CPE Catalog & Events
Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking
Available Until
TBD
1.00 Credits
Member Price: $49
The psychology of perception Preparation checklist for networking Presenting your best self Perception management Preparing oneself for networking Setting expectations and limits Seamless self-introductions How to introduce others Overcoming anxiety How to start conversations Situational questions The art of conversation flow Listening skills Topics to avoid Graceful exits Body language Navigating large events/conferences One-on-one meetings Cocktail party etiquette Remembering names Strategies for introverts Follow up recommendations How to maintain and sustain relationships long term
Surgent's Build a Data Model for Analysis in Power BI
Available Until
TBD
4.00 Credits
Member Price: $149
The core concepts of data modeling in Power BI, including integration of various data sources Techniques to establish and manage relationships between different data sets Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures When to use calculated columns and when to opt for measures The difference between and appropriate applications of explicit and implicit measures in data analysis Creating and utilizing hierarchies to enhance data analysis and reporting Practical skills in using pivot tables within Power BI to validate and refine measures
Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
Available Until
TBD
2.00 Credits
Member Price: $109
Agentic simulation using prompt design and structured interaction Flipped agent/user roles in ChatGPT (autonomy emulation) Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent Risk scenarios: hallucinations, scope creep, prompt hacking Governance, professional skepticism, and documentation best practices
Surgent's Building Trustworthy AI Systems in Finance: The NIST AI RMF Approach
Available Until
TBD
2.00 Credits
Member Price: $89
Introduction to the NIST AI RMF: overview and objectives; importance of managing AI risks in finance and accounting and auditing; and comparative analysis with global standards, such as the EU AI Act Core Components of the NIST AI RMF: governance (establishing accountability for AI systems), mapping (identifying risks across the AI lifecycle), and measuring (developing metrics for evaluating risk) Applying the NIST AI RMF to Finance and Accounting: strategies for identifying, assessing, and managing risks unique to finance and accounting and auditing; practical approaches to data governance, model validation, security controls, and incident response; and monitoring and adapting AI systems to align with evolving technologies and regulatory requirements Trustworthy AI Characteristics: accountability and transparency in financial operations; addressing privacy, security, and ethical concerns; and ensuring fairness and reliability in AI applications
Surgent's Business Combinations - U.S. GAAP vs. IFRS
Available Until
TBD
1.00 Credits
Member Price: $29
Determining the acquisition date Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree Acquisition of contingencies Noncontrolling interests Recognizing and measuring goodwill or gain from a bargain purchase Measurement period adjustments
Surgent's Business Development for Accounting and Other Professionals
Available Until
TBD
1.00 Credits
Member Price: $49
Marketing plans and how they provide direction and strategy for business growth Fundamentals of an effective website The growing importance of social media Strategies for obtaining and cultivating referral sources The benefits and challenges of networking organizations Creating a niche in saturated industries Using online publishing to meet your growth objectives
Surgent's Business Development: Referral Rally
Available Until
TBD
1.00 Credits
Member Price: $49
Networking organizations Obtaining referral sources
Surgent's Business Development: Time Management
Available Until
TBD
1.00 Credits
Member Price: $49
Managing interruptions The role of to-do lists Creating an effective time management plan Staying on track of your time management plan Blocking out time
Surgent's Business Law Essentials for Practitioners and Controllers
Available Until
TBD
8.00 Credits
Member Price: $199
Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics
Surgent's Business Law Essentials for Practitioners and Controllers
Available Until
TBD
8.00 Credits
Member Price: $159
Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics
Surgent's Business Law for Small Business Owners
Available Until
TBD
4.00 Credits
Member Price: $129
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Surgent's Business Law for Small Business Owners
Available Until
TBD
4.00 Credits
Member Price: $79
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Surgent's Business Writing: Professional & Effective Emails
Available Until
TBD
2.00 Credits
Member Price: $89
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues
Available Until
TBD
8.00 Credits
Member Price: $159
An overview of the business evaluation process Updates related to HR 1, One Big Beautiful Bill Act Negotiation points and goals from buyer and seller standpoints An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The use of “F reorganizations” in lieu of §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Changes in strategy under the new tax laws Liquidation as an alternative to the sale of a business Planning to avoid double taxation Special problems and opportunities when an S corporation is the buyer or seller Special problems and opportunities when a partnership is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
TBD
6.00 Credits
Member Price: $119
Comprehensive coverage of the One Big Beautiful Bill Act An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
TBD
4.00 Credits
Member Price: $129
Comprehensive coverage of the One Big Beautiful Bill Act An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
Available Until
TBD
8.00 Credits
Member Price: $159
Differences between planning and budgeting Building change into the planning process The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties - Panel Discussion
Available Until
TBD
1.00 Credits
Member Price: $59
The CFO’s expanding role in organizational leadership Leading innovation in finance and beyond Navigating economic challenges and uncertainties Effective risk management frameworks for CFOs CFOs as agents of change: aligning finance with broader organizational strategy The intersection of finance, technology, and innovation
Surgent's Choosing the Right Business Entity
Available Until
TBD
2.00 Credits
Member Price: $89
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Surgent's Clean, Transform, and Load Data in Power BI
Available Until
TBD
2.00 Credits
Member Price: $109
Introduction to Power Query in Power BI: the interface and basic functionalities Removing duplicates, handling null values, and data type conversions Advanced methods for manipulating data, including pivoting, merging, and appending queries Efficiently loading data into the Power BI data model Setting up details for each step in the process so you can document what is happening and why