Skip to main content

CPE Catalog & Events

Showing 12944 Webcasts Results

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

-

Online

8.00 Credits

Member Price: $299

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Adobe Acrobat Tips for Working with PDF Files

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs  with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality 

PFP Update: Investment Planning in This New Era 25-26

-

Online

2.00 Credits

Member Price: $99

Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio

Ethics in the Real World 25-26

-

Online

4.00 Credits

Member Price: $175

Why model codes of ethics fail The science behind organizations Ethical DNA Understanding the psychology behind Tone at the Top The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals fixed or can we learn to improve

Current Audit Environment and ASB Activity

-

Online

2.00 Credits

Member Price: $125

Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning

Forgotten Managerial Accounting Tools for CPAs

-

Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis

Enterprise-Wide Risk Management in Accounting and Finance

-

Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.

How to Build a Custom AI Chatbot and GPT in Plain English

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants

Closely Held Business Owner Financial Planning Opportunities 25-26

-

Online

2.00 Credits

Member Price: $99

Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning

Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

-

Online

2.00 Credits

Member Price: $99

Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections

Reviewing S Corporation Tax Returns: What Are You Missing?

-

Online

4.00 Credits

Member Price: $225

Common errors made involving the following tax forms: Form 1120-S Schedule K-1 Schedules K-2 and K-3 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797

Professional Ethical Considerations for CPAs

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies

Surgent's Weekly Expert Hour

-

Online

1.00 Credits

Member Price: $59

Each week’s topics will change based on the most critical issues affecting financial professionals

Current and Upcoming FASB Issues

-

Online

1.50 Credits

Member Price: $99

FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects

Generative AI in Practice-Boost Efficiency and Profitability

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services 

Surgent's Contract Law for Accounting and Finance Professionals

-

Online

2.00 Credits

Member Price: $99

Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation

Ethics: What a CPA in Business & Industry Needs to Know

-

Online

2.00 Credits

Member Price: $89

Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business

Analyzing Financial Statements

-

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

CFO & Controller Critical Skills: Budgeting & Forecasting

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

Cultural Transformation

-

Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture