CPE Catalog & Events
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Virtual
4.00 Credits
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Mastering the Art of Conflict: CPA Transformative Strategies
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
The Radar Phenomenon
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Online
1.00 Credits
Internal Controls Fraud Prevention Fraud Investigation
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Self-Rental Real Estate: Passive Activity & Section 199A
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Coaching the Next Generation of CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Allison McLeod's Federal Tax Updates for Individuals - 4 Hour
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Online
4.00 Credits
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Noble Leadership: An Ethical Approach
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity
Global Internal Audit Standards (GIAS) Domain III - Part 1
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Online
2.50 Credits
Internal Audit GIAS IPPF Standards Accounting Internal Controls
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
SECURE Act 2.0 and Updates (2025)
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Implications for individualsChanges to the Saver’s CreditChanging the required minimum distribution rules for Roth 401(k)sChanges to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency ExpensesSpecial provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plansOpportunities for student loan payment matchingImplications for EmployersStarter § 401(k) plans for small employersRequiring automatic 401(k) enrollmentImproving worker access to emergency savingsIncreasing part-time workers’ access to retirement accountsStatute of Limitations on excise taxes imposed on overcontributions to retirement plansMultiple employer §403(b) plansAutomatic portability provisionsOther changes in the administration of company retirement plans
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
AU-C 230 Auditing Yellowbook
Money Laundering Awareness for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Leveraging Marketing Automation for Accounting Firm Growth
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
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
Integrity, Objectivity and Judgment: Values in Action
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Virtual
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
The Controllership Series - The Controllers Role in Procurement Function
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Online
1.20 Credits
Accounting Finance Procurement
Surgent's Getting Ahead: The Art of Marketing for CPAs
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Virtual
2.00 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Contract and Procurement Fraud
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Online
2.00 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Build a Data Model for Analysis in Power BI
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
