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CPE Catalog & Events

Showing 12874 Webcasts Results

Ethical Intelligence for Artificial Intelligence

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Benefits and pitfalls of artificial intelligence in the accounting professionSelecting and utilizing artificial intelligence resourcesApplying professional skepticism to resultsMaintaining independence while utilizing artificial intelligenceUpholding client confidentialityData security and retentionCitation of sources and related reporting considerationsApplication of the AICPA Code of Professional ConductEthical considerations when crafting policies and establishing best practices

Disrupt to Dominate: Mastering Change Leadership

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios

Guide to Preparing Form 1041 for Estates and Trusts

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Online

4.00 Credits

Member Price: $159

Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries

Hot Topics Audit & Attest Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

Ethical Considerations in Working with Cannabis

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Online

1.00 Credits

Member Price: $55

The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance

The Controllership Series - The Controller's Role in Pro Forma Financial Statements

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Online

1.00 Credits

Member Price: $59

Accounting Finance

Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?

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Online

2.00 Credits

Member Price: $109

Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies

Surgent's Depreciation Rules for Bonus and Section 179 Expensing

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Online

2.00 Credits

Member Price: $99

Bonus depreciation for acquisitions and construction History of qualified property categories and QIP The CARES Act and related Rev. Procs.  Section 179 expensing Energy incentives  The tangible property regulations 1031 exchanges Strategic hierarchy 

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

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Online

2.00 Credits

Member Price: $99

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

Understanding the New Forms K-2 and K-3

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

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Online

4.00 Credits

Member Price: $159

Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0  A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

Internal Controls Over Compliance vs Compliance

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Online

1.00 Credits

Member Price: $59

Compliance Supplements Yellowbook Accounting

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

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Online

2.00 Credits

Member Price: $99

Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)

CFO Solutions to IRS Problems

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.

How Much Are Your Ethics Worth?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

Generative AI Strategy for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation

Surgent's Foundations of Cybersecurity for Financial Professionals

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Online

2.00 Credits

Member Price: $119

Financial professionals’ roles in cybersecurity risk management Foundational terminology and principles (e.g., risk management, threat actors) Real-world case studies of cybersecurity strategies in financial settings Integrating cybersecurity into financial reporting and compliance Understanding the dynamic cybersecurity threat environment

What's Going on at the AICPA (2025)

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Online

3.00 Credits

Member Price: $129

EBP Audits Auditing AICPA

Effective Coaching Strategies for High Performance

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Online

4.00 Credits

Member Price: $159

Coaching Effective Communication Problem Solving Use of AI as a coaching tool

Ethics and Technology for CPAs

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.