CPE Catalog & Member Events
Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Webinar
4.00 Credits
Member Price: $159
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to apply them effectively and efficiently How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Balancing Employee and Employer Rights
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Webinar
1.00 Credits
Member Price: $39
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
The Controllership Series: The Controller's Role in Artificial Intelligence
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Risk Wrangling: Surviving the Modern Business Rodeo
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Webinar
2.00 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation
Tax Procedure
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Webinar
2.00 Credits
Member Price: $89
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Deep Dive into Quality Management
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Webinar
2.00 Credits
Member Price: $89
Quality management standards for CPA firms SQMS 1 and SQMS 2 requirements Engagement-level standards (SAS 146, SAS 145, SSARS 26, SSAE 23) Post-implementation evaluation of quality management systems Monitoring and remediation responsibilities Auditor responsibilities under SAS 146
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing and Monitoring Your Sub-Awards
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Webinar
2.00 Credits
Member Price: $89
Subrecipient vs. contractor determinations under S200.331 Requirements for pass through entities under S200.332 Risk based monitoring methodologies Indirect cost rate negotiation and de minimis rate application The importance of sub-award agreements Using fixed amount award to solve an out-of-the-box matter
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 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
Surgent's Taxation of Tips and Overtime Under OBBBA
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Webinar
2.00 Credits
Member Price: $119
$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Webinar
4.00 Credits
Member Price: $149
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
The Role of Internal Audit in Enterprise-Wide Risk Management
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Webinar
4.00 Credits
Member Price: $149
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
The Essential Auditing Update with Renee Rampulla
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Webinar
4.00 Credits
Member Price: $149
Hot Auditing Topics Fraud Group Audits Sustainability Quality Management Frequent Peer Review Matters
Retirement Planning Issues: Where We Stand Now
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Webinar
4.00 Credits
Member Price: $149
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
Retirement Planning Issues: Where We Stand Now
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Webinar
4.00 Credits
Member Price: $149
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
Forensic Accounting: When The Office Is A Crime Scene
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
What You Can Learn From the Statement of Cash Flows
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits
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Webinar
2.50 Credits
Member Price: $99
Auditing Standards Board updates SQMS No. 1, SQMS No. 2, and SQMS No. 3 Ethics considerations for auditors of governments and not-for-profits *Government Auditing Standards 2024 Revision*
The Role of Internal Audit in Operational Audits
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Webinar
2.00 Credits
Member Price: $89
The important role of operational audits Best practices for designing and performing operational audits Identifying causes of operational issues and risk exposures Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization Delivering clear, transparent, and objective audit reports to convey critical information
K2’s Microsoft Power Tools
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Webinar
2.00 Credits
Member Price: $89
Creating effective dashboard-style reports using Power BI Using Power Query to access and manipulate data, specifically for reporting purposes Taking advantage of Power Pivot to build reports from large quantities of data Automating routine tasks for improved efficiency and accuracy