CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Shorten Month-End - Closing Best Practices
-
Online
4.00 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit
Fiduciary Accounting & Tax Planning for Estates & Trusts
-
Online
4.00 Credits
Member Price: $149
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Deep Dive Into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
Advanced Excel for Staff - Build Reports and Analyze Data
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.
Eat, Drink & Maybe Deduct: Mastering IRC 274
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 274 meals and entertainment rules Tax Cuts and Jobs Act changes affecting meals and entertainment Deductible versus nondeductible expenditures Definition of “entertainment” Definition of “business associate” Reimbursement arrangements Exceptions under IRC § 274(e) Compensation-related exceptions Recreational activity exceptions Public availability exceptions Goods or services sold to customers Separately stated food and beverage costs Employer-provided meals Per diem reimbursements Compliance and documentation requirements
How Fraud Can Affect Smaller Organizations
-
Online
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Supervised AI Agents as Public CPA Audit Team Members
-
Online
1.00 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
Embracing Neurodiversity in the Workplace
-
Online
1.00 Credits
Member Price: $39
Neurodiversity
Revenue Recognition - Determine the Transaction Price - Part 1
-
Online
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
Resolving Ethical Dilemmas-You Make the Call
-
Online
1.50 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
Emerging Risks and Resilience - How Accountants and Finance are Leading - Part 2 Technology Disruption, Artificial Intelligence and Cybersecurity
-
Online
1.60 Credits
Member Price: $79
Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks
Scared Straight: White Collar Crime and Beyond
-
Online
2.00 Credits
Member Price: $89
Fraud Prevention Accounting Business Ethics
Accounting for Construction Contractors
-
Online
2.00 Credits
Member Price: $89
Overview of FASB ASC 910 AICPA guidance for construction contractors Industry specific accounting considerations Revenue recognition methods Percentage of completion method Completed contract method Contract modifications Contract costs and allocation Complex accounting issues in construction
Advanced ChatGPT for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Introduction to Single Audit
-
Online
2.00 Credits
Member Price: $89
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit
Public Procurement Basics: Protecting the People's Money
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Guidelines and requirements that will help lead you to public procurement success.Guidance on how governments can meet complicated procurement needs.Best practices to protect public and Federal funds.
Self-Rental Real Estate: Passive Activity & Section 199A
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Surgent's A Guide to the 401(k): Concepts and Strategies
-
Online
2.00 Credits
Member Price: $99
401(k) eligibility, vesting, compensation limits, and annual testing Contribution types, limits, deadlines, and reporting requirements Traditional, Roth, and other after-tax contribution planning strategies Employer match optimization and profit-sharing structures Coordination across multiple employers and plan types Distributions, penalties, and tax reporting considerations Direct vs. indirect rollovers and rollover risk management Net unrealized appreciation (NUA) planning for employer stock Qualified plan loans and appropriate use cases Inherited plan rules
Surgent's Taxation of the Mobile Workforce
-
Online
2.00 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out-of-state employee?
Enhancing Performance Through Effective Coaching
-
Online
4.00 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool