CPE Catalog & Events
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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Online
2.00 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Advanced Cost Accounting
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Online
2.00 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
Member Price: $79
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Excel - Two Must Know Features: Defined Names & Tables
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsStructured calculations in Excel Tables
2024 Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Member Price: $129
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Introduction to Governmental Accounting
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Online
2.00 Credits
Member Price: $79
Fund Accounting MD&A ACFR
CFO Career Upgrade with LinkedIn
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Cost and Pricing Models: Creating an Effective Tool
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Online
2.00 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
IRS Highly Effective Penalty Relief Strategies
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:The basis for penalty reliefDiffering options for penalty reliefEmploying an effective strategy using different forms of penalty reliefAppealing any proposed rejectionsA clever penalty relief strategy for full pay case
2024 Practical Ethics and Circular 230 Compliance for CPAs
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Online
4.00 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Member Price: $39
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Member Price: $59
Accounting Finance SG Operations