WICPA CPE & Special Event Catalog
Surgent's Single Auditing Made Simple
Available Until
Online
8.00 Credits
Member Price: $796
Single auditing can seem so complex! With literally thousands of pages of potential AICPA, GAO and OMB literature coming together for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do. It does not have to be that way! This course is designed to sharpen your skills and knowledge in performing single audits (including the impact of the 2024 revision to the Uniform Guidance for Federal Awards). Over 30 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in single auditing today.Note: This is an on-demand webcast self-study course.
Surgent's Six Common Barriers to Investment Success
Available Until
Online
2.00 Credits
Member Price: $356
Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.Note: This is an on-demand webcast self-study course.
Surgent's Skills to Enhance Personal & Professional Networks
Available Until
Online
2.00 Credits
Member Price: $356
Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to strengthen and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals. Note: This is an on-demand webcast self-study course.
Surgent's Small-Business Accounting, Audit & Attest Update
Available Until
Online
4.00 Credits
Member Price: $316
Specifically tailored for practitioners who not only perform audits but also provide other attest and nonattest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing and SSARS standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance and will get you up to speed on the things that are most important to your smaller and medium-sized clients. This course covers recently released FASB ASUs, AICPA Auditing Standards, AICPA SSARSs and the soon-to-be-effective Statements on Quality Management Standards (SQMS). Lastly, we will cover the results of the FASB's final PIR report on ASC 606, Revenue.Note: This is a downloadable self-study course.
Surgent's Smart Formula Selection in Excel: What to Use When
Available Until
Online
2.00 Credits
Member Price: $436
Excel gives you multiple ways to solve the same problem, but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you'll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names and much more. This course is ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit.Note: This is an on-demand webcast self-study course.
Surgent's Social Security: Dispelling Common Myths with Essential Truths
Available Until
Online
2.00 Credits
Member Price: $436
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button. Note: This is an on-demand webcast self-study course.
Surgent's Social Security & Medicare: Planning for You & Your Clients
Available Until
Online
12.00 Credits
Member Price: $876
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad other related retirement planning issues.Note: This is a downloadable self-study course.
Surgent's Social Security & Medicare: Planning for You & Your Clients
Available Until
Online
8.00 Credits
Member Price: $796
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad other related retirement planning issues.Note: This is an on-demand webcast self-study course.
Surgent's Starting a Small Business: What Every Trusted Advisor & Entrepreneur Needs to Know
Available Until
Online
2.00 Credits
Member Price: $356
Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.Note: This is an on-demand webcast self-study course.
Surgent's Stock versus Asset Acquisitions of C Corporations
Available Until
Online
2.00 Credits
Member Price: $356
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Accounting and finance professionals advising their clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course. Note: This is an on-demand webcast self-study course.
Surgent's Strategies for Maximizing Social Security Benefits
Available Until
Online
2.00 Credits
Member Price: $356
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse and a divorced individual.Note: This is an on-demand webcast self-study course.
Surgent's Successful Communication
Available Until
Online
2.00 Credits
Member Price: $356
All would agree that successful communications are key to any successful venture, including audits. However, given the tight deadlines, complex issue resolution and the often remote working environment of the audit teams and clients, there are many barriers to achieving effective communications on audit engagements. In this module, we'll review common barriers to effective communication, models for effective communication which are easy to understand and utilize, the importance of both verbal and non-verbal communication skills and the often over-looked element of communication effective listening. Note: This is an on-demand webcast self-study course.
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
Available Until
Online
4.00 Credits
Member Price: $516
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.Note: This is an on-demand webcast self-study course.
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
Available Until
Online
4.00 Credits
Member Price: $316
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Daily Dilemmas
Available Until
Online
1.00 Credits
Member Price: $196
Ethics are the hallmark of our profession and we must be uncompromising in our commitment to acting ethically. However, many ethical dilemmas arise unexpectedly as we perform our daily tasks and challenge us, as there often appears to be several ways forward. We need to decide which is the correct one. In this game, the learner plays the role of an auditor at Surging Auditors LLP and must complete common activities from their daily task list. As they complete these tasks, the player navigates unexpected encounters with colleagues, clients and friends with questions that challenge decision-making skills and knowledge of the AICPA Code of Professional Conduct and other ethics guidance. Those responses and decisions are measured to ensure the player maximizes opportunities that benefit the firm and themselves while remaining independent and within ethical boundaries. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Internal Out of Control
Available Until
Online
1.00 Credits
Member Price: $196
In this hands-on game, participants are helping to prepare an internal control testing plan for Home D?cor & More (HDM). They must assess controls related to HDM's inventory cycle to determine which financial statement assertions each control satisfies, the quality of the control's design and whether there is adequate segregation of duties. Then, they will complete the HDM control testing plan, including the level of reliance to place on each control and the test of control methods. Each participant wants to be spot-on with the evaluation before submitting the information to a manager for feedback. Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Professional Skeptic
Available Until
Online
1.00 Credits
Member Price: $196
Participants play the role of an auditor collecting information, making inquiries and documenting findings around the audit of Home D?cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Courtney the Controller, comparing, confirming and corroborating it against information provided by the CFO. Some things aren't matching up and the player uses Courtney's responses and their own questioning mind to consider the next step. They need to be alert to conditions that may indicate possible misstatement due to fraud or error and a critical assessment of the audit evidence to develop a sense of when things just don't look right. Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Revenue Rush
Available Until
Online
1.00 Credits
Member Price: $196
Stepping into the shoes of an outside technical consultant, each participant must perform an ASC 606 assessment for Quality Tiles, Inc. (QTI), a company recently acquired by Home D?cor and More, Inc. (HDM). HDM management needs to ensure the company is in compliance with GAAP related to revenue recognition before the next board meeting. Participants will meet with GTI's controller and must strategically ask the right questions. Based on the information received, they will apply guidance in ASC 606, which can be complex, to a series of revenue recognition considerations to determine if revenue is being recognized appropriately. Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Searching for Unrecorded Liabilities
Available Until
Online
1.00 Credits
Member Price: $196
The manager for Home D?cor and More (HDM) requests that participants conduct a search for unrecorded liabilities. The company experienced recent turnover in the accounts payable department so there is extra concern that all liabilities have been captured as of year-end. Participants will use their expertise to make resource requests from the HDM accounting team. Once they receive the supporting documentation, they will trace transactions to the detail to identify whether each selection is properly recorded as of year-end. The manager will share feedback on the results of the search!Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Wally’s Warehouse
Available Until
Online
1.00 Credits
Member Price: $196
During this interactive game, participants take the role of an auditor performing a physical inventory observation at a client's warehouse. Participants will have the opportunity to use their powers of observation and exercise professional skepticism in identifying areas of risk that might need follow-up, interviewing Wally the client and performing inventory test counts. After performing the test counts, participants will evaluate the results. Note: This is a downloadable self-study course.
