CPE Catalog & Events
Webcast: Emerging Issues in Financial Accounting 25-26
-
Webcast
3.0 Credits
Are we equipped to deal with a resurgence in financial accounting fraud Private company accounting standards, options and elections The latest on crypto and ESG Accounting and auditing for SAAS arrangements, impairments and going-concern and debt modification accounting FASB and PCC agenda
Webcast: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
-
Webcast
2.0 Credits
Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
Webcast: The Controller Function - Elevating the Role
-
Webcast
1.5 Credits
Accounting Finance Auditing Business Development
Webcast: The Controllership Series: The Controller's Role in Artificial Intelligence
-
Webcast
1.4 Credits
Accounting Finance
Webcast: Surgent's Assessing the Risk of Fraud in a Financial Statement Audit
-
Webcast
8.0 Credits
The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds Cyber fraud schemes and how to prevent and detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit
Webcast: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update
-
Webcast
8.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Webcast: Surgent's Getting Ahead: The Art of Marketing for CPAs
-
Webcast
2.0 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
Webcast: Estate and Financial Planning for the Older Client
-
Webcast
8.0 Credits
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Webcast: The Controller Function - Elevating the Role
-
Webcast
1.5 Credits
Accounting Finance Auditing Business Development
Webcast: Surgent's Business Law for Small Business Owners
-
Webcast
4.0 Credits
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Webcast: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
-
Webcast
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
Webcast: New PCAOB Quality Control Standard Overview
-
Webcast
2.0 Credits
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
Webcast: Surgent's Controllership Skills Update: Risk Management
-
Webcast
2.0 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
Webcast: Surgent's Controllership Skills Update - Budgeting, Forecasting and Big Data
-
Webcast
2.0 Credits
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Webcast: Surgent's Accountability and Action
-
Webcast
4.0 Credits
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
Webcast: Surgent's Artificial Intelligence for Accounting and Finance Professionals
-
Webcast
2.0 Credits
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Webcast: Surgent's Home Office Rules
-
Webcast
2.0 Credits
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Webcast: Internal Control Fundamentals
-
Webcast
2.0 Credits
COSO Yellowbook Auditing
Webcast: Mastering Microsoft Copilot
-
Webcast
1.2 Credits
Introducing Copilot: Understand the fundamental features and benefits of Copilot in a business context Integrating Copilot in Daily Tasks: Discover how to seamlessly incorporate Copilot into your routine workflows to save time and reduce errors Real-Life Applications: Explore case studies and success stories of businesses that have effectively implemented Copilot
Webcast: Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
-
Webcast
2.0 Credits
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance