CPE Catalog & Events
Surgent's Public Speaking and Presentation Skills
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Online
2.00 Credits
Member Price: $99
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Surgent's Top Business Tax Planning Strategies
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Online
2.00 Credits
Member Price: $99
Lower marginal tax rates made permanent New, more generous depreciation rules for bonus and Section 179 Qualified production property and bonus depreciation Full expensing of domestic research and experimental expenditures Rev. Proc. 2025-28 and options for small taxpayers Taking advantage of the QBI deduction Taking advantage of the SALT cap and the pass-through entity tax Form 1099 reporting changes Deducting business interest and business losses Taking advantage of the new Section 1202 tax regime
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
Communication Miracles At Work and In Life - Part 2
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Online
4.00 Credits
Member Price: $149
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Money Laundering 101 for CPAs
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Selected Ethics Topics 2025 - 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future.Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Identify Leadership Gaps Before Busy Season
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Online
0.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Why leadership capacity gets cappedExternal pressures on public accounting firms: private equity, technology disruption, talent shortageThe three kinds of work: hard (physical), smart (intellectual), uncomfortable (emotional)The cost of saying yes: avoided conversations, rework, and time lost to lower-value workThe inventory: five categories of low-value commitmentsMeetings and events (e.g., meetings without agendas, "got a minute" interruptions, fear of not being in the know)Unrealistic expectations (e.g., scope creep, upward delegation, duties outside the role)Strategies and opportunities (e.g., shiny-object initiatives, unqualified leads, FOMO partnerships)Tasks and projects (e.g., low-priority admin, unnecessary reporting, work that should be delegated, deferred, discontinued, or done differently)Suboptimal performance (e.g., avoided accountability conversations, discount requests, non-revenue activities, technology avoidance)Quantifying the gapEstimating weekly hours lost, applying a conservative haircut, annualizingWhat the reclaimed hours are worth when redirected to highest-value workCommitting to one changeSelecting one inventory item to decline for the next monthNaming the higher-value activity the time will fundWhere this step sits in the broader six-step process for doing uncomfortable work
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Member Price: $79
Accounting and Finance
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Schedule K-1: What is it & What Do I Do with It?
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Online
2.00 Credits
Member Price: $89
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Best-in-Class Internal Controls: Best Practices for Finance Professionals
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Online
2.00 Credits
Member Price: $85
Define and explore the basic concepts, myths and facts of internal controls Examine typical control types Identify why controls fail Identify a framework to develop the right balance of internal controls Discuss Internal Controls in the Digital Age Examine the variances and considerations of automated vs. manual controls Evaluate the concept of IT controls
Public Procurement Basics: Protecting the People's Money
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Guidelines and requirements that will help lead you to public procurement success.Guidance on how governments can meet complicated procurement needs.Best practices to protect public and Federal funds.
Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
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Online
2.00 Credits
Member Price: $119
Agentic simulation using prompt design and structured interaction Flipped agent/user roles in ChatGPT (autonomy emulation) Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent Risk scenarios: hallucinations, scope creep, prompt hacking Governance, professional skepticism, and documentation best practices
Managerial Accounting: Your Prescription for Better Decision Making
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Online
4.00 Credits
Member Price: $149
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
Using ChatGPT with Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
Understanding the Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $39
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
Member Price: $39
Accounting Finance Auditing
Businesses Receiving Government Assistance
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Online
2.00 Credits
Member Price: $89
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions