CPE Catalog & Events
Webcast: Surgent's Business Law for Small Business Owners
-
Webcast
4.0 Credits
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Webcast: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
-
Webcast
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
Webcast: New PCAOB Quality Control Standard Overview
-
Webcast
2.0 Credits
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
Webcast: Surgent's Controllership Skills Update: Risk Management
-
Webcast
2.0 Credits
Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique
Webcast: Surgent's Controllership Skills Update - Budgeting, Forecasting and Big Data
-
Webcast
2.0 Credits
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Webcast: Surgent's Accountability and Action
-
Webcast
4.0 Credits
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
Webcast: Surgent's Artificial Intelligence for Accounting and Finance Professionals
-
Webcast
2.0 Credits
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Webcast: Surgent's Home Office Rules
-
Webcast
2.0 Credits
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Webcast: Internal Control Fundamentals
-
Webcast
2.0 Credits
COSO Yellowbook Auditing
Webcast: Mastering Microsoft Copilot
-
Webcast
1.2 Credits
Introducing Copilot: Understand the fundamental features and benefits of Copilot in a business context Integrating Copilot in Daily Tasks: Discover how to seamlessly incorporate Copilot into your routine workflows to save time and reduce errors Real-Life Applications: Explore case studies and success stories of businesses that have effectively implemented Copilot
Webcast: Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
-
Webcast
2.0 Credits
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Webcast: Internal and External Fraud: Understanding It and Working to