CPE Catalog & Events
Surgent's Management Fundamentals
-
Online
4.00 Credits
Member Price: $159
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Governmental and Not-for-Profit Annual Update
-
Online
8.00 Credits
Member Price: $349
GASB update Not-for-profit accounting update Revenue recognition in not-for-profits FASB's lease standard FASB update Auditor's report and conforming changes Auditing Standards Board update Governmental auditing update
ChatGPT for Accountants: 50+ Use Cases
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders
-
Online
1.00 Credits
Member Price: $75
What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways
Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Member Price: $59
Compliance Supplements Yellowbook Accounting
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Online
1.20 Credits
Member Price: $59
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
White-Collar Crime: What Every CPA Should Know
-
Online
2.00 Credits
Member Price: $109
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Upholding Independence While Holding Your Client's Hand
-
Online
2.00 Credits
Member Price: $109
Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters
Advanced Negotiations: Never Split the Difference
-
Online
2.00 Credits
Member Price: $109
Negotiations Business Management
Surgent's Ethics for Tax Professionals
-
Online
2.00 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Excel Tables and Conditional Summing
-
Online
2.00 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Surgent's Tax Research - Intermediate Concepts
-
Online
2.00 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Expand Your Analytical Toolbox More Tools for Success
-
Online
4.00 Credits
Member Price: $159
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
How Fraud Can Affect Smaller Organizations
-
Online
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
ACPEN Signature 2025-2026: Business Fraud Update and Managing the Risk of Fraud
-
Online
8.00 Credits
Member Price: $300
Business Fraud Fraud Risk Management and Fraud Risk Assessments Data Analytics and Digital Analysis Providing Forensic Services Conducting Investigations
Accounting for Digital Assets Under U.S. GAAP: Crypto lending and borrowing
-
Online
1.00 Credits
Member Price: $75
What is crypto lending? The meaning of commonly used crypto lending terms How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements Which disclosures are applicable based on the facts and circumstances FASB ASU No. 2023-08, Intangibles-Goodwill and Other-Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets
The Controllership Series - Addressing Budgeting Uncertainty
-
Online
1.00 Credits
Member Price: $59
Accounting Finance
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
Online
1.50 Credits
Member Price: $79
Accounting Finance Cashflow
The Psychology of Fraud
-
Online
1.50 Credits
Member Price: $79
Fraud Fraud Triangle
Benford's Law and Other Digital Analysis Techniques
-
Online
1.80 Credits
Member Price: $109
Benford’s Law Digital Analysis Data analytics