CPE Catalog & Member Events
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Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting
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Webinar
8.00 Credits
Member Price: $279
Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Auditing accounts receivable Physical inventory observations Sampling fundamentals Assessing fraud risk in a financial statement audit Day 2: Auditing common investments Financial statement fundamentals SSARS refresher and attestation engagement overview Analytical procedures fundamentals
Entertainment, Meals & Travel Expenses: Review and Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
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
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
Topic 842: FASB's Lease Accounting Standard Update
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Webinar
2.00 Credits
Member Price: $89
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Comprehensive Roth IRA Strategies Analysis 26-27
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Webinar
2.00 Credits
Member Price: $99
• Why Roth-related Rules of Thumb can be flawed• Questions you can use to evaluate recommendations• SECURE 2.0 changes related to Roth IRA / Roth 401k• Backdoor and Mega-Backdoor Roth
Monthly Federal Tax Updates - January 2027
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Strategic CFO – Strategic Cash Management
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Webinar
2.00 Credits
Member Price: $89
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
Preparing Financial Statements for Clients 26-27
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Webinar
4.00 Credits
Member Price: $175
• Preparation engagement definition and risk assessment• Materiality• Misstatements & Fraud• Client acceptance and continuation• Engagement letters• Prospective financial statements
State and Federal Ethics Considerations 26-27
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Webinar
4.00 Credits
Member Price: $175
• Statutory developments• Key cases that impact your client• Administrative and procedural developments" Federal and state standards of tax practice• Return preparer registration (state and federal)• State and federal penalties that apply to tax practice• Conflicts of interest related to flow-through entities• Ethics issues related to operating a virtual tax practice• Application of taxpayer privileges in tax practice• Understand Due Diligence.
Build Your Team: Get Results 26-27
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Webinar
8.00 Credits
Member Price: $329
• Myths about teamwork• Lessons from great teams• Discuss the Five Dysfunctions of a Team• Key duties and attributes of a true leader• How to gain commitment• Create an action plan to harness teamwork
The Single Audit from Beginning to End Update
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Webinar
8.00 Credits
Member Price: $250
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
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
Corporate Finance Technology Selection: Practical Frameworks
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Ethics Aren't for the Byrdes in Ozark
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Webinar
1.00 Credits
Member Price: $39
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
Revenue Recognition - Allocate the Transaction Price
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Webinar
1.50 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
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
IFRS Update
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Webinar
2.00 Credits
Member Price: $89
Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as: o Costs charged to PP&E in the "testing&" phase o Calculating onerous contract costs o Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o Classification of liabilities as current o Defining accounting estimates
Analyzing Financial Statements
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances