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
Financial Acumen for the HR Professional
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Online
1.00 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
To Verify or Let It Fly: What to Do About Questionable Tax Return Information
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Online
2.00 Credits
Member Price: $79
Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States U.S. v. Fairchild Conclusion
Mental Models for CPAs: How to Use Cognitive Frameworks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $118
Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
Excel - Feature Review in 100 minutes
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Trusts as Retirement Plan Beneficiaries 2024
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Online
2.00 Credits
Member Price: $89
What is the significance of the Retirement Plan Beneficiary? Primary vs. Contingent Beneficiaries Is a Trust a "Designated Beneficiary?" Is it an "Eligible Designated Beneficiary?" Why do people want to name a trust as the beneficiary? What happens when the trust beneficiary dies?
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Member Price: $59
Accounting Finance
Cybersecurity Fundamentals for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
2024 Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $129
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
Digging Deep with Excel Pivot Tables
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab
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 Reference Rate Reform
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Online
1.00 Credits
Member Price: $39
Reference Rate Reform LIBOR SOFR
2024 Risk Assessment - A Common Deficiency
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Online
1.00 Credits
Member Price: $39
Risk Assessment Common Deficiencies
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Online
1.00 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
The Controller Function - Cash and Investments
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Online
1.00 Credits
Member Price: $39
Accounting Finance
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Member Price: $59
Accounting and Finance
2024 Yellow Book Update
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Online
2.00 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
Fixing Your Chart of Accounts
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Online
1.00 Credits
Member Price: $55
Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes