CPE Catalog & Events
Budget Mastery: Process, Problems, and Solutions
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Online
2.00 Credits
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
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
Federal Tax Update for Individuals 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 Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
The Ethical Management of Conflict
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Virtual
2.00 Credits
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
How to Build a Custom AI Chatbot and GPT in Plain English
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Accounting Finance Procurement Operations
Servant Leadership 101
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Assessing your organization’s culture The benefits of great cultures The basics of what servant leadership is, and is not How to coach using a servant leadership style
Accounting Update in a Post COVID-19 World
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Online
2.00 Credits
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
K2's Collaboration - Best Platforms And Practices
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Online
2.00 Credits
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
Tax Season Update with Steve Dilley
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Online
4.00 Credits
Update and integration of recent tax legislation impacting 2025 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit; Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 and 2026 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
The Current and Future Landscape of Audit Technology
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Online
2.00 Credits
AI Auditing & Accounting Yellowbook
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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Online
2.20 Credits
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
Tech It to the Next Level: Slim Your Team for Max Efficiency
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Virtual
1.00 Credits
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
ChatGPT and Advanced Accounting Research
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Virtual
2.00 Credits
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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Virtual
2.00 Credits
S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Virtual
4.00 Credits
The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
