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CPE Catalog

 

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  • 3/27

    What You Need to Know About Moving to the Cloud (WEB83117)

    Online | John Higgins, CITP | Credits: 3

    Every business, every accounting practice and every individual is faced with the same decision currently; should I move my software, data and/or server infrastructure to the cloud? And if so, what do I need to beware of and how do I go about this process? This course will provide you with...

  • 3/27

    Social Security and Medicare: Maximizing Retirement Benefits (WEB83017)

    Online | William F. Taylor, CPA | Credits: 4

    Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the...

  • 3/27

    Surgent's Assessing Cyber-Security Risk for Accounting Firms (WEB82817)

    Online | Credits: 2

    Worried about whether your data is at risk for a cyber attack or data breach? Attend this in-depth but nontechnical webinar to learn how to assess your firm's cyber-security risk using techniques familiar to most auditors and accountants who have done internal control work. Learn to identify...

  • 3/27

    Cloud Accounting Software - Accountant's Program Review (WEB83217)

    Online | John Higgins, CITP | Credits: 2

    Are you are thinking of establishing a cloud based bookkeeping, accounting and/or virtual CFO service? This course will provide you with a comprehensive review of the programs that the top selling cloud accounting software vendors offer. These programs help CPAs and business advisors partner...

  • 3/28

    The Digital Office - The CPA Technology Toolkit (WEB83417)

    Online | John Higgins, CITP | Credits: 2

    Nobody will disagree that employing a high quality professional staff is an expensive investment. The key is to maximize the return on that investment by maximizing your staff's productivity. One of the most effective ways to accomplish this is to outfit your staff with the best technology...

  • 3/28

    Outlook - Beyond Email; What You May Be Missing (WEB83517)

    Online | John Higgins, CITP | Credits: 2

    Chances are you use Outlook day in and day out to process your email, but have you ever taken the time to truly explore all of the other features that Outlook has to offer? This course is designed to show you all of the other tools "beyond e-mail" that Outlook provides. You will learn numerous...

  • 3/28

    Cloud Accounting Practice Toolkit (WEB83617)

    Online | John Higgins, CITP | Credits: 2

    This course will provide you with a series of practice aides that will help you implement a cloud accounting services practice. Tools that will be provided include templates for engagement letters, promotional pieces, fee modeling spreadsheet, software feature requirements checklist and more....

  • 3/28

    How to Pass the CPA Exam in 6 Months (Member Exclusive) (UNWB23)

    In-Person | Online | Credits: 0

    This is a member exclusive event! You must be a member to attend for FREE. If you are not a member, simply click here to join. A lot of CPA candidates struggle to pass all 4 parts of the CPA Exam in 18 months--but it's certainly not for lack of effort. It's because most review courses...

  • 3/29

    K2's Data Security: Need we Say More? (WEB83917)

    Online | Brian F. Tankersley, CPA, CITP | Credits: 2

    With so many data breaches and targeted attacks, you should be concerned about the security of your data, and the rapidly-growing volume of data you store, likely, only increases your concerns. In this session, you will learn about some of the recent high profile attacks and how these crimes...

  • 3/29

    Paperless Tools - Scanning, Doc. Mgt., Workflow and Portals (WEB84217)

    Online | John Higgins, CITP | Credits: 2

    Are you trying to figure out what it really takes to go paperless? Have you started down the path, only to discover that you still have a lot of paper in your processes? If you want to learn the most effective and practical approach to going paperless, this in-depth webinar will present a...

  • 3/29

    Financial Forecasting: Planning for Success (WEB84117)

    Online | Arthur G. Pulis, MBA | Credits: 4

    Proper planning is the key to the success of any company. With CPAs constantly being asked to plan a company's future, forecasting is one area to demonstrate your special value. This course provides the tools necessary to project the balance sheet and statements of income and cash flow....

  • 3/29

    Surgent's Controllership Skills Update: M&A and Alliances (WEB83717)

    Online | Anthony LaRusso | Credits: 2

    This program continues to expand the topics covered in the existing Controllership Skills Update series. As with our three other offerings (Risk Management; Budgeting and Forecasting; and Survival Skills), this brief session is aimed at renewing your existing skills and providing specific...

  • 3/29

    Surgent's Hiring and Firing of Employees - What You Can and Cannot Do (WEB83817)

    Online | Michael J. Tucker, CPA, Ph.D | Credits: 2

    There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply...

  • 3/30

    Excel Formula Expert Series - Text, Date & Time (WEB84717)

    Online | Bryan Smith | Credits: 2

    Did you know that Excel 2010 has 402 functions and Excel 2013 has 453 functions? Did you know there are 12 different function categories? Did you know you could create your own functions? In this webinar, we will focus on Text functions and Date & Time functions. In the Text function...

  • 3/30

    Excel Basic Series - Design & Efficiency (WEB84817)

    Online | Bryan Smith | Credits: 2

    Microsoft Excel is one of the most powerful programs available for CPAs. It includes many time-saving techniques that most CPAs never put into practice. This course is designed to help you get up and running on Excel quickly and efficiently. Even if you have used Excel for years but never...

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