CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Interviewing, Onboarding and Training 101
-
Online
1.00 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
-
Online
1.00 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
White-Collar Crime: What Every CPA Should Know
-
Online
2.00 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Risk Wrangling: Surviving the Modern Business Rodeo
-
Online
2.00 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation
Tax Procedure
-
Online
2.00 Credits
Member Price: $89
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Self-Rental Real Estate: Passive Activity & Section 199A
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Surgent's Managing Up the Ladder
-
Online
2.00 Credits
Member Price: $99
Influence, persuasion, and power Navigating without position power
Surgent's Virtual Currency: Keeping Up with the Tax Code
-
Online
2.00 Credits
Member Price: $119
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
Building Personal Leadership Skills
-
Online
4.00 Credits
Member Price: $149
Leadership Personality Types Communication Uses of AI in the work place
Yellow Book Independence and Single Audit Fundamentals
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Introduction to Yellow Book: 8-Credit Boot Camp
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
The Current and Future Landscape of Audit Technology
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explore the transformative impact of technology on the audit profession in this forward-looking courseGain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automationNavigate the evolving audit landscape with confidence and adaptability
Corporate Finance Technology Selection: Practical Frameworks
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Business Etiquette & Mindfulness
-
Online
1.20 Credits
Member Price: $39
Communication Business Etiquette
Making Effective Decisions When You Can’t Get Everything You Want
-
Online
2.00 Credits
Member Price: $89
Decision-making fundamentals Cost-volume-profit refresher Optimization analysis Constraint mitigation strategies Coping with incomplete information Solver and other Excel capabilities Qualitative considerations
Making Effective Decisions When You Can't Get What You Want
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Decision-making fundamentalsCost-volume-profit refresherOptimization analysisConstraint mitigation strategiesCoping with incomplete informationSolver and other Excel capabilitiesQualitative considerations
Taxation of Business Entities
-
Online
2.50 Credits
Member Price: $99
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Ethical Intelligence: Global Case Studies & Standards 26-27
-
Online
4.00 Credits
Member Price: $175
• Ethical Responsibilities for CPAs • AICPA Code of Professional Conduct • PCAOB Independence & Ethics • Sarbanes—Oxley Act • Circular 230 • Foreign Corrupt Practices Act • Whistleblower & Reporting Duties (incl. Dodd-Frank) • California State Board Ethics & Enforcement • Data Privacy & Confidentiality (CCPA/CPRA)
Optimize Your Staff's Performance
-
Online
4.00 Credits
Member Price: $149
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Accounting Fraud 26-27
-
Online
8.00 Credits
Member Price: $329
• The elements of fraud and the Fraud Triangle Theory • Types of fraud with a focus on management fraud • Best practices in fraud detection and deterrence