CPE Catalog & Events
Financial Acumen for Today's HR Leader
-
Online
2.00 Credits
Member Price: $79
Financial Statement Insight Trend Analysis Financial Benchmarks
Ethical Practices and Responsibilities Under Circular 230
-
Online
2.00 Credits
Member Price: $109
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
-
Online
2.00 Credits
Member Price: $99
Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing
Surgent's Hiring New Workers and Payroll Taxes
-
Online
2.00 Credits
Member Price: $99
Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance
Global Internal Audit Standards (GIAS) Domain IV - Part 1
-
Online
2.40 Credits
Member Price: $109
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Surgent's Current Issues in Accounting and Auditing: An Annual Update
-
Online
4.00 Credits
Member Price: $159
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
-
Online
3.00 Credits
Member Price: $159
Leadership Management
Determining Reasonable Compensation for Owner Employees
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
Surgent's Basics of Employment Law for Non-HR Professionals
-
Online
4.00 Credits
Member Price: $159
How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
2025 Accounting & Auditing Update for Small Businesses
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Introduction to Single Audit
-
Online
2.00 Credits
Member Price: $109
Single Audit Accounting & Auditing Yellowbook
Auditing For Fraud
-
Online
2.00 Credits
Member Price: $109
Auditing Fraud
What's Going on at the GASB
-
Online
3.00 Credits
Member Price: $99
Leases SBITAs Public Private Partnerships Revenue & Expense Recognition Financial Reporting Model
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
Ethical Tax Practice Strategies in a Crisis World
-
Online
2.00 Credits
Member Price: $109
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Global Internal Audit Standards (GIAS) Domain IV - Part 2
-
Online
2.00 Credits
Member Price: $109
Internal audit Standards GIAS Accounting Auditing
Google Gemini AI for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
When Leadership Fails
-
Online
2.00 Credits
Member Price: $109
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Introduction to Yellow Book
-
Online
2.00 Credits
Member Price: $109
AICPA Code of Professional Conduct Accounting & Auditing Yellowbook
Implementing an AI-Enabled Marketing Strategy for Your Firm
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Module 1: Introduction to AI in Marketing The Basics of AI – Concepts and TerminologyModule 2: Leveraging AI Tools and Technologies Overview of AI Tools for MarketingModule 3: Practical Strategies for AI Integration Integrating AI into Your Marketing WorkflowModule 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven CampaignsModule 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in MarketingModule 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy