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Beyond the Basics: Financial Ratios You Might Be Overlooking

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool

The Controller Function - Cash and Investments

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Online

1.40 Credits

Member Price: $59

Accounting Finance

Ethical AI Practices for CPAs: Ensuring Responsible Use

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures

Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26

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Online

2.00 Credits

Member Price: $99

Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips

Fraud Stories Series January 2026

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Online

2.00 Credits

Member Price: $99

Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management

Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

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Online

4.00 Credits

Member Price: $159

AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation

Building Personal Leadership Skills

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Online

4.00 Credits

Member Price: $159

Leadership Personality Types Communication Uses of AI in the work place

Exploring the New Lease Accounting Standard

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

Cash Management: Strategies for Long-Term Success

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Online

2.00 Credits

Member Price: $109

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

What Does Fraud Look Like?

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Online

2.00 Credits

Member Price: $109

Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there

Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities

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Online

3.00 Credits

Member Price: $149

How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation

Forensic Accounting: Finding Hidden Treasure in Tax Returns

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads

Compilation, Preparation and Review Basics and Peer Reviews

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.

IRS Cybersecurity Checklist

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Online

2.00 Credits

Member Price: $109

Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap

Surgent's Taking Advantage of Like-Kind Exchanges

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Online

2.00 Credits

Member Price: $99

Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824

Global Internal Audit Standards (GIAS) Domain III - Part 1

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Online

2.50 Credits

Member Price: $109

Internal Audit GIAS IPPF Standards Accounting Internal Controls

AI Prompt Engineering Masterclass for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.

Asset Misappropriation - Let Me Count the Ways

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Online

2.00 Credits

Member Price: $109

Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there

SAS 145 - Risk Assessment

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Online

1.00 Credits

Member Price: $59

SAS 145 Yellowbook Auditing

Global Internal Audit Standards (GIAS) Domain III - Part 2

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Online

2.00 Credits

Member Price: $109

Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting