CPE Catalog & Events
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 Leases – Topic 842 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
2025 AICPA Regulatory Ethics Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Advanced Cybersecurity - Beyond the Basics
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives
Todd and Julie Chrisley Go to Prison
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Virtual
2.00 Credits
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
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 Excel Shortcuts for Accountants
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Virtual
2.00 Credits
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
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Virtual
2.00 Credits
How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost
Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others
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Virtual
2.00 Credits
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's Time Management for Professionals
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Virtual
2.00 Credits
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
Surgent's What Tax Practitioners Need to Know About Medicare
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Virtual
2.00 Credits
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
The Ethic of Teamwork
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Virtual
4.00 Credits
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Virtual
4.00 Credits
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Surgent's Update on the AICPA's New Ethics and Quality Control Standards
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Virtual
4.00 Credits
Proposed and recently enacted updates to the AICPA’s Code of Professional Conduct Proposed Quality Management standards and related SAS Professional responsibilities in this new era Best practices for implementing an effective system of quality management
Managerial Accounting: Your Prescription for Better Decision
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Accountants and Malpractice: Can We Get Sued for This?
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Virtual
2.00 Credits
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Surgent's Schedules K-2 and K-3: Filing Requirements
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Virtual
2.00 Credits
Detailed discussion of the domestic filing exception Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on common client situations encountered in practice
Comprehensive Audit & SSARS Update
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Virtual
4.00 Credits
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
I Spy with My Little Eye ... an Illegality
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion
Ethics: 10 Crucial Qualities of High Character CPAs
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Virtual
2.00 Credits
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
