CPE Catalog+Events

When the leadership in any organizations carries out their responsibilities of establishing, maintaining and monitoring internal controls, it significantly reduces the possibility of fraud occurring.  When and if it does occur, a good system of internal controls will often detect it early on.  This presentation is an illustration of what can happen when top management fails to carry out their responsibility of protecting an entity’s assets through a good system of internal controls. Speaker - Dennis Dycus

More Dates

A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and efficiency. In today’s digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process and how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary’s books and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash, and the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages and accruals for vacation time, account reconciliations, deprecation and overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.   Speaker - Lynn Fountain

More Dates

The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023).  It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow.  It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design and implement fraud control activities. How to establish reporting mechanisms and investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed.  All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management. Speaker - David Cotton

More Dates

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level. Speaker - Arthur Werner

More Dates

Surgent's 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 format--plus unlimited CPE credits! This is the only package that includes premium Surgent courses, such as late-breaking tax updates and specialized courses. 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 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.  Pricing:  As an LCPA member, you pay just $675– 25% off Surgent’s retail price!Package includes 12 months of access to: Over 8,000 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Why Choose the Unlimited Plus Package? Get unlimited 12-month access to ALL live webinars PLUS unlimited access to all self-study courses (including downloadable PDFs and on-demand webcasts).  This package provides the best of both worlds: choose either interactive, instructor-led courses (with no exams) or self-paced, anytime-available learning for any topic you need! This is the ONLY Surgent package that includes access to all on-demand webcast Surgent webinars and self-study courses are constantly updated so no matter what format you pick, you'll get the latest information you need for your professional practice What Is Included in the Package? View all courses View webinars only View self-study courses only

Surgent's Unlimited Webinar PackageGet unlimited access to Surgent's 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 an LCPA member, you pay just $525 – 30% off Surgent’s retail price! 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. This package is valid for one full year from the date of purchase.  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!  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. What’s included? Click here to view the current course list. *Note: this package does not include premium webinars.