Skip to main content

CPE Catalog & Events

Showing 12854 Webcasts Results

Take Command of your Time

-

Online

2.00 Credits

Member Price: $89

The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)

Beyond the Basics: Financial Ratios You Might Be Overlooking

-

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 - Strategic and Annual Planning

-

Online

1.20 Credits

Member Price: $59

Accounting Finance Auditing

Introduction to Forensic Accounting

-

Online

1.80 Credits

Member Price: $79

Forensic Accounting Accounting Auditing Finance

Is Activity-Based Costing the Right Tool for Your Organization?

-

Online

2.00 Credits

Member Price: $109

ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management

Surgent's Exploring Business Valuation Fundamentals

-

Online

2.00 Credits

Member Price: $99

What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models

Synchronize Your Files to the Cloud with SharePoint -Updated

-

Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

Selected Ethics Topics - 2024 - 2025

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.

Balancing Employee and Employer Rights

-

Online

1.00 Credits

Member Price: $59

Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer

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

Data Analytics: Practical Insights for Today's Accountant

-

Online

2.00 Credits

Member Price: $109

Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics

Ethics: How to Give and Receive Criticism the Right Way

-

Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way

Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services

-

Online

2.00 Credits

Member Price: $99

Communicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study

Surgent's Guide to Partner Capital Account Reporting

-

Online

2.00 Credits

Member Price: $99

How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account  Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations

Complete Guide to Analyze Data with Excel PivotTables

-

Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

Partnership Essentials: Review & Update

-

Online

4.00 Credits

Member Price: $159

Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts  Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts

2025 Not-for-Profit GAAP Update

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. 

Preparing to be a Forensic Accountant - Cloud Forensics

-

Online

1.40 Credits

Member Price: $79

Forensic Accounting Accounting Auditing Finance

The Controllership Series - The Controllers Role in Financial Forecasting

-

Online

1.50 Credits

Member Price: $79

Accounting Finance

Introduction to Forensic Data Analytics

-

Online

2.00 Credits

Member Price: $109

Data analytics Key fraud risk management guidance documents  Data analytics frameworks  Leading techniques and innovations for preventing and detecting fraud