CPE Catalog & Events
How Changes in Business Methods Affects Internal Control
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
K2’s Excel Tips, Tricks, And Techniques For Accountants
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Webinar
8.00 Credits
Member Price: $250
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
The Best Individual Income Tax Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Common Financial Statement Disclosures
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
How Fraud Can Affect Smaller Organizations
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Webinar
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Interviewing, Onboarding and Training 101
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Webinar
1.00 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
The Controllership Series - The Controllers Role in Cybersecurity
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Webinar
1.00 Credits
Member Price: $39
Cybersecurity
NextGen Leadership – Managing Change – Fresh Tactics for Leading When Everything Is Shifting
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Webinar
1.00 Credits
Member Price: $49
"Managing Change: Fresh Tactics for Leading When Everything is Shifting," equips attendees with proven strategies and actionable to navigate the constant changes impacting today's workplace. Participants will explore how to process personal and organizational change, manage information overload, and minimize the hidden costs of multi-tasking. Through real-life case studies and interactive segments, attendees will develop tools to boost adaptability, cultivate resilience, and achieve behavioral flexibility. The session offers practical, real-world insight into managing both imposed and chosen changes, overcoming resistance, and fostering agile thinking for continuous personal and organizational success. Anyone seeking to thrive in volatile work environments will leave with actionable skills and renewed confidence in leading change.
Digital Resilience: Building Stronger, Smarter Organizations
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Webinar
1.00 Credits
Member Price: $39
Digital resilience Resilience frameworks Risk management Leadership & Cross-Functional Strategies
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Webinar
1.50 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
White-Collar Crime: What Every CPA Should Know
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Webinar
2.00 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Crypto, Blockchain and Taxes
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Webinar
2.00 Credits
Member Price: $89
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Build Better Budgets: Fundamental Techniques
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Webinar
2.00 Credits
Member Price: $89
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Webinar
2.00 Credits
Member Price: $89
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
Surgent's Generative AI and Cybersecurity: Opportunities and Threats
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Webinar
2.00 Credits
Member Price: $119
Generative AI applications in cybersecurity (e.g., threat detection, automation) AI-enabled cyber threats, including phishing, deepfakes, and malware Real-world incidents involving AI-related cybersecurity challenges Proactive strategies for leveraging generative AI in cybersecurity Regulatory and ethical implications of generative AI in financial cybersecurity
Surgent's Top Business Tax Planning Strategies
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Webinar
2.00 Credits
Member Price: $99
Lower marginal tax rates made permanent New, more generous depreciation rules for bonus and Section 179 Qualified production property and bonus depreciation Full expensing of domestic research and experimental expenditures Rev. Proc. 2025-28 and options for small taxpayers Taking advantage of the QBI deduction Taking advantage of the SALT cap and the pass-through entity tax Form 1099 reporting changes Deducting business interest and business losses Taking advantage of the new Section 1202 tax regime
Global IIA Standards (GIAS) Fundamentals and Domain I and II – PART 1
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Webinar
2.00 Credits
Member Price: $89
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
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Webinar
4.00 Credits
Member Price: $149
An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses New law provisions for individuals and businesses Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit
Mastering Rapport Skills for Fun and Profit
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Webinar
4.00 Credits
Member Price: $149
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
Communication Miracles At Work and In Life - Part 1
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Webinar
4.00 Credits
Member Price: $149
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use