CPE Catalog & Events
On the Dash: Why Your Nonprofit Needs a Dashboard
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Online
1.00 Credits
Member Price: $39
Dashboard uses and best practices in designing visualizations Trends in dashboard design, including new technologies and automation Enhancing transparency and clear communication with nonprofit board members and other stakeholders
Assessing Independence Under Yellow Book
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Online
1.00 Credits
Member Price: $39
GAO Yellowbook Ethics
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
Can You Really Do That With AI?
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Online
1.00 Credits
Member Price: $39
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Member Price: $39
Accounting Finance
The Risks of Artificial Intelligence - Part 1
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Online
1.60 Credits
Member Price: $79
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Member Price: $89
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
Cost of Capital: What It Is and How to Use It
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Online
2.00 Credits
Member Price: $89
Find your organization's cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps
Surgent's Critical Issues With Health Savings Accounts
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Online
2.00 Credits
Member Price: $119
HSA eligibility, including interactions between HSAs, FSAs, and HRAs Disqualifying coverage: Medicare, veterans’ benefits, Indian Health Service Benefits, and employer-based coverage (FSAs, HRAs) HSA deposits: rules employers must follow when making contributions and how to handle excess contributions HSA transfers and rollovers HSA withdrawals, including how to handle mistaken distributions HSA establishment date: how determined it is and the 18-month rule HSA tax reporting: responsibilities of employers, HSA trustees/custodians, and HSA owners HSA prohibited transactions Special situations: death, divorce, bankruptcy Potential disadvantages of HSAs Strategies for taking maximum advantage of HSAs
Surgent's Elder Fraud
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Online
2.00 Credits
Member Price: $119
Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation
Surgent's Engaging and Managing Young Professionals
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Online
2.00 Credits
Member Price: $99
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
Surgent's Tax Research - Intermediate Concepts
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Online
2.00 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's Internal Controls and COSO in a Changing Environment
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Online
4.00 Credits
Member Price: $159
ACFE's Occupational Fraud 2026: A Report to the Nations and the most common controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in a changing world Remote work circumstances and considerations
Disrupt to Dominate: Mastering Change Leadership
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Online
4.00 Credits
Member Price: $139
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online
4.00 Credits
Member Price: $159
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Online
4.00 Credits
Member Price: $159
The implementation of GASB No. 103 on financial reporting model improvements GASB No. 104 addressing disclosure of certain capital assets Impacts of recently applied standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)