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CPE Catalog & Events

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Tax Power Ethics for Tax Professionals

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Webinar

2.00 Credits

Member Price: $79

AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies  

2025 Not-for-Profit GAAP Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. 

Ethical AI Practices for CPAs: Ensuring Responsible Use

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures

Surgent's Public Speaking and Presentation Skills

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Webinar

2.00 Credits

Member Price: $99

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

Global Internal Audit Standards (GIAS) Domain IV - Part 1

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Webinar

1.20 Credits

Member Price: $79

Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing

What's Going on at the AICPA (2025)

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Webinar

1.50 Credits

Member Price: $99

EBP Audits Auditing AICPA

Surgent's Accountability and Action

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Webinar

4.00 Credits

Member Price: $159

Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well

Surgent's Ethical Considerations for the CPA

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Webinar

4.00 Credits

Member Price: $159

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples

Surgent's The Most Critical Challenges in Governmental Accounting Today

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Webinar

4.00 Credits

Member Price: $159

The implementation of GASB No. 101 on compensated absences The 2025 application of GASB No. 102 regarding certain risk disclosures GASB No. 103 addressing improvements to the financial reporting model Additional recently issued GASB standards and projects

K2's Ethics and Technology

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Webinar

4.00 Credits

Member Price: $129

Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies

K2's Mastering Advanced Excel Functions

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Webinar

4.00 Credits

Member Price: $129

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel

Ethics: How to Run Your Business Well

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"

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

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Webinar

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

Retaining Talent in a Competitive Marketplace

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up

HR Investigations - Episode 1 - Introduction-Assessing-Planning

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Webinar

1.00 Credits

Member Price: $39

Investigation terminology Assessment skills Investigative methodology

Audit Risk Assessment in Plain English

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Webinar

2.00 Credits

Member Price: $79

Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment  

Addressing Common Documentation Deficiencies

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Webinar

2.00 Credits

Member Price: $79

AU-C 230 Auditing Yellowbook

SAS 145: Modern Risk-Based Auditing

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Webinar

2.00 Credits

Member Price: $79

Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements

What Does Fraud Look Like?

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Webinar

2.00 Credits

Member Price: $79

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

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

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Webinar

2.00 Credits

Member Price: $99

What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools