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CPE Catalog & Events

All Events 7437 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7418

Showing 941-960 of 7418 Results (Page 48 of 371)

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

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Virtual

2.00 Credits

Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans Defined benefit plans and cash balance plans

Deep Dive Into Common Auditing Deficiencies

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.

AI Lessons Learned for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.Managing Exponential Change: Understanding the urgency of adapting to AI’s rapid evolution.Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting.

Surgent's Annual FASB Update and Review

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Virtual

4.00 Credits

Private company standard-setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations Non-GAAP financial measures ASC 842, Leases ASC 842 final PIR report findings

ACPEN: A Strategic Approach to Understanding Compensation Structures

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Online

1.50 Credits

Compensation

ACPEN: GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)

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Online

2.00 Credits

Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87

Surgent's How to Effectively Represent Clients Under IRS Audit

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Virtual

2.00 Credits

Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern

Cybersecurity: Protecting Your Firm's Data and Reputation

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Assessment of the current cybersecurity threat level and vulnerabilitiesDeveloping your WISP (Written Information Security Program) Deploying a password management app (PMA) to fortify the security of your login credentialsImplementing an incident response plan to minimize the damage from a cybersecurity attackUnderstanding the role of cybersecurity insurance

Surgent's Guide and Update to Compilations, Reviews, and Preparations

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Virtual

4.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements

ACPEN: Exploring the 10 Types of Leadership: Styles and Strategies for Success

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Online

1.00 Credits

Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement  

ACPEN: The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA

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Online

1.00 Credits

What are the ethical issues within AI? The many biases within AI Ownership? Intellectual property rights? Who benefits economically? Changing regulations and laws Why many organizations ban AI? How AI can be used unethically? The need for strong human oversight!

Resistance to Resilience: Strive for Tech Change Acceptance

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)

ACPEN: Benefits and Best Practices for Telework

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Online

2.00 Credits

Communication Business Management

Lessee and Lessor Accounting

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Virtual

2.00 Credits

Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases

Surgent's Anatomy of a Ransomware Event and Incident Response

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Virtual

0.00 Credits

What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

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Virtual

0.00 Credits

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

What's Behind the Data?

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls

What's Going on at the GASB (2026/27)

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Recent pronouncements issued by the Governmental Accounting Standards Board (GASB)GASB Statement No. 103 (financial reporting model)GASB Statement No. 104 (disclosures for capital assets)cGASB Statement No. 105 (subsequent events)Active GASB exposure drafts and ongoing projects

AI Liability and Malpractice Exposure

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Professional accountability for AI-generated workAI errors, hallucinations, and malpractice exposureEmerging cases, sanctions, and disciplinary actionsAI regulatory expectations in the US, Canada, and UKProfessional liability insurance and AI coverage gapsConfidentiality, privilege, privacy, and data exposureVerification, documentation, governance, and defensibility

Business Tax Update: OBBA and Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions