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CPE Catalog & Events

All Events 8695 Centennial Events 0 Conferences 5 GWSCPA Originals 14 On Demand 636 Section Meetings 8 Webinars 8045

Showing 8695 All Events Results

Surgent's Artificial Intelligence for Accounting and Finance Professionals

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Virtual

2.00 Credits

What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management

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

Topic 842 - Implementing Leases Workshop

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Online

4.00 Credits

Accounting Yellowbook Leases Standards ASC 842

ChatGPT Bootcamp for CPAs with John Higgins

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business

Steps to Stop External Fraud

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Virtual

2.00 Credits

The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

AICPA Town Hall Series (11/20/2025)

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Virtual

1.00 Credits

Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities

SECURE Act 2.0: What You Need to Know

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Online

1.00 Credits

Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage

Surgent's Guide to the AICPA Quality Management Standards

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Virtual

2.00 Credits

Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM

Using AI to Instantly Transform Ideas into Revenue Streams

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Virtual

2.00 Credits

The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)

Becoming Conflict Competent

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Virtual

2.00 Credits

Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict

Finding Errors in Excel Spreadsheets

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Disaster Relief Act of 2024

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Online

1.00 Credits

Federal Disaster Relief Act provisions enacted in December, 2024 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Business casualty gains and depreciation recapture

Learning to Teach "Tax" as a Second Language

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Accounting as a foreign languageCommonly misunderstood conceptsCommunicating tax mattersClient-practitioner interactionsInteracting with tax authorities

Cash Management: Strategies for Long-Term Success

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Online

2.00 Credits

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)

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Online

1.00 Credits

Forensic Accounting Accounting Finance Auditing

IFRS Update

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Online

2.00 Credits

Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as:  o    Costs charged to PP&E in the "testing&" phase o    Calculating onerous contract costs o    Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o    Classification of liabilities as current o    Defining accounting estimates

Integrity, Objectivity and Judgment: Values in Action

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Virtual

1.00 Credits

The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com

Revenue Recognition Topic 606 - Identify the Contract Part 1

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Online

1.20 Credits

Revenue Recognition

The Controllership Series - The Financial Close Process

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Online

1.50 Credits

Accounting Finance Financial Statements

Ethical Considerations of the New AICPA SSTS Rules

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities