Skip to main content

CPE Catalog & Events

Showing 12866 Webcasts Results

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

-

Online

2.00 Credits

Member Price: $99

Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position

Managing Your Money in Retirement

-

Online

3.00 Credits

Member Price: $129

Social Security Retirement Asset allocation Fraud  

Tax Season Update for Business with Steve Dilley

-

Online

4.00 Credits

Member Price: $129

Update on significant 2024-25 business tax developments and related cases and rulings Review of recent business tax provisions and their integration into tax forms Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting "gig" workers, including Form 1099-K The details on what happened to the various "sunset" provisions of the 2017 tax act

Understanding Internal Control Constructs

-

Online

4.00 Credits

Member Price: $149

The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency

Talk This Way - Communication Skills for the CPA

-

Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid

Partnership Property Distributions and the New Form 7217

-

Online

1.00 Credits

Member Price: $59

Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions

Revenue Recognition - Topic 606 Disclosures

-

Online

1.20 Credits

Member Price: $59

Revenue Recognition Accounting

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

-

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

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

Using Psychology Secrets to Love your life and Get More Done

-

Online

4.00 Credits

Member Price: $159

What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business

The Art of Marketing for CPAs

-

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

Ethics: Giving Thanks - How to Master the Art of Gratitude

-

Online

2.00 Credits

Member Price: $89

We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.

New PCAOB Quality Control Standard Overview

-

Online

2.00 Credits

Member Price: $109

Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard

AI Prompt Engineering Masterclass for Accountants

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.

The Controllership Series - The Controller's Skillset

-

Online

1.00 Credits

Member Price: $79

Accounting Finance Skills

Surgent's 2025 Tax Update for Client Advisory Services

-

Online

4.00 Credits

Member Price: $159

Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

-

Online

4.00 Credits

Member Price: $159

Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations

Surgent's Ethics for the Industry Accountant

-

Online

4.00 Credits

Member Price: $179

What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points

The Successful Family Business

-

Online

4.00 Credits

Member Price: $159

Business Management Organization  

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.