Professional Development and Event Catalog

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession.   You must register to attend and receive CPE.

Excel University Volume 1 focuses on the Excel features, functions and techniques that enable you to get your tasks done more quickly. It is designed to establish a firm foundation for your workbooks, and to help reduce errors and improve efficiency in your recurring-use workbooks. The knowledge in this volume is used throughout the entire Excel University series.

Excel University Volume 2 builds upon the foundation set in Volume 1, and explores ways to automate recurring-use reports. We refer to workbooks that update their report values automatically when new data is inserted into the workbook as “hands-free” reports. Volume 2 demonstrates how to set up a workbook for hands-free reporting. The features, functions, and techniques presented in this course are sure to shave valuable time off of your reporting tasks.

Excel University Volume 3 picks up right where Volume 2 leaves off. This volume focuses on PivotTables, and we recreate the final report of Volume 2 with a PivotTable. Plus, we examine efficient ways to retrieve external data and various Excel features that enable us to communicate our message graphically. The features, functions, and techniques presented in this course are sure to shave valuable time off of your reporting tasks.

The fourth installment in the Excel University series covers the Excel features, functions, and techniques that will help you build reliable workpapers. The items covered in this volume will help improve your productivity so you can get your work done faster!

Excel University Masters 1 teaches Power Query, Power Pivot, and Power BI. It demonstrates how to use these powerful tools to build the process that builds our reports (tables and graphs). We select the report and graph type based on Stephen Few's book, Show Me the Numbers. Plus, we incorporate his design practices to ensure effective communication. This course uses case studies to simulate real-world workbooks and projects. The final case study brings everything together as we build a dashboard to monitor our business. We complete each case study in both Excel and Power BI. There is also a library of Excel workbooks with reference charts. Check out the first video from the course below to learn more.

Excel University Masters 2 teaches Macros and VBA (Visual Basic for Applications). It demonstrates how to use VBA to automate manual tasks. Plus, VBA allows you to see and control Excel like never before. This course uses case studies to simulate real-world workbooks and projects. Check out the first video from the course below to learn more.

Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email so you'll be able to start using your package today. Package includes 12 months of access to: More than 8,000 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Pricing: As a member, you pay just $625 - almost 30% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get the best value CPE package on the market.  For one low price, enjoy 12 months of access to every Surgent CPE course in every online foratm - plus unlimited CPE credits!  This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour. Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - All CPE coursesWebinar -  All webinars Self-Study – All self-study  

Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – more than 250 courses, each from 2-16 credits. As a member, you pay just $380 – 29% off Surgent’s retail price!  Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable PDFs.  With more than 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you're ready, take the test with instant results and immediate certificate delivery.  Order today and immediately start downloading the course materials you need for the next 12 months. Package includes annual access to: 1,200+ credits 250+ downloadable courses Reference material downloads Instant test results Immediate certificate delivery What’s included? Click here to view the current course list: Surgent's Unlimited Self-Study Package

Surgent's 2024 Unlimited Webinar Package gets you unlimited access to our webinar catalog . With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders, you’ll get the guidance and analysis you need with an unmatched customer experience. As a member, you pay just $520 – 30% off Surgent’s retail price!Why Choose the Unlimited Webinar Package? Get unlimited access to over 1,200 webinars Enjoy 12 month of access, available one year from the date of purchase Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need.  Up to 5,000 credits! Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays You'll earn live CPE credit without exams (certificate delivery within 24 hours) All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching.) Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars right away. What’s included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref= Note: This package does not include premium webinars. 

The Connecticut State Board of Accountancy requires the completion and passage (90% or better) of "Professional Ethics: The AICPA's Comprehensive Course" for certification. $ave more than 10% off the AICPA's retail price when you purchase through CTCPA! Ethical principles and independence requirements to uphold honesty, objectivity, and professional conduct are examined for account and finance professionals earning or maintaining their CPA license. Ethical Accounting is a MUSTUnderstanding and applying ethical principles and independence requirements is every accounting and finance professional’s responsibility. You'll learn the fundamentals of ethical accounting to help you adhere to professional ethics standards. Essential ethics topics include: Viewing and analyzing ethical matters Adhering to the AICPA Code of Professional Conduct Applying the code’s conceptual framework Evaluating conflicts of interest and maintaining confidentiality Maintaining Your IndependenceIndependence rules play a key role in professional ethics as well. Vital topics you'll explore are:  The AICPA independence rules Independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Independence rules from regulators, including the SEC and PCAOB Other Ethics ConsiderationsMore topics in professional ethics you'll cover include: Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance Rule interpretations related to gifts and entertainment Ethics rules related to professional tax services  Real-World ScenariosCase studies and realistic examples will enhance your comprehension and enable you to practice what you've learned.  Please note:  This product is frequently updated and therefore expires one year from date of purchase.

This session will discuss recent audit and accounting standards which impact employee benefit plan audits.  Also, there will be discussion about relevant tools and resources which can be used to assist in identifying and applying recent guidance.

Help Wanted. We're Hiring. The signs are everywhere, but why can't we hire anyone? The presentation will discuss the current labor market, recruitment trends, and human resources strategies to rebuild staffing capacity.

This course will give participants a thorough understanding of the objectives and principles of SAS 145 and aim to give a succinct overview of the key changes introduced by SAS 145 and their implications on their audits.

Join Marcus Aron from the DOL’s Office of the Chief Accountant and Jason Newman for a discussion of the DOL’s audit quality study report – the good, bad, and the ugly.  Learn practical considerations for performing EBP audits and common reporting deficiencies to help your clients be compliant with ERISA. Also learn why some audits of employee benefit plans are deemed deficient and what you can do to help make sure your audits are satisfactory.   This session was recorded at CTCPA's Employee Benefit Plans Conference on May 22, 2024. 

This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years including Statements 99, 100, 101, and 102 as well as a refresher on Statements 94, 96, and 99.  The session also will explain some of the projects on GASB’s current technical agenda and research agenda.

During this session, we will set out to identify key factors that attribute to government fraud. How do the perpetrators go undetected, who is committing these fraudulent acts, and why? We will draw information from multiple resources such as the 2024 ACFE Report to the Nations and national statistics to provide an overview of how and why government fraud occurs. In addition, we will walk you through cases that we’ve personally investigated. We’ll provide our thoughts on the findings and how the fraud could have possibly been prevented.

This session provides a deeper dive into trends such as the growing retirement savings gap, how the aging workforce is transforming employer retirement plans and holistic financial wellness benefits.

SECURE 2.0 brings with it a whole host of interesting (and complex) mandatory and optional provisions.  We will be going through the mandatory provisions that are most relevant to larger plans, as well as those optional provisions that have generated the most interest from Plan Sponsors (such as matching of student loan payments).