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CPE Catalog & Events

Showing 12857 Webcasts Results

Using Psychology Secrets to Love your life and Get More Done

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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

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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

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

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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

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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

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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

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Online

1.00 Credits

Member Price: $79

Accounting Finance Skills

Surgent's 2025 Tax Update for Client Advisory Services

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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

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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

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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

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Online

4.00 Credits

Member Price: $159

Business Management Organization  

Complete Guide to Analyze Data with Excel PivotTables

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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.

Excel Tips & Tricks for the Non-Accountant

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Online

2.00 Credits

Member Price: $109

Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks

Synchronize Your Files to the Cloud with SharePoint -Updated

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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

Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework (IPPF)

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Online

1.60 Credits

Member Price: $109

Accounting Internal Controls Internal Audit Standards

Ethical Intelligence for Artificial Intelligence

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Online

2.00 Credits

Member Price: $109

Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations

Introduction to Yellow Book

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Online

2.00 Credits

Member Price: $109

AICPA Code of Professional Conduct Accounting & Auditing Yellowbook

Accounting and Disclosure Issues After a Natural Disaster

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Current and noncurrent asset impairment. Insurance claims and related recoveries. Debt and liquidity issues. Government assistance and relief. Subsequent Events. Lease modifcations. Other matters.

Surgent's Excel Budgeting Ideas

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Online

2.00 Credits

Member Price: $99

Set up an in-cell drop-down list of budget methods  Change the calculations in the cells based on the selected budget method  Use names in worksheets

Surgent's Food, Beverage, and Entertainment Expensing

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Online

2.00 Credits

Member Price: $99

The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment

SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement

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Online

3.00 Credits

Member Price: $129

How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality