CPE Catalog & Events
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Introduction to Forensic Data Analytics
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Online
2.00 Credits
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Yellow Book Ethics
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Online
2.00 Credits
Ethics Accounting & Auditing Yellowbook
Ethics and Civility in the Workplace
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Virtual
2.00 Credits
The major topics that will be covered in this course include:What is civility and how it is tied to the bottom line?Principles of CivilityGiving the Benefit of the DoubtInclusivityCommunication Review of ethical values and principles with an emphasis on:RespectCourageCompassionHonor Accountability
Leverage PowerBI.com to Create Data Analysis for Others
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Virtual
2.00 Credits
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
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 Forms 7217 and 7203
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Virtual
2.00 Credits
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution IRS’s new regulations regarding basis shifting in favor of high-marginal tax rate related partners Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Virtual
2.00 Credits
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
K2's Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
Partnership Essentials: Review & Update
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Online
4.00 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
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
2024 PCAOB and SEC Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Online
2.00 Credits
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Current Audit Environment and ASB Activity
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Virtual
2.00 Credits
Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)
Monthly Federal Tax Updates - February 2026
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Virtual
2.00 Credits
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Shortcuts that Excel Users Love
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Virtual
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
2025 A&A Update With Technology Implementation
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Deep dive into the Accounting Standards Updates (ASUs) effective in 2025.Insights from the FAF's 2024 PCC Review.Overview of FASB's Invitation to Comment - Agenda Consultation.The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB).
