CPE Catalog & Events
Surgent's Foundations of Cybersecurity for Financial Professionals
Available Until
TBD
2.00 Credits
Member Price: $109
Financial professionals’ roles in cybersecurity risk management Foundational terminology and principles (e.g., risk management, threat actors) Real-world case studies of cybersecurity strategies in financial settings Integrating cybersecurity into financial reporting and compliance Understanding the dynamic cybersecurity threat environment
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Available Until
TBD
4.00 Credits
Member Price: $79
The OBBBA Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Available Until
TBD
4.00 Credits
Member Price: $129
The OBBBA Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Surgent's Fraud 101: Understanding Basic Fraud Schemes
Available Until
TBD
2.00 Credits
Member Price: $89
Common embezzlement schemes Common financial statement fraud schemes Commonly missed red flags
Surgent's Fraud Basics: Protecting the Company Till
Available Until
TBD
4.00 Credits
Member Price: $79
The price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Why good folks go bad – interesting findings and red flags
Surgent's Fraud Basics: Protecting the Company Till
Available Until
TBD
4.00 Credits
Member Price: $129
The price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Why good folks go bad – interesting findings and red flags
Surgent's Fraud Case Studies: Schemes and Controls
Available Until
TBD
4.00 Credits
Member Price: $79
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
Surgent's Fraud Case Studies: Schemes and Controls
Available Until
TBD
4.00 Credits
Member Price: $129
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
Surgent's Fraud Environment
Available Until
TBD
2.00 Credits
Member Price: $89
Statistics compiled by the ACFE related to fraud Professional responsibilities to identity, respond to and report fraudulent activity The current fraud landscape, including who commits fraud, how and why they commit it and how they are detected
Surgent's Fraud In Single Audits
Available Until
TBD
4.00 Credits
Member Price: $129
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
Surgent's Fraud Risk Assessment Basics
Available Until
TBD
2.00 Credits
Member Price: $89
• Explain the expectation gap with financial statement users regarding the auditor’s responsibilities for preventing and detecting fraud • Fraud inquiries and engagement team discussion points • Identifying and responding to fraud risk on an audit • Testing journal entries and other tests for management override • Fraud communications
Surgent's From Numbers to Narratives: Mastering Data Analysis for CPAs
Available Until
TBD
2.00 Credits
Member Price: $109
The evolving role of CPAs in a data-driven world Why data analysis matters for CPAs Key data analysis skis and concepts for CPAs Leveraging Microsoft 365 tools for data analysis Building a data analytics mindset
Surgent's Fundamentals of Internal Controls
Available Until
TBD
2.00 Credits
Member Price: $89
Gaining an understanding of the evolution of internal controls Components of the COSO Internal Control – Integrated Framework Approaches for documenting and evaluating the design and implementation of internal control over financial reporting Critical elements of entity-level and transactional-level controls covering all assertions Internal controls that are responsive to the risk of fraud Case studies related to identifying deficiencies in internal control documentation
Surgent's Fundamentals of Public Charity Taxation and Form 990
Available Until
TBD
4.00 Credits
Member Price: $129
Organization and structure of Form 990 Form 990 and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues Potential changes in the income taxation of not-for-profit organizations
Surgent's GAAP Hot Topics - What You Need to Know
Available Until
TBD
16.00 Credits
Member Price: $279
An overview of key accounting and reporting topics within U.S. GAAP A discussion of accounting for business combinations, revenue recognition principles, and leasing transfers Goodwill impairment, segment reporting, and how to account for software Requirements related to accounting changes and error corrections
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
Available Until
TBD
4.00 Credits
Member Price: $129
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
Available Until
TBD
4.00 Credits
Member Price: $79
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships
Surgent's General Ethics for Tax Practitioners
Available Until
TBD
2.00 Credits
Member Price: $49
Who is a tax practitioner? What responsibilities does the Office of Professional Responsibility regulate? What limitations does the IRS place on fee arrangements? What duties does the practitioner have with respect to client records? What limitations apply with respect to a written tax opinion? What sanctions may be applied for violations of Service-imposed standards of conduct? NEW: The IRS Office of Professional Responsibility clarifies role of In-House Professionals under Circular 230
Surgent's Generative AI and Cybersecurity: Opportunities and Threats
Available Until
TBD
2.00 Credits
Member Price: $109
Generative AI applications in cybersecurity (e.g., threat detection, automation) AI-enabled cyber threats, including phishing, deepfakes, and malware Real-world incidents involving AI-related cybersecurity challenges Proactive strategies for leveraging generative AI in cybersecurity Regulatory and ethical implications of generative AI in financial cybersecurity
Surgent's Generative AI in Accounting and Prompt Engineering
Available Until
TBD
2.00 Credits
Member Price: $89
Principles of generative AI vs. non-generative AI Common use cases of generative AI in accounting Current use, limitations, and risks of genAI Real-world applications in audits and financial reporting Understanding the risks and challenges (e.g., data privacy, accuracy) Supervision and governance of genAI tools in accounting Best practices for prompt engineering Crafting effective prompts for generative AI Exploring examples of impactful and efficient prompts Ensuring ethical and responsible prompt design Common prompt engineering techniques Zero-shot, few-shot, and chain-of-thought prompting The interview pattern and tree-of-thought approaches Practical examples and hands-on prompt creation Tools for prompt engineering