CPE Catalog & Events
The Ethical Management of Conflict
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
Instant Audit? Just Add Risk Assessment
-
TBD
1.0 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Side-Hustle CFO
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
The Controllership Series - The Controllers Role in Procurement Function
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance SG Operations
Topic 842: FASB's Lease Accounting Standard Update
-
TBD
2.0 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Let's End Business Ethics
-
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
Power BI - Bringing It All Together for Data Analysis
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity.Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models.Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models.Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.
Surgent's Tax Research
-
TBD
2.0 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
2025 Not-for-Profit Accounting & Auditing Update
-
TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Accounting
Using e-Signature Software to Process Agreements-Updated
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
Surgent's Weekly Expert Hour
-
TBD
1.0 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
-
TBD
1.0 Credits
Member Price: $39
Communications Self-Awareness Leadership
K2's Getting Started With Artificial Intelligence
-
TBD
2.0 Credits
Member Price: $79
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Businesses Receiving Government Assistance
-
TBD
2.0 Credits
Member Price: $79
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
Considerations of Fraud
-
TBD
2.0 Credits
Member Price: $79
AU-C 240 Auditing Yellowbook
Donating Cryptocurrency and Avoiding Traps for the Unwary
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.
Spring Tax Update for Business with Steve Dilley
-
TBD
4.0 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of Inflation Reduction Act provisions impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
The Role of Internal Control in the Risk-Based Audit
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
A Practitioner's Guide to IRAs and Qualified Retirement Plans
-
TBD
8.0 Credits
Member Price: $225
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals