CPE Catalog & Events
Surgent's Reasonable Suspicion
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Online
1.00 Credits
Member Price: $59
The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace The impact of drug and alcohol abuse on workplace safety The possible connection between performance issues and drug or alcohol abuse The role of documentation in reasonable suspicion testing Confidentiality concerns in the testing process
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Member Price: $109
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $109
Not-for-Profit Accounting Accounting & Auditing Yellowbook
The Preparation of Forms 706 and 709 - Understanding the Law
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Online
3.00 Credits
Member Price: $129
Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration
Comprehensive Audit & SSARS Update
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
Tax Season Update with Steve Dilley
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Online
8.00 Credits
Member Price: $159
Update and integration of recent tax legislation impacting 2025 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit; Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 and 2026 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
How Culture Affects Risks
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Online
1.00 Credits
Member Price: $75
Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Member Price: $59
Accounting Finance
Mastering Communication Skills for the CPA
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Online
2.00 Credits
Member Price: $109
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
Member Price: $109
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Hot Topics Audit & Attest Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Surgent's Managing Up the Ladder
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Online
2.00 Credits
Member Price: $99
Influence, persuasion, and power Navigating without position power
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
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
Federal Tax Update for Business with Doug Van Der Aa
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Online
4.00 Credits
Member Price: $159
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Introduction to Single Audit
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Online
2.00 Credits
Member Price: $109
Single Audit Accounting & Auditing Yellowbook
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Member Price: $109
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
2025 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $109
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards