CPE Catalog & Events
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
Available Until
Virtual
4.00 Credits
Building change into the planning process Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
Virtual
4.00 Credits
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
Virtual
4.00 Credits
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's Internal Controls and COSO in a Post-COVID Landscape
Available Until
Virtual
4.00 Credits
ACFE's Occupational Fraud 2022: A Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era Remote work circumstances and considerations
Surgent's Internal Controls, COSO, and COVID-19
Available Until
Virtual
4.00 Credits
ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era The potential impact of increased enforcement of laws and regulations to replenish government coffers Remote work circumstances and considerations
Surgent's International Tax Challenges and Opportunities for U.S. Filers
Available Until
Virtual
3.00 Credits
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Surgent's Introduction to Forensic Accounting
Available Until
Virtual
4.00 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent's Introduction to the Audit Process and Risk Assessment
Available Until
Virtual
2.00 Credits
History of the financial statement audit Objective of a financial statement audit Audit Process and Linkage Management and the Auditor’s Responsibilities Evaluating Audit Risk Risk Assessment Process Risk Assessment Procedures Documentation
Surgent's Key Partnership and S Corporation Tax Planning Strategies
Available Until
Virtual
4.00 Credits
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Surgent's Key Partnership and S Corporation Tax Planning Strategies
Available Until
Virtual
4.00 Credits
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Available Until
Virtual
8.00 Credits
Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Available Until
Virtual
8.00 Credits
Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management) The implementation of GASB No. 101 on compensated absences GASB No. 103 addressing improvements to the financial reporting model The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets Key issues related to nonprofit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.)
Surgent's Latest Developments in Governmental Accounting and Auditing
Available Until
Virtual
8.00 Credits
Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments (including SAS No. 146 on quality management) The implementation of GASB No. 101 on compensated absences GASB No. 103 addressing improvements to the financial reporting model The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets
Surgent's Latest Developments in Nonprofit Accounting and Auditing
Available Until
Virtual
8.00 Credits
Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of nonprofits (including SAS No. 146 on quality management) Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.) Key challenges encountered in not-for-profit accounting (e.g., conditional contributions, restricted contributions, contributed services, membership dues, noncash contributions, etc.)
Surgent's Lease Accounting: Exploring the New Standard
Available Until
Virtual
2.00 Credits
Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees Sale and leaseback transactions Transition guidance Recently released ASUs impacting Topic 842
Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees
Available Until
Virtual
2.00 Credits
Outcomes of the recent FASB and IASB Joint Project related to Leases Differentiating between accounting and reporting requirements for operating and finance leases Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
Available Until
Virtual
2.00 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Surgent's Lessons Learned from Successful Companies
Available Until
Virtual
2.00 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us
Available Until
Virtual
2.00 Credits
Background of the Dixon, IL fraud case Internal control weaknesses related to the $53 million fraud Lessons learned from this case
Surgent's Leverage PowerBI.com to Create Data Analysis for Others
Available Until
Virtual
2.00 Credits
An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization Creating impactful visualizations and assembling informative dashboards to present data compellingly The interactive Q&A feature to derive insights through natural language queries Best practices for sharing data sets, reports, and dashboards with different audiences so they can leverage your data analysis work How to package reports and dashboards into apps for easy distribution and consumption
