CPE Catalog & Events
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
-
Online
4.00 Credits
Member Price: $159
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Generative AI in Practice-Boost Efficiency and Profitability
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
-
Online
4.00 Credits
Member Price: $159
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Generation Intelligence: Navigating the Generational Divide
-
Online
1.00 Credits
Member Price: $59
Generations
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
-
Online
1.20 Credits
Member Price: $59
Health and Wellness Burnout Stress Management Employee Engagement
HR Investigations - Episode 1 - Introduction-Assessing-Planning
-
Online
1.00 Credits
Member Price: $59
Investigation terminology Assessment skills Investigative methodology
Deep Dive into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $159
Auditing Yellowbook GAAS
Forensic Accounting: When The Office Is A Crime Scene
-
Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
The Art of Accountability: Effective Strategies for Tough Conversations
-
Online
1.00 Credits
Member Price: $59
Leadership Conflict management Accountability Employee engagement
Introduction to Forensic Data Analytics
-
Online
2.00 Credits
Member Price: $109
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
What's Changing in Risk Assessment
-
Online
2.00 Credits
Member Price: $109
Auditing Yellowbook
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online
2.00 Credits
Member Price: $109
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Ethics: How to Run Your Business Well
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
-
Online
4.00 Credits
Member Price: $159
Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)
Building Personal Leadership Skills
-
Online
4.00 Credits
Member Price: $159
Leadership Personality Types Communication Uses of AI in the work place
Federal Tax Update for Business with Doug Van Der Aa
-
Online
4.00 Credits
Member Price: $159
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
Exploring the New Lease Accounting Standard
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
AI Prompt Engineering Masterclass for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
Beyond the Basics: Financial Ratios You Might Be Overlooking
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
Advanced Cybersecurity - Beyond the Basics
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives