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CPE Catalog & Events

Showing 12943 Webcasts Results

Surgent's Weekly Expert Hour

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Online

1.00 Credits

Member Price: $59

Each week’s topics will change based on the most critical issues affecting financial professionals

IFRS SMES vs IFRS

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Online

2.00 Credits

Member Price: $109

Overview of IFRS for SMEs General pervasive similar concepts Differences with financial instruments Differences with business combinations Differences in investments in other entities Differences in intangible assets Differences in income taxes Differences in employee benefits Differences in revenue and expenses 

Analytical Procedures: Practical Applications and Standards

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Online

2.00 Credits

Member Price: $109

Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures

Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information

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Online

2.00 Credits

Member Price: $119

CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance

The Seven High Quality Questions that Lead to Success & Solutions

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Online

2.50 Credits

Member Price: $109

Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models  

AI for CPAs - How it Works and How to Apply it

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Fundamentals of machine learning and AI algorithmsHow generative AI models like ChatGPT functionPractical examples of generative AI in accounting, finance and taxKey terminologies and concepts simplifiedAI Agents for process automation

S Corporation Essentials: Review & Update

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Online

4.00 Credits

Member Price: $159

Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions

Corporate Transparency Act Developments

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

Achieving Balance in Work and Life - Part 2

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Online

4.00 Credits

Member Price: $159

Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2

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Online

4.00 Credits

Member Price: $159

How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle

SECURE Act 2.0: What You Need to Know

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Online

1.00 Credits

Member Price: $59

Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage

Revenue Recognition Topic 606 - Identify Performance Obligations Part 1

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Online

1.20 Credits

Member Price: $59

Revenue Recognition Accounting

Getting the Most When Selling a Business: Little Details to Get Top Value

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Online

2.00 Credits

Member Price: $109

What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations

Mastering Communication Skills for the CPA

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Online

2.00 Credits

Member Price: $109

Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid

ChatGPT and Advanced Accounting Research

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring

Surgent's Artificial Intelligence for Accounting and Finance Professionals

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Online

2.00 Credits

Member Price: $99

What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management

Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts

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Online

2.00 Credits

Member Price: $109

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

Forgotten Managerial Accounting Tools

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Online

2.00 Credits

Member Price: $109

Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis

Hot Topics Audit & Attest Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods

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Online

1.00 Credits

Member Price: $59

Accounting Finance Procurement Operations