CPE Catalog & Events
Global Internal Audit Standards (GIAS) Domain III - Part 1
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Online
2.50 Credits
Member Price: $109
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Surgent's 2025 Tax Update for Client Advisory Services
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Online
4.00 Credits
Member Price: $159
Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $159
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.20 Credits
Member Price: $159
Business Management Organization
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Online
1.00 Credits
Member Price: $59
Communications Self-Awareness Leadership
What Does Fraud Look Like?
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Online
2.00 Credits
Member Price: $109
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Member Price: $125
Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $119
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $109
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Grading Your Auditors - Are You Getting the Most Value?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $159
The basic benefits of why The 5-15 report Curiosity and creativity
Benford's Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $109
Benford’s Law Digital Analysis Data analytics
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Online
2.00 Credits
Member Price: $109
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Generative AI in Practice-Boost Efficiency and Profitability
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $159
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Member Price: $159
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
AI Prompt Engineering Masterclass for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.