CPE Catalog & Events
Ethical Leadership: Power, Influence, Integrity, and Trust
-
Online
2.00 Credits
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Surgent's Excel Budgeting Ideas
-
Virtual
2.00 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Surgent's Understanding Partnership Taxation: Debt Allocations
-
Virtual
2.00 Credits
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
AHI: Level IV - Management and Leadership Essentials Training
-
Virtual
24.00 Credits
Expectations of the Supervisor/Manager Leadership Skills and Styles Managing Self and Priorities Improving Communication Skills Human Motivation Supervising, Evaluating and Coaching Staff Helping Your Firm Grow
Unlocking Deep Secrets: Case Studies in Financial Analysis
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
ChatGPT Bootcamp for CPAs with John Higgins
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Governmental Accounting 101
-
Online
2.00 Credits
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
The ABCs of Advisory Services
-
Online
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Love it or Leave It: Engagement and Retention at Work
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Ethical Values and Engagement and RetentionEnhancing Employee engagementStrategic/Intentional Actions to Enhance RetentionGeneration X
Monthly Federal Tax Updates - June 2025
-
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
Exercise Your Ethics: Techniques to Improve Ethical Response
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
Cost and Pricing Models: Creating an Effective Tool
-
Online
2.00 Credits
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Taking Advantage of Array Formulas in Excel
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.Using Array Constants: This section teaches how simplify the use of static values called Array Constants
Managing Your Money in Retirement
-
Online
3.00 Credits
Social Security Retirement Asset allocation Fraud
Securing Your Data with a Password Management App - Updated
-
Virtual
2.00 Credits
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Written Information Security Plans
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Navigating Difficult Conversations with Clients
-
Online
1.00 Credits
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
Audit Risk Assessment in Plain English
-
Online
2.00 Credits
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
Financial Decisions that Led Two Businessmen to Prison
-
Virtual
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Surgent's Annual Update for Defined Contribution Plans
-
Virtual
2.00 Credits
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
