CPE Catalog & Events
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Financial Decisions that Led Two Businessmen to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
On the Dash: Why Your Nonprofit Needs a Dashboard
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Online
1.00 Credits
Member Price: $39
Dashboard uses and best practices in designing visualizations Trends in dashboard design, including new technologies and automation Enhancing transparency and clear communication with nonprofit board members and other stakeholders
Financial Planning: Auto & Homeowners Insurance
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
Surgent’s Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Online
1.00 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Accounting Treasury Finance
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook
IFRS vs. US GAAP - Major Accounting Differences
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Online
2.00 Credits
Member Price: $89
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
Failure to Detect Fraud and the Reasons Why
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Online
2.00 Credits
Member Price: $89
Fraud Detection Challenges Fraud Characteristics Fraud Indicators Audit Responsibilities Fraud Risk Recognition Responding to Suspected Fraud
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Surgent's Section 529 Plans: A Comprehensive Guide
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Online
2.00 Credits
Member Price: $99
529 plan structure, requirements, and tax treatment Qualified education expenses, K–12 allowances, and student loan limits Contribution rules, gift-tax interactions, and the five-year election Distribution rules, penalties, and coordination with financial aid State tax considerations and recapture issues SECURE Act 2.0 529-to-Roth IRA rollover provisions Grandparent-owned 529 plans and FAFSA implications Multigenerational and dynasty 529 planning strategies Common challenges, risks, and practical decision frameworks
Surgent's Tax Research
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Online
2.00 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Member Price: $149
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
NotebookLM Use Cases for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:NotebookLM fundamentals: notebooks, sources, prompts, and outputsTurning financial PDFs into searchable, conversational knowledge basesAudit and assurance use cases: workpaper synthesis and issue trackingTax and regulatory research: comparing guidance across sourcesCross-referencing: tracing claims back to documents for defensibilityDrafting deliverables: memos, client notes, and executive summariesRisk controls: confidentiality, data handling, and “trust-but-verify” habits
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Member Price: $79
Accounting and Finance
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $89
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions