CPE Catalog & Events
Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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TBD
1.0 Credits
Member Price: $39
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
Liquidity & Uncertainty Disclosures for Nonprofits
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TBD
2.0 Credits
Member Price: $79
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
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TBD
1.0 Credits
Member Price: $39
Persuasion Executive Buy-In Communication Leadership
Ethics in Communicating & Reporting
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TBD
1.0 Credits
Member Price: $79
Fundamentals of ethical communication 4 must-have communication skills How to improve your ethical communication skills Problems related to unethical behavior in reporting & communication
June 2026 AI Update: Current Issues, Future Possibilities
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TBD
1.5 Credits
Member Price: $55
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
Revenue Recognition - Allocate the Transaction Price
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TBD
1.8 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
Surgent's Annual Update for Defined Contribution Plans
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TBD
1.0 Credits
Member Price: $99
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
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 Guide to Calculating S Corporation Shareholder Stock and Loan Basis
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TBD
2.0 Credits
Member Price: $99
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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TBD
2.0 Credits
Member Price: $99
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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TBD
2.0 Credits
Member Price: $99
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Surgent's Coaching Skills for Managers and Supervisors
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TBD
4.0 Credits
Member Price: $159
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations
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TBD
4.0 Credits
Member Price: $129
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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TBD
8.0 Credits
Member Price: $225
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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TBD
4.0 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires
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TBD
1.0 Credits
Member Price: $39
Employee Onboarding Employee Experience Employee Engagement Communication Leadership
Private Company Simplified GAAP Alternatives
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TBD
2.0 Credits
Member Price: $79
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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TBD
2.0 Credits
Member Price: $99
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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TBD
2.0 Credits
Member Price: $99
General rules relating to the sale of a residence under § 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated, divorced, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes