CPE Catalog & Events
Webcast: Surgent's Critical Conversations
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Webcast
2.0 Credits
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours; are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Webcast: Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webcast
2.0 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Webcast: Surgent's Preparation and Compilation Engagements Under the SSARS
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Webcast
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback
Webcast: Persuasive Writing 2024
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Webcast
2.0 Credits
Persuasive writing Business writing Practice development Marketing
Webcast: Family Law Cash Flow and Business Valuation 2024
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Webcast
4.0 Credits
Family Law Cash Flow Business Valuations
Webcast: Surgent's Guide and Update to Compilations, Reviews and Preparations
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Webcast
4.0 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 Sample comprehensive engagement work programs for preparation, compilation and review engagements
Webcast: Surgent's Business Writing: Professional & Effective Emails
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Webcast
2.0 Credits
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it's not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable and outcome-focused emails
Webcast: Providing Tax Advice: Professional Standards 2024
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Webcast
2.0 Credits
Overview of the various types of advice tax professionals provide clients The preparer penalties The duty to advise clients with regard to potential taxpayer penalties The primary AICPA rules with regard to advising and communicating tax advice Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
Webcast: Tax Research Skills Part 1 2024
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Webcast
4.0 Credits
Primary and secondary sources of authority Research methodologies Online tax research sources Evaluating and communicating tax research results
Webcast: Time's Up! Pivoting Your Firm to a Subscription Based Model 2024
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Webcast
2.0 Credits
The three types of adoption approaches to creating a subscriber base Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value Ten best practices to reduce churn (i.e., losing subscribers) Essential growth strategies to deploy
Webcast: Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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Webcast
4.0 Credits
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Webcast: K2's CPA Firm Update
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Webcast
2.0 Credits
Trends in the profession, including supplier changes Software products by service lines Innovation and automation tools Specific technology stacks to improve productivity and profitability
Webcast: Tax Research Skills Part 2 2024
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Webcast
4.0 Credits
Primary and secondary sources of authority Research methodologies Online tax research sources Evaluating and communicating tax research results
Webcast: Pricing Client Accounting Services 2024
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Webcast
2.0 Credits
Understand how psychology influences your pricing decisions Learn how behavioral economic effects influence pricing Comprehend what and how people buy How to develop and price options Using the Stan Shih Smile Curve to determine the value of various services
Webcast: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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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: IRS Audits of the Employee Retention Credit 2024
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Webcast
1.0 Credits
Employee Retention Credit details Employee Retention Credit Audit process and preparation Update on the market
Webcast: Accounting and Auditing for the Construction Industry 2024
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Webcast
4.0 Credits
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches
Webcast: Fraud Stories Series March 2025
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Webcast
2.0 Credits
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Webcast: Navigating Tax Court for Non-Lawyers 2024
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Webcast
2.0 Credits
Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help
Webcast: Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Webcast
2.0 Credits
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche