CPE Catalog & Member Events
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Financial Statement Analysis
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Webinar
4.00 Credits
Member Price: $149
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
Corporate Storytelling in Financial Reporting
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
Staff Retention Keep the Best People
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Webinar
3.00 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
K2's Dynamic Arrays In Excel
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Webinar
1.00 Credits
Member Price: $39
Differentiating between dynamic arrays and traditional Excel formulas Identifying which functions support dynamic arrays Using dynamic arrays to link data from external data sources
Financial Planning: Auto & Homeowners Insurance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
Stand Out - How to Create a Unique Employer Brand
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Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Considerations of Fraud
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Webinar
2.00 Credits
Member Price: $89
AU-C 240 Auditing Yellowbook
Section 199A Compliance: Rules and Reporting After OBBA
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Webinar
2.00 Credits
Member Price: $89
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate - "safe harbor" rule and aggregation rules Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A Section 199A flowchart
Drive Results with Metrics
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Webinar
2.00 Credits
Member Price: $89
Performance Metrics Budgets
Surgent's Introduction to Required Minimum Distributions
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Webinar
2.00 Credits
Member Price: $119
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
Viewing A&A Through the Eyes of a Tax Practitioner
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
Yellow Book Ethics
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Surgent's Fraud In Single Audits
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Webinar
4.00 Credits
Member Price: $159
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Webinar
4.00 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships
Let's Play The 90 Day Money Game!
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Webinar
4.00 Credits
Member Price: $149
Financial Stress assessment Money Creation Mindset Limiting Beliefs Resiliency Skill & Talents Inventory Success Teams Money Breakthrough Nourishing the seeds of opportunity Environment Matters Success Habits EFT for Stress
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webinar
8.00 Credits
Member Price: $329
• How innovation happens• Innovation metrics and how to report on innovation efforts• How the use of technology and other simple techniques can foster and sustain innovation
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webinar
8.00 Credits
Member Price: $329
• Understanding why internal fraud occurs• Fraudulent acts initiated by outside organizations• Policies, procedures and control measures designed to fight fraud• Steps that verify anti-fraud activities are working
S Corporations: Tax Compliance, Elections, and Best Practices
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Webinar
8.00 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webinar
8.00 Credits
Member Price: $329
• FASB Accounting Standards Codification disclosure requirements• An overview of the disclosure landscape• How materiality enters into disclosure decisions• Navigating the FASB Codification
A&A Update for Nonprofits and Single Audit - 2026
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits