CPE Catalog & Events
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Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $39
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
The Value of Conflict
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Online
1.00 Credits
Member Price: $39
Conflict resolution
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Online
1.20 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Compilation, Preparation and Review Basics and Peer Reviews
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Preparing and Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
Member Price: $149
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations
Behavioral Finance Biases
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of biases and standard of living riskOverview of difference between emotional and processing biasesExamples of various real life examples and case studies
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $89
Inventory accounting GAAP Methods for dealing with variances
Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Corporate Finance Technology Selection: Practical Frameworks
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Online
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)
NextGen Leadership: People, Communication, and How to Build a Resilient Workforce
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Online
0.00 Credits
Member Price: $49
This interactive session, "People, Communication, and How to Build a Resilient Workforce," explores proven tactics for fostering meaningful communication and strengthening organizational culture in today's rapidly changing work environment. Attendees will examine how modern organizational pressures reshape communication, conflict, and engagement, with a focus on real-world application and case studies from actual workplaces. Through tactical exercises and practical tools, this session equips participants to improve team performance, manage diverse hybrid teams, and address the realities of conflict and mental health challenges. The program is both engaging and actionable, offering "real-life" case studies and hands-on approaches to build a resilient, high-performing, and inclusive workforce ready to thrive through change.
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Pre-paid Expenses Auditing Yellowbook
IRS Cybersecurity Checklist
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Online
2.00 Credits
Member Price: $89
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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Online
2.00 Credits
Member Price: $89
Risk Management Governance Risk Assessment
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $89
Competitive bids Achieving target profitability
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job
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Online
2.00 Credits
Member Price: $89
Ethics Resolving Conflict
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
The latest guidance from the IRS provided through regulations or administrative announcements Reporting requirements for all relevant pass-through entities Reporting for multiple activities within one entity Allocating common items among multiple activities Section 199A Schedule K-1 reporting for tiered entities Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property Allocating §199A relevant amounts to beneficiaries of trusts using DNI Handling separately stated items for which qualified business income status is determined at the shareholder or partner level The effects of ownership changes on §199A reporting on Schedule K-1 Reporting publicly traded partnership income and REIT income to the partners or shareholders Reporting aggregated activities Allocating §199A amounts to partners when special allocations have been made by the partnership