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. 

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Surgent's Choosing the Right Business Entity

Friday, June 25th 10:00am - 12:00pm

Online

2.00 Credits

Why businesses operate as C corporations Why businesses operate as pass-through entities Converting to a C corporation in 2021 How and why to adopt S corporation status Circumstances that impact entity selection  Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

Friday, June 25th 9:00am - 12:30pm

Online

4.00 Credits

Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organization Instructor Name: Art Pulis, MBA

Surgent's Quarterly SEC Update for Accountants

Friday, June 25th 2:00pm - 4:00pm

Online

2.00 Credits

SEC guidance in the areas of financial accounting and reporting Other SEC rules and regulations with which entities will need to comply Other issues related to the SEC Instructor Name: Richard Daisley, CPA

Financial Accounting for Related Party Transactions

Saturday, June 26th 11:30am - 1:30pm

Online

2.00 Credits

FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.Reviews the tax accounting related taxpayers standards,Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.Instructor Name: Steven C. Dilley, CPA, JD, PhD

Get Inside the Room Where it Happens

Saturday, June 26th 9:00am - 11:00am

Online

2.00 Credits

The major topics that will be covered in this class include:What clients wantIdentifying client pain pointsMaking the shift from technical expert to problem solveInstructor Name: Michael Ramos

How Machines Are Coming Alive and Ruling the World

Saturday, June 26th 12:00pm - 2:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:What is the Internet of Things (IoT)? IoT In ActionIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoTIoT Starter StrategyIoT Case StudiesInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

How to Reopen and Challenge an Assessed Tax

Saturday, June 26th 9:30am - 11:30am

Online

2.00 Credits

The major topics that will be covered in this class include:The means that CPAs can reopen closed assessments,Doubt-as-to-liability offersAudit reconsiderationAmended returnsRefundsInstructor Name: Eric L. Green, Esq

Surgent's Annual Accounting and Auditing Update

Saturday, June 26th 9:00am - 5:00pm

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 Ethical Considerations for the CPA

Saturday, June 26th 9:00am - 12:30pm

Online

4.00 Credits

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples Instructor Name: Richard Daisley, CPA

The A.R.T. of Work: Accountability, Respect & Trust at Work

Saturday, June 26th 11:00am - 1:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Ethical Values and PrinciplesClarifying ExpectationsHuman Nature and Responding to MistakesComponents of Workplace Respect and TrustInstructor Name: Adrienne Robin Glantz

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

Saturday, June 26th 9:00am - 5:00pm

Online

8.00 Credits

The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs New partnership tax basis capital account reporting requirements  The SECURE Act, including IRA and RMD changes Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A Partnership Audits Opportunity Zones Selected Practice and Reporting Issues: What’s new? A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? Impact of the CARES Act on sections 163(j) and 461(l) Debts between entity and the investors Impact of the net investment income tax on the owners of pass-through entities Any late-breaking tax legislation Review of the most important business tax cases, revenue rulings, PLRs, etc. Instructor Name: Bob Lickwar, CPA

Accounting for Exchange Transactions, Contributions and Gains and Losses (Morning Session)

Monday, June 28th 8:45am - 10:25am

Online

2.00 Credits

Exchange transactions  Contributions  Gains and losses

Accounting for Expenses in a NFP (Morning Session)

Monday, June 28th 10:35am - 12:15pm

Online

2.00 Credits

Expense reporting  Natural and functional expense reporting

Acts Discreditable: A Powerful Ethics Rule

Monday, June 28th 3:00pm - 4:00pm

Online

1.00 Credits

AICPA Rules-Based EthicsA Narrow View of Acts DiscreditableCompare: A Principled View of Acts DiscreditableCaseConclusionInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF

Avoid Failures: Succeed Through Experimentation

Monday, June 28th 3:30pm - 5:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:Learning by experimentationThe best leaders want experiments and will accept temporary setbacksHow to fire bullets, not cannonballsDiscussion of how to create enduring progressInstructor Name: Don Minges, MBA

Cases in Corporate Ethics: Discuss Real Life Conflicts

Monday, June 28th 9:00am - 1:00pm

Online

4.00 Credits

We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?Instructor Name: John L. Daly, MBA, CPA, CMA, CPIM

Disclosure - The Key to Financial Statements

Monday, June 28th 8:45am - 4:30pm

Online

8.00 Credits

Special emphasis is given to common disclosure deficiencies noted in practice  Recent changes in accounting guidance that impacts disclosures  Risks and uncertainties and accounting policies  Liabilities-how debt violations impact classification  Uncertain tax positions  Accounting changes, error corrections, and other categories in the income statement  Cash flow statements

Employment Law Update: Reducing Employer Liability

Monday, June 28th 9:00am - 1:00pm

Online

4.00 Credits

 Employment issues related to social media, e-device and bring your own device (BYOD), internet use, and website contents  Wrongful termination, at-will employment, constructive discharge and retaliation  Dealing with whistle-blowers in all types of organizations  Factors that lead to employers being sued for multi-million dollar verdicts in favour of former employees  Using a risk assessment tool to assess employment claim exposuresInstructor Name: Jonathan Ingber

Excel - Functions and Formula Shootout

Monday, June 28th 9:30am - 11:30am

Online

2.00 Credits

The major topics that will be covered in this class include:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculationsInstructor Name: Bryan L. Smith, CPA.CITP, CISA

Financial Reporting Frameworks for SMEs Update and Review

Monday, June 28th 10:00am - 6:00pm

Online

8.00 Credits

The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program Update and review of the tax and cash special purpose frameworks Update and review of the AICPA Financial Reporting Framework for SMEs Update on common errors and deficiencies as identified in peer reviews and in litigation Detailed analysis of the lease accounting standard Practical guidance in accounting for COVID-19 issues including the accounting for PPP loan programsInstructor Name: Walter J. Haig