CPE Catalog & Events
Performance Auditing Made Easy
-
Online
1.50 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives
Guide Strategy, Attract Investments with Financial Forecasts
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
-
Online
4.00 Credits
Member Price: $159
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
Resolving Ethical Dilemmas-You Make the Call
-
Online
1.50 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
-
Online
1.50 Credits
Member Price: $99
Contract accounting Revenue recognition Leases
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
Microsoft Excel: Moving Beyond the Basics
-
Online
2.00 Credits
Member Price: $109
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Surgent's Excel Budgeting Ideas
-
Online
2.00 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Planning for Small Business Success
-
Online
4.00 Credits
Member Price: $159
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
AI Lessons Learned for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.Managing Exponential Change: Understanding the urgency of adapting to AI’s rapid evolution.Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting.
Revenue Recognition in an Environment of Uncertainty
-
Online
2.00 Credits
Member Price: $109
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
What's Behind the Data?
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Mastering IRS Form 7217: Partnership Property Distributions
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions
Surgent's Preparing Not-for-Profit Financial Statements
-
Online
8.00 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
IRS Cybersecurity Checklist
-
Online
2.00 Credits
Member Price: $109
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Ethical Considerations of the New AICPA SSTS Rules
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
-
Online
2.00 Credits
Member Price: $99
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Global Internal Audit Standards (GIAS) Domain IV - Part 1
-
Online
2.40 Credits
Member Price: $109
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Business Longevity: Stabilize, Strengthen, and Succeed
-
Online
4.00 Credits
Member Price: $159
Business Management Strategic Planning The role of AI in Business
How Recent Auditing Standards Improve Risk-Based Audits
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs