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CPE Catalog & Events

All Events 9524 Centennial Events 0 Conferences 3 GWSCPA Originals 7 On Demand 534 Section Meetings 3 Webinars 8982

Showing 9524 All Events Results

New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes

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Virtual

1.00 Credits

Quality management Peer review Audits Remediation Monitoring

AI Prompt Engineering Masterclass for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.

Ethics: Avoiding the Slippery Slope of Ethical Pressures

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Virtual

4.00 Credits

Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies

Retirement Planning: Next Stage for You or Your Client

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Virtual

2.00 Credits

The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next

Surgent's Weekly Expert Hour

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Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

Create Paginated Reports with Power BI Report Builder

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Mastering the Art of Conflict: CPA Transformative Strategies

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.

Internal Control Changes for Remote Workers

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Virtual

2.00 Credits

The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Internal Control - Testing for Operating Effectiveness

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Virtual

2.00 Credits

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Synchronize Your Files to the Cloud with SharePoint -Updated

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Virtual

2.00 Credits

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

Best Non-Google Search Tools for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search

Installment sales: Maximize Tax Benefits and Stay Compliant

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture

Accounting of the Soul: Making the World a Better Place

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Virtual

1.00 Credits

The major topics covered in this course include:Overview of Virtue Ethics and the Common GoodProfessionalismThe Virtue of CompassionGossip in the WorkplaceGratitude

Surgent's A Complete Guide to Reporting Form 1099-DA

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Virtual

2.00 Credits

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

Surgent's Six Common Barriers to Investment Success

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Virtual

2.00 Credits

Availability bias Herding Loss aversion Present bias Anchoring Home country bias

Surgent's Social Security: Dispelling Common Myths with Essential Truths

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Virtual

2.00 Credits

Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!

Surgent's Understanding Partnership Taxation: Debt Allocations

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Virtual

2.00 Credits

Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)

Surgent's Fraud In Single Audits

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Virtual

4.00 Credits

Study real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations and methodologies of the fraudsters Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

A&A Update for Nonprofits and Single Audit (2025)

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Virtual

8.00 Credits

The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits