Skip to main content

CPE Catalog & Events

All Events 7194 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7175

Showing 2981-3000 of 7194 Results (Page 150 of 360)

Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders

-

Virtual

0.00 Credits

Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments

Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

-

Virtual

4.00 Credits

ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting

Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know

-

Virtual

4.00 Credits

Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price

ACPEN: Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success

-

Online

8.00 Credits

How to become a value-added business advisor to successfully grow the firm from within Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services Critical traits of a thinking auditor, tips for stretching yourself beyond the basics Tips for value pricing and other ways to improve a CPA firm's financial success Managing change and promoting creative thinking  Choosing between varying levels of client service

ACPEN: Interviewing, Onboarding and Training 101

-

Online

1.00 Credits

Best practices on interviewing Best practices for onboarding  Best practices with training

Corporate Storytelling in Financial Reporting

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation

Surgent’s Weekly Expert Hour

-

Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

Don Farmer's Reasonable Cause Penalty Abatement: What Actually Works

-

Virtual

2.00 Credits

* Overview of IRS Penalties and Abatement Authority * Reasonable Cause Standards * Reasonable Cause vs. First-Time Abatement * Penalty Abatement Requests and Narrative Development * Documentation and Substantiation Requirements * Common Denial Factors and Compliance Risks

ACPEN: Partnerships: How to Calculate Partner Basis

-

Online

2.00 Credits

Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process

AI Liability and Malpractice Exposure

-

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

Analyzing IFRS Financial Statements

-

Virtual

4.00 Credits

The major topics that will be covered in this course include:Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysisLoblaw Companies Case Study: Introduction to our example company and its financial performanceAdvanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metricsOperational Focus: Separating core business performance from financing activitiesApplied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratiosManagement Commentary: Overview of the corporate narrative as presented from IFRS lens.

ACPEN: Internal Control Best Practices

-

Online

2.00 Credits

Auditing Yellowbook

Bytes, Bias, and Balance: Data Ethics for Savvy Accountants

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas

AI & Accounting in Construction

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of AI adoption in constructionPredictive analytics and risk managementAI-integrated Building Information Modeling (BIM)Real-time compliance and financial reportingTaxation challenges in AI-driven constructionAI in project scheduling, supply chains, and quality controlRegulatory frameworks and ethical AI use in audits

ACPEN: Private Company Simplified GAAP Alternatives

-

Online

2.00 Credits

Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options

Ethics: How to Give and Receive Criticism the Right Way

-

Virtual

2.00 Credits

The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way

Mastering the Excel Lookup Functions

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions

ACPEN: Building and Maintaining an Engaged Remote Team

-

Online

1.00 Credits

Designing a secure and compliant remote work environment Technology stack essentials for remote CPA firms Structuring communication and meetings for remote teams Accountability systems and performance visibility Leadership touchpoints and management hierarchy Building engagement, culture, and trust without physical proximity Retention strategies: bonding, recognition, and in-person connection

ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts

-

Online

4.00 Credits

Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?

ACPEN: The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges

-

Online

1.00 Credits

The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics