CPE & Event Calendar

Wineries are navigating significant material shortages and increased costs. The course will discuss the economic, political, and environmental challenges facing the wine industry.

Explore the latest challenges and solutions faced by the construction industry and the CPAs who work with them. Learn about the latest updates and emerging issues in accounting practices, as well as critical economic updates to be aware of. Gain the latest in industry knowledge from leading experts in the construction field.

This course covers the ethical and practical aspects of assessing materiality in preparations, compilations and reviews, plus financial statement preparation in industry. This course fulfills the 4-hour ethics education requirement. Alternatively, it provides four hours of credit towards the accounting and auditing requirement. CalCPA Members: This course qualifies for the four hours of free ethics credits per membership year. Learn more .

This course explains the wine industry market trends and activities in that environment, such as the Global Beverage Alcohol merger, Acquisition Advisory firm?, Pre-transaction valuation, and Strategic Advisory Services.

Did you miss the conference? Don't worry! Here's an excellent opportunity to stay up-to-date with timely updates related to the nonprofit market from industry and public accounting experts at your convenience. This year's sessions are packed with valuable insights, covering a wide range of topics including emerging tax issues, efficient controls, and managing private endowments. You'll enhance your knowledge of crucial updates in accounting, auditing, legal matters, taxation, and regulations that are specifically relevant to the nonprofit sector.

If you missed our live ADVI$OR: Personal Financial Planning Virtual Conference, now's your chance to catch all the sessions on your own schedule! Together, we will explore the impact of the election, COVID-19, and natural disasters on the PFP industry, as well as topics such as communicating with clients in a virtual world, eldercare issues and longevity planning, the generational impact on clients and succession, and more.

?CalCPA's annual conference brings together industry and public accounting experts to deliver timely updates surrounding the nonprofit market. Engage with speakers who lead sessions covering topics ranging from new and developing tax issues to effective controls and private endowments. You'll gain a renewed understanding of pertinent accounting, audit, legal, tax and regulatory updates relevant to this sector.

Using case problems and analyses of questions, explore the relationship between issues that face start-ups and small businesses and fraudulent financial reporting. We'll examine the associated risks of fraud and how to address these risks. This course is ideal for CPAs that provide accounting services to start-ups and small businesses in industry or as a practitioner performing preparations, compilations or reviews.

The wine industry is facing serious market challenges due to rising material costs and shortages. This course will explore these issues from a CFO's perspective, looking at the current market trends and how they are impacting wineries' bottom line. It will also discuss potential strategies to help wineries navigate through this difficult period of financial uncertainty.

The healthcare industry in the United States marches on its evolutionary path, and political, economic, and legislative challenges will influence its future. This lesson explains the process of Telehealth, the documentation required and the environment around this new modality of the healthcare industry.

You'll never think about fraud the same way again after this session examining the psychology of both investigators and perpetrators. This story-based presentation will use first-hand accounts and the latest research to show why some traditional investigational practices are more harmful than helpful. This two-part series will expose myths and dangers lurking in our assumptions about fraud. We'll explore misunderstandings about skepticism and learn how auditors and investigators may unwittingly assist the same fraud schemes they are trying to thwart. We will challenge the "sacred cows" of the industry and help us develop more effective thinking approaches for fraud investigation, detection and deterrence. This course is Part 1 of a 2 part series.

Prepare to revolutionize your understanding of fraud in the second course of this two-part series. This session navigates the intricacies of Ethical Fading and Emotional Immune Systems among investigators and perpetrators-understanding how they influence auditors and investigators, often unintentionally supporting the fraud they strive to halt. Through compelling narratives and cutting-edge research, we'll unveil the flaws in traditional investigative methods, shedding light on their potential harm, and dismantle myths and uncover the concealed dangers rooted in our preconceptions about fraud. Brace yourself to challenge industry norms as we debunk established beliefs and equip ourselves with innovative strategies for more effective fraud investigation, detection, and prevention. Note: This course constitutes Part 2 of a comprehensive 2-part series.

Surgent's Unlimited Self-Study PackageSurgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits. As a member, you pay just $399.00 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 over 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 material 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 deliveryWhat’s included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref=

Surgent's Unlimited Webinar PackageSurgent's Unlimited Webinar Package get 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 $525.00– 30% off Surgent’s retail price!Why Choose the Unlimited Webinar Package?• Get unlimited access to over 1200 webinars • Enjoy 12 months 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 (certificates delivery within 24hours)• 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 instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses 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= 

Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recently issued AICPA auditing and attest standards that will be effective for December 31, 2022 audits and beyond. Next, the course will review ethics interpretations recently issued by the Professional Ethics Executive Committee and review the current status of the AICPA's proposed Statements on Quality Control Standards.

In addition to being experts on the nuts and bolts of accounting and auditing, experienced auditors must also be aware of the emerging trends in our industry, as well as those complex topics with which we don't need to deal on an everyday basis. In this session, we'll cover some of those emerging and challenging topics. First, we'll review technology hot trends and how they will likely impact your clients and how you will need to address them in your audit risk assessments and procedures. Next, as the FASB continues to implement more opportunities to value assets and liabilities at their fair value, we'll review the accounting definition of fair value and how it's determined. Lastly, we'll review two areas that use fair value concepts pervasively, accounting for business combinations and asset impairment. With a sound understanding of the basic accounting concepts related to these complex topics, auditors will be able to significantly enhance the level of services that they can provide to their clients. (Please Note: This module is part of Surgent's Audit Skills Training: Level 4.)

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.

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.

Professional conduct and ethical behavior are really the backbone of the entire accounting and auditing profession. These components form the foundation upon which our creditability with the general public is built, without which, there is no profession. Whether you are a practitioner in public accounting or business and industry, you must always act in accordance with the requirements that define professional conduct and ethical behavior. This course fulfills the Alaska Board of Public Accountancy (Board) requirement that an applicant for renewal of a current license shall have completed 4 hours of continuing professional education in ethics within the 2-year license period immediately before the renewal period. The course provides a foundational understanding of ethics and ethical behavior; an overview of the core principles of professional conduct -- integrity, objectivity, and independence; and a review of Alaska Public Accountancy Statutes (AS 08.04) and Regulations (12 AAC 04). The overall objective of this course is to contribute directly to your professional competence as an Alaska CPA.

Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting matters including private company standard setting activities; a review of ASU No. 2016-02, the FASB's new lease accounting standard; hot topics related to ASC 606; and a review of ASC 326, the soon-to-be-effective guidance on credit losses.