CPE Catalog & Events
Bumper Sticker Ethics v. Professional Ethics
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
K2's After QuickBooks, What's Next?
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Webinar
2.00 Credits
Member Price: $39
Transitioning from QuickBooks Pro and Premier – challenges and opportunities Overview and comparison of leading accounting software solutions Implementation strategies and best practices for modern accounting platforms
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Webinar
1.00 Credits
Member Price: $75
Quality management Peer review Audits Remediation Monitoring
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Webinar
2.20 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
FASB Update and Review
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Webinar
3.00 Credits
Member Price: $79
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
2025 Summer Tax Rewind
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Webinar
2.00 Credits
Member Price: $125
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
Depreciating & Expensing Business Assets
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Webinar
3.00 Credits
Member Price: $79
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Webinar
3.00 Credits
Member Price: $79
Leadership foundations Leading downward Leading upward Practical leadership tools
Statements on Quality Management Standards 1-3: What the Standards Require 25-26
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Webinar
2.00 Credits
Member Price: $99
SQMS 1 A Firm s System of Quality Management SQMS 2 Engagement Quality Reviews SQMS 3 Amendments to SQMS 1 and 2
Surgent's Virtual Currency: Keeping Up with the Tax Code
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Webinar
2.00 Credits
Member Price: $99
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
Surgent's What Tax Practitioners Need to Know About Medicare
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Webinar
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
What's Behind the Data?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Understanding Internal Control Constructs
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Business Tax Update: Recent Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2024/25 legislation impacting business taxpayersTax depreciation updateGIG workers and Form 1099-KCommercial Clean Vehicle CreditRecent business taxpayer case rulingsFINCEN Beneficial Ownership Information reporting update
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 Fraud In Single Audits
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Webinar
4.00 Credits
Member Price: $159
Study real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations and methodologies of the fraudsters Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection
Excelling at Excel: The Magic of Power Query
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Webinar
3.00 Credits
Member Price: $79
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query
CFO & Controller Critical Skills: Budgeting & Forecasting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
HR Investigations - Episode 2 - Interview Techniques
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Webinar
3.00 Credits
Member Price: $79
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
Surgent's Controllership Skills Update: Current Survival Skills
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Webinar
2.00 Credits
Member Price: $99
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure