CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Business Longevity: Stabilize, Strengthen, and Succeed
-
Online
4.00 Credits
Member Price: $149
Business Management Strategic Planning The role of AI in Business
Multistate Taxation - Issues and Planning Opportunities
-
Online
8.00 Credits
Member Price: $250
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
-
Online
2.00 Credits
Member Price: $89
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Supervision/Management Competencies: An Ethical Approach
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
Applying AI in A&A: Creating Effective Prompts
-
Online
1.00 Credits
Member Price: $49
Leveraging artificial intelligence in A&A Writing effective prompts. How an effective prompt improves results. Examples of effectively written prompts.
Predictive Accounting - Driver-Based Budgeting and Rolling Financial Forecasts
-
Online
2.00 Credits
Member Price: $89
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
A Guide to Sampling - Part 2
-
Online
2.00 Credits
Member Price: $89
Auditing Yellowbook
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
-
Online
2.00 Credits
Member Price: $99
• Cash flow management • Insurance, investment, income tax, education, retirement and estate planning • Understanding client issues, diagnosing client exposures and determining client solutions • Closely held business owner strategies
Profiles in Fraud
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes
Surgent's Taking Advantage of Like-Kind Exchanges
-
Online
2.00 Credits
Member Price: $99
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
Creating A Coaching Leadership Style
-
Online
3.00 Credits
Member Price: $109
What the Coaching Leadership Style Coaching Leadership Style Competencies Solution Focused Coaching Framework Leadership Competency Pillars Historical and Current Views of Coaching Coaching Culture Definition and Framework Coaching Results Measuring Success of Coaching
IT Controls & SOC Reporting in Financial Audits
-
Online
3.00 Credits
Member Price: $109
SOC Reporting Information Technology General Controls (ITGC) Audit Reliance
Forensic Accounting: Court Approved Methods of Proof
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Navigating IRS Collections: The Collection Process
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
-
Online
4.00 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships
Fraud Case Studies: 21st Century Professional Misbehavior
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
Surgent’s Weekly Expert Hour
-
Online
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
A Strategic Approach to Understanding Compensation Structures
-
Online
1.50 Credits
Member Price: $79
Compensation
Benford’s Law and Other Digital Analysis Techniques
-
Online
1.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Online
2.00 Credits
Member Price: $89
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87