and Power Pivot, today's versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in how to advance your reporting processes and minimize your dependence on formulas, then this is the one class you cannot afford to miss. In this session, you will learn about the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. You will also learn how to use Excel's Power Query feature to both link and transform data from external data sources - such as your accounting or ERP system - into Excel so that you use this data in your reports.

K2's Integrating Data for Improved Efficiency and Control

In today's business climate, data is king! Organizations of all sizes are collecting and managing more data than ever, and that trend is sure to continue. In this environment, the number of apps, services, platforms, etc. that we use also increases every year. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that. Conquering your data can help improve efficiency, effectiveness, and reduce cost and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's Public Speaking and Presentation Skills

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Basic Staff Training - Level 1

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's Skills to Develop Personal and Professional Networks

Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Compilation and Review Practice Guide

A scaled-down version of our popular 4-hour Compilation and Review Practice Guide. Compilation and review issues have dominated the profession during the past few years. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS, while applying best practices for both efficiency and effectiveness.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Public Speaking and Presentation Skills

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Winning the Fraud Battle in the 21st Century: Prevention and Detection

Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity and ethics, as well as how people may react in certain situations. We will also touch upon what lurks in the darknet along with cryptocurrency fraud.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Surgent's Public Speaking and Presentation Skills

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

Surgent's Skills to Develop Personal and Professional Networks

Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's A Complete Guide to the Yellow Book

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Skills to Develop Personal and Professional Networks

Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Surgent's Time Management for Professionals

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Public Speaking and Presentation Skills

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Complying with Audit Documentation Requirements

Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing, and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusion reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

LinkedIn Profile Secrets for CPAs

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilation, Preparation and Review Basics and Peer Reviews

Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Networking that Works for Long-Term Success

What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Compilations, Reviews, and Audits: How They Differ

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Introduction to the Not-for-Profit Industry

The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel: Fundamentals, Data Entry and Basic Formulas

Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communication Skills for Introverts

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's Unlimited Plus Package

Get the best value CPE package on the market.  For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits!  This is the only package that includes premium courses, such as our late-breaking tax updates, specialized courses, and our popular Futurecast series.  Package includes 12 months of access to: Over 7,500 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Includes access to Surgent's Weekly Expert Hour (WEXH) Includes access to Surgent's new Data Analytics Certificate Series Pricing: As a member, you pay just $595 - 25% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get unlimited 12-month access for a single user to all live webinars PLUS unlimited access to all self-study courses (including downloadable PDFs and on-demand webcasts.) This package provides the best of both worlds:  choose either interactive, instructor-led courses (with no exams) or self-paced, anytime-available learning for any topic you need! This is the ONLY Surgent package that includes access to all on-demand webcasts Surgent webinars and self-study courses are constantly updated so no matter what format you pick, you'll get the latest information you need for your professional practice. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=Webinar -  https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=

Surgent's Unlimited Self-Study Package

Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent's catalog – over 250 courses, each from 2-16 credits. As a member, you pay just $299 – 40% off Surgent's retail price! Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable PDFs.  With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you're ready, take the test with instant results and immediate certificate delivery.  Order today and immediately start downloading the course materials you need for the next 12 months. Package includes annual access to: 1,200+ credits 250+ downloadable courses Reference material downloads Instant test results Immediate certificate delivery What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref=

Audit Evidence

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Gain knowledge about audit evidence and the need for evidence in an audit. In this CPE self-study course, learn about sources of audit evidence and the various techniques auditors use to gather evidence. Understand what makes evidence sufficient and relevant as well as what an auditor should do when faced with conflicting or contradictory evidence. Learn how data analytics can be used as a risk assessment tool and how biases can play a role in your evaluation of audit evidence. Understand why controls over evidence are important and how controls make evidence more reliable.

Auditing Accounts Payable and Accrued Expenses

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Understand the accounting system necessary to plan your procedures related to purchases, payables, and accrued expenses, and learn about the possibilities of using audit data analytics for improved quality and efficiency. Understand that with the accounting for accounts payable and accrued expenses - usually fairly straightforward and typically centered on when to recognize a liability - your primary concern is with the completeness assertion, and your main substantive test is a search for unrecorded liabilities. Through an interactive case study, practice the critical substantive test and be able to assess whether your search for unrecorded liabilities is thorough enough to gain assurance that material unrecorded liabilities have been detected.

Auditing Accounts Receivable

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Learn about accounts receivable and its related contra account allowance for doubtful accounts, which is an area often assigned to new staff. Gain the knowledge necessary to successfully audit accounts receivable, including how using audit data analytics can improve the audit with respect to accounts receivable. Understand that accounts receivable is considered a high-risk account because it is associated with sales and revenue recognition, which is very subjective in nature and relies primarily on management estimates. Learn how, with careful thought and an understanding of risk assessment, auditing accounts receivable can be an efficient and effective process.

Auditing Cash and Cash Equivalents

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Gain an understanding of the risks typically present in major balance sheet accounts, starting with cash. Understand the client controls you will likely encounter to mitigate those risks in order to establish your risk of material misstatement (RMM).

Auditing Debt

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Learn about the relatively straightforward issues relating to recognition and measurement of long-term debt as well as the more challenging issues relating to presentation and disclosure. Understand the more mechanical side of auditing debt, including confirming balances, recalculating accrued interest, and the recognition of interest expense. Learn how to ensure that your working papers contain sufficient appropriate evidence to support related financial statement disclosures.

Auditing Inventory

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Fully prepare yourself to perform an inventory audit. Understand the importance of knowing not only the types of products your clients manufacture, but also what goes into making those products - it's essential for you to understand how a company makes its money in order to effectively perform an audit. Gain knowledge about determining what goes into your clients' products and how those products are assembled. Explore inventory costing, observations, and other necessary audit procedures, as well as how using audit data analytics can improve audit quality in the inventory area.

Auditing Prepaid and Other Current Assets

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Gain the knowledge necessary to successfully audit prepaid and other current assets. Understand that prepaid and other current assets represent smaller individual items but may be significant to the entity nonetheless. Learn how these accounts - commonly consisting of prepaid expenses that must be recognized on a pro rata basis and other assets such as investments, short-term notes, and industry-specific transactions (for instance, costs in excess of billings) -often require complex estimates.

Auditing Property, Plant and Equipment

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Understand how the fairly straightforward accounting for property, plant, and equipment may have unusual or complex transactions, such as exchanges, capitalized interest, or saleleasebacks. Learn how to look for events or changes in circumstances that indicate an asset may be impaired and how to communicate with other audit team members about possible signs of impairment they might have observed in their audit areas. Understand how to carefully scrutinize the underlying documentation for fixed assets to be sure that the costs should be capitalized and not expensed. Be up to date with the new lease standard to understand the new accounting treatment of leases and the common auditing procedures involved. And appreciate the potential of audit data analytics in the property, plant, and equipment cycle. Use interactive exercises and case studies to practice applying effective and efficient procedures when auditing fixed assets.

Audit Staff Essentials - New Staff Core Concepts

As you take on new audit roles and responsibilities, you'll want to have in place a strong conceptual groundwork for all future audit learning. Part of Audit Staff Essentials (ASE), Level 1: New Staff: Core Concepts focuses on the skills and knowledge needed to perform duties commonly assigned to first-year audit staff. Level 1 covers the audit from the firm's perspective. On this level, you'll learn about the core concepts and the dynamics of in-firm and client relationships.

Audit Staff Essentials - New Staff Practical Application

As you take on new audit roles and responsibilities, you'll want to have in place a strong conceptual groundwork for all future audit learning. Part of Audit Staff Essentials (ASE), Level 2: New Staff: Practical Application focuses on the skills and knowledge needed to perform duties commonly assigned to first-year audit staff. Level 2 covers the audit process, including practical, hands-on training for internal controls, substantive testing, fraud considerations, analytical procedures, and much more.

