CPE Catalog & Member Events
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Fraud Case Studies: 21st Century Professional Misbehavior
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
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
What's Behind the Data?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
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Webinar
4.00 Credits
Member Price: $159
AICPA hot topics and standard-setting initiatives AICPA Quality Management Standards: SQMS No. 1, SQMS No. 2, and SQMS No. 3 Consideration of fraud in a financial statement audit Discussion of the standard on audit evidence effective for years ended December 31, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023 Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective as of 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
Understanding Internal Control Constructs
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Internal Controls Over Compliance vs Compliance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Webinar
1.00 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
Global Internal Audit Standards (GIAS) – Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
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Webinar
1.50 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
I want the TRUTH: Preparing to be an Expert Witness
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Webinar
2.00 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Excel Tips & Tricks for the Non-Accountant
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Webinar
2.00 Credits
Member Price: $89
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Financial Acumen for Today's HR Leader
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Webinar
2.00 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
Surgent's AI and Data Ethics in Accounting
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Webinar
2.00 Credits
Member Price: $119
Fundamental principles of AI and data ethics Importance of ethics in AI adoption Relevance of data ethics in accounting practices Frameworks for ethical AI implementation Ethical implications of AI in auditing and accounting Maintaining independence and objectivity Ensuring professional skepticism with AI tools Addressing ethical dilemmas in AI-driven audits Algorithmic bias and fairness in AI systems Identifying and understanding algorithmic bias Strategies to ensure fairness in AI models Case studies on bias and fairness issues in accounting Regulatory requirements and guidelines Overview of national and international regulations (e.g., GDPR, HIPAA) Compliance with ethical standards in AI use Emerging guidelines from accounting bodies on AI ethics Strategies for ethical AI use in accounting Implementing ethical AI frameworks and tools Promoting transparency, accountability, and fairness Developing a culture of ethics in AI-enhanced accounting practices
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Webinar
3.00 Credits
Member Price: $149
Due diligence checklist items Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and the residual method Selling sole proprietorships, partnerships, and corporations Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
Mary Jane Hourani’s Federal Tax Update: Business
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Webinar
4.00 Credits
Member Price: $149
Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits Practical application of tax law changes to business scenarios
Become a Data Analysis Expert
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
10 Keys to Outstanding Service and More Referrals
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Webinar
4.00 Credits
Member Price: $149
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • 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 Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
The Ethics of Artificial Intelligence: The Interaction of AI and Ethics
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Webinar
1.00 Credits
Member Price: $39
What are the ethical issues within AI? The many biases within AI Ownership? Intellectual property rights? Who benefits economically? Changing regulations and laws Why many organizations ban AI? How AI can be used unethically? The need for strong human oversight!
Defining Lines: Advanced Professional Boundaries
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Webinar
2.00 Credits
Member Price: $89
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
How to Choose the Right Business Entity for Your Client
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Webinar
2.00 Credits
Member Price: $89
Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics