CPE Catalog & Events
Surgent's Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs
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Online
2.00 Credits
Member Price: $99
Cryptocurrencies and their use cases Safely interacting with cryptocurrency and NFTs (buying, selling, and storing) Tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method Challenges in dealing with cryptocurrency-related clients How to handle 1099-DAs Implications of the IRS's latest guidance on digital assets Applying tax planning opportunities Serving clients with cryptocurrency transactions using a tool like CoinTracker.com
The FASB Conceptual Framework
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Online
2.00 Credits
Member Price: $89
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
What's Going on at the AICPA (2026/27)
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Online
2.00 Credits
Member Price: $89
AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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Online
2.40 Credits
Member Price: $99
Employee Theft Prevention
Proper Financial Accounting for S Corporations
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Online
4.00 Credits
Member Price: $149
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
Ethics - A Line in the Sand; Implications for Daily Business
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Online
4.20 Credits
Member Price: $149
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
All About Fraud - Examples, Prevention and Auditing
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:2026 Report to the Nations issued by the Association of Certified Fraud Examiner.Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk.Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings.Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Power Skills: Professionalism and Client Interactions
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
It Takes a Village: How Aligning With Others Can Boost Your Firm Revenue
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Online
1.00 Credits
Member Price: $39
How strategic partnerships benefit both the firm owner as well as their clients Tips to Extend professional networks and seek out partnerships Importance of regularly accessing partnerships and agreements to ensure maximum benefits for all
SOC 2 Reports - Structure, Usage, and Review
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Comprehensive overview of SOC 2 reports, focusing on their structure, purpose, and how to interpret and apply them in a compliance or risk management context. The five Trust Services Criteria (Security, Availability, Processing Integrity, Confidentiality, and Privacy).The difference between Type I and Type II reports.The key components of a SOC 2 report including the system description, management assertion, and testing results.
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 3: Blockchain and Financial Risks
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Online
1.20 Credits
Member Price: $39
HR Talent Blockchain Corporate Social Responsibility Financial Exposure Currency
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 1
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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Online
2.00 Credits
Member Price: $89
Employees Today and Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
Metrics Management - Dashboards, Performance Tools, and Open-Book Management
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Online
2.00 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity
The Ethic of Self-Esteem For Women
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
AHI: AI for Accountants - Practical Applications
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Online
2.00 Credits
Member Price: $100
AI in Accounting and Auditing
Making Effective Decisions When You Can't Get What You Want
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Decision-making fundamentalsCost-volume-profit refresherOptimization analysisConstraint mitigation strategiesCoping with incomplete informationSolver and other Excel capabilitiesQualitative considerations