CPE + Events Catalog
View or download your copy of The Resource today!
How Changes in Business Methods Affects Internal Control
-
Online
8.0 Credits
Member Price: $239
See more dates
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Leases: Mastering the New FASB Requirements
-
Online
8.0 Credits
Member Price: $349
See more dates
FASB ASC 842, *Leases*, standards decoded By learning essential information about lease accounting requirements, you'll understand the core principles of the standards and how to apply them. You'll explore topics, such as: Identification Recognition Measurement Presentation and disclosure requirements Deliberate application of lessee accounting model You'll also learn about classifying leases, the amortization of the right-of-use asset, and the interest on a lease liability. Additional topics include: Short-term leases Purchase options Variable lease payments Sale and leaseback transactions Leveraged leases
More Dates
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
-
Online
8.0 Credits
Member Price: $279
See more dates
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
More Dates
Accounting and Disclosure Issues After a Natural Disaster (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
SEC Case Studies: Ethical Dilemmas in Finance and Accounting (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity, and gain tools for making sound decisions under pressure. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Ins and Outs of Health Savings Accounts (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
Health savings accounts (HSAs) are an effective way for employers to provide employees with financial help so they can pay their out-of-pocket medical expenses in a tax-efficient manner. Individuals who are not participating in an employer-funded HSA may set up their own HSA to achieve the same ends. Clients often ask tax practitioners about the mechanics of HSAs and whether they are beneficial. This program is a two-hour discussion of the topic led by Roy Ramthun, who will take you through the many rules and complexities of this challenging subject.
More Dates
How AI Is Automating Internal Control (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Todd and Julie Chrisley Go to Prison (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Creating an Ethical Work Environment (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
2024 Revision to Government Auditing Standards Impact (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
GAAP Update 25-26 (6 hours)
-
Online
6.0 Credits
Member Price: $259
See more dates
This course will cover all pronouncements of the FASB relevant to nonpublic entities. It will be presented in two distinct sections: First, we will identify all Accounting Standards Updates (ASUs) issued by the FASB in 2023 and 2024, as well as those ASUs issued in prior years that become effective in 2024. For each pronouncement, we will identify the topic or topics affected, the most significant provisions, how the provisions affect financial reporting and disclosure, and, when possible, the reasons for the change. This will enable those associated with the GAAP financial statements of nonpublic entities to determine which pronouncements affect them or their clients, requiring further research. In the second segment, we will look at the most common financial statement elements that have changed in recent years. It will include an in-depth analysis that will demonstrate how these elements have traditionally been accounted for and how they have evolved, concluding with the current requirements for reporting and disclosing.
More Dates
Internal and External Fraud: Understanding It and Working to Control It 25-26
-
Online
8.0 Credits
Member Price: $329
See more dates
Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.
More Dates
Leveraging ChatGPT for Innovative Business Advisory Services (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability, and growth. It also provides hands-on training for implementing these techniques in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Excel Shortcuts for Accountants (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.
More Dates
AI for CPAs - How it Works and How to Apply it (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Ethics: 10 Crucial Qualities of High Character CPAs (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
What If Your Client Didn't Take Reasonable Compensation (1 hour)
-
Online
1.0 Credits
Member Price: $55
See more dates
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Ethics Under Stress (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $125
See more dates
In the modern professional landscape, stress is often an unwelcome constant. But how does it impact our ethical compass? "Ethics Under Stress" delves deep into the intertwined nature of stress and ethical decision-making, both on a personal and organizational level. Through real-world examples, interactive simulations, and expert insights, participants will understand the subtle yet profound ways stress can compromise ethical behavior and gain actionable strategies to strengthen ethical resilience amidst challenges.
More Dates
Surgent's Data Analytics for Accountants and Financial Managers (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
Data analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning/preparation and a lack of commitment, training, and clear vision of the program's goals. Today there is no shortage of data, but relatively few organizations have established an environment and ongoing process to isolate, capture, analyze, and convert data into actionable information. At times, even organizations that are employing leading-edge analytics are doing it with traditional, limited sets of data. This session explores how an organization can successfully become data driven. The discussion includes numerous examples demonstrating how accounting and financial professionals can build upon their current analytical skills to better perform traditional tasks and assume a role as a business partner with others in their organization. The program is aimed to assist those just beginning the journey, as well as those who want to test their current efforts or are considering the need for a restart. In addition to discussing a number of analytical tools, including available software, lists of reference books and next-level software are provided. This program continues to build upon the Controllership Update Series.
More Dates
Surgent's Understanding Non-Compete Agreements (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships, and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition of employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles, including the current state of play regarding the usefulness and enforceability of agreements going forward. Whether you advise individual clients or work for an employer, this course provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.