Professional Development and Event Catalog

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Showing 20 Value Packages & Bundles Results

Class Pass

Available Until Thursday, March 31st, 2022

Surgent's Unlimited Plus Package

Available Until Saturday, December 31st, 2022

Online

0.00 Credits

Surgent's Unlimited Self-Study Package

Available Until Sunday, April 30th, 2023

Online

0.00 Credits

Surgent's Unlimited Webinar Package

Available Until Sunday, April 30th, 2023

Online

0.00 Credits

Audit Staff Essentials - Experienced In-Charge/Senior

Available Until Sunday, April 30th, 2023

Online

15.50 Credits

Risk assessment Internal controls Engagement management and supervision Revenue recognition Estimates and fair value measurements Complex topics including pensions, leases, equity, and income taxes Using a service organization Financial reporting Concluding the audit

Audit Staff Essentials - Experienced Staff/New In-Charge

Available Until Sunday, April 30th, 2023

Online

16.00 Credits

Auditor responsibilities Risk Assessment Engagement management and supervision Working paper review Sampling and sampling substantive sampling as concepts Auditing contingent liabilities and going concern Auditing investments Auditing intangible assets and goodwill Research tools

Audit Staff Essentials - New Staff Core Concepts

Available Until Sunday, April 30th, 2023

Online

14.50 Credits

Audit basics New auditor's role in an engagement Key communication skills Working papers and documentation Audit risk model Professional skepticism

Audit Staff Essentials - New Staff Practical Application

Available Until Sunday, April 30th, 2023

Online

19.00 Credits

Internal controls Fraud considerations Analytical procedures Basic auditing procedures for areas commonly assigned to new staff members

CGMA Financial Performance Management Program

Available Until Sunday, April 30th, 2023

Online

62.50 Credits

Activity-based costing Activity-based management Introduction to breakeven analysis Decision trees and multi-stage decision problems Purposes of budgeting Standard costing and variance analysis

CGMA Strategic Management Accounting Program

Available Until Sunday, April 30th, 2023

Online

53.50 Credits

The processes of strategic analysis and strategy generation The influence and impact of the external environment on strategy Value chains and product portfolio management Information systems and their impact on strategy Key considerations in and impacts of organizational change Ratios to assess profitability, financial performance, financial position and financial adaptability The strategic impact of changes in capital structure Sustainability and integrated reporting The development of financial strategy, including methods of debt and equity financing, M&A and divestments Pricing structures and the bidding process Organizational risk and mitigation strategies Strategic, operational, and financial risks that arise from international operations Financial risk and mitigation strategies Risks of unethical behavior and poor governance structures

Fundamentals of Personal Financial Planning

Available Until Sunday, April 30th, 2023

Online

12.50 Credits

Financial planning process and standards Estate and charitable planning Investment and Education planning Retirement and elder planning Risk Management/employee and business-owner planning

Human Intelligence - Happiness at Work Series

Available Until Sunday, April 30th, 2023

Online

3.00 Credits

Building personal resilience Building trusting relationships Optimizing performance through listening and observing

Human Intelligence Series

Available Until Sunday, April 30th, 2023

Online

7.50 Credits

Coach and mentoring techniques Emotional intelligence Managing and leading techniques

Human Intelligence - Series 2

Available Until Sunday, April 30th, 2023

Online

3.00 Credits

Critical Thinking Managing Change Time Management tips for time crunched professionals

Microsoft Power BI: Power BI series

Available Until Sunday, April 30th, 2023

Online

26.00 Credits

The challenge of using Excel for data analysis Introduction to the various Power BI tools A tour of each tool's interface

Preparation, Compilation, and Review Staff Essentials

Available Until Sunday, April 30th, 2023

Online

15.00 Credits

Preparation, compilation and review engagement fundamentals Performing preparation, compilation, and review engagements Reporting on compilation and review engagements, including illustrative reports Special purpose frameworks Recent SSARS development Current accounting and reporting issues Future projects of the Accounting and Review Services Committee

Tax Staff Essentials - Level 1, New Staff

Available Until Sunday, April 30th, 2023

Online

57.50 Credits

New rules for certain credits, deductions and qualified business income (QBI) deduction Filing requirements and personal exemptions Gross income inclusions, exclusions, and adjustments Sole proprietorships, hobby loss rules and passive activities Home offices, rental properties and vacation homes Pass-through entity basis calculations Pass-through entity distributions Capital improvements and repair Depreciation methods and IRS tables Intangible asset amortization Online tax research methodology and authoritative tax hierarchy The power of professional language in business writing Tax return support documentation

Tax Staff Essentials - Level 2, Experienced Staff

Available Until Sunday, April 30th, 2023

Online

57.00 Credits

New individual income tax rates New corporate tax rates New pass-through income rules The qualified business income (QBI) deduction New rules for certain credits and deductions C Corporation formation and Section 1244 Stock Corporate net operating losses Salaries, employee benefits, and retirement plans Taxation of property transactions under IRC sections 1231, 1245, 1250 LLC formation and Check-the-Box rules Partnership and LLC profit and loss allocations Multistate Income apportionment and allocation Nexus, UDITPA, MTC Section 263A, Inventory methods Choosing an Accounting Method Accounting Method changes

Tax Staff Essentials - Level 3, Tax Senior/Supervisor

Available Until Sunday, April 30th, 2023

Online

51.50 Credits

Minimizing taxes for high-wealth clients How new tax developments affect individuals Using IRAs in strategic plans S Corp current developments: tax planning impact Use of qualified subchapter S subsidiaries(QSUB) and trusts (QSST) Shareholder compensation planning Types of Trusts and Trustee powers Basic concept of estate planning Advantages and disadvantages comparison of Business Entities Business Acquisition basics Asset versus stock based Transactions Valuation considerations In-depth look at Form 990 and all related schedules Tax issues facing tax-exempt organizations Positive communication skills for Leaders and Staff

Tax Staff Essentials - Level 4, Tax Manager/Director

Available Until Sunday, April 30th, 2023

Online

58.50 Credits

New individual income tax rates New corporate tax rates New pass-through income rules The qualified business income (QBI) deduction New rules for certain credits and deductions Advanced aspects of ASC 740 including accounting for business combinations and other purchase transactions and stock compensation under ASC 718 Sale of an interest in a partnership or LLC Adjustments to basis of partnership/LLC assets Advanced distribution rules Allocation of income under Section 704(b) Foreign branch and affiliates U.S. withholding taxes on foreign business Types of IRS audits RAR: Revenue Adjustment Report Accounting for audit adjustments Individual tax planning Small Business tax planning