CPE Catalog & Events
SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Member Price: $109
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
When Leadership Fails
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Online
2.00 Credits
Member Price: $109
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $159
Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation
Coaching the Next Generation of CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Ethics - Keeping the Good from Breaking Bad
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Online
1.00 Credits
Member Price: $59
Ethical business behavior Ethical business decisions
Global Internal Audit Standards (GIAS) Domain III - Part 1
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Online
2.50 Credits
Member Price: $109
Internal Audit GIAS IPPF Standards Accounting Internal Controls
What's Going on at the AICPA (2025)
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Online
3.00 Credits
Member Price: $129
EBP Audits Auditing AICPA
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $159
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
What Does Fraud Look Like?
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Online
2.00 Credits
Member Price: $109
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Online
2.00 Credits
Member Price: $109
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Integrity, Objectivity and Judgment: Values in Action
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
The Controllership Series - The Controllers Role in Procurement Function
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Online
1.20 Credits
Member Price: $59
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Member Price: $79
Accounting Finance SG Operations
Surgent's Getting Ahead: The Art of Marketing for CPAs
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Online
2.00 Credits
Member Price: $99
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $109
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Build a Data Model for Analysis in Power BI
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Building Personal Leadership Skills
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Online
4.00 Credits
Member Price: $159
Leadership Personality Types Communication Uses of AI in the work place
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
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Online
8.00 Credits
Member Price: $279
Taking a strategic perspective relative to risk management and crisis management Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction Managing the debt and equity mix for your organization in a rapidly changing economic landscape Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning Evaluating retirement programs with Social Security funding for your employees Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations The economic way ahead for the CFO/Controller
Accounting Update in a Post COVID-19 World
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Online
2.00 Credits
Member Price: $109
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $109
Inventory accounting GAAP Methods for dealing with variances