CPE Catalog & Events
Surgent's Unique Tax Attributes of Different Entity Types
-
Online
2.00 Credits
Member Price: $99
Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?
I want the TRUTH: Preparing to be an Expert Witness
-
Online
2.00 Credits
Member Price: $109
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Talk This Way - Communication Skills for the CPA
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
The Power of a Good Story!
-
Online
4.00 Credits
Member Price: $159
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
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
Fraud Risk Management
-
Online
2.00 Credits
Member Price: $109
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online
2.00 Credits
Member Price: $109
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Become a Data Analysis Expert
-
Online
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.
Surgent's Unconscious Bias in the Workplace
-
Online
2.00 Credits
Member Price: $99
Introduction to Unconscious Bias The “5 Things To Know” Framework Schemas and Mental Shortcuts Types of Unconscious Bias Bias in Action: Workplace Impacts Microaggressions and Language The Four Stages of Competence Strategies for Change Tools and Resources
Fraud Assessment for Small and Medium Sized Businesses
-
Online
4.00 Credits
Member Price: $159
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
How to Build a Custom AI Chatbot and GPT in Plain English
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
Linking Risk Management to Strategy
-
Online
1.00 Credits
Member Price: $75
Enterprise risk management Strategic planning Key challenges organizations face The finance professional's expanding role Black Swan events
Preparing for & Conducting Discharge Meetings
-
Online
1.00 Credits
Member Price: $59
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Private Company Simplified GAAP Alternatives
-
Online
2.00 Credits
Member Price: $109
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
Mining Your Firm Client Database for Revenue
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
The Controllership Series - The Controller's Skillset
-
Online
1.00 Credits
Member Price: $79
Accounting Finance Skills
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
-
Online
8.00 Credits
Member Price: $400
Discuss the most recent business income tax legislation passed to date Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
BUNDLE: CFO Series - May 2026
-
Online
7.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: Raising Capital: Executing the Most Crucial Responsibility!https://webinars.cpacrossings.com/KIDMRCM2 CPE: 2Field of Study: FinanceDiscussion Leader: Don Minges, MBADate: Friday, May 1, 11:00 amDescription: The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail. Week 2: Execute Your Strategy: Turn Plans into Resultshttps://webinars.cpacrossings.com/KIRMEYS2 CPE: 2Field of Study: Auditing 1.0 and BMO 1.0Discussion Leader: Bob Mims, CPADate: Friday, May 8, 11:00 amDescription: Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths. Week 3: Advanced Financial Analysis: Use the Right Toolshttps://webinars.cpacrossings.com/KIBMAFA2 CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBADate: Friday, May 15, 11:00 amDescription: The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today's environment? We will show you how to use the right tools in the proper manner. Week 4: Accounting for People: Trends, Costs, and Workplace Talenthttps://webinars.cpacrossings.com/KIRMAPT2 CPE: 2Field of Study: Accounting 1.0 and BMO 1.0Discussion Leader: Bob Mims, CPADate: Friday, May 22, 11:00 amDescription: This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We'll also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?
Getting the Most When Selling a Business: Little Details to Get Top Value
-
Online
2.00 Credits
Member Price: $109
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Taxation of Non-fungible Tokens (NFTs)
-
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