CPE Catalog & Events
Was It Fraud or Just Poor Audit Quality?
-
Online
1.60 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Excel Tips & Tricks for the Non-Accountant
-
Online
2.00 Credits
Member Price: $109
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Just Ask Why - Searching for Answers: Generating Solutions
-
Online
4.00 Credits
Member Price: $159
The basic benefits of why The 5-15 report Curiosity and creativity
Benford's Law and Other Digital Analysis Techniques
-
Online
1.80 Credits
Member Price: $109
Benford’s Law Digital Analysis Data analytics
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.
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
-
Online
2.00 Credits
Member Price: $125
Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function
Surgent's Controllership Skills Update: Risk Management
-
Online
2.00 Credits
Member Price: $99
Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique
Optimize Your Staff's Performance
-
Online
4.00 Credits
Member Price: $159
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Year-End Tax Planning: Thinking Outside the Box
-
Online
4.00 Credits
Member Price: $159
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Take Command of your Time
-
Online
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Accommodation Requests - Substance Abuse - Contagious Infections
-
Online
1.00 Credits
Member Price: $59
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Clean, Transform & Load Data in Power BI
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Casualty Losses: Disaster Relief Act of 2024
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
SAS 145 - Risk Assessment
-
Online
1.00 Credits
Member Price: $59
SAS 145 Yellowbook Auditing
Generation Intelligence: Navigating the Generational Divide
-
Online
1.00 Credits
Member Price: $59
Generations
Surgent's Information Security and Privacy
-
Online
2.00 Credits
Member Price: $99
Covered entities and permitted uses and disclosures NIST framework Threat agents and attacks Cybersecurity risks Threat modeling and threat landscape Vulnerability management Layered security and defense-in-depth Protection of confidential data
Global Internal Audit Standards (GIAS) Domain III - Part 1
-
Online
2.50 Credits
Member Price: $109
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Controls to Secure the Growing Digital Footprint
-
Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Effective Coaching Strategies for High Performance
-
Online
4.00 Credits
Member Price: $159
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Leading and Managing the Accounting Department
-
Online
4.00 Credits
Member Price: $159
Accounting Leadership Management