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CPE Catalog & Events

Showing 12874 Webcasts Results

What's Changing in A&A for Governmental Entities (2025)

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:A look at the GASB standards that are effective this year.GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.The impact of the 2024 Compliance Supplement on Single Audits.Changes to the Uniform Guidance.Common deficiencies found in Single Audits.

Securing Your Data with a Password Management App - Updated

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault

How to Make Difficult People Disappear...Without Going to Jail

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Online

1.00 Credits

Member Price: $59

Team dynamics Influence Organizational behavior Leadership

What Is Your Brand Reputation?

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Online

1.00 Credits

Member Price: $59

Performance Management - Hiring to Retiring

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Online

1.20 Credits

Member Price: $59

Employee Engagement Recruiting/Staffing Talent Management Employee Relations

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

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Online

2.00 Credits

Member Price: $99

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

Controls to Secure the Growing Digital Footprint

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Online

4.00 Credits

Member Price: $149

The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

Exploring Internal Controls That Could Have Prevented Frauds

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios

Building Your Own Library of Anti-fraud & Continuous Monitoring Tests

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Online

1.00 Credits

Member Price: $59

Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases

Creating A Culture of Trust

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Online

1.00 Credits

Member Price: $59

Culture Trust

Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information

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Online

2.00 Credits

Member Price: $119

CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance

Surgent's Excel Shortcuts for Accountants

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Online

2.00 Credits

Member Price: $99

Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall

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

Preparation, Compilation, and Review Engagements: Update and Review

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Online

4.00 Credits

Member Price: $225

Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects

Surgent's Basics of Employment Law for Non-HR Professionals

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Online

4.00 Credits

Member Price: $159

How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection

Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain

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Online

1.20 Credits

Member Price: $59

Health and Wellness Burnout Stress Management Employee Engagement

Surgent's Update on the SECURE 2.0 Act

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Online

2.00 Credits

Member Price: $99

Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule

Using AI to Instantly Transform Ideas into Revenue Streams

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)

2025 Yellow Book Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.

The Art of Accountability: Effective Strategies for Tough Conversations

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Online

1.00 Credits

Member Price: $59

Leadership Conflict management Accountability Employee engagement