Professional Development and Event Catalog
Surgent's Top Individual Tax Planning Strategies
Monday, June 21st 1:00pm - 3:00pm
Online
2.00 Credits
IRA changes that impact individual tax planning Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation Transfer property to younger family members while the enlarged transfer tax exemption remains in place Rollover 529 plan balances into ABLE Programs Take advantage of 529 plans to fund pre-college education expenses on a tax-advantaged basis Negotiate or renegotiate separation agreements and divorce decrees in light of the changes in the tax rules governing the deductibility of alimony payments Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Understanding Non-Compete Agreements
Monday, June 21st 1:00pm - 3:00pm
Online
2.00 Credits
Coming soon!Instructor Name: Jason Cornell
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
Monday, June 21st 10:00am - 1:37pm
Online
4.00 Credits
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business Instructor Name: Jonathan Robinson, MA, MFT
The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships
Monday, June 21st 3:00pm - 4:00pm
Online
1.00 Credits
* Understanding what clients want versus accountants * Overcoming the fear of technology and disruption * Defining what a Cherished Advisor is * Learning soft skills to become a Cherished Advisor * Mentoring your team to become advisors * How to build additional value beyond accounting for your clients * The tools to utilize to become a thought leader in your selected niche * Delivering engagements in different ways * Creating a customer experience in your firm * Developing a sales process * Ongoing customer relationship management * Evaluating client happiness * Creating internal staff happinessInstructor Name: Amy Vetter
Understanding the "Most Common" Form 990 Schedules: A,B & C
Monday, June 21st 2:30pm - 5:00pm
Online
2.50 Credits
The major topics that will be covered in this class include:What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status) The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitionsInstructor Name: Eve R. Borenstein, J.D.
Valuing Cannabis 2.0: The Unique Challenges in Marijuana
Monday, June 21st 1:30pm - 3:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:The analytical process required to derive a logical and supportable estimate of value for a regulated marijuana or agricultural hemp/CBD related enterprise Valuing recreational and medical license rights for marijuana cultivation, processing or retailing will be emphasized with a focus on use of the income and market valuation approaches.A sample sanitized appraisal report will be provided and discussed.Instructor Name: Ronald L Seigneur, CPA/ABV, ASA, CVA
When Leadership Fails
Monday, June 21st 11:00am - 12:50pm
Online
2.00 Credits
Auditing Fraud Instructor Name: Dennis F. Dycus
Who Stole My Balance Sheet: the FASB Research Project Continues
Monday, June 21st 2:00pm - 5:50pm
Online
4.00 Credits
Proposed Financial Performance Reporting changes to standard financial package.Instructor Name: William F. O?Brien, MBA, CPA
Accounting & Auditing Update
Tuesday, June 22nd 10:00am - 1:44pm
Online
4.00 Credits
Recently issued Accounting Standard Updates (ASUs) Leases; Financial instruments The new auditors report (SAS 134) Employee Benefit Plan Audits (SAS 136) Materiality Instructor Name: Melisa F. Galasso
Accounting & Auditing Update for Small Businesses
Tuesday, June 22nd 2:00pm - 5:59pm
Online
4.20 Credits
Small business accounting Small business auditing Recent activites of ASB & ARSC Instructor Name: Melisa F. Galasso
Advanced Topics in Power BI
Tuesday, June 22nd 4:00pm - 5:51pm
Online
2.00 Credits
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA
Asset Misappropriation- Let Me Count the Ways?
Tuesday, June 22nd 1:00pm - 2:48pm
Online
2.00 Credits
Auditing Fraud Instructor Name: Dennis F. Dycus
Business Ethics: Cases from the Real World
Tuesday, June 22nd 8:00am - 11:36am
Online
4.00 Credits
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues? Instructor Name: Don Minges
Centralized Partnership Audit Rules
Tuesday, June 22nd 10:00am - 11:48am
Online
2.00 Credits
Changes to IRS auditing of Form 1065, including LLCs taxed as partnerships Understanding new CPA rules such as the Imputed Underpayment rule and how that affects partners’ basis Understanding the 199A Pass-Through Deductions and what level these deductions take place Review of prior years’ Partnership Audit Regimes and learning how and why CPAR replaces those regimes and criterion for electing out Instructor Name: Shelli Huston, CPA, MS
Change: Embrace & Enjoy - It Is Inevitable
Tuesday, June 22nd 5:00pm - 7:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of changeInstructor Name: Don Minges, MBA
Choosing Small Business Accounting Solutions
Tuesday, June 22nd 12:00pm - 1:49pm
Online
2.00 Credits
Overview of small business accounting solutions Traditional desktop and SaaS small business products Shortfalls of specific accounting solutions Strengths and weaknesses of various solutions Setup and configuration tips Instructor Name: Brian Tankersley
Coaching Skills for CPAs, Controllers and Financial Managers
Tuesday, June 22nd 11:00am - 2:43pm
Online
4.00 Credits
Coaching Effective Communication Instructor Name: James T. Lindell
Communicating Financial Information to Non-Accountants
Tuesday, June 22nd 9:00am - 11:00am
Online
2.00 Credits
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphicallyInstructor Name: John L. Daly, MBA, CPA, CMA, CPIM
Data Analytics for Finance Managers (Day 1)
Tuesday, June 22nd 9:00am - 3:00pm
Online
6.00 Credits
*What is Analytics *Finance as a Trusted Advisor *Foundations for Analytics *Executive Management's Finance Focus - Performance Management *Telling an Analytics Story *Performance Driver Framework *Risk AnalyticsInstructor Name: Chris Coigne,Roland Mosimann
Deferred Prosecution Agreements: How to Qualify
Tuesday, June 22nd 4:30pm - 6:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:Government investigations and how they beginWhat prosecutors want to knowRespondeat Superior: What should business owners knowProactive steps to qualify for a deferred-prosecution agreementWhat is the difference between a non-prosecution agreement and a deferred-prosecution agreement?What is a well-designed compliance program?How do business leaders demonstrate a good faith effort when it comes to compliance training?Deferred-prosecution Agreements in real life.Instructor Name: Michael Santos