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 8435 Partner Webinars Results

Not-for-Profit Accounting & Auditing Update

Monday, November 1st 10:00am - 1:57pm

Online

4.00 Credits

Not-for-profit accounting Not-for-profit auditing  SAS 134   Instructor Name: Melisa F. Galasso

Not-for-Profit Accounting Update

Monday, November 1st 2:00pm - 5:54pm

Online

4.00 Credits

Governemental accounting Not-for-profit accounting Topic 606   Instructor Name: Melisa F. Galasso

Office 365 OneDrive App - Managing and Storing Your Files

Monday, November 1st 11:00am - 2:00pm

Online

3.00 Credits

The major topics that will be covered in this course include:Orientation to the OneDrive interface and featuresSaving files to OneDrive through uploads and directly from applicationsWorking with OneDrive files in your Office applicationsManaging the storage of your files in OneDriveSharing access to your OneDrive files internally and externallyUnderstanding how to manage your OneDrive configuration settingsUsing the OneDrive sync app to synchronize files to your local deviceManaging the OneDrive sync app settingsInstructor Name: John H. Higgins, CPA.CITP

Payroll Fraud Information and Discussion

Monday, November 1st 10:30am - 12:21pm

Online

2.20 Credits

Problems surrounding Payroll Fraud Dishonest Employees Demographics of Perpetrators Prevalence of Payroll Fraud Employee Theft Statistics Victims: Types of Organizations Ratio of Loss to Number of Employees Methods Fraud is Committed Withholding Tax and Commission Schemes Instructor Name: Arthur Werner

Power BI - Introduction to MS Power BI Tools

Monday, November 1st 11:00am - 1:00pm

Online

2.00 Credits

*The challenge of using Excel for Data Analysis *An overview of the various Power BI Tools *An overview of when and why to use each Power BI Tool *A tour of each tools interfaceInstructor Name: Bryan Smith

Power BI - Prepare Your Data Efficiently for Excel Analysis

Monday, November 1st 2:00pm - 4:00pm

Online

2.00 Credits

*Getting data into the correct structure *Data sources that you can access *Working with multiple tables and data sources *Steps to import data for analysis *Introduction to Power Query and Get and TransformInstructor Name: Bryan Smith

Surgent's Accounting for Financial Instruments: Applying the FASB's Three New Updates

Monday, November 1st 1:00pm - 4:30pm

Online

4.00 Credits

Key provisions of each of the FASB’s new Updates related to financial instruments, dealing with recognition and measurement, impairment, and hedging Differences between the new accounting guidance and existing GAAP related to accounting for financial instruments Challenges when implementing the FASB’s new guidance on financial instruments Examples of applying the new guidance to real-life situations Instructor Name: Richard Daisley, CPA

Surgent's After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

Monday, November 1st 1:00pm - 3:00pm

Online

2.00 Credits

Factors business owners should take into account when choosing a retirement plan in light of SECURE Act changes SIMPLE Plans Simplified Employee Pension Plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Tax filing requirements Establishing a plan after the tax year end! Changes to Safe Harbor 401(k) plans Pooled Employer Plans! Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA

Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye

Monday, November 1st 9:00am - 12:30pm

Online

4.00 Credits

ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842 Instructor Name: Richard Daisley, CPA

Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Monday, November 1st 9:00am - 5:00pm

Online

8.00 Credits

Review an error-prone "staff-prepared" Form 1040 from client-provided information Several new reporting issues for the reviewer to consider, such as the CARES Act rules for retirement plan distributions, rollovers, self-employment tax deferrals, and the Recovery Rebate Credit What are common errors preparers make and what are the areas generating malpractice claims? The importance of engagement letters, questionnaires, and §7216 permission statement Initial administrative groundwork Identifying organizing issues in the tax return to be reviewed Avoiding “willful blindness” Efficient review of certain advanced issues for income, adjustments, deductions, and credits Effective procedures for delinquent clients, filing past-due tax returns First-time client issues requiring extra scrutiny Multiple checklists of efficient procedures to identify potential issues on a 1040 return Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients Professionals acting professionally Instructor Name: Nicole DeRosa, MAcc, CPA

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

Monday, November 1st 9:00am - 5:00pm

Online

8.00 Credits

Implementing the new Yellow Book Developing issues related to performing single audits under the OMB’s Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments and nonprofits including SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, and SAS No. 135, Omnibus Statement on Auditing Standards--2019 Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 84, Fiduciary Activities and GASB No. 87, Leases Prepare for the implementation of the new FASB ASU on grants, contracts and contributions (i.e., ASU No. 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made) Develop a deeper understanding of the effects that ASU No. 2016-02, Leases, will have on nonprofits Instructor Name: Charlie Blanton, CPA

The Best Individual Income Tax Update Course by Surgent

Monday, November 1st 9:00am - 5:00pm

Online

8.00 Credits

The SECURE Act, including IRA and RMD changes The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs  Treatment of state and local taxes Virtual currency Opportunity Zones Education-related provisions Depreciation changes Rules on entertainment expenses, including meals Doubling of estate and gift tax exemption for a married couple Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more The latest issues related to any other late-breaking tax law changes Instructor Name: Bob Lickwar, CPA

The CFO Who Went to Prison

Monday, November 1st 5:00pm - 7:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategiesInstructor Name: Justin Paperny

The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance

Monday, November 1st 2:00pm - 5:42pm

Online

4.00 Credits

The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting Together we prepare an indirect cost rate proposal for a real nonprofit We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate Instructor Name: Paul H. Calabrese

The Engagement Trifecta - Beat the Odds and Create a Winning Workplace Culture

Monday, November 1st 2:00pm - 3:02pm

Online

1.00 Credits

The importance of finding commonalities amongst a diverse workforce How to set intentions as you start your day and its affect on your work The power of influence Workplace behaviors that set the tone in your workplace Strategies to close out your day and the impact going forward Instructor Name: Julie Ann Sullivan

Tools To Get Your Clients Organized

Monday, November 1st 12:00pm - 1:00pm

Online

1.00 Credits

Taking an inventory of financesSettling affairs at the end of lifeHow to work with the client during this timeInstructor Name: Annalee Kruger

Understanding the Form 990 and its Preparation Prerequisites

Monday, November 1st 10:00am - 12:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Overview of the Form 990's design and goals in play upon the Core Form and tack-on SchedulesAddress of the definition's key factors that make a third-party organization a "related organization"Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation"Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule LApplying the definition of "business relationship" as same is used in Part VISequencing of the form's preparation tasks and who to go to for informationWorking with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulatorsInstructor Name: Eve R. Borenstein, J.D.

What Does Fraud Look Like?

Monday, November 1st 4:00pm - 5:52pm

Online

2.00 Credits

Auditing Fraud Instructor Name: Dennis F. Dycus

What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down

Monday, November 1st 10:00am - 10:52am

Online

1.00 Credits

8 FAQs providing specific scenarios for contractors and grantees What is the Anti-Deficiency Act What is a ""necessary implied requirement"" for essential services and how that impacts contracts and grants Instructor Name: Paul H. Calabrese

6 Strategies To Promote Diversity & Inclusion In Your Workplace

Tuesday, November 2nd 2:00pm - 2:53pm

Online

1.00 Credits

Communication Leadership Character Behavior Instructor Name: Shannon T. White, MSW, LCSW