CPE Catalog & Events
Create Measures in Power BI that Define Your Metrics
-
Virtual
4.00 Credits
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Compilation, Preparation and Review Basics and Peer Reviews
-
Virtual
2.00 Credits
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
Online
1.00 Credits
Technology Cybersecurity
AICPA Town Hall Series (6/10/2025)
-
Virtual
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments
-
Online
1.00 Credits
HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey
AI Prompt Engineering Masterclass for Accountants
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
An Ethical Approach to Mental Health Issues at Work
-
Virtual
2.00 Credits
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Introduction to Forensic Accounting
-
Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
Build Better Budgets: Fundamental Techniques
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Surgent's Successfully Completing a Gift Tax Return -- Form 709
-
Virtual
2.00 Credits
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
Online
1.00 Credits
Technology Cybersecurity
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Preparing for & Conducting Discharge Meetings
-
Online
1.20 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
The Controllers Role in Data Analytics and Big Data
-
Online
1.50 Credits
Accounting Finance Financial Statements
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Accounting Finance SG Operations
The Controllership Series - The Financial Close Process
-
Online
1.50 Credits
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
Beyond the Basics: Financial Ratios You Might Be Overlooking
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
Navigating Difficult Conversations with Coworkers
-
Online
1.00 Credits
Communication Negotiation Conflict Persuasion Management Leadership
Basic Individual Taxation Course
-
Virtual
2.00 Credits
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
