CPE Catalog & Member Events
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Effective Governance for Nonprofit Success
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Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
K2’s AI – Better Prompts, Better Results
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Webinar
1.00 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
Mining Your Firm Client Database for Revenue
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
Addressing Common Documentation Deficiencies
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Webinar
2.00 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 4: Managing Supply Chain Risks, Data Analytics, and Busines
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Webinar
2.00 Credits
Member Price: $89
Third-party risks Supply chain Data analytics Risk management Operational resilience
K2's AI Accounting And Fraud Detection
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Webinar
2.00 Credits
Member Price: $89
AI-based accounting software and general ledger innovations ROI measurement and tech investment strategy Low-code/no-code and vibe coding for process automation
K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
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Webinar
2.00 Credits
Member Price: $89
Financial fraud and embezzlement case studies Cybercrime, data breaches, and AI-enabled fraud Practical ethics, controls, and compliance lessons for prevention
More Money: Strategic Ways to Improve Cash Flow
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
The Complete Guide to the Preparation of Form 1041
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Webinar
8.00 Credits
Member Price: $250
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation
Finding Errors in Excel Spreadsheets
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Individual Tax Update: OBBA and Recent Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Supervised AI Agents as Internal Audit Team Members
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Webinar
1.00 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Webinar
1.00 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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Webinar
1.00 Credits
Member Price: $39
Leadership Professional Development Time Management
Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressures
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Webinar
2.00 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
I want the TRUTH: Preparing to be an Expert Witness
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Webinar
2.00 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
New Client Ethical Challenges: The CPAs Guide
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Webinar
2.00 Credits
Member Price: $89
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
Financial Acumen for Today's HR Leader
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Webinar
2.00 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
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Webinar
2.00 Credits
Member Price: $119
Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income
Surgent's Unique Tax Attributes of Different Entity Types
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Webinar
2.00 Credits
Member Price: $99
Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?