CPE Catalog & Member Events
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Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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Webinar
1.00 Credits
Member Price: $39
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
Travel/Entertainment Expenses and Taxes: What You Need to Know for Compliance
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Webinar
2.00 Credits
Member Price: $89
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
The Motives and Mystery of Ethics-Understanding the Why
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Webinar
2.00 Credits
Member Price: $89
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Viewing A&A Through the Eyes of a Tax Practitioner
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Webinar
2.00 Credits
Member Price: $89
The role of financial reporting for a myriad of users Fundamentals concepts Special Purpose Frameworks Financial statement analysis Cross-functional collaboration
Practical Excel Topics for Today’s Accountant
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Webinar
2.00 Credits
Member Price: $89
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables Solver as a tool for performing multivariate analysis Mail merge Custom formatting
Tax Practice Standards
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Webinar
2.00 Credits
Member Price: $89
Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law
Effective Manager - Traits and Skills
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Webinar
2.00 Credits
Member Price: $99
Management Leadership
Mastering the Excel Lookup Functions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Ways to Detect AI Fraud and Deception
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How AI is used for deception.Specific ways to determine when AI is being employed.Controls measures to aid in efforts to thwart AI fraud.
Metrics Management Series
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Webinar
8.00 Credits
Member Price: $250
Why strategy succeeds or fails based on measurement The relationship between mission, strategy, and metrics Financial versus non-financial performance measures What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Measuring performance using output and unit-based metrics Identifying what truly “causes work” Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards
Strategic CFO Series - Big Picture Skills
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Webinar
8.00 Credits
Member Price: $250
Strategic CFO – Strategic Financial Communications Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together Strategic CFO – Developing Strategy and the Why Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders Strategic CFO – Strategic Risk Management Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization Strategic CFO – Strategic Cash Management What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
Tricks and Treats to Avoid Litigation
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Webinar
1.00 Credits
Member Price: $39
Key concepts of effective employee relations Balancing employee and employer rights Handling employee complaints Addressing personality & attitude problems
2026/27 Not-for-Profit GAAP Update
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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Webinar
1.00 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
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
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Surgent's Guide to the AICPA Quality Management Standards
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Webinar
2.00 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
Tax Basis Financial Statements 26-27
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Webinar
2.00 Credits
Member Price: $99
• Tax basis financial statements presentation and disclosure • Reporting on tax-basis financial statements
Taxation of Judgements and Settlements
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Webinar
2.00 Credits
Member Price: $99
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webinar
4.00 Credits
Member Price: $159
Economic update Leadership and management changes because of recent developments, including AI Managing for productivity Hiring the best people for the organization New motivation techniques