CPE Catalog & Events

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Online
3.50 Credits
Member Price: $175
Dynamic headers Horizontal reports Mapping Tables Data Validation Improve error checking Concepts applied
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Member Price: $109
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
Mastering Partnership Basis: Inside and Outside Basis
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Surgent's Leveraging AI for Data Analytics in Accounting
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Online
2.00 Credits
Member Price: $99
Transforming data analytics with AI Understanding the impact of AI on data analytics processes How AI enhances data accuracy, efficiency, and decision-making AI tools and techniques for data analysis Overview of AI-powered data analytics tools Techniques for improving data analysis accuracy and efficiency with AI Integrating AI into existing data analytics workflows Case studies on AI implementations for data analytics Success stories of AI-driven data analytics in accounting Challenges and lessons learned from AI integration Measuring the ROI of AI in data analytics Developing AI-powered data analytics skills Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel) Practical exercises in filtering, sorting, summarizing, and visualizing data Applying AI insights to optimize data-driven decision making in accounting
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Member Price: $59
Accounting Finance Procurement Operations
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online
2.00 Credits
Member Price: $109
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $109
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Federal Tax Update for Individuals with Doug Van Der Aa
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Online
4.00 Credits
Member Price: $159
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
How to Build a Custom AI Chatbot and GPT in Plain English
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
Member Price: $119
Accounting Finance Financial Statement Preparation
Revenue Recognition - Topic 606 Overview
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Online
1.50 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Online
2.00 Credits
Member Price: $109
Internal audit Standards Institute of Internal Auditors GIAS IPPF
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
CPAs and Addictions: Finding Hope and Healing
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Online
2.00 Credits
Member Price: $109
Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct
Surgent's Generative AI and Cybersecurity: Opportunities and Threats
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Online
2.00 Credits
Member Price: $119
Generative AI applications in cybersecurity (e.g., threat detection, automation) AI-enabled cyber threats, including phishing, deepfakes, and malware Real-world incidents involving AI-related cybersecurity challenges Proactive strategies for leveraging generative AI in cybersecurity Regulatory and ethical implications of generative AI in financial cybersecurity
Understanding the New Forms K-2 and K-3
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Hot Topics Accounting Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
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