CPE Catalog & Events
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Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Online
2.00 Credits
Member Price: $89
Leadership foundations Leading downward Leading upward Practical leadership tools
Thinking Like an Auditor When Preparing Your Financial Statements
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Online
2.00 Credits
Member Price: $89
Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Invest in Your Mental Health and Avoid Burnout
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
Fraud Case Studies: Professional Misbehavior in the 21st Century
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Online
4.00 Credits
Member Price: $149
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
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
Taking a Global View of Professional Ethics
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Online
2.00 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $89
Inventory accounting GAAP Methods for dealing with variances
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Considerations of Fraud
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Online
2.00 Credits
Member Price: $89
AU-C 240 Auditing Yellowbook
How to Audit Cash
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
Individual Tax Update: OBBA and Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $89
Competitive bids Achieving target profitability
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job
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Online
2.00 Credits
Member Price: $89
Ethics Resolving Conflict
Master the Art of CPA Communication: Boost Your Influence!
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication
Advanced Staff Tax Training: Individual 26-27
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Online
8.00 Credits
Member Price: $329
• Taxation of investments • Reporting of business income and losses from pass-through entities including loss limitations • Non-income taxes that impact individual income tax returns • Retirement contributions and planning • Alternative Minimum Tax (ATM) • Social Security taxation • Charitable contribution planning with limitations
2025-2026 Federal Tax Updates - Business Entities
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Current business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
Member Price: $319
Professional standards Audit planning Risk assessment and control testing Documentation best practices for investments and plan expenses Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable Participant data and participant accounts Initial audits, plan mergers, and other issues
Surgent's Individual and Financial-Planning Tax Camp
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Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Tax Bill Act Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people