Fraud Considerations in a GAAS Audit

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. In this CPE courses, you will gain an overview of the various types of fraud schemes you may encounter as an auditor. Learn to spot signs of fraud and how to respond appropriately if you detect fraud during an audit. Understand the entity's responsibilities for fraud awareness and prevention. And learn how audit data analytics can improve the audit with respect to fraud.

Fundamentals of Using Data Analytics in an Audit

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Prepare yourself for future success in the accounting profession by learning about audit data analytics. Learn how firm audit methodologies are being enhanced to incorporate data analytics in order to improve audit quality. Gain knowledge about the concept of audit data analytics, with high-level guidance about how audit data analytics can be applied during the audit.

Introduction to Analytical Procedures in an Audit

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Learn key techniques and requirements regarding analytical procedures, which are one of the component audit procedures identified in the audit risk model and universally applied in every audit. Understand how - with the entire engagement team involved in the design, performance, and evaluation of analytical procedures -the procedures can be an effective trap for fraud and error and can provide audit evidence. As new staff, you will often be involved in the computational aspects of analytics. Understand how this close work may allow you to bring important insights and issues to light.

Introduction to Internal Controls

This CPE course can be purchased individually or as a part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Gain an understanding of the COSO Internal Control-Integrated Framework and the concept of internal control over financial reporting, which will be part of your work environment whether you are in public accounting, corporate, government, not-for-profit, or private entity auditing. Understand the role of personal certifications regarding internal control under the SarbanesOxley Act. Be up to date on expanded discussions of the COSO Points of Focus, a critical tool in evaluating the COSO Framework as well as an introduction to IT General Controls.

Introduction to Professional Skepticism - Part 1

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Audits of financial statements and other company information (for example, internal control over financial reporting) play a critical role in society. They provide assurance to investors, lenders, donors, insurers, and other stakeholders who have minimal access and insight into the company's finances and operations. The audit firm provides that assurance by putting the company's information through a rigorous examination as dictated by the appropriate professional standards. As a member of the audit profession, you play a vital role in applying a skeptical mind-set to the work you perform. We know that professional skepticism is important, foundational, and critical-and that without it, we have not performed a proper audit. But what exactly is this "mind-set of professional skepticism" and how do we know that we have it and that we are exercising it appropriately? Throughout this chapter and that of the companion module, Audit Staff Essentials New Staff: Practical Application, "Application of Professional Skepticism," the text will present a case study approach to illustrate and delve into some of the answers to this fundamental question.

Introduction to Professional Skepticism - Part II

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Learn how to keep the core concepts of professional skepticism in mind at all times from the time you arrive at work to the time you depart. Following a case study, this CPE self-study course delves further into concepts related to professional skepticism, including additional factors that can impair skepticism, the role of ethics, and tools to apply your skills.

Introduction to the Audit Risk Model

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Understand the audit risk model and how it is used at the onset of and throughout the audit process. Learn how the audit risk model works as a tool that can help peer reviewers and inspectors determine the sufficiency of procedures performed. Understand how engagement teams can do a better job of documenting their work when they consider the structure of the audit risk model and how evidence regarding procedures and findings is tabulated.

Key Character Traits and Interpersonal Skills for Auditors

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Beyond applying accounting and auditing standards or knowing how to minimize a client's income tax liability, understand your behavioral responsibilities, to better prepare you for success in your public accounting career. Learn how to interact with your coworkers in various capacities and how to present yourself as a member of the public accounting profession, a representative of your firm, and, most importantly, yourself.

New Auditor's Role on the Engagement Team

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Learn what to expect on the job as a new staff auditor. Understand your roles and responsibilities, including what jobs will be performed, what rules to follow, and behavior expectations. In this CPE course self-study course, you will learn about self-evaluation and tips for success, as well as how to handle clients and client information. Practice troubleshooting common issues encountered as you discover how to successfully deal with these difficulties.

Nuts and Bolts: Preparation, Compilation, and Review Engagements

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. In this CPE self-study course, learn the elements, performance requirements, and documentation expectations for preparation engagements, compilation engagements, and review engagements. Although these procedures are not audits, they typically involve similar concepts, just at a lesser level of assurance - from no assurance to limited assurance ƒ?" depending on the engagement.

Understanding the Audit Process

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Understand the entire audit process, from start to finish. In this CPE self-study course, you will learn about pre-engagement activities and client acceptance all the way through concluding procedures - including procedures and standards that guide the flow of the audit. Gain knowledge about the steps related to planning, materiality, risk assessment, analytical procedures, internal controls, and walkthroughs. Be up to date with a high level overview of the new Auditor Reporting suite of Statements on Auditing Standards Nos. 134ƒ?'140, as amended by SAS No. 141.

What is an Audit?

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Learn about the overall objectives of an audit, as well as common issues that are important to new staff who have little to no firm experience. In this CPE self-study course, you will explore: Who an auditor actually works for What types and levels of service firms provide Standards auditors follow and who sets those standards The peer review process Also, understand the AICPA Code of Professional Conduct, the ethical rules auditors work under.

Working Papers and Working Paper Documentation in a Financial Audit

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. As you know, "If it's not documented, it's not done! "But don't struggle with questions related to documenting audit procedures. This CPE self-study course covers optimal techniques to prepare you for a variety of working papers that will meet the requirements of professional standards with the appropriate level of detail.

Surgent's Unlimited Webinar Package 2022

Surgent's 2022 Unlimited Webinar Package gets you unlimited access to the largest webinar catalog in the industry. With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you'll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders, you'll get the guidance and analysis you need with an unmatched customer experience. Order today for 2022 access to the industry's best webinars.As a member, you pay just $425 – 30% off Surgent's retail price!Why Choose the Unlimited Webinar Package?• Get unlimited access to over 1,300 webinars in 2022*• Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need.  Up to 5,500 credits!• Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays• You'll earn live CPE credit without exams (certificates delivery within 24 hours)• All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching) Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinar courses right away. What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref= Note: This package does not include premium webinars.  This webinar package expires on December 31, 2022.

Surgent's A Practical Guide to Auditing Cash and Cash Equivalents

Cash and cash equivalents tend to be one of the first areas assigned to new auditors since it tends to be straightforward with less complexity and risk as other areas. In addition, there is little subjectivity involved and persuasive audit evidence from a third-party is generally available. Interestingly enough, this is an area that can have a significant risk of misappropriation of assets if the appropriate level of segregation of duties and other internal controls is not present. New auditors should approach cash with the same professional skepticism as other areas since there is always the risk of material misstatement.

Surgent's Audit Documentation Requirements

Audit documentation provides evidence that the audit was planned and performed in accordance with generally accepted auditing standards (GAAS) as well as applicable legal and regulatory requirements. It also serves a number of other purposes such as assisting the engagement team to plan and perform the audit, assisting members of the engagement team responsible for supervision to direct and supervise the audit work and to discharge their review responsibilities. Audit documentation enables the engagement team to demonstrate that it is accountable for its work by documenting the procedures performed, the audit evidence examined, and the conclusions reached. As noted in the auditor's opinion "The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Audit documentation also supports the judgments of the auditor should a lawsuit arise where the auditor is called on to support that professional standards were followed.

Surgent's Auditing Accounts Payable, Accrued Expenses and Debt

This module will discuss the audit of accounts payable, accrued liabilities and typical debt arrangements found in nonpublic entities. Contingencies, income taxes and more complex debt arrangements are covered in other modules. The audit of liabilities normally focuses on the timing of a purchase of an asset, recognition of expense or recording of a deposit to recognize accounts-accounts payable and accrued liabilities, GAAP requires that liabilities be recorded at the point of the passage of title to the goods or with the receipt of benefit from the performance of services. In the case of debt when the entity signs a loan or similar agreement and draws down funding a liability exists. In some cases, the entity may be obligated for fees and such even when funds have not been drawn.

Surgent's Auditing Property, Plant, & Equipment

Property, plant, and equipment is present, at least to some extent, in virtually all audit clients. Auditing the area can be straight forward but when an entity is building machinery or equipment, complexities arise. Property and equipment can also include right of use assets under lease agreements. This module will address assessing the risk of property and equipment, internal controls that prevent and detect misstatements in property and equipment, auditing techniques responsive to the assessed risk and disclosure.

Surgent's Fraud Risk Assessment Basics

The financial statement auditor's overall objectives are to obtain reasonable assurance as to whether the financial statements are materially misstated due to fraud or error and to issue a report that includes an opinion. As noted in the independent auditor's report, the risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. This module will highlight the audit procedures required by professional standards to assess the risk of fraud and perform further procedures in response to fraud risk.

Surgent's Fundamentals of Internal Controls

Obtaining an understanding of the entity and its environment is critical part of assessing the risk of material misstatement. The auditor obtains an understanding of internal controls by evaluating the design and implementation of key controls over relevant systems as well as entity level and financial reporting controls. This module will provide the participant with an understanding of how to perform the work and document the understanding. Participants may also want to register for the audit skills module on testing internal controls.

Surgent's Introduction to the Audit Process and Risk Assessment

Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to support that opinion. It is critical for effective and efficient auditors to have a clear understanding of all the important elements and concepts related to a financial statement audit.

Surgent's Performing Effective and Efficient Analytical Procedures

Analytical review procedures are performed in the preliminary and final stages of the audit. Auditors may also choose to perform analytical procedures as substantive tests. It is important to properly design and perform the procedures to ensure an effective and efficient audit engagement. This module will provide detailed guidance and methods for performing these techniques.

Surgent's Performing Inventory Observations

Generally Accepted Auditing Standards (GAAS) states that if inventory is material to the financial statements, the auditor should generally obtain evidence regarding the existence and condition of inventory by attending the entity's physical inventory count. The types of inventory an entity might have varies from industry to industry as does the risk of fraud or error related to inventory counts. This module will discuss the procedures and risks involved in observing an entity's physical inventory.

Surgent's Performing Preparation, Compilation, Review and Engagements

CPA firms generally perform a significant number of preparation, compilation and review engagements under the Statements of Standards for Accounting and Review Services (SSARS). Compilations and reviews are performed as attest engagements where preparation engagements do not require independence and as such are considered non-attest engagements. Reviews, like audits are considered assurance services. Reviews provide limited assurance that financial statements are free of material misstatement. In addition, the CPA may perform other non-attest services, such as bookkeeping. CPAs must fully understand the professional responsibilities related to each of these varying levels of services, in order to effectively and efficiently satisfy engagement objectives and ensure compliance with professional standards relative to independence.

Surgent's Preparing and Reviewing Client Prepared Financial Statements

The ultimate objective of a financial statement audit is to issue the independent auditor's report. This module discusses the process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or review the client's financial statements.

Surgent's Transitioning to the Accounting Profession

New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminology as well as what their team members and clients expect of them by way of job performance and client service. This module will help those transitioning to the accounting profession to understand the role of the accountant in public accounting and in industry, discuss the major standards relating to ethics including integrity, objectivity, independence and serving the public trust.

Surgent's Unlimited Plus Package

Get the best value CPE package on the market.  For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits!  This is the only package that includes premium courses, such as our late-breaking tax updates, specialized courses, and our popular Futurecast series.  Package includes 12 months of access to: Over 7,500 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Includes access to Surgent's Weekly Expert Hour (WEXH) Includes access to Surgent's new Data Analytics Certificate Series Pricing: As a member, you pay just $595 - 25% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get unlimited 12-month access for a single user to all live webinars PLUS unlimited access to all self-study courses (including downloadable PDFs and on-demand webcasts.) This package provides the best of both worlds:  choose either interactive, instructor-led courses (with no exams) or self-paced, anytime-available learning for any topic you need! This is the ONLY Surgent package that includes access to all on-demand webcasts Surgent webinars and self-study courses are constantly updated so no matter what format you pick, you'll get the latest information you need for your professional practice. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=Webinar -  https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=