CPE Catalog & Events
Surgent's Construction Contractors: Critical Accounting, Auditing, and Tax Issues - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry Unique audit and review issues with construction contractors The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors Tax opportunities created by the Inflation Reduction Act of 2022 Going concern disclosures and their importance to the construction industry The new lease FASB ASC and its impact on the construction industry
Surgent's Contract Law for Accounting and Finance Professionals - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Surgent's Controllership Skills Update: Current Survival Skills - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
Surgent's Controllership Skills Update: Risk Management - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique
Surgent's Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Commencement of a corporate bankruptcy proceeding Protections provided to Chapter 11 and 7 debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7 and 11 bankruptcy cases How a debtor liquidates under Chapter 7 Proofs of claim Chapter 11 plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Surgent's Critical Conversations: Having the "Hard to Have" Discussions - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Identifying when issues need immediate resolution Approaches for preparing for and having difficult conversations Effective communication skills for challenging conversations
Surgent's Critical Issues Involving Taxation of Construction Contractors - Download
Available Until
TBD
4.00 Credits
Member Price: $79
The impact of recent legislation on the construction industry How to qualify for the “small contractor exemption” and its advantages to the taxpayer Options available to the “small” contractor 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 How the “look-back” rules impact contractors How the “10 percent method” can allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Surgent's Crowdfunding: A General Overview - On-Demand Webcast
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 - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Expense control that works. Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Metrics and benchmarking Improving bank relationships and borrowing
Surgent's Current Issues in Accounting and Auditing: An Annual Update - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Surgent's Current Issues in Accounting and Auditing: An Annual Update - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Surgent's Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Key to understanding array formulas is Implicit Intersection How to enter and evaluate an array formula Examples- array and DAX formulas Array formulas- Implicit Intersection Understanding DAX formulas Calculated columns and measures Evaluation context Context transition Implicit vs explicit measures Examples- DAX formulas Creating a calculated column in Power Pivot
Surgent's Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Understanding difference between supervised and unsupervised learning Formulas in Excel (Correl and Trend and Forecast) Linear regression What is artificial intelligence? Examples- artificial intelligence Forecast function Trend function Regression in Excel with the data analysis ToolPak Creating a prediction model
Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Where can you create a calculated column? Understanding evaluation context- row and filter context When does evaluation of the formula occur (before, as, or after the data is loaded?) Understanding storage requirements of calculated columns Understanding the analytical data model of the Star Schema Dimensions Facts Exercises- calculated columns Adding a calculated column in a table in Excel Creating a dimension table in Power Query Creating a hierarchy in Excel with calculated columns Adding a calculated column in Power Query JE testing with calculated columns Other test- opening balances
Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together) Overview of various definitions of data analytics Data analytics needs multiple sources of data Introduction to Power Query (Get & Transform)- on data tab in Excel Exercise- connecting to various Data Sources Importing Excel workbook into Power Query Connecting to a website in Power Query
Surgent's Data Analytics Readiness Series: Data Modeling - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
How to join tables using VLOOKUP Power Query- append queries and merge queries Power Pivot- Creating a relationship via diagram view Types of relationships Data integrity Normalization Facts vs dimension tables Exercises- data modeling VLOOKUP and index match formula Appending data in Power Query Merging data in Power Query Connection only queries Creating a relationship in Power Pivot