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CPE Catalog & Events

All Events 12474 Centennial Events 0 Conferences 3 GWSCPA Originals 8 On Demand 548 Section Meetings 2 Webinars 11921

Showing 101-120 of 12474 Results (Page 6 of 624)

2026/27 Annual Update for Governments and Not-for-Profits

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board.The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB). 

Surgent's Predicting Future Financial Issues Facing the Financial Executive

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Virtual

4.00 Credits

CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

Global Internal Audit Standards (GIAS) Domain IV - Part 2

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Online

2.00 Credits

Internal audit Standards GIAS Accounting Auditing

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps 

Get started with Power BI

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.

Accounting and Reporting Long-Term Debt

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Online

2.00 Credits

Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation 

Risk Assessment Under SAS No. 145

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Virtual

2.00 Credits

Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145

Managing Your Money in Retirement

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Online

3.00 Credits

Social Security Retirement Asset allocation Fraud  

Surgent's Annual Accounting and Auditing Update

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Virtual

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Analyzing Financial Statements

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances

The Future of Audit: Technology, Talent & Transformation

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Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes

IRS Cybersecurity Checklist

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Online

2.00 Credits

Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap

Surgent's Exploring Business Valuation Fundamentals

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Virtual

0.00 Credits

What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models

Surgent's Leveraging AI for Data Analytics in Accounting

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Virtual

0.00 Credits

Transforming data analytics with AI Understanding the impact of AI on data analytics processes How AI enhances data accuracy, efficiency, and decision-making AI tools and techniques for data analysis Overview of AI-powered data analytics tools Techniques for improving data analysis accuracy and efficiency with AI Integrating AI into existing data analytics workflows Case studies on AI implementations for data analytics Success stories of AI-driven data analytics in accounting Challenges and lessons learned from AI integration Measuring the ROI of AI in data analytics Developing AI-powered data analytics skills Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel) Practical exercises in filtering, sorting, summarizing, and visualizing data Applying AI insights to optimize data-driven decision making in accounting

Surgent's The CMA’s Guide to Project Management

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Virtual

1.00 Credits

Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Yellow Book Ethics

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior

Mastering Partnership Basis: Inside and Outside Basis

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.

Retaining Top Talent: Strategies for CPA Firms

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Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals  

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

Liquidity & Uncertainty Disclosures for Nonprofits

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Online

2.00 Credits

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