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CPE Catalog & Events

Showing 12866 Webcasts Results

Consulting Services Secrets

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Online

1.00 Credits

Member Price: $59

Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants

Fraud Busters: Controls to Prevent & Detect Fraud

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them

January 2026 AI Update: ChatGPT, Prompt Query & What's Coming

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Online

1.50 Credits

Member Price: $55

Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs

Awesome Business Lessons from the Past: Learn from the Best!

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Online

2.00 Credits

Member Price: $109

The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward

Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes

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Online

2.00 Credits

Member Price: $99

Major 2025 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms

Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares

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Online

2.00 Credits

Member Price: $99

Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules

The Art of Marketing for CPAs

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Online

4.00 Credits

Member Price: $159

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

PPP Fraud and Financial Professionals

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

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Online

2.00 Credits

Member Price: $99

Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

The New AICPA Statements on Standards for Tax Services

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Online

2.00 Credits

Member Price: $109

Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

Preparing and Reviewing Workpapers for Higher Quality Audits

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Online

4.00 Credits

Member Price: $159

The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers   Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards 

Getting On Top of It All: How to Work Smarter, Not Harder - Part 2

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Online

4.00 Credits

Member Price: $159

Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all

Revenue Recognition - Allocate the Transaction Price

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Online

1.80 Credits

Member Price: $79

Revenue Recognition on Contracts with customers

Fiduciary Accounting: Fundamentals & Rules

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Online

2.00 Credits

Member Price: $109

Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements

Surgent's The CMA's Guide to Project Management

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Online

2.00 Credits

Member Price: $99

Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Getting On Top of It All: How to Work Smarter, Not Harder - Part 1

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Online

4.00 Credits

Member Price: $159

Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all

Erase the Mark: Best Practices in Penalty Abatement

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.

Effective Communication Skills

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Online

1.00 Credits

Member Price: $59

Communication Confidence Leadership

Best-In-Class Recruiting Strategies

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Online

1.00 Credits

Member Price: $59

Recruiting & Retention Talent Management Employee Engagement

Introverts Have Real Power, Why Quiet Leaders are So Successful

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Online

2.00 Credits

Member Price: $109

      What are the signs of an Introvert?     Why do we seek out extroverts?     How do we communicate?     Introvert characteristics      Secrets of public speaking for Introverts     How to help your Introverted child?     Playing to an introvert’s strengths