CPE Catalog & Events
Society Events are In-Person or Via NVCPA Hosted Zoom - All times listed in PST (cancellation policies apply, contact NVCPA for details.)
Surgent's Basics of Employment Law for Non-HR Professionals
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Webinar
4.00 Credits
Member Price: $159
How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
Surgent's Successfully Completing a Gift Tax Return -- Form 709
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Webinar
2.00 Credits
Member Price: $99
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Webinar
4.00 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value
CFO Series - April 2025 Webinar Bundle
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Webinar
8.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: Changing Corporate Culture: How to Improve it?CPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Jane Mims, Ph.D.Date: Friday, April 4, 11:00 amDescription: Every organization, team, and family have its own unique culture. Additionally, everyone within each business, team, and family has their own definition for what the culture is or should be. We will review several types of culture, what makes each type work, what can destroy them, and how to shift and shape your actions to transform the culture. Learn how to shift the culture without demanding major changes in the individuals, how to reduce resistance to change, and create a culture with low fear and high confidence - which translates into higher levels of productivity, profitability, and lower turnover. The best employees actively seek out organizations with the best cultures. Culture matters. Week 2: CFO Series: Lease or Buy, Debt or Equity – the Decision?CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, April 11, 11:00 amDescription: Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset, or buy it outright? How do we analyze this decision? How can we survive financial distress? These are all topics that every enterprise faces. In this seminar we will look at theory and practice to help resolve the dilemmas. If you are involved with financing the organization, this seminar is essential. Week 3: CFO Series Beyond the Boardroom Best Governance Practices CPE: 2Field of Study: AuditingDiscussion Leader: Rob Berry, CPADate: Friday, April 18, 11:00 amDescription: Balancing financial responsibilities with ethical leadership and governance practices can often seem daunting, particularly in smaller organizations. In this session we will discuss practical skills needed to lead with accountability, set high ethical standards, how to engage with the Board effectively, and drive true governance practices that go beyond buzzwords. Numerous organizations have embraced better governance because it is needed and is effective. We will discuss why better governance is imperative and how to implement the best governance practices. Week 4: CFO Series: Design Incentive Compensation Plans That Work!CPE: 2Field of Study: Finance, Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, April 25, 11:00 amDescription: Incentive plans change behavior, but do they really incentivize the performance we want? This seminar will examine incentive plans to see which ones work and which do not. We will also examine difficult issues, such as what happens when we have upper and lower limits on incentives. How do we recognize performance in divisions facing different challenges? Sadly, too many incentive plans do not achieve the intended goals. Learn from the many mistakes made by others so your incentive plans will work as planned!
Surgent's Annual Accounting and Auditing Update
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Webinar
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Surgent's Predicting Future Financial Issues Facing the Financial Executive
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Webinar
8.00 Credits
Member Price: $279
CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Webinar
2.00 Credits
Member Price: $99
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
CFO Series: Changing Corporate Culture: How to Improve it?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The eight types of corporate cultures.Determining which culture(s) exist in your organization.How to introduce change in an acceptable way.What are core values, and why they are so important?What kind of culture(s) fits in the organization?Where do you need the culture to develop so the organization can thrive?Why people are so resistant to change?What is the 'right' speed for change?How to grow your team into a better culture.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Webinar
8.00 Credits
Member Price: $299
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including SAS 136 implementation Common mistakes as noted in peer reviews and DOL inspections
Surgent's Project Management: Tips, Tricks, and Traps
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Webinar
4.00 Credits
Member Price: $159
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Webinar
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Side-Hustle CFO
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
Surgent's Coaching Skills for Managers and Supervisors
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Webinar
4.00 Credits
Member Price: $139
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Lessons Learned from Successful Companies
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Webinar
2.00 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams
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Webinar
2.00 Credits
Member Price: $99
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Webinar
2.00 Credits
Member Price: $99
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Webinar
4.00 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Surgent's Preparing Not-for-Profit Financial Statements
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Webinar
8.00 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more The impact of FASB ASC 842, Leases, on not-for-profits
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $99
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Surgent's A Complete Guide to Offers in Compromise
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Webinar
2.00 Credits
Member Price: $119
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams