Audit - Level 4
The following courses have been hand-picked for audit professionals with more than four years of experience. The Audit - Level 4 track will focus on helping your staff become a valuable part of the management to help grow the firm by maintaining audit, review, and compilation knowledge while sharpening management and communication skills.
Class Pass
Available Until Mar 31st, 2023
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.
Peer Review Deficiencies - How to Solve Them?
May 11th 8:45am - 10:45am
Online
2.00 Credits
Peer review this year? Again, so soon? This "not to miss" session will address the most common peer review matters as identified by the AICPA and the PCAOB. Even though these deficiencies are common doesn't mean they are new. However, they can contribute to a non-conforming engagement which can result in peer review results of pass with deficiency or worse, a failed peer review. Don't fall victim to these deficiencies. Join this session to explore the issues and find common-sense solutions.
Surgent's Basics of Employment Law for Non-HR Professionals
May 11th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Surgent's Coaching Skills for Managers and Supervisors
May 16th 9:00am - 12:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
May 17th 9:00am - 5:00pm
Online
8.00 Credits
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.
Understanding the COSO Framework for Internal Controls
May 18th 8:45am - 12:15pm
Online
4.00 Credits
Internal controls over financial reporting are used to prevent, detect, and correct misstatement. They also help to reduce the chance that fraud will occur. The auditor is required to obtain an understanding of an entity's controls as part of the risk assessment process. This workshop will provide participants with an opportunity to explore the design of controls over the significant systems typically found in a small and medium-sized client through the use and understanding of the COSO framework.
Accounting and Auditing Update
May 20th 8:45am - 12:15pm
Online
4.00 Credits
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.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
May 20th 9:00am - 5:00pm
Online
8.00 Credits
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
May 23rd 8:45am - 12:15pm
Online
4.00 Credits
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
May 24th 8:25am - 4:35pm
Rocky Hill
8.00 Credits
*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
May 24th 8:25am - 4:35pm
Online
8.00 Credits
*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
Revenue Recognition: Satisfying Performance Obligations and Special Considerations
May 26th 8:45am - 10:45am
Online
2.00 Credits
This course addresses step five of the five-step process for revenue recognition under FASB ASC 606, Revenue from Contracts with Customers. Step five deals with identifying when the transfer of control occurs under FASB ASC 606 and whether a performance obligation is satisfied at a point in time or over time. This course also moves beyond step five to address special considerations, such as licensing, warranties and principal versus agent determinations. In addition to these specialconsiderations, this course also deals with identifying requirements for recognizing incremental costs of obtaining a contract with a customer in accordance with FASB ASC 340-40, Other Assets and Deferred Costs - Contracts with Customers.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
May 26th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
May 26th 9:00am - 5:00pm
Online
8.00 Credits
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.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
May 31st 8:45am - 12:15pm
Online
4.00 Credits
The effective date of FASB ASC 606, Revenue from Contracts with Customers, is upon us! Do you know which contracts are within the scope of the standard and when revenue should be recognized at a point in time of over time? This course answers those questions by providing a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know. Recent updates to this course include the latest guidance from FASB, industryspecific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition, as well as disclosure illustrations.
FAQ - Accounting and Auditing
Jun 3rd 8:45am - 4:30pm
Online
8.00 Credits
This program hits the mark by reviewing real issues and questions asked prior to the session by accountants who are past attendees of our seminars. The course covers "live" issues dealing with accounting and disclosures, preparation services, compilations, reviews, and audits. This course lends practical solutions to issues that may confront those in practice.
Construction Contractors: Critical Accounting, Auditing, and Tax Issues
Jun 6th 9:00am - 4:30pm
Online
8.00 Credits
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Construction engagements are, in many instances, more "dangerous" than most lines of businesses due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting are so complex, and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit, and we will discuss key areas of tax compliance concentrating on those areas which make construction unique, including the impact of The Tax Cuts and Jobs Act on the construction industry.
