CPE Catalog & Events
Surgent's Excel: Mastering PivotTables
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TBD
2.0 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
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TBD
2.0 Credits
Member Price: $119
Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income
Global Internal Audit Standards (GIAS) Domain IV - Part 1
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TBD
2.4 Credits
Member Price: $79
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Surgent's Preparing and Writing Findings in Yellow Book and Single Audits
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TBD
4.0 Credits
Member Price: $159
The types of audit findings reported in Yellow Book and single audit engagements The finding elements required by the GAO and OMB standards Where audit findings get communicated in the reporting process
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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TBD
1.0 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
What Does Fraud Look Like?
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TBD
2.0 Credits
Member Price: $79
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
Dashboard and Report Design Principles Using Excel
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TBD
4.0 Credits
Member Price: $129
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
Effective Coaching Strategies for High Performance
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TBD
4.0 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Leading and Managing the Accounting Department
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TBD
4.0 Credits
Member Price: $129
Accounting Leadership Management
Five Ways to Improve Your Leadership Skills
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TBD
1.0 Credits
Member Price: $39
Leadership Self-awareness Communication Delegation Empowerment
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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TBD
2.0 Credits
Member Price: $79
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
Global Internal Audit Standards (GIAS) Domain IV - Part 2
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TBD
2.0 Credits
Member Price: $79
Internal audit Standards GIAS Accounting Auditing
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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TBD
2.0 Credits
Member Price: $79
Leadership foundations Leading downward Leading upward Practical leadership tools
Leading Up: The Superpower Every Ascending Leader Needs
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TBD
2.0 Credits
Member Price: $79
The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.
Let's End Business Ethics
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TBD
2.0 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Financial Acumen for Today's HR Leader
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TBD
2.0 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
Revenue Recognition Topic 606 - Identify the Contract Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition
The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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TBD
2.0 Credits
Member Price: $79
Employee Theft Prevention
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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TBD
1.0 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness