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CPE Catalog & Events

All Events 8435 Centennial Events 0 Conferences 4 GWSCPA Originals 13 On Demand 636 Section Meetings 8 Webinars 7786

Showing 7786 Webinars Results

The Role of Internal Audit in Operational Audits

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Online

2.00 Credits

The important role of operational audits  Best practices for designing and performing operational audits Identifying causes of operational issues and risk exposures Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization Delivering clear, transparent, and objective audit reports to convey critical information 

Understanding the New Forms K-2 and K-3

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Virtual

2.00 Credits

The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included

Everyday Ethics at Work: Don't be the Next News Story!

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story

Foundational Carbon Accounting

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Virtual

1.00 Credits

Carbon accounting Inventory boundaries and scope 1, 2 & 3 emissions Different approaches to carbon accounting How to categorize emissions Calculate emissions

Power BI - Bringing It All Together for Data Analysis

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Virtual

2.00 Credits

The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity.Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models.Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models.Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities

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Virtual

2.00 Credits

What keeps companies from becoming streamlined?  Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases  Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting  Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle

The Art of Engaging in Difficult Conversations

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Virtual

2.00 Credits

The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid

Use of technology in an audit of financial statements - Risk Assessment

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Virtual

2.00 Credits

Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process

Surgent's Basis Shifting: Final Regulations

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Virtual

4.00 Credits

What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?

Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success

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Virtual

4.00 Credits

Inventory management vs. inventory control Inventory analysis methods and KPIs Top inventory management trends Inventory analysis: methods and KPIs Inventory management trends for retailers Inventory management and supply chain management Top trends in warehouse management Supply chain inventory optimization

Tax Planning for Small Businesses - Tax Staff Essentials

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Virtual

4.00 Credits

Starting a business - the tax life of a business Selecting a business entity type SECURE Act 1.0 and 2.0 Section 199A and the qualified business income deduction Accounting methods Compensation of owners - hiring family members Reasonable compensation Depreciation, Section 179 and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Exiting the business - special exit techniques

AI Impact 2025 November Cohort

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Virtual

5.00 Credits

Entertainment, Meals & Travel Expenses: Review and Update

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings

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

Technology Trends Update for CPAs with John Higgins

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update

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

2025 Yellow Book Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.

Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight

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Online

2.00 Credits

Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?

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