Professional Development and Event Catalog

Please note: The CPE deadline has been extended to July 31, 2021.

In light of the tax deadline extension, the Connecticut State Board of Accountancy voted unanimously on May 11 to extend the CPE deadline by one month to July 31, 2021. 

Showing 5728 All Results

Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment

Wednesday, September 15th 10:00am - 12:00pm

Online

2.00 Credits

An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor’s (or manager’s) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns Instructor Name: Ciana Williams

Upskilling for Accountants

Wednesday, September 15th 1:30pm - 3:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:What is upskilling?Importance of continuous learning in an era of increasing automation and changing business prioritiesCritical skills accountants need for the futureUpskilling case studiesNew competency frameworksKey lessons and best practices learned to dateHow to upskill yourself and your own operationsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

Cognitive Biases for Accountants

Thursday, September 16th 10:00am - 12:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias

Creating a Change Ready Culture

Thursday, September 16th 11:30am - 12:30pm

Online

1.00 Credits

The major topics that will be covered in this class include:Best practices to create a change ready cultureChange "accelerators"How to manage internal change functions wellCharacteristics of change ready leadershipCharacteristics of an organic growth mindsetInstructor Name: Tammy Daugherty

Critical Thinking Masterclass

Thursday, September 16th 1:00pm - 3:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Cognitive biasConducting a "thinking audit"MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancementInstructor Name: Toby Groves, Ph.D.

Dealing with Non-Filers

Thursday, September 16th 4:00pm - 6:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:How to bring non-filers back into the tax systemAssisting non-filers with resolving their tax nightmareInstructor Name: Eric L. Green, Esq

Excel - Advanced Spreadsheet Troubleshooting Techniques

Thursday, September 16th 11:00am - 1:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errorsInstructor Name: Bryan L. Smith, CPA.CITP, CISA

Excel - Auditing Your Spreadsheets for Maximum Accuracy

Thursday, September 16th 1:30pm - 3:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheetsInstructor Name: Bryan L. Smith, CPA.CITP, CISA

Finance Transformation: Transform Skills - Day 2

Thursday, September 16th 9:00am - 3:00pm

Online

5.00 Credits

*Future of Finance *Key skills and competencies required in the future *Why competencies are changing and their relevance *CFOs and the changing landscape in which they operate *Technical, business, people, leadership, and digital skillsInstructor Name: David Fourie,Matthew Campbell

Financial and Tax Accounting for Partnerships and S Corps

Thursday, September 16th 9:00am - 5:00pm

Online

8.00 Credits

The major topics covered in this class include:Review of the Accounting Standard Codification and its application to partnerships, LLCs, and S CorporationsReview of OCBOA and its application to different business entitiesReview of AICPA financial reporting framework for small and medium-sized entitiesIntegration of financial accounting with Form 1065 and Form 1120SSection 704(b) substantial economic effect rules and their relation to financial accountingDeferred tax accounting for partnerships, LLCs and S corporationsReview of AICPA "small" GAAP rulesFinancial accounting impact of the C to S and S to C electionFinancial vs. tax accounting for loans to and from S corporations and their shareholders and S corporation investments in other entitiesFinancial and tax accounting for PPP loan forgivenessInstructor Name: Steven C. Dilley, CPA, JD, PhD

Financial Statements Display: Form 990 Parts VIII, IX,X & XI

Thursday, September 16th 9:30am - 12:00pm

Online

2.50 Credits

The major topics that will be covered in this class include:Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue), including characterization of passive investment-type revenues as "program-related investments" Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines) Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-exceptedStatement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructionsBalance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule LInstructor Name: Eve R. Borenstein, J.D.

Introduction to Fraud Case Work

Thursday, September 16th 10:30am - 12:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:How to begin working in the area of fraud case work utilizing the same exact tools you currently know, but just changing the way you analyze what you are looking at. Learn how to create a simple case plan and checklist including tax return vs. accounting filesThe importance of source documents How to read a complaintInstructor Name: Dawn W. Brolin, CPA, CFE

Lessons in Leadership: Confessions of a Mompreneur

Thursday, September 16th 9:00am - 10:00am

Online

1.00 Credits

The major topics that will be covered in this class include:The three promises to live and work by.How accountability in action speaks volumes.The three choices we all have in any given situation.Leading through learning, listening and leveraging.Instructor Name: Sherre L. DeMao, CGS

New Board Member 101

Thursday, September 16th 12:00pm - 2:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Implementing the right policiesDo's and Don'ts for Board MembersKeys for effective decision makingAvoiding financial pitfallsRunning an effective board meetingInstructor Name: Keely A. Gohl

Questions of Willful Blindness

Thursday, September 16th 2:30pm - 4:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:What is willful blindness?What is wire fraud?What is mail fraud?What is securities fraud?What influences a prison term. Instructor Name: Justin Paperny

S Corporations: How to Calculate Shareholder Basis

Thursday, September 16th 12:30pm - 2:30pm

Online

2.00 Credits

The major topics covered in this class include:How to calculate basis when the entity is formedImpact of contributed propertyExplanation of the importance of shareholder loans to the entityComprehensive example of the mechanics of the basis determination processHow basis is impacted by distributions of corporation propertyHow basis is impacted by the sale/liquidation of S corporation interestHow S corporation losses impact Form 1040, Schedule E reportingIllustration of how to get from the Schedule K-1 information to the basis calculationInstructor Name: Steven C. Dilley, CPA, JD, PhD

Surgent's Annual Accounting and Auditing Update

Thursday, September 16th 11:30am - 7:30pm

Online

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases -- Topic 842 Financial accounting and reporting considerations related to Going Concern Recently issued SASs and other AICPA activity SSARS No. 21, Clarification and Recodification and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters Instructor Name: Richard Daisley, CPA

Surgent's Annual Update for Defined Contribution Plans

Thursday, September 16th 1:00pm - 3:00pm

Online

2.00 Credits

Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study Instructor Name: Melissa Critcher, CPA, PC

Surgent's Assessing the Risk of Fraud In a Financial Statement Audit

Thursday, September 16th 9:00am - 5:00pm

Online

8.00 Credits

Fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to midsize entities Internal controls to prevent and detect fraud What to do when fraud or suspected fraud is identified Case studies based on recent frauds Cyber fraud schemes and how to prevent/detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit  Instructor Name: Marci Thomas, CPA

Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting

Thursday, September 16th 9:00am - 12:30pm

Online

4.00 Credits

Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan Instructor Name: Art Pulis, MBA