CPE Catalog & Events
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
3.50 Credits
Member Price: $59
Accounting Sales Collections
Getting the Most When Selling a Business: Little Details to Get Top Value
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Webinar
4.00 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
PowerPoint: Tips & Tricks for Today's Accountant
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Webinar
4.00 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Build Better Budgets: Fundamental Techniques
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Webinar
4.00 Credits
Member Price: $79
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Cryptocurrencies for the CFO: Explaining Blockchain
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Webinar
4.00 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Introduction to Governmental Budgeting
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Webinar
4.00 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
Like-Kind Exchanges
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Webinar
4.20 Credits
Member Price: $79
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26
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Webinar
2.00 Credits
Member Price: $99
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Fraud Stories Series November 2025
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Webinar
2.00 Credits
Member Price: $99
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Surgent's Lessons Learned from Successful Companies
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Webinar
2.00 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Webinar
2.00 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Webinar
5.00 Credits
Member Price: $99
Yellowbook Auditing Uniform Guidance GAGAS
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
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Webinar
4.00 Credits
Member Price: $159
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Surgent's Understanding and Testing Control and Compliance in a Single Audit
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Webinar
4.00 Credits
Member Price: $159
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Webinar
3.00 Credits
Member Price: $39
Technology Cybersecurity
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Webinar
4.00 Credits
Member Price: $79
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
Common Deficiencies in Employee Benefit Plans
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Webinar
4.00 Credits
Member Price: $79
EBP Auditing Yellowbook
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Webinar
4.00 Credits
Member Price: $79
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Surgent's A Guide to Gig Economy Tax Issues
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Webinar
2.00 Credits
Member Price: $99
Characteristics of a gig economy Who is an employee and who is an independent contractor? Form 1099-NEC and reporting of non-employee compensation Reporting on Form 1099-K Gig workers and the requirement to pay self-employment tax throughout the year State tax implications of remote work for the business owner and workers How remote work creates state tax nexus Tax implications of employee telecommuting for the employer The “convenience of the employer” rule Drivers of both people and of meals or other products Section 199A deduction Implications of the Vizcaino case