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
Jun 6th 9:00am - 12:30pm
Online
4.00 Credits
Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. With SAS 136, the AICPA's new employee benefit plan auditing standard now effective, this knowledge is even more critical. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting under SAS 136, identifying best practices, and performing efficient audit engagements.
Accounting and Auditing Update for Small Businesses
Jun 7th 8:45am - 4:30pm
Online
8.00 Credits
Geared toward practitioners who provide accounting and auditing services to small businesses, this course updates you on the new accounting, auditing, compilation, preparation, and review standards, and other professional guidance that impact small businesses and their auditors. Materials include practical applications of the topics covered to help you understand and apply the standards to real-life scenarios. With the rate of change in today's regulatory environment, you must stay current on the topics impacting the profession. Your clients are counting on you!
Governmental Accounting and Auditing Conference
Jun 7th 8:25am - 4:30pm
Rocky Hill
8.00 Credits
*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!
VIRTUAL - Governmental Accounting and Auditing Conference
Jun 7th 8:25am - 4:30pm
Online
8.00 Credits
*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!
Larry Stein's 2022 Guide To Real Estate Tax Strategies
Jun 8th 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses selected real estate tax strategies for your clients. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Jun 9th 10:00am - 6:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Jun 10th 9:00am - 5:00pm
Online
8.00 Credits
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.
Getting the Best Out of Your Team with Project Management
Jun 11th 10:00am - 12:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Nonprofit Industry Update
Jun 13th 8:45am - 4:30pm
Online
8.00 Credits
This program provides a 2022 update of the issues at the forefront of industry to assist the auditor in assessing risk. It also includes updates to FASB guidance through March 2022, complete with disclosure examples. This course also includes Yellow Book and other new developments in compliance auditing. The US GAAP refresher portion of the program includes coverage of some significantly enhanced sections in the AICPA's nonprofit audit guide and nonprofit Technical Practice Aids.
Accounting, Auditing, and Financial Reporting Conference
Jun 15th 8:25am - 4:40pm
Rocky Hill
8.00 Credits
*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
Surgent's Basics of Employment Law for Non-HR Professionals
Jun 15th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
VIRTUAL - Accounting, Auditing, and Financial Reporting Conference
Jun 15th 8:25am - 4:40pm
Online
8.00 Credits
*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
Grow Your CPA Business: LinkedIn for Networking and Referral
Jun 16th 3:30pm - 5:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Auditing Not-for-Profit Entities: Superior Skills for an Efficient Audit
Jun 17th 9:00am - 4:30pm
Online
8.00 Credits
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You simply cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. Skilled auditors will instead adjust and hone the audit to fit the not-for-profit entity. This course is designed to help you do just that and equip you with the superior skills needed to excel in auditing not-for-profit entities. Updated for ASU No. 2016-14 (i.e., the new not-for-profit reporting model), the course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of auditing not-for-profit entities.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Jun 17th 9:00am - 5:00pm
Online
8.00 Credits
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 and Review Practice Guide
Jun 20th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
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.
Compilation and Review Practice Guide - Online
Jun 20th 8:30am - 4:15pm
Online
8.00 Credits
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.
Not-for-Profit Organizations Conference
Jun 21st 8:10am - 4:20pm
Rocky Hill
8.00 Credits
*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
Jun 21st 8:10am - 4:20pm
Online
8.00 Credits
*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
Professional Ethics for Connecticut CPAs
Jun 22nd 8:30am - 12:05pm
Rocky Hill
4.00 Credits
The AICPA's Professional Ethics Executive Committee (PEEC) clarified, revised, and codified the AICPA Code of Professional Conduct in 2014 and has made many changes since then. In this program, the Code is used as a basis for discussing regulatory ethics. The program will address ethics rules applicable to CPAs in public practice, those in business, and others. Recent changes, interpretations, and non-authoritative guidance issued by PEEC will be discussed along with Connecticut Board of Accountancy laws and regulations. This course qualifies for the three-year Connecticut ethics requirement.
Professional Ethics for Connecticut CPAs - Online
Jun 22nd 8:30am - 12:05pm
Online
4.00 Credits
The AICPA's Professional Ethics Executive Committee (PEEC) clarified, revised, and codified the AICPA Code of Professional Conduct in 2014 and has made many changes since then. In this program, the Code is used as a basis for discussing regulatory ethics. The program will address ethics rules applicable to CPAs in public practice, those in business, and others. Recent changes, interpretations, and non-authoritative guidance issued by PEEC will be discussed along with Connecticut Board of Accountancy laws and regulations. This course qualifies for the three-year Connecticut ethics requirement.
Annual Update for Accountants and Auditors
Jun 23rd 8:45am - 4:30pm
Online
8.00 Credits
Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, compilation, and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC, and ASB standards and guidance. With the rate of change in today's regulatory environment, you must stay current on the topics impacting the profession - don't get left behind!
K2's Excel PivotTables for Accountants
Jun 23rd 10:00am - 5:30pm
Online
8.00 Credits
PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables - including grouping options for fiscal periods - and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables! If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.
Surgent's Managing Millennials
Jun 23rd 10:00am - 12:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
K2's Excel Tips, Tricks, and Techniques for Accountants
Jun 24th 10:00am - 5:30pm
Online
8.00 Credits
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Throughout the program, your K2 instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Jun 24th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Jun 24th 10:00am - 6:00pm
Online
8.00 Credits
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.
2022 FASB & AICPA Update
Jun 27th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
For over 30 years, the FASB and AICPA Update has been the most popular course among all of our seminars. This course is a must to keep professionals on top of the continuing changes in the accounting profession. Whether these changes are in accounting technical standards or professional standards, the course authors will provide practical guidance including standards' review and implementation guidance where appropriate.
2022 FASB & AICPA Update - Online
Jun 27th 8:30am - 4:15pm
Online
8.00 Credits
For over 30 years, the FASB and AICPA Update has been the most popular course among all of our seminars. This course is a must to keep professionals on top of the continuing changes in the accounting profession. Whether these changes are in accounting technical standards or professional standards, the course authors will provide practical guidance including standards' review and implementation guidance where appropriate.
K2's Best Word, Outlook, and PowerPoint Features
Jun 27th 10:00am - 1:30pm
Online
4.00 Credits
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.
Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients
Jun 29th 9:00am - 4:30pm
Online
8.00 Credits
Specifically tailored for practitioners who not only perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized business accountants. The course also discusses the common financial reporting implications of COVID-19. The course uses practical examples and illustrations to help you understand and apply the material in practice. Through a detailed review of the new lease accounting guidance, common special purpose frameworks, and new guidance related to audits and SSARS engagements, this course will get you up to speed on the things that are most important to your smaller and medium-sized clients.
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements
Jun 29th 8:45am - 4:30pm
Online
8.00 Credits
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.
Getting the Best Out of Your Team with Project Management
Jul 7th 11:00am - 1:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Management Fundamentals
Jul 7th 1:30pm - 5:00pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Surgent's Coaching Skills for Managers and Supervisors
Jul 11th 9:00am - 12:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Grow Your CPA Business: LinkedIn for Networking and Referral
Jul 12th 10:30am - 12:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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
Jul 18th 10:00am - 5:30pm
Online
8.00 Credits
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.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Jul 19th 9:00am - 5:00pm
Online
8.00 Credits
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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Jul 22nd 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Basics of Employment Law for Non-HR Professionals
Jul 22nd 9:00am - 12:30pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Surgent's Managing Millennials
Jul 28th 10:00am - 12:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Jul 29th 9:00am - 5:00pm
Online
8.00 Credits
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
Aug 2nd 9:00am - 5:00pm
Online
8.00 Credits
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.
Getting the Best Out of Your Team with Project Management
Aug 8th 1:30pm - 3:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Managing People Through Motivation
Aug 12th 1:30pm - 5:00pm
Online
4.00 Credits
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
Grow Your CPA Business: LinkedIn for Networking and Referral
Aug 18th 3:30pm - 5:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Managing Millennials
Aug 22nd 1:00pm - 3:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Aug 25th 9:00am - 5:00pm
Online
8.00 Credits
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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Aug 26th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Coaching Skills for Managers and Supervisors
Aug 26th 9:00am - 12:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Accountability: Stop the Blame Game
Aug 31st 1:30pm - 5:00pm
Online
4.00 Credits
Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Sep 1st 9:00am - 5:00pm
Online
8.00 Credits
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 Progressive Discipline and Termination
Sep 1st 1:00pm - 3:00pm
Online
2.00 Credits
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
Sep 7th 9:00am - 12:30pm
Online
4.00 Credits
Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. With SAS 136, the AICPA's new employee benefit plan auditing standard now effective, this knowledge is even more critical. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting under SAS 136, identifying best practices, and performing efficient audit engagements.
Getting the Best Out of Your Team with Project Management
Sep 8th 2:30pm - 4:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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
Sep 14th 9:00am - 5:00pm
Online
8.00 Credits
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.
Grow Your CPA Business: LinkedIn for Networking and Referral
Sep 16th 2:00pm - 4:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Management Fundamentals
Sep 16th 9:00am - 12:30pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Sep 26th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Sep 27th 9:00am - 5:00pm
Online
8.00 Credits
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 Basics of Employment Law for Non-HR Professionals
Oct 3rd 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Surgent's Managing Millennials
Oct 3rd 10:00am - 12:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
Getting the Best Out of Your Team with Project Management
Oct 4th 9:00am - 11:00am
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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
Oct 5th 9:00am - 5:00pm
Online
8.00 Credits
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 Managing People Through Motivation
Oct 7th 9:00am - 12:30pm
Online
4.00 Credits
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Oct 10th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Grow Your CPA Business: LinkedIn for Networking and Referral
Oct 14th 12:00pm - 2:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Managing Millennials
Oct 14th 1:00pm - 3:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Oct 17th 9:00am - 5:00pm
Online
8.00 Credits
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.
FAQ - Accounting and Auditing
Oct 18th 8:45am - 4:30pm
Online
8.00 Credits
This program hits the mark by reviewing real issues and questions asked prior to the session by accountants who are past attendees of our seminars. The course covers "live" issues dealing with accounting and disclosures, preparation services, compilations, reviews, and audits. This course lends practical solutions to issues that may confront those in practice.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Oct 21st 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Oct 26th 9:00am - 5:00pm
Online
8.00 Credits
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.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
Oct 27th 8:30am - 12:00pm
Online
4.00 Credits
The effective date of FASB ASC 606, Revenue from Contracts with Customers, is upon us! Do you know which contracts are within the scope of the standard and when revenue should be recognized at a point in time of over time? This course answers those questions by providing a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know. Recent updates to this course include the latest guidance from FASB, industryspecific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition, as well as disclosure illustrations.
Surgent's Accountability: Stop the Blame Game
Oct 28th 1:30pm - 6:00pm
Online
4.00 Credits
Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
Getting the Best Out of Your Team with Project Management
Oct 31st 10:00am - 12:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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
Nov 2nd 9:00am - 5:00pm
Online
8.00 Credits
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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Nov 4th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
2022 FASB & AICPA Update
Nov 7th 8:45am - 4:30pm
Online
8.00 Credits
For over 30 years, the FASB and AICPA Update has been the most popular course among all of our seminars. This course is a must to keep professionals on top of the continuing changes in the accounting profession. Whether these changes are in accounting technical standards or professional standards, the course authors will provide practical guidance including standards' review and implementation guidance where appropriate.
Surgent's Coaching Skills for Managers and Supervisors
Nov 7th 1:30pm - 5:00pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Basics of Employment Law for Non-HR Professionals
Nov 9th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Guide and Update to Compilations, Reviews, and Preparations
Nov 14th 9:00am - 12:30pm
Online
4.00 Credits
Specifically designed for compilation, preparation, and review practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification as well as other recent releases from the AICPA that impact SSARS engagements. Lastly, the course will perform a detailed review of the key provisions of the recently issued SSARS No. 25, which is effective for 2021 engagements. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Nov 14th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Nov 14th 9:00am - 5:00pm
Online
8.00 Credits
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.
Annual Update for Accountants and Auditors
Nov 15th 8:30am - 4:30pm
Online
8.00 Credits
Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, compilation, and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC, and ASB standards and guidance. With the rate of change in today's regulatory environment, you must stay current on the topics impacting the profession - don't get left behind!
Grow Your CPA Business: LinkedIn for Networking and Referral
Nov 16th 10:30am - 12:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition: Mastering the New FASB Requirements
Nov 16th 8:45am - 4:30pm
Online
8.00 Credits
The effective date of FASB ASC 606, Revenue from Contracts with Customers, is upon us! If you're looking to master this new major standard, look no further. This course examines details of the five core principles to provide you with an in depth understanding: Go beyond the basics of step one, "Identify the contract with a customer" -explore collectibility, reassessment criteria and enforceable rights! Move past the fundamentals of step two, "Identify the performance obligations in the contract" - learn about distinct goods or services and combining contracts! Step ahead in step three, "Determine the transaction price" - examine refund liabilities, variable consideration, and accounting policy elections! Rise above the basics of step four, "Allocate the transaction price to the performance obligations in the contract" - learn about stand-alone selling prices, allocation of a discount and changes in the transaction price! Go all in with step five, "Recognize revenue when (or as) the entity satisfies a performance obligation" - determine whether to recognize revenue at a point in time or over time, and how to measure progress toward completion using the input or output method. There's more! This course also covers special considerations, such as warranties, licensing, acting as a principal versus an agent, incremental costs of obtaining a contract with a customer (FASB ASC 340-40, Other Assets and Deferred Costs- Contracts with Customers) and the extensive disclosure requirements along with a useful summary table. Supported by practical examples, this course includes the latest updates from FASB, industry-specific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition and many disclosure illustrations.
ConvergenceCoaching(R) Remote and Flex Work Survey Findings
Nov 18th 2:00pm - 4:00pm
Evergreen
2.00 Credits
Our biennial Anytime, Anywhere Work (TM) Survey on the adoption of remote and flexible work programs is complete and the results will surprise you! The goal of the survey is to learn about firms' recent remote and flex work shifts and what they project for these programs in the year ahead. Join us to explore the results as well as actions you can take to progress your own programs. Attend this session to identify areas of focus as you progress your firm's Anytime, Anywhere Work strategies in 2022 and beyond! 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 Managing Millennials
Nov 22nd 1:00pm - 3:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Nov 29th 9:00am - 5:00pm
Online
8.00 Credits
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 Progressive Discipline and Termination
Nov 29th 10:00am - 12:00pm
Online
2.00 Credits
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.
Nonprofit Industry Update
Dec 2nd 8:45am - 4:30pm
Online
8.00 Credits
This program provides a 2022 update of the issues at the forefront of industry to assist the auditor in assessing risk. It also includes updates to FASB guidance through March 2022, complete with disclosure examples. This course also includes Yellow Book and other new developments in compliance auditing. The US GAAP refresher portion of the program includes coverage of some significantly enhanced sections in the AICPA's nonprofit audit guide and nonprofit Technical Practice Aids.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Dec 5th 9:00am - 5:00pm
Online
8.00 Credits
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.
Getting the Best Out of Your Team with Project Management
Dec 6th 1:30pm - 3:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Dec 7th 9:00am - 5:00pm
Online
8.00 Credits
As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Dec 8th 9:00am - 5:00pm
Online
8.00 Credits
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.
Grow Your CPA Business: LinkedIn for Networking and Referral
Dec 13th 3:30pm - 5:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Auditing 401(k) Plans: Critical Issues and Annual Update
Dec 13th 9:00am - 12:30pm
Online
4.00 Credits
Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. With SAS 136, the AICPA's new employee benefit plan auditing standard now effective, this knowledge is even more critical. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting under SAS 136, identifying best practices, and performing efficient audit engagements.
