CPE Catalog & Events
Business Consulting for CPAs
-
Online
4.00 Credits
Member Price: $159
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Forensic Accounting: Investigating Divorce Cases
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
HR's Role in Business Evolution: Strategy, Finance, and Growth
-
Online
2.00 Credits
Member Price: $79
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Single Audit Requirements for California Non-federal Entities 25-26
-
Online
2.00 Credits
Member Price: $99
Review of state law nonprofit audit requirements. Unique Single Audit requirements for California charitable corporations.
Surgent's Introduction to Forensic Accounting
-
Online
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Conducting a Remote Audit
-
Online
4.00 Credits
Member Price: $225
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
Building a Better Budget in a Time of Uncertainty
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Member Price: $59
Compliance Supplements Yellowbook Accounting
Surgent's Weekly Expert Hour
-
Online
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
-
Online
2.00 Credits
Member Price: $109
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Tax Procedure
-
Online
2.00 Credits
Member Price: $109
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
-
Online
2.00 Credits
Member Price: $99
Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Online
1.20 Credits
Member Price: $59
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
White-Collar Crime: What Every CPA Should Know
-
Online
2.00 Credits
Member Price: $109
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Analyzing Financial Statements
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Expand Your Analytical Toolbox More Tools for Success
-
Online
4.00 Credits
Member Price: $159
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Linking Risk Management to Strategy
-
Online
1.00 Credits
Member Price: $75
Enterprise risk management Strategic planning Key challenges organizations face The finance professional's expanding role Black Swan events
The Psychology of Fraud
-
Online
1.50 Credits
Member Price: $79
Fraud Fraud Triangle
The New Quality Management Standards - What Everyone Needs to Know
-
Online
2.00 Credits
Member Price: $109
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
What's Going on at the AICPA (2025)
-
Online
3.00 Credits
Member Price: $129
EBP Audits Auditing AICPA