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CPE Catalog & Events

All Events 7725 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7706

Showing 381-400 of 7725 Results (Page 20 of 387)

Ethics: Critical Thinking, Case Studies and Fraud

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Virtual

4.00 Credits

AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession

ACPEN: Federal Tax Update for Business with Doug Van Der Aa

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Online

4.00 Credits

"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments

ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements

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Online

4.00 Credits

Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services 

Create Measures in Power BI that Define Your Metrics

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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.

Surgent's Annual Accounting and Auditing Update

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Virtual

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Surgent's Predicting Future Financial Issues Facing the Financial Executive

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Virtual

4.00 Credits

CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

ACPEN: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA

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Online

1.00 Credits

Mental illness and depression Americans with Disabilities Act (ADA)

ACPEN: Financial Acumen for Today's HR Leader

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Online

2.00 Credits

Financial Statement Insight Trend Analysis Financial Benchmarks

Build Better Budgets: Fundamental Techniques

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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

How to Audit Accounting Estimates

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Procedures to test the process used by management to develop estimates.Common examples of accounting estimates that are included in the financial statements.Updated requirements in SAS 143.

Surgent's Controllership Skills Update: Risk Management

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Virtual

1.00 Credits

Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique

Surgent's Incident Response and Case Studies in AI-powered Cybersecurity

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Virtual

0.00 Credits

Frameworks for incident response (e.g., NIST Cybersecurity Framework) Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches) Practical tips for financial professionals to manage crises Post-incident analysis and lessons learned Building organizational resilience through continuous improvement

Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025

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Virtual

2.00 Credits

Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income

Auditing Financial Statements of ERISA Plans

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Virtual

4.00 Credits

Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based on type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Presentation and disclosure requirements in accordance with GAAP Audit considerations related to related parties, parties in interest, prohibited transactions, a plan's tax status, and Form 5500

Introduction to Yellow Book: 8-Credit Boot Camp

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Virtual

8.00 Credits

The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.

Surgent's S Corporation Core Tax Issues From Formation Through Liquidation

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Virtual

8.00 Credits

What exactly is terminating S corporations, including recent rulings Schedules K-2 and K-3 reporting requirements and filing exceptions Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Shareholder changes Living Trust and causes S termination LLCs electing S status, changing agreement could terminate election Inherited a new client with reporting errors? What are my options? Debt vs. equity and §385; Federal Express battled and won, how do we? Are we to expect SECA tax on pass-through entities? Shareholders losing “substance over form” argument Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses Can I accrue expenses payable to a shareholder? Sure, but can I deduct them? How §179 limitations affect S corp. basis Comparison of liquidation of a C corporation vs. the liquidation of an S corporation Did not timely file Form 2553? A simple method to correct Is there a “flexible standard of law” in regard to closely held entities?

ACPEN: How CPAs Can Protect Their Names, Brands, Logos, and Taglines

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Online

1.00 Credits

What Are Trademarks Types of Trademarks Trademark Selection Sources of Protection Federal Registration Process Requirements for Maintenance Advantages of Protection Best Practices

ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals

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Online

4.00 Credits

Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting

Claude Fundamentals for Accountants (2026 Update)

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Understanding Claude and Large Language ModelsPrompt Engineering Fundamentals for AccountantsWorking with Documents, Contracts, and SpreadsheetsProjects, Artifacts, and Reusable AI WorkspacesClaude Connectors and Business System IntegrationMicrosoft 365 Add-ins and Workflow AutomationProfessional Skepticism, Ethics, Privacy, and Verification

Individual 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:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses