CPE + Events Catalog
Surgent's Ethics for the Industry Accountant (4 hours)
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Online
4.0 Credits
Member Price: $179
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While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry.
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Deep Dive Into Common Auditing Deficiencies (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. 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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Financial Reporting Fundamentals 25-26
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Online
8.0 Credits
Member Price: $329
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Gain the knowledge to read and understand the differences between IFRS and US GAAP financial reports. A recent IFRS Foundation survey found that 167 jurisdictions now require the use of IFRS Accounting Standards for all or most publicly listed companies, while 12 jurisdictions permit its use. With this global acceptance, and as more than 1,000 foreign companies are reporting to the SEC using IFRS, learn how to read and understand the differences between US GAAP and IFRS financial reports. Attendees will examine an IFRS financial report and a US GAAP financial report, outlining essential distinctions between the US GAAP and IFRS reports.
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Statement of Cash Flows: Preparation and Analysis Workshop 25-26
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Online
8.0 Credits
Member Price: $329
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The statement of cash flows is a critical component of a company's set of financial statements. Cover the proper preparation of the statement, including analysis techniques. Learn how financial statements enable CPAs and financial professionals to see a business's cash inflows and outflows relating to operating, investing and financing activities and evaluation of liquidity and quality of earnings. Case studies and sample documentation reinforce significant concepts and help participants apply the analysis techniques discussed.
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Top 10 Things to Know About Estate Taxation & Planning 25-26
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Online
8.0 Credits
Member Price: $329
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Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, whether or not the estate tax will apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.
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Governmental and Not-for-Profit Annual Update
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Online
8.0 Credits
Member Price: $349
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The latest GASB developments and federal audit changes affecting governments and not-for-profits (NFPs) are explored in this update overview.
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LLC's & S Corporations: a Comparative Analysis
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Online
8.0 Credits
Member Price: $239
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This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. 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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Will Your Ethics Be Burned by Burnout? (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. 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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Tax Season Update for Business with Steve Dilley (4 hours)
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Online
4.0 Credits
Member Price: $149
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This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. 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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IFRS vs. US GAAP - Major Accounting Differences (2 hours)
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Online
2.0 Credits
Member Price: $79
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Whether a financial statement preparer or user is more familiar with IFRS or U.S. GAAP, it is important to be familiar with the important differences between the two financial reporting frameworks. This course will highlight some of the more significant differences between the standards.
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Surgent's How to Effectively Represent Clients Under IRS Audit (2 hours)
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Online
2.0 Credits
Member Price: $99
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Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the IRS's energized audit efforts will result in more audits of taxpayers and what attendees need to know to effectively represent clients that the IRS audits.
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Surgent's Virtual Currency: Keeping Up with the Tax Code (2 hours)
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Online
2.0 Credits
Member Price: $99
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Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
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Synchronize Your Files to the Cloud with SharePoint -Updated (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app. 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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Staff Retention Keep the Best People (3 hours) [NT]
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Online
3.0 Credits
Member Price: $99
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The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now and the things you should do forever!
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Building Personal Leadership Skills (4 hours) [NT]
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Online
4.0 Credits
Member Price: $129
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People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language, which is key to communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts.
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2025 Annual Update for Governmental Accountants & Auditors (6 hours)
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Online
6.0 Credits
Member Price: $189
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This comprehensive course provides the critical updates governmental accountants and auditors need to stay informed. We'll begin with a review of recent GASB standards, including compensated absences, asset disclosures, risk and uncertainty disclosures, and financial reporting model improvements. Participants will also gain insights into GASB's current projects, exposure drafts, and agenda progress to ensure they are up to date on what's ahead. For auditors, we'll cover key changes to governmental auditing standards, including the 2024 Yellow Book updates, the transition from quality control to quality management, and implementation timelines, with early adoption options. Single Audit updates will include the 2024 Uniform Guidance changes, the 2025 Compliance Supplement, GAO reports on improper payments and government fraud, the Financial Data Transparency Act (FDTA), and recent Department of Education guidance on related parties.
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Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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Online
8.0 Credits
Member Price: $225
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In this five part master series, class participants will gain a comprehensive view into the world of forensic data analytics (FDA). From understanding practical use cases of FDA in the audit, internal audit, investigations and proactive monitoring to understanding necessary data sources, validation proceudres, success factors and pitfalls to avoid. We will also explore hundreds of leading anti-fraud tests around corruption, conflicts of interest, fake vendor schemes, segregation of duties, revenue recognition and sales abuse, among dozens of other schemes. Participants will develop their own library of anti-fraud tests from various open source locations and apply them in relevant contexts such as the COSO Fraud Risk Management Guide. Finally, participants will also peek into future innovations in FDA and how technologies such as ChatGPT, data visualization, machine learning, AI and cryptocurrencies are all impacting the discipline. We can't promise you'll be a programmer after this course, but you will certainly be armed with the information needed to project manage an FDA project and "direct" the programmers to accomplish your fraud risk / FDA objectives.
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How Much Are Your Ethics Worth? (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we'll discover what sets ethics apart and, therefore, sets the profession apart as well. We'll explore the tools available, the role of bias, and dive into real life case studies. We'll apply the AICPA's ethical framework and detect where bias was involved in the case studies. We'll even discover that one person set the price tag on their ethics at $53.7 million, only to lose it all in the end. 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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Emotional Intelligence for Professionals: Mastering the Human Side of Success (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Technical expertise may get you in the door—but emotional intelligence (EQ) is what builds trust, earns loyalty, and sustains lasting success. For CPAs, attorneys, financial professionals, bankers, and insurance agents, your ability to navigate emotions—your own and others'—is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You’ll uncover what emotional intelligence really is, why it matters more than ever in today’s professional world, and how to strengthen your EQ to improve performance, strengthen relationships, and manage stress with confidence. You’ll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust, and drive results—while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen.
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Current Audit Environment and ASB Activity (2 hours)
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Online
2.0 Credits
Member Price: $125
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New pronouncements from ASB are covered so you can be up to date on ASB activities and understand how to apply the guidance.
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