CPE Catalog & Events
Surgent's Project Management: Tips, Tricks, and Traps
-
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
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
-
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: ACPEN: Can You Really Do That With AI?
-
Webcast
1.0 Credits
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
Webcast: ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Webcast
1.0 Credits
Accounting Finance
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
-
Webcast
2.0 Credits
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
Surgent's Coaching Skills for Managers and Supervisors
-
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
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
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 Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
Webcast: ACPEN: The FASB Conceptual Framework
-
Webcast
2.0 Credits
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
Webcast: ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
-
Webcast
4.0 Credits
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
-
Webcast
2.0 Credits
Agentic simulation using prompt design and structured interaction Flipped agent/user roles in ChatGPT (autonomy emulation) Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent Risk scenarios: hallucinations, scope creep, prompt hacking Governance, professional skepticism, and documentation best practices
Webcast: K2's Mastering Advanced Excel Functions 26-27
-
Webcast
4.0 Credits
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
Webcast: Preparing Financial Statements for Clients 26-27
-
Webcast
4.0 Credits
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Webcast: Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
-
Webcast
8.0 Credits
Create a collaborative environment Develop your team's skills Use feedback features to become a better writer Where organizations make pricing mistakes Why pricing must involve finance How finance can save the bottom line Be your bank's best customer Understand your bargaining position Negotiate your covenants effectively
Webcast: ACPEN: Estate Planning Strategies: Advanced Techniques and Tools
-
Webcast
8.0 Credits
Legislative and regulatory changes in estate and gift taxation Wealth transfer strategies under the new administration Charitable deduction planning and compliance requirements Advanced estate planning tools, including split-interest trusts Using closely held stock for charitable contributions Generation-skipping transfer tax planning Strategic use of life insurance in estate planning
Surgent's Lessons Learned from Successful Companies
-
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
Surgent's Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams
-
Webcast
2.0 Credits
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
-
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: ACPEN: Mastering Form 7217: A Guide to Partnership Property Distribution
-
Webcast
1.0 Credits
Property distributions in liquidation of a partner’s interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 – new in 2024 The Section 754 election and its role in partnership property distributions
Webcast: ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
-
Webcast
2.0 Credits
Medical Claims
Webcast: ACPEN: Risk Assessment of IT Systems
-
Webcast
1.0 Credits
Overview of SAS 145 Risk assessment requirements Role of IT in audit planning Understanding IT environments Identifying IT risks Areas of concern in IT systems Impact of IT risks on the audit