CPE + Events Catalog
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How AI Is Automating Internal Control (4 hours)
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Online
4.0 Credits
Member Price: $149
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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.
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Recruit. Retain. Engage. Mastering LinkedIn for HR Success (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Basic Individual Taxation Course (2 hours)
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Online
2.0 Credits
Member Price: $89
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Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Shortcuts that Excel Users Love (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Critical Conversations (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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As uncomfortable as some conversations are, keeping your silence won't resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a "hard to have" talk, you can learn to benefit from the conversation. In the workshop, you'll learn how to recognize when a conversation becomes critical, how to plan effectively for the conversation, and which communications strategies can help you create a win/win outcome.
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Ethics: How to Run Your Business Well (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Risk Management Techniques and Tools (2 hours)
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Online
2.0 Credits
Member Price: $125
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Identify and eliminate risk Understand how risk affects all areas of business-from hiring and onboarding to customer fulfillment and customer support, and everything in between. Gain the knowledge to make informed decisions about risk assessment. Understand the importance of fully integrating risk assessment techniques into other elements of enterprise risk management. Tools and techniques With the assistance of 17 tools and techniques, learn how to assess and manage risks in your organization. Compare SWOT analysis and PESTLE analysis in analyzing risks. Understand how enterprise risk management (ERM) can help protect and enhance stakeholder value. Learn how ERM can be used by businesses of all sizes.
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Surgent's Representing a Client in an IRS Audit (3 hours)
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Online
3.0 Credits
Member Price: $149
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Recent legislation in Congress has provided the IRS with substantially increased funding to bolster its human staff and purchase software that will allow the IRS to audit many more taxpayers in a more effective way. The IRS believes it can target the right kinds of taxpayers for audits so that it will not waste its time on audits that produce little, if any, revenue. The purpose of this program is to discuss the current state of IRS audits and the anticipated increases in the IRS's ability to audit wealthier taxpayers in an efficient way. The course will discuss the state of the IRS's current audits and where the IRS is headed with audits in the coming years. Tax practitioners should also be aware of the state of the IRS's efforts to target efficiencies so as to produce the most revenue.
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Forensic Accounting: When The Office Is A Crime Scene (4 hours)
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Online
4.0 Credits
Member Price: $149
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Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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What's Going on at the FASB (2025) (2 hours)
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Online
2.0 Credits
Member Price: $89
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The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Excel Budgeting Ideas (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
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The Bookkeeper Goes to Prison (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed. Listen and learn from Brenda's experience. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Using ChatGPT with Excel (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Accounting for the Gig Economy (2 hours)
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Online
2.0 Credits
Member Price: $89
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Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Tech It to the Next Level: Slim Your Team for Max Efficiency (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ChatGPT: What Every CPA Should Know-Updated (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (3 hours)
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Online
3.0 Credits
Member Price: $149
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Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.
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Comprehensive Accounting and Financial Reporting Update (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Building Security and Efficiency With Internal Control
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Online
8.0 Credits
Member Price: $239
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A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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About the TIGTA: Who Watches the IRS? (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.