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Professional Development and Event Catalog

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Basic Individual Taxation Course

Monday, February 10th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

New Mergers and Acquisitions: Tricks, Traps, and Terrors

Monday, February 10th,
 2:00pm - 5:47pm

Online

4.20 Credits

Member Price: $129

Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

Creating an Ethical Work Environment

Monday, February 10th,
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Current Issues in Performing Yellow Book Audits

Monday, February 10th,
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $89

Staying current on significant changes in Government Audit Standards can be difficult. This course covers the most important issues and changes relevant to Yellow Book financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The Seven High-Quality Questions that Lead to Success and Solutions

Monday, February 10th,
 3:00pm - 5:06pm

Online

2.50 Credits

Member Price: $79

“How will I EVER get this all done?"  It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words!  Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm! Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success.  It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily.    This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization.  For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier.  For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity.  You and your team will shine.  Your staff will feel appreciated and connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'.  The quality of your question will impact the quality of your solution.  Learn the 7 questions that take you from confused and frustrated to creative and focused. 

Beware the Tax Enforcers: How the US Prosecutes Tax Evaders

Monday, February 10th,
 3:30pm - 5:30pm

Online

2.00 Credits

Member Price: $89

The Tax Division, United States Department of Justice, is responsible for enforcing the nation's tax laws fully, fairly, and consistently, through both criminal and civil litigation. This course will explore the role of the Tax Division in ensuring fair and uniform enforcement of tax laws, protecting the public, encouraging voluntary compliance with tax laws, and how their operations impact regulatory ethics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

HR Guide to Evolving Business Strategy, Finance and Development

Monday, February 10th,
 4:00pm - 5:08pm

Online

1.20 Credits

Member Price: $39

To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals understand the overall strategic planning process so they can contribute at the executive level.

Introduction to Yellow Book

Monday, February 10th,
 4:00pm - 5:49pm

Online

2.00 Credits

Member Price: $79

Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance requirements. This course will identify and review the guidance found in the Yellow Book and analyze the relationship between Government Auditing Standards and the AICPA Code of Professional Conduct. We will review the Yellow Book requirements for financial statement audits while also touching upon ethical principles and independence

2024 Governmental GAAP Update

Monday, February 10th,
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $79

This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. 

Microsoft 365 Deployment Best Practices

Monday, February 10th,
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $89

The Microsoft 365 ecosystem of apps offers tremendous value for any business organization. The key to maximizing the ROI of your monthly subscription fees is to understand how all the apps work together. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will share a number of "best practices" for deploying Microsoft 365. This course will help you discover the hidden gems in the Microsoft ecosystem to increase productivity across your organization and help you avoid making costly mistakes in your deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 Not-for-Profit Accounting and Auditing Update

Monday, February 10th,
 4:00pm - 8:00pm

Online

4.00 Credits

Member Price: $129

The Not-for-Profit Advisory Committee has been busy discussing several projects that the FASB is working on and their impact on nonprofits. In this course, we will review the key issues and discussions from recent NAC meetings. We'll also take a look at ASUs issued by the FASB that may impact nonprofit financial statements. After a break, we then transition from accounting to auditing with a look at the common deficiencies found in nonprofit Yellow Book audits with a focus on CPE, reporting, and independence.

Bumper Sticker Ethics v. Professional Ethics

Monday, February 10th,
 5:00pm - 6:00pm

Online

1.00 Credits

Member Price: $55

Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these "bumper sticker" sayings provide helpful ethical guidelines. For accountants, however, ethics -- and especially, professional ethics -- can quickly turn into a tangle of ethical conflicts and competing rules. This workshop untangles some of these situations by working from ethical theory and practice. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Case Study Ethics for Today's Accountant

Tuesday, February 11th,
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

This program analyzes and applies the AICPA Code of Professional Conduct and other sources of ethical guidance to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Giving Feedback that Delivers Results

Tuesday, February 11th,
 9:00am - 10:16am

Online

1.20 Credits

Member Price: $39

Many people, when they hear about feedbcak in organizations and the workplace, think immediately of performance reviews. But feedback should not be isolated to these formal structures. This workshop is about the more informal methods of feedback that managers and coworkers can use to have more productive conversations that drive behavioral change. Through understanding the importance of dialogue, strategic questions to drive conversation, and mistakes to avoid, you'll be able to have more productive feedback conversations in your workplace (and maybe even at home, too).

GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)

Tuesday, February 11th,
 9:00am - 10:46am

Online

2.00 Credits

Member Price: $79

This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. 

2024 Is Activity-Based Costing the Right Tool for Your Organization?

Tuesday, February 11th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $79

This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization.

ChatGPT and Advanced Financial Analysis for Accountants

Tuesday, February 11th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization

Tuesday, February 11th,
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit businesses to achieve success.

2024 What's Going on at the AICPA

Tuesday, February 11th,
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $129

The AICPA's Auditing Standards Board has several large projects that will be impacting entities in the near future. We'll take a deep dive into the changes related quality management as well as group audits. We'll also review common audit deficiencies. This course will keep auditors up to date on the work of the ASB. 

Building a Better Budget in a Time of Uncertainty

Tuesday, February 11th,
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.