CPE Catalog & Events
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Revenue Recognition in an Environment of Uncertainty
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Online
2.00 Credits
Member Price: $89
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Business Tax Update: OBBA and Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Smarter Tax Services with Artificial Intelligence (AI) Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it worksIdentify where AI can be incorporated into tax research, planning, and compliance servicesDiscover new opportunities to enhance your client advisory tax services with AI toolsReview the market of emerging and AI enhanced tax software toolsLearn about the newest generation of AI enable 1040 source document collection and organizer applicationsReview specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services
Surgent's IT Governance and Risk Management
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Online
2.00 Credits
Member Price: $99
The role of IT governance within an organization IT governance principles IT risk identification and assessment methods IT control frameworks (e.g., COBIT, ITIL) IT general controls and application controls Business process management Change management
World-Class Cost Accounting: A Practical Application Part 2
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Online
4.00 Credits
Member Price: $149
Classifying manufacturing overhead costs into 5 cost types Selecting the bases for tracing overhead costs to products Period Manufacturing Inefficiencies cost of sales - categories and costing Segregating inventory for costing and analysis Accounting for variances - budgeting, analyzing, timing for recording
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
AI & Accounting in Retail
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Online
1.50 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Member Price: $79
Accounting Sales Collections
Internal Control Fundamentals
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Online
2.00 Credits
Member Price: $89
COSO Yellowbook Auditing
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
The Preparation of Form 709 - Line-by-Line
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Online
2.00 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.20 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
Becoming a Fractional CFO: What to Do and How?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Do you have what it takes to be a successful fractional CFO?Should you be a solo practitioner or join a larger firm? 1099 versus W2?What skills are needed to be successful?Sales, marketing, etc.What are some of the ‘red flags’?Typical assignments and issues a fractional CFO will likely encounterThe greatest opportunity for fractional CFOs?Understanding your value
Accounting & Attestation for ESG
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
The Controllership Series - The Controller’s Skillset
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Online
1.00 Credits
Member Price: $39
Accounting Finance Skills
Understanding the Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $39
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
The Radar Phenomenon
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Online
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.60 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance