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Professional Development and Event Catalog

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Revenue Recognition Determine the Transaction Price Part 2

Wednesday, May 27
 5:00pm - 6:01pm

Online

1.00 Credits

Member Price: $39

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The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue      This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.

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Financial Planning: Auto and Homeowners Insurance

Thursday, May 28
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

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While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Todd and Julie Chrisley Go to Prison

Thursday, May 28
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Forensic Accounting: Finding Hidden Treasure in Tax Returns

Thursday, May 28
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

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Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Audits of Employee Benefit Plans Subject to ERISA

Thursday, May 28
 9:00am - 5:00pm

Online

8.50 Credits

Member Price: $349

Employee benefit plan audits are examined to help you understand the intricacies of EBP planning, reporting and compliance with applicable auditing standards.

Finance and Innovation: Reinvent Your Organization and Department

Thursday, May 28
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

Thursday, May 28
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

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Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

Thursday, May 28
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.

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

Thursday, May 28
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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In today's fast-paced environment, keeping up with the latest accounting and auditing requirements for governments and nonprofits can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments and nonprofits. Using a highly illustrative and innovative format, the course features over 25 focused exercises to strengthen your working knowledge and ensure you leave prepared to apply the latest accounting and auditing standards with confidence.

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Surgent's Securing a Comfortable Retirement in the Age of Spending

Thursday, May 28
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.

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ChatGPT and Advanced Accounting Research

Thursday, May 28
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

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This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Navigating IRS Authorizations: Form 2848 and Form 8821

Thursday, May 28
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

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Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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ProActive Response Group De-Escalation Training

Thursday, May 28
 10:00am - 10:53am

Online

1.20 Credits

Member Price: $39

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In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues.

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K2's Accounting Automation

Thursday, May 28
 10:00am - 11:05am

Online

1.00 Credits

Member Price: $39

Why can it be hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation. This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.

Business Intelligence (BI) and Business Analytics (BA)

Thursday, May 28
 10:00am - 11:52am

Online

2.00 Credits

Member Price: $79

Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics – descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO’s function catch up?

Ethics With A Dash of Courage

Thursday, May 28
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $125

Getting ethics right is a big deal, and ethics often requires courage. An organization's ethics is directly connected to its reputation in the community, and solid ethical principles are crucial for the long-term success of any organization. This facilitated discussion goes beyond a lecture on ethical principles - it is a series of executive level case studies that offer participants "real time" practice in resolving dilemmas, with participants sharpening their critical thinking skills.

How to Audit Expenses and Payables

Thursday, May 28
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $89

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Surgent's Ethics for Tax Professionals

Thursday, May 28
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

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The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements.

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Surgent's Exploring Business Valuation Fundamentals

Thursday, May 28
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $119

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What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.

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Independence for Auditors - AICPA, PCAOB, GAO & DOL

Thursday, May 28
 10:00am - 1:36pm

Online

4.00 Credits

Member Price: $129

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This course will look at the various rules related to Independence and compare and contrast the requirements. This overview course will help auditors understand the nuances of independence and ensure they meet the requirements to perform attest services for their clients. We will review the requirements for the AICPA, GAO, DOL, and PCAOB.

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