CPE Catalog & Events
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
Webcast: Accounting Industry Update 26-27
-
Webcast
8.0 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Surgent's Autonomous Agents in Audit and Assurance
-
Webcast
2.0 Credits
Audit use cases: automated sampling, real-time analytics, evidence gathering Case studies: Big 4 agent-driven assurance platforms Agent reliability, explainability, and audit documentation PCAOB AS 1105, ISA 330, and agent-auditor integration Governance: SOC 1/SOC 2 controls for audit AI tools
Surgent's Fraud In Single Audits
-
Webcast
4.0 Credits
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
Webcast: ACPEN: The New Leadership Playbook: From Stability to Agility
-
Webcast
1.0 Credits
The Collapse of Stability-Based Leadership The New Mandate for Leaders From Command to Connect Technology, AI, and the Human Imperative The Future Leader's Playbook Personal Leadership Reset
Surgent's Artificial Intelligence for Accounting and Finance Professionals
-
Webcast
2.0 Credits
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
Webcast: Accounting Industry Update 26-27
-
Webcast
8.0 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Webcast: ACPEN: Tax Procedure
-
Webcast
2.0 Credits
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Webcast: ACPEN: Estate and Financial Planning for the Older Client
-
Webcast
8.0 Credits
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Webcast: ACPEN: Strategic CFO – Strategic Risk Management
-
Webcast
2.0 Credits
Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization
Surgent's Progressive Discipline and Termination
-
Webcast
2.0 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures