CPE Catalog & Events
Surgent’s Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Performance Management
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TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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TBD
2.0 Credits
Member Price: $119
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Surgent's Information Security and Privacy
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TBD
2.0 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
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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TBD
2.0 Credits
Member Price: $99
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy
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TBD
1.0 Credits
Member Price: $39
Employee Listening Communication Employee Experience Employee Engagement
Introduction to Forensic Accounting
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TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Introduction to Forensic Data Analytics
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TBD
2.0 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Five Amazing Business Books in 100 Minutes
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TBD
2.0 Credits
Member Price: $79
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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TBD
2.0 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Surgent's A Complete Guide to Reporting Form 1099-DA
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TBD
2.0 Credits
Member Price: $119
Definition of a digital asset for purposes of Form 1099-DA What is a sale of a digital asset affected by a broker on behalf of another person? Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information Treatment of sales of digital assets Who is a broker for purposes of Form 1099-DA? Information required to complete Form 1099-DA Reporting closing transactions and covered securities Who is a processor of digital asset payments? How many transactions to report on each Form 1099-DA and how many forms to file for each transaction Optional reporting methods for digital asset transactions Substitute statements for the Form 1099 Reporting a disposition of digital assets held by a widely held fixed investment trust
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
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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TBD
1.0 Credits
Member Price: $39
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Awesome Business Lessons from the Past: Learn from the Best!
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TBD
2.0 Credits
Member Price: $79
The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward
The Art of Marketing for CPAs
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TBD
4.0 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments
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TBD
1.0 Credits
Member Price: $39
HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey
Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.4 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Leaders Eat Last. Why? - 1 Hour Session
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TBD
1.0 Credits
Member Price: $39
Why building trust is essential How trusting relationships makes us more effective Steps to build trust
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
Shortcuts to Personal and Professional Success
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TBD
8.0 Credits
Member Price: $225
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business