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CPE Catalog & Events

All Events 12725 Centennial Events 1 Conferences 3 GWSCPA Originals 9 On Demand 550 Section Meetings 2 Webinars 12169

Showing 841-860 of 12169 Results (Page 43 of 609)

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

Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions

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Virtual

4.00 Credits

Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43

2026/27 Annual Update for Not-for-Profit Accountants & Audit

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits. 

Business Transformation: Critical Skills for CFOs and Controllers

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Virtual

4.00 Credits

Workforce Transformation and Talent Management in 2025

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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: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure

Accounting for and Auditing Cryptocurrency & Digital Assets

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Virtual

2.00 Credits

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

Internal Control - Testing for Operating Effectiveness

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Virtual

2.00 Credits

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

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

Money Laundering Awareness for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

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Virtual

0.00 Credits

Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments

Surgent's Information Security and Privacy

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Virtual

0.00 Credits

Covered entities and permitted uses and disclosures NIST framework Threat agents and attacks Cybersecurity risks Threat modeling and threat landscape Vulnerability management Layered security and defense-in-depth Protection of confidential data

Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

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Virtual

2.00 Credits

529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax

Generative AI Strategy for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation

AICPA Town Hall Series (6/25/2026)

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Virtual

1.00 Credits

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

Introduction to Forensic Data Analytics

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Online

2.00 Credits

Data analytics Key fraud risk management guidance documents  Data analytics frameworks  Leading techniques and innovations for preventing and detecting fraud

Data Extraction, Transformation, Validation the Right Data Sources for Analysis

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Online

2.00 Credits

Understand various data types  Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid

Quality Management: Engagement Quality Reviews

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Virtual

2.00 Credits

Overview of engagement quality reviews and the firm's responsibilities Requirements for engagement quality reviews and appointing reviewers contained in SQMS No. 1 Timing of engagement quality reviews Performing an engagement quality review Considerations for sole practitioners

Surgent's A Complete Guide to Reporting Form 1099-DA

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Virtual

2.00 Credits

Definition of a digital asset for purposes of Form 1099-DA What is a sale of a digital asset affected by a broker on behalf of another person? Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information Treatment of sales of digital assets Who is a broker for purposes of Form 1099-DA? Information required to complete Form 1099-DA Reporting closing transactions and covered securities Who is a processor of digital asset payments? How many transactions to report on each Form 1099-DA and how many forms to file for each transaction Optional reporting methods for digital asset transactions Substitute statements for the Form 1099 Reporting a disposition of digital assets held by a widely held fixed investment trust

The CPA's 2026 Guide to Cryptocurrency and Blockchain

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Blockchain technology primerCryptocurrency technology primerUpdate on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation and legislationSmart contracts - what they are and how they work 

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.