Update on the AICPA's New Ethics and Quality Control Standards
Dec 16th 1:00pm - 4:30pm
Online
4.00 Credits
Quality and ethics are the hallmark characteristics of the accounting profession. It is our responsibility as CPAs to have a firm understanding of our professional responsibilities in these two key areas. Recently enacted and proposed updates to the AICPA Code of Professional Conduct (Code) and Quality Management standards represent significant changes in how we govern ourselves and our firms as CPAs. This course will cover the details of the enacted and proposed changes to the Code, especially those impacted our communication of noncompliance with laws and regulations, and other changes which will impact our independence. Next, the course will review the new quality management standards proposed by the AICPA, which will represent a significant change in how firms design and deploy their processes which ensure engagement quality and compliance with the Code. In this period of great change, this course will give you the information which you need to move forward in this new era.
Surgent's Managing Millennials
Dec 21st 10:00am - 12:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Dec 29th 9:00am - 5:00pm
Online
8.00 Credits
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.
Getting the Best Out of Your Team with Project Management
Jan 2nd 10:00am - 12:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Progressive Discipline and Termination
Feb 1st 1:00pm - 3:00pm
Online
2.00 Credits
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.
Surgent's Management Fundamentals
Feb 3rd 1:30pm - 5:00pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Getting the Best Out of Your Team with Project Management
Feb 9th 1:00pm - 3:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Managing Millennials
Feb 9th 1:00pm - 3:00pm
Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
Surgent's Basics of Employment Law for Non-HR Professionals
Feb 13th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Grow Your CPA Business: LinkedIn for Networking and Referral
Feb 14th 10:00am - 12:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Managing People Through Motivation
Feb 28th 1:30pm - 5:00pm
Online
4.00 Credits
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
Surgent's Accountability: Stop the Blame Game
Mar 7th 1:30pm - 7:00pm
Online
4.00 Credits
Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
Surgent's Basics of Employment Law for Non-HR Professionals
Mar 9th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Getting the Best Out of Your Team with Project Management
Mar 10th 3:00pm - 5:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Grow Your CPA Business: LinkedIn for Networking and Referral
Mar 17th 10:00am - 12:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Coaching Skills for Managers and Supervisors
Mar 27th 1:30pm - 5:00pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Getting the Best Out of Your Team with Project Management
Apr 6th 10:30am - 12:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Basics of Employment Law for Non-HR Professionals
Apr 6th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Grow Your CPA Business: LinkedIn for Networking and Referral
Apr 11th 11:30am - 1:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Progressive Discipline and Termination
Apr 12th 1:00pm - 3:00pm
Online
2.00 Credits
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.
Surgent's Coaching Skills for Managers and Supervisors
Apr 13th 1:00pm - 4:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Management Fundamentals
Apr 28th 1:30pm - 5:00pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Surgent's Unlimited Plus Package
Available Until Mar 31st, 2023
Online
0.00 Credits
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
Available Until Mar 31st, 2023
Online
0.00 Credits
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=
Auditing Deferred Income Taxes
Available Until Apr 30th, 2023
Online
1.50 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Deferred income taxes can be difficult due to client estimates and management assumptions involved. Many staff members shy away from these tasks, but this course will help. Learn how to plan and perform test work surrounding deferred income taxes, tax provisions, and valuation allowances.
Auditing Estimates and Fair Value Measurements
Available Until Apr 30th, 2023
Online
2.50 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Gain a foundation for properly addressing auditing estimates and fair values. Analyze special topics regarding estimates and fair value measurements, such as credentials of specialists, written representations, disclosures, and estimates in revenue recognition.
Auditing Revenue Recognition
Available Until Apr 30th, 2023
Online
2.50 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Learn how to plan and perform test work in audits that meet current and upcoming accounting guidance regarding auditing revenues. Focusing on revenue recognition and auditing revenue, understand how to identify the significant auditing considerations relevant to the forthcoming FASB ASC 606, Revenue from Contracts with Customers, and how to gather sufficient appropriate evidence.
Audit Staff Essentials - Experienced In-Charge/Senior
Available Until Apr 30th, 2023
Online
15.50 Credits
Gain a comprehensive knowledge base so you are well-prepared to become a well-rounded audit professional. Learn best practices on increasingly advanced audit topics as you explore complex topics like revenue recognition, income taxes, estimates and fair value, financial reporting, and the auditor's report.
Concluding the Audit - Reporting and Engagement Administration
Available Until Apr 30th, 2023
Online
3.00 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Understand the best way to conclude an audit. Learn about the necessary procedural steps and documentation requirements, as well as various types of correspondence with management and those charged with governance that the auditor must consider. And, of course, learn to complete the report itself - for audits, as well as review and compilation engagements. Familiarize yourself with current auditor reporting standards, as well as the new suite of auditor's reporting standards (SAS nos. 134-141).
Engagement Management and Supervision
Available Until Apr 30th, 2023
Online
1.50 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Congratulations! You survived those awkward staff accountant years and have taken on increased responsibilities with your firm. Likely, you have passed the CPA exam and are running your own larger engagements involving the supervision of other up and coming CPAs. Yet, calling you an experienced in-charge or senior accountant does not fairly describe your current role. There is so much more than accounting or auditing that you do. You may even be on your firm's manager track. As you may have figured out, with increased responsibility comes a whole new batch of challenges to overcome. This CPE module addresses the issues that may be getting in the way of your attaining greater efficiency in the audit and raising the productivity of staff under your supervision, including: Interviewing clients to gain necessary information Handling difficult conversations with clients Planning engagement budgets and staff scheduling Delegating tasks
Overview of Financial Reporting
Available Until Apr 30th, 2023
Online
1.00 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Review the necessary components of financial statements prepared under generally accepted accounting principles (GAAP), including disclosures, preparation systems, adequate segregation of duties, and a review process. Understand the risk assessment process as it applies to financial statement presentation and disclosure. Explore the types of controls that you might encounter when the client self-prepares the financial statement or when the financial statements are prepared by the auditor. Understand the effect of special purpose frameworks when encountered.
Risk Assessment and Advanced Internal Control
Available Until Apr 30th, 2023
Online
2.00 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Risk assessment continues to be a key concept, receiving significant focus from peer reviewers and quality control inspectors. As such, this CPE module is designed to begin with a discussion of risk assessment to ensure that the concepts are well understood and adds a new layer focused on internal controls. Next, we will cover the identification and testing of automated and information technology general controls. From there, this module will change direction and begin to focus on the consideration of deficiencies in internal control, including a discussion of deficiencies in automated controls and information technology general controls. This discussion will include the consideration of severity and steps taken for aggregating found deficiencies; a discussion of the impact of compensating and monitoring controls will follow. The module will wrap up by considering common peer review and inspection findings with regard to internal control.
Using a Service Organization and the Use of a Specialist
Available Until Apr 30th, 2023
Online
1.50 Credits
This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - Experienced In-Charge/Senior training bundle. Understand your responsibilities when your client engages a service organization or when you engage a specialist to help you with complex or unfamiliar areas in certain engagements. Understand how and when to refer to both areas, as well as the related performance and documentation requirements in each.
Surgent's Unlimited Webinar Package 2022
Available Until Dec 31st, 2023
Online
0.00 Credits
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 Accounting Hot Topics
Available Until Apr 30th, 2023
Online
2.00 Credits
In addition to being experts on the nuts and bolts of accounting and auditing, experienced auditors must also be aware of the emerging trends in our industry, as well as those complex topics with which we don't need to deal on an everyday basis. In this session, we'll cover some of those emerging and challenging topics. First, we'll review technology hot trends and how they will likely impact your clients and how you will need to address them in your audit risk assessments and procedures. Next, as the FASB continues to implement more opportunities to value assets and liabilities at their fair value, we'll review the accounting definition of fair value and how it's determined. Lastly, we'll review two areas that use fair value concepts pervasively, accounting for business combinations and asset impairment. With a sound understanding of the basic accounting concepts related to these complex topics, auditors will be able to significantly enhance the level of services that they can provide to their clients.
Surgent's Auditing Accounting Estimates
Available Until Apr 30th, 2023
Online
2.00 Credits
As you advance in your audit careers, your responsibilities include auditing more subjective areas, such as accounting estimate. These estimates are pervasive across a set of financial statements and are often very sensitive to relatively small changes in assumptions, which can have a significant impact on the amount of the estimate that is recorded, or not recorded, in the financial statements. In this session, we will review the relevant auditing guidance related to auditing estimates. We will focus on the three key ways in which auditors can audit accounting estimates: waiting for the contingency to resolve itself, auditing the client's estimation process, and developing the auditor's point or range of estimate. Then we'll review what will be changing, and what will be staying the same, when SAS 143 becomes effective for 2023 audits.
Surgent's Audit Quality Update
Available Until Apr 30th, 2023
Online
2.00 Credits
Engagement quality is the ultimate benchmark that auditors should be judged against. As a senior associate, you have primary responsibility for ensuring that all engagement work is performed on time, within budget, and in accordance with professional standards. Unfortunately, recent peer review results have shown us that our engagement quality is not always what it should be. In this session, we will review the current status of the AICPA's Enhancing Audit Quality initiative by reviewing recent results from peer reviews and points of focus for upcoming peer reviews. The session will review common sources of identified peer review deficiencies, relevant guidance related to these deficiencies and suggestions for how to improve engagement quality.
Surgent's Management Fundamentals
Available Until Apr 30th, 2023
Online
4.00 Credits
As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in your careers. Several of these new responsibilities involve engagement management and managing your team. Mastering these skills is key to your long-term success in public accounting. In this session, we'll review the keys to successful management, including ways to best develop your team, how to successfully engage your team and build their trust and how best to present information for retention. Lastly, we'll review the critically important skill of delegation, focusing on what the best tasks are to delegate and how to empower your team without micromanaging them.
Surgent's Performing Effective Accounting Research
Available Until Apr 30th, 2023
Online
2.00 Credits
Financial accounting can be complex. An integral part of a senior associate's job responsibilities is to perform effective and efficient research using the FASB's Accounting Standards Codification (ASC). In this session, participants will be introduced to the ASC, including how it is structured, organized, and updated. They will also learn about other information that can be accessed from the ASC. Next, the session will cover best practices for effective research using the ASC, including the ASC's search functionality and other tools that will make accounting research easier to perform.
Surgent's SAS 134 and Other Reporting Considerations
Available Until Apr 30th, 2023
Online
2.00 Credits
For all the work performed on the audit, the one thing that the public sees is the auditor's report. So we need to make sure that the opinion is correct. With the effective date of SAS 134, the auditor's report underwent significant changes. This session will cover the format of the revised auditor's report and discuss the responsibilities of both management and the auditors which are now explicitly identified in the revised report. The session will also cover other conforming changes made to the auditor's report with the effective date of SAS 137-140. Lastly, the session will address both when, and how, the auditor would issue qualified and adverse opinions and when the auditor would disclaim an opinion. The session will also address when the auditor is required to add either an Emphasis of Matter or Other Matter paragraph and its contents.
Surgent's Understanding and Testing General Information Technology Controls
Available Until Apr 30th, 2023
Online
2.00 Credits
The information technology component of the COSO Framework's Information and Communication element is a very important part of an entity's business processes. Controls over information technology (IT) are effective when they maintain the integrity of information and the security of the data the systems process and when they include effective general IT controls (GITC) and application controls. GITC are policies and procedures that function as the foundation to support the effective operation of the system's application controls. The increasing complexity of IT systems in many entities has resulted in a greater focus around controls in the IT environment. There is a growing trend toward automation of processes and controls as more and more entities adopt advanced IT products and services to enable greater efficiency in operations, compliance, and reporting activities. This requires an increased focus on the entity and the auditor on GITC.
Surgent's Unlimited Plus Package
Available Until Mar 31st, 2024
Online
0.00 Credits
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=