CPE Catalog & Events
Surgent's Preparing and Reviewing Client Prepared Financial Statements
Available Until
TBD
2.00 Credits
Member Price: $89
Objective of financial reporting Inter-relationships of financial statements and disclosures Accounting changes Financial statement preparation and review process Best practices for financial statement preparation and review
Surgent's Principles of Financial Statement Presentation
Available Until
TBD
3.00 Credits
Member Price: $59
The key presentation requirements with respect to an entity’s financial statements ASC topics related to presentation requirements, with a focus on ASC Topic 205, ASC Topic 210, ASC Topic 220, ASC Topic 225, ASC Topic 230, ASC Topic 235, and ASC Topic 250 Considerations around changes in accounting principles
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
Available Until
TBD
2.00 Credits
Member Price: $89
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Surgent's Professional Email Writing Basics
Available Until
TBD
1.00 Credits
Member Price: $49
Create clear and concise email communication and utilize protocols that support and enhance your professionalism Best practices for excellent email etiquette Types of subject lines to avoid Subject line structure for maximum impact Creating effective greetings and sign offs When and how to use cc/bcc fields to avoid conflict and enhance connection Elevated “out of office reply” messages How to best convey the proper tone Avoiding common pitfalls How to handle misunderstandings and mishaps Examination of when to use text, instant messaging, or phone call instead of email Synthesizing ideas and using efficient methods of writing Creating concise email strings
Surgent's Progressive Discipline and Termination
Available Until
TBD
2.00 Credits
Member Price: $89
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
Surgent's Project Management for Finance Professionals
Available Until
TBD
6.00 Credits
Member Price: $119
Project management is a way of thinking and managing Identifying projects, needs, objectives, and deliverables Project feasibility evaluation Life cycle of a project What causes projects to fail Establishing the project scope and preventing “project creep” Defining and managing stakeholders Organizational politics and conflict management Establishing the detailed schedule Introduction to project management software
Surgent's Project Management: Tips, Tricks, and Traps
Available Until
TBD
4.00 Credits
Member Price: $79
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Surgent's Project Management: Tips, Tricks, and Traps
Available Until
TBD
4.00 Credits
Member Price: $129
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Surgent's Proven Controls to Steer You Clear of Fraud
Available Until
TBD
4.00 Credits
Member Price: $129
The price of fraud – ACFE’s Report to the Nations Deviant workplace behavior Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Proven Controls to Steer You Clear of Fraud
Available Until
TBD
4.00 Credits
Member Price: $79
The price of fraud – ACFE’s Report to the Nations Deviant workplace behavior Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Public Speaking and Presentation Skills
Available Until
TBD
2.00 Credits
Member Price: $89
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Surgent's Purchase and Sale of a Residence: Critical Tax Issues
Available Until
TBD
2.00 Credits
Member Price: $89
General rules relating to the sale of a residence under § 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated, divorced, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home
Surgent's Quality Management and Peer Review
Available Until
TBD
2.00 Credits
Member Price: $89
AICPA’s Engagement Quality Initiative When peer reviews are required and how they work Recent deficiencies noted by peer reviewers in audit, review and compilation engagements System of Quality Control required by the Auditing Standards Board (ASB) Changes to the system of Quality Control
Surgent's Quarterly Fraud Update (Original Air Date: 12/6/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Review of case studies, including the SEC X account hack, the Starfish Transportation Inc. fraud, and Morgan Stanley block trading leak Overview of red flags signalling fraud, such as unusual trading patterns and inconsistent financial documentation Recommended preventative measures, including increased whistleblower protections and regular compliance training
Surgent's Quarterly Fraud Update (Original Air Date: 8/29/24)
Available Until
TBD
1.00 Credits
Member Price: $49
The Fraud Triangle Overview of recent fraud cases, such as the GPB Capital Holdings Fraud Case, the Tigher-Wolf Capital, LLC embezzlement case, and the Popular Bank bank fraud and money laundering case
Surgent's Raising Financially Capable Children
Available Until
TBD
2.00 Credits
Member Price: $89
Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud
Surgent's Real Estate Tax Boot Camp
Available Until
TBD
8.00 Credits
Member Price: $159
Coverage of recent tax legislation pertaining to real estate Installment sales Rental operations Depreciation and recapture Determination of basis Passive activity losses At-risk rules The qualified business income (QBI) deduction as it relates to rental real estate Like-kind exchanges Calculation of gain or loss on sale of real estate
Surgent's Real Estate Taxation: Critical Considerations
Available Until
TBD
4.00 Credits
Member Price: $129
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Surgent's Real Estate Taxation: Critical Considerations
Available Until
TBD
4.00 Credits
Member Price: $79
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Surgent's Real Estate for Accounting and Finance Professionals
Available Until
TBD
2.00 Credits
Member Price: $109
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation