CPE Catalog & Events
Webcast: Five Ways to Improve Your Leadership Skills
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Webcast
1.0 Credits
Leadership Self-awareness Communication Delegation Empowerment
Webcast: Forgotten Managerial Accounting Tools
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Webcast
2.0 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
Webcast: Public Speaking Secrets That Wow Audiences
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Webcast
4.0 Credits
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Webcast: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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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: Is Activity-Based Costing the Right Tool for Your Organization?
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Webcast
2.0 Credits
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
Webcast: Surgent's Project Management: Tips, Tricks and Traps
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Webcast
4.0 Credits
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Webcast: Surgent's Data Security: Best Practices to Protect your Business and Yourself
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Webcast
1.0 Credits
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Webcast: Preparing to be a Forensic Accountant - Cloud Forensics
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Webcast
1.4 Credits
Forensic Accounting Accounting Auditing Finance
Webcast: Surgent's Coaching Skills for Managers and Supervisors
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Webcast
4.0 Credits
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Webcast: Audit Risk Assessment in Plain English
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Webcast
2.0 Credits
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
Webcast: FASB Update: What's New? April 2026
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Webcast
1.5 Credits
FASB's current activities ASUs issued Workplan agenda
Webcast: Surgent's Lessons Learned From Successful Companies
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Webcast
2.0 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Webcast: Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others
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Webcast
2.0 Credits
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Webcast: Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Webcast
2.0 Credits
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
Webcast: Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Webcast
4.0 Credits
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Webcast: Mastering Microsoft Copilot
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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: Financial Statement Fraud
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Webcast
2.0 Credits
Fraud Auditing Yellowbook
Webcast: Surgent's Preparing Not-for-Profit Financial Statements
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Webcast
8.0 Credits
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
Webcast: Surgent's Artificial Intelligence for Accounting and Finance Professionals
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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: Financial Statement Analysis for Managers 25-26
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Webcast
4.0 Credits
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures