CPE Catalog & Events
Surgent's Management Fundamentals
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Webcast
4.0 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Surgent's Excel Tables and Conditional Summing
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Webcast
2.0 Credits
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Surgent's Tax Research - Intermediate Concepts
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Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Webcast: ACPEN: Creating A Coaching Leadership Style
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Webcast
3.0 Credits
What the Coaching Leadership Style Coaching Leadership Style Competencies Solution Focused Coaching Framework Leadership Competency Pillars Historical and Current Views of Coaching Coaching Culture Definition and Framework Coaching Results Measuring Success of Coaching
Webcast: ACPEN: 2026 Tax Season Update for Individuals with Steve Dilley
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Webcast
4.0 Credits
Update and integration of recent tax legislation impacting 2026 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2027 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
Webcast: ACPEN: K2’s Advanced Topics In Power BI
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Webcast
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
Webcast: How Good Companies Become Great: Secrets to Success 26-27
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Webcast
4.0 Credits
The link between great companies and their core values Getting the right people on the bus and in the right seats The Hedgehog Concept a model to identify your company's focal point to create maximum value
Webcast: ACPEN: 2026 Tax Season Update with Steve Dilley
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Webcast
8.0 Credits
Update and integration of recent tax legislation impacting 2026 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2026 and 2027 tax rate schedules and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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Webcast
2.0 Credits
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
Webcast: ChatGPT Deep-Dive Hands-on Bootcamp for CPAs 26-27
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Webcast
2.0 Credits
Getting started with ChatGPT
Surgent's Guide to the AICPA Quality Management Standards
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Webcast
2.0 Credits
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
Webcast: K2's Excel’s Best Practices & Features 26-27
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Webcast
2.0 Credits
What to look for in newer versions of Excel
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
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Webcast
4.0 Credits
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry FASB ASC 606 and its impact on the construction industry The unique relationship between the contractor and the surety FASB ASC 842 and its impact on the construction industry
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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Webcast
2.0 Credits
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Surgent's IT Governance and Risk Management
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Webcast
2.0 Credits
The role of IT governance within an organization IT governance principles IT risk identification and assessment methods IT control frameworks (e.g., COBIT, ITIL) IT general controls and application controls Business process management Change management
Webcast: ACPEN: 2026 Tax Season Update for Business with Steve Dilley
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Webcast
4.0 Credits
Update on significant 2025-26 business tax developments and related cases and rulings Review of recent business tax provisions and their integration into tax forms Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K Rulings on OBBBA of 2025 business provisions
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webcast
2.0 Credits
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Webcast: ACPEN: Tricks and Treats to Avoid Litigation
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Webcast
1.0 Credits
Key concepts of effective employee relations Balancing employee and employer rights Handling employee complaints Addressing personality & attitude problems
Webcast: ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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Webcast
1.0 Credits
Leadership Professional Development Time Management
Webcast: ACPEN: Introduction to Single Audit
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Webcast
2.0 Credits
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit