CPE Catalog & Events
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: Comprehensive Roth IRA Strategies Analysis 26-27
-
Webcast
2.0 Credits
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Webcast: International Tax Forum - March 2027
-
Webcast
1.0 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
-
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
Surgent's Preparation and Compilation Engagements Under the SSARS
-
Webcast
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification 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. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services 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
Surgent's Excel Budgeting Ideas
-
Webcast
2.0 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
-
Webcast
2.0 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Webcast: PFP Update: Income Tax, Retirement and Estate Planning 26-27
-
Webcast
2.0 Credits
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
Webcast: Consolidation Accounting 26-27
-
Webcast
4.0 Credits
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
Webcast: PFP Update: Issues, Exposures and Developing Client Strategy 26-27
-
Webcast
2.0 Credits
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Surgent's Managing Up the Ladder
-
Webcast
2.0 Credits
Influence, persuasion, and power Navigating without position power
Surgent's Tax Research - Intermediate Concepts
-
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
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
-
Webcast
4.0 Credits
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships
Webcast: Retirement Advising: Accumulation and Decumulation Strategies 26-27
-
Webcast
8.0 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
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
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
-
Webcast
8.0 Credits
Taking a strategic perspective relative to risk management and crisis management Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction Managing the debt and equity mix for your organization in a rapidly changing economic landscape Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning Evaluating retirement programs with Social Security funding for your employees Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations The economic way ahead for the CFO/Controller
Webcast: Retirement Advising: Accumulation and Decumulation Strategies 26-27
-
Webcast
8.0 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
Webcast: March 2027 AI Update: Current Issues, Future Possibilities
-
Webcast
1.5 Credits
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
Webcast: How AI Fits into the Accounting World 26-27
-
Webcast
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Surgent's Guide to the AICPA Quality Management Standards
-
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