CPE Catalog & Events
2025 Annual Update for Governments and Not-for-Profits
-
Online
7.00 Credits
Member Price: $249
Not for Profit Governmental Auditing & Accounting Yellowbook
Ethics for CPAs: The Practical and the Possible
-
Online
2.00 Credits
Member Price: $109
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Accounting for and Auditing Cryptocurrency & Digital Assets
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Business Partnerships: Managing Supplier Relationships
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
-
Online
1.00 Credits
Member Price: $75
Quality management Peer review Audits Remediation Monitoring
Digging Deep with Excel Pivot Tables
-
Online
1.00 Credits
Member Price: $59
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
The Controllership Series - Managerial Accounting Basics and Costs
-
Online
1.20 Credits
Member Price: $59
Accounting Finance
Advanced Excel: Hidden Secrets and Gems
-
Online
2.00 Credits
Member Price: $109
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Nonprofit Taxation Rules and Form 990
-
Online
2.00 Credits
Member Price: $109
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive
AI Prompt Engineering Masterclass for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
Ethics: Avoiding the Slippery Slope of Ethical Pressures
-
Online
4.00 Credits
Member Price: $225
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Surgent's Weekly Expert Hour
-
Online
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Learning to Teach "Tax" as a Second Language
-
Online
1.00 Credits
Member Price: $59
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
Create Paginated Reports with Power BI Report Builder
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Mastering the Art of Conflict: CPA Transformative Strategies
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Achieving Balance in Work and Life - Part 2
-
Online
4.00 Credits
Member Price: $159
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
-
Online
4.00 Credits
Member Price: $159
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
Professional Skepticism for the Public Accountant
-
Online
1.00 Credits
Member Price: $59
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
The Controllership Series - Sales, Collections and Customer Credit
-
Online
1.50 Credits
Member Price: $79
Accounting Sales Collections
Introduction to Forensic Data Analytics
-
Online
2.00 Credits
Member Price: $109
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud