CPE Catalog & Events
2024 Accounting & Attestation for ESG
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Online
2.00 Credits
Member Price: $79
ESG Sustainaibility
2024 Spring Tax Review with Doug Van Der Aa
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Online
4.00 Credits
Member Price: $129
Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers Individual taxpayer credits Tax depreciation update Significant IRS rules and court decisions impacting individuals, corporations and partnerships
Ethics: How Successful CPAs Use AI The Right Way
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPTThe role that five powerful principles - the principles of ethical intelligence - play in using AI the right wayShort writing exercises (30 seconds each) that will deepen your understanding of the topicAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence
Communicating Financial Information to Non-Accountants
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Online
2.00 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
Build a Data Model for Analysis in Power BI
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
Member Price: $213
5-step process for recognizing revenue
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Online
8.00 Credits
Member Price: $299
Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
2024 Yellow Book Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
Surgent's Building Your Personal Brand
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Online
1.00 Credits
Member Price: $79
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Inventory Accounting GAAP, Software and Variance Recognition
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Online
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Surgent's Schedules K-2 and K-3: Filing Requirements
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Online
2.00 Credits
Member Price: $99
IRS goals in requiring these schedules Detailed discussion of the domestic filing exception for 2023 tax year Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on client situations encountered in practice
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Online
2.00 Credits
Member Price: $99
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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Online
2.00 Credits
Member Price: $79
Ethics Leadership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
2024 Tax Depreciation: Review & Update
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Online
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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Online
8.00 Credits
Member Price: $225
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
Surgent's Adapting to Today's Changing Accounting Landscape
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Online
1.00 Credits
Member Price: $59
Evolving accounting landscape Data complexity in accounting and tax Value-added billing Artificial Intelligence Shifting client expectations Navigating regulatory uncertainty The impact of accountants on society Embracing change and innovation Pipeline challenges