CPE Catalog & Events
Surgent's Audit Documentation Requirements
Available Until
TBD
2.00 Credits
Member Price: $89
Proper documentation as a means of audit quality Factors impacting the nature and extent of documentation Illustrative workpapers and exercises Use of practice aids and other mechanisms as means of audit documentation Checklist for self-review of workpapers
Surgent's Audit Quality Update
Available Until
TBD
2.00 Credits
Member Price: $89
2017-2020 peer review results Common sources of peer review deficiencies AICPA Peer Review Program areas of focus for peer reviews
Surgent's Audit Quality and Peer Review Update
Available Until
TBD
2.00 Credits
Member Price: $89
AICPA’s Enhancing Audit Quality initiative Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
Available Until
TBD
4.00 Credits
Member Price: $129
Key requirements of recently issued SASs Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
Surgent's Auditing Accounting Estimates
Available Until
TBD
2.00 Credits
Member Price: $89
Common accounting estimates Accounting guidance related to loss and gain contingencies Audit guidance related to auditing accounting estimates Overview of the requirements of SAS 143
Surgent's Auditing Accounts Payable, Accrued Expenses and Debt
Available Until
TBD
2.00 Credits
Member Price: $89
Accounting basics for accounts payable, accrued expenses and debt Risk associated with accounts payable, accrued expenses and debt Key controls related to accounts payable, accrued expenses and debt Procedures commonly used to audit debt, including compliance with restrictive covenants
Surgent's Auditing Accounts Receivable: An Overview
Available Until
TBD
2.00 Credits
Member Price: $89
• Risks of material misstatement associated with auditing accounts receivable • Internal controls associated with accounts receivable • Substantive procedures used in auditing accounts receivable • External confirmation audit considerations, including evaluating responses for propriety • Evaluating the valuation of accounts receivable • The AICPA’s new SAS on auditing estimates
Surgent's Auditing Property, Plant, & Equipment
Available Until
TBD
2.00 Credits
Member Price: $89
Assessing risk Internal control related to property and equipment Audit procedures for property and equipment Construction of assets including capitalizing interest Lease accounting requirements and disclosure of right of use asset Disclosure of property and equipment
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
Available Until
TBD
8.00 Credits
Member Price: $199
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Available Until
TBD
4.00 Credits
Member Price: $129
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Available Until
TBD
4.00 Credits
Member Price: $79
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
Available Until
TBD
2.00 Credits
Member Price: $89
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Econo
Available Until
TBD
2.00 Credits
Member Price: $89
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Surgent's Become a Data Analysis Expert
Available Until
TBD
2.00 Credits
Member Price: $109
An introduction to the data analysis process flow and how it is your pathway to becoming a data analysis expert A comprehensive discussion of building a data model and calculating metrics How visualizations can present data in a more insightful and impactful manner
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
Available Until
TBD
4.00 Credits
Member Price: $129
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
Available Until
TBD
4.00 Credits
Member Price: $79
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
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 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