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Professional Development and Event Catalog

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CFO Solutions to IRS Problems

Thursday, Mar. 19
 1:30pm - 5:30pm

Online

4.00 Credits

Member Price: $149

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Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Balancing Employee and Employer Rights

Thursday, Mar. 19
 2:00pm - 2:59pm

Online

1.00 Credits

Member Price: $39

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Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.

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How Culture Affects Risks

Thursday, Mar. 19
 2:00pm - 3:00pm

Online

1.00 Credits

Member Price: $75

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Creating Culture Benefits Your Organization It's important to dedicate time and resources in: Evaluating the company's current culture Communicating the company's values Creating processes and risk avoidance activities for a healthy corporate culture Prioritizing and monitoring risks This course will help you evaluate your organization's current culture, and teach you strategies for building a thriving corporate culture.

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Improve Spreadsheets by Building Controls in Excel

Thursday, Mar. 19
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

Thursday, Mar. 19
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $99

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Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.

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Common Financial Statement Disclosures

Thursday, Mar. 19
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

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Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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HR's Role in Business Evolution: Strategy, Finance, and Growth

Thursday, Mar. 19
 3:00pm - 4:00pm

Online

2.00 Credits

Member Price: $39

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This course is tailored for business leaders and HR professionals who want to enhance their strategic management skills and create actionable plans for success. You’ll learn the overall strategic management process, how to develop both simplified and detailed business and strategic plans, and the crucial role of corporate culture, leadership, and staff development in driving or hindering strategic outcomes. Additionally, you’ll explore how to leverage ChatGPT (Generative AI) as a powerful tool to improve your performance as a key business partner to the management team, helping you make data-driven decisions and enhance organizational effectiveness.

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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them

Thursday, Mar. 19
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $99

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This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.

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The Art of Engaging in Difficult Conversations

Thursday, Mar. 19
 3:30pm - 5:30pm

Online

2.00 Credits

Member Price: $89

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Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Maintaining a Harmonious Working Environment

Thursday, Mar. 19
 4:00pm - 5:02pm

Online

1.00 Credits

Member Price: $39

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A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided.

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The Motives and Mystery of Ethics-Understanding the Why

Thursday, Mar. 19
 4:00pm - 5:48pm

Online

2.00 Credits

Member Price: $79

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Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?

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Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT

Thursday, Mar. 19
 4:00pm - 5:51pm

Online

2.00 Credits

Member Price: $79

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In this course, participants will learn about key trends and innovations impacting the field of forensic data analytics.  From generative AI to ChatGPT, machine learning and transaction review, data sharing consortiums and cryptocurrency trends, this course is for the futurist who wants to be leading edge in compliance and anti-fraud technology innovation. 

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Best Non-Google Search Tools for Accountants

Thursday, Mar. 19
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $89

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The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Side-Hustle CFO

Thursday, Mar. 19
 5:00pm - 6:00pm

Online

1.00 Credits

Member Price: $55

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This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses! Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Preparing to be a Forensic Accountant - Focus on Network Forensics

Friday, Mar. 20
 9:00am - 10:15am

Online

1.50 Credits

Member Price: $59

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Network forensics - defined as the investigation of network traffic patterns and data captured in transit between computing devices - can provide insight into the source and extent of an attack. It is used in forensic accounting and with the expansion of information technology it has become a growing field. Network forensics is a relatively new field of forensic science. Computing has become network centric. Data is now available outside of disk-based digital evidence. Network forensics can be performed as a standalone investigation or alongside a computer forensics analysis. When used alongside a computer forensic analysis it is used to reveal links between digital devices or reconstruct how a crime was committed. Network investigations deal with volatile and dynamic information and is a sub-branch of digital forensics. It relates to the monitoring and analysis of computer network traffic for information gathering, legal evidence, or intrusion detection. This course is a complement to our other courses in the series on becoming a forensic accountant.  

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Financial Statement Fraud

Friday, Mar. 20
 9:00am - 10:45am

Online

2.00 Credits

Member Price: $79

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Ethical Considerations of the New AICPA SSTS Rules

Friday, Mar. 20
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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A Culture of Regulatory Ethics: A Competitive Advantage

Friday, Mar. 20
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

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In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Managing Current Fraud Trends in a Shifting Environment

Friday, Mar. 20
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Leveraging Marketing Automation for Accounting Firm Growth

Friday, Mar. 20
 9:30am - 10:30am

Online

1.00 Credits

Member Price: $55

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This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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