CPE Catalog & Events
Surgent's Excel Budgeting Ideas
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Webinar
2.00 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Surgent's Understanding Non-Compete Agreements
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Webinar
2.00 Credits
Member Price: $99
Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements
2026/27 Annual Update for Not-for-Profit Accountants & Audit
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Webinar
2.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.
Multi Year Failure to File: Getting into Compliance
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Process-from client onboarding and transcript analysis.Risk assessment, ethical considerations, and resolution strategies.Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance.
Get started with Power BI
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps
AI & Accounting in Manufacturing
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Intelligent automation and dark factoriesPredictive maintenance and real-time cost trackingAI-enabled financial reporting and dashboardsContinuous auditing and anomaly detectionTax compliance automation and transfer pricing AIData governance and cybersecurity in financial systemsWorkforce reskilling and AI-augmented financial roles
Current Audit Environment and ASB Activity
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Webinar
2.50 Credits
Member Price: $99
Current environment and implication for audit planning Key risk issues Audit challenges Recent Statements on Auditing Standards (SASs). ASB workplan SQMS No. 1, No. 2, and No. 3 SSARS No. 26
Navigating IRS Collections: The Collection Process
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Webinar
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Tax Implications of Retirement Plan Distributions
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
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
Surgent's Excel: Mastering PivotTables
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Webinar
2.00 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Surgent's Virtual Currency: Keeping Up with the Tax Code
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Webinar
2.00 Credits
Member Price: $119
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
Best Practices: Conducting Meaningful Walkthroughs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
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
Workforce Transformation and Talent Management in 2025
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
Current and Upcoming FASB Issues
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Webinar
2.00 Credits
Member Price: $89
Recent accounting standards updates Recognition and measurement projects Presentation and disclosure projects Post-implementation preview projects
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting