CPE Catalog & Events
Business Partnerships: Managing Supplier Relationships
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Revenue Recognition - Recognize Revenue
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Webinar
5.00 Credits
Member Price: $39
Revenue Recognition Accounting
Decoding Trusts and Wills: Provisions for PFP Practitioners
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TBD
1.50 Credits
Member Price: $99
Planning concerns: Understand why trusts are needed and how they can be used in your client's financial plans. Income tax concerns: This topic will cover grantor trusts, including provisions and sample language, as well as non-grantor trusts, simple versus complex trusts, Section 678 concerns and state taxation. Gift tax concerns: This topic will delve into withdrawal rights with examples, gift splitting, complications with spousal beneficiaries and the 5x5 power.
Applying the New Expected Credit Loss Model
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Webinar
6.00 Credits
Member Price: $79
Principles behind the new expectation credit loss model Acceptable methods for evaluating expected credit loss for certain financial instruments Enhanced disclosure requirements common for nonpublic entities
AI Revolution: The Big Picture for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
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
Use of technology in an audit of financial statements - Risk Assessment
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TBD
2.00 Credits
Member Price: $125
Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process
Surgent's Fraud Case Studies: Schemes and Controls
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Webinar
4.00 Credits
Member Price: $159
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 Weekly Expert Hour
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Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Cryptocurrencies for the CFO: Explaining Blockchain
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Webinar
6.00 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
Navigating IRS Authorizations: Form 2848 & Form 8821
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Surgent's Taxation of the Mobile Workforce
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Webinar
2.00 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
ChatGPT Bootcamp for CPAs with John Higgins
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Fraud, Controls & Ethics: Best Practices & Case Studies
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
2025 Annual Update for Governmental Accountants & Auditors
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Webinar
7.00 Credits
Member Price: $189
Single Audit Updates Auditing & Accounting Yellowbook
K2's Accounting Solutions And Add-Ons For Small Businesses
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Webinar
6.00 Credits
Member Price: $79
Overview of small business accounting solutions Strengths and shortfalls of various accounting and add-on solutions
The Art of Engaging in Difficult Conversations
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
K2's Case Studies in Fraud and Technology Controls - 4 Hours
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Webinar
8.00 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Webinar
5.00 Credits
Member Price: $39
Technology Cybersecurity
AICPA Town Hall Series (8/21/2025)
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TBD
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities