CPE Catalog & Events
Surgent's Critical Issues Involving Taxation of Construction Contractors
Available Until
TBD
4.00 Credits
Member Price: $129
The impact of recent legislation on the construction industry (including the OBBBA) How to qualify for the small contractor exemption and its advantages for the taxpayer Options available to small contractors regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and large contractors How uninstalled materials impact taxation of contractors Look-back rules Using the 10 percent method to allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Surgent's Crowdfunding: A General Overview
Available Until
TBD
1.00 Credits
Member Price: $49
How crowdfunding works The different types of crowdfunding programs Popular crowdfunding platforms Strategies for building a crowdfunding community Creating a crowdfunding campaign Running a crowdfunding campaign
Surgent's Current Developments and Best Practices for Today's CFOs and Controllers
Available Until
TBD
8.00 Credits
Member Price: $159
Economic update Leadership and management changes as organizational cultures change Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Metrics and benchmarking Improving bank relationships and cash management
Surgent's Current Issues in Accounting and Auditing: An Annual Update
Available Until
TBD
4.00 Credits
Member Price: $79
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Surgent's Current Issues in Accounting and Auditing: An Annual Update
Available Until
TBD
4.00 Credits
Member Price: $129
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
Available Until
TBD
2.00 Credits
Member Price: $89
Core components of a cybersecurity risk management program Overview of key policies, controls, and procedures for financial organizations Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape Case studies: financial implications of breaches and mitigation strategies Best practices for integrating cybersecurity with financial reporting
Surgent's Data Analytics Toolkit - Tools and Applications
Available Until
TBD
2.00 Credits
Member Price: $89
Definition of Data Analytics Assessing your organization’s current status and establishing an environment for success Financial staff’s core activities Common uses of analytics and current examples Behavioral forces that impact decisions Examples of inaccurate forecasts Identifying strategic measurements (KPIs) Improving budgeting and forecasting and addressing Black Swan events Collecting and using data from traditional and non-traditional data sources Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards). Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration Expanded lists of readings and next level software for a participants’ future reference
Surgent's Data Analytics for Accountants and Financial Managers
Available Until
TBD
2.00 Credits
Member Price: $89
Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference
Surgent's Data Analytics: Planning and Implementation Strategies
Available Until
TBD
1.00 Credits
Member Price: $59
Why have companies struggled to implement data analytics? What are the barriers you face in becoming a data-driven organization? How does self-service business intelligence help in developing a data-driven organization? Why is Power BI the self-service business intelligence application you should use? Why should everyone in your company be assigned a data role?
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
Available Until
TBD
1.00 Credits
Member Price: $49
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
Available Until
TBD
2.00 Credits
Member Price: $119
CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
Available Until
TBD
2.00 Credits
Member Price: $109
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Surgent's Depreciation Rules for Bonus and Section 179 Expensing
Available Until
TBD
2.00 Credits
Member Price: $89
The OBBBA changes impacting bonus depreciation New Section 179 ceiling limitations When business property is subject to 100% bonus Qualified production property What is a qualified production activity? Recapture of depreciation on qualified production property
Surgent's Disclosure Requirements for SEC Form 8-K
Available Until
TBD
2.00 Credits
Member Price: $49
The overall purpose of the Form 8-K Triggering events for filing the Form 8-K Filing deadline for the Form 8-K
Surgent's Disclosures of Risks and Uncertainties
Available Until
TBD
1.00 Credits
Member Price: $29
Recall the general disclosure requirements relating to risks and uncertainties Be aware of the additional disclosure requirements required by Regulation S-K for public business entities that file reports with the SEC
Surgent's Effective Communications with Management and Those Charged with Governance
Available Until
TBD
2.00 Credits
Member Price: $49
Relevant literature Communications to those charged with governance Internal controls communications to management and those charged with governance
Surgent's Effective Communications with Management and Those Charged with Governance
Available Until
TBD
2.00 Credits
Member Price: $89
Relevant literature Communications to those charged with governance Internal controls communications to management and those charged with governance
Surgent's Effective Techniques for Auditing Contingencies and Going Concern
Available Until
TBD
2.00 Credits
Member Price: $89
Overview of uncertainties, contingencies, litigation, claims and assessments and related disclosures Auditing managements assumptions in making the going concern evaluation Evaluating substantial doubt about an entity’s ability to continue as a going concern for a reasonable period of time as defined in professional standards.
Surgent's Emotional Intelligence
Available Until
TBD
4.00 Credits
Member Price: $129
Self-awareness Self-regulation & motivation Empathy Managing relationships
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Available Until
TBD
2.00 Credits
Member Price: $89
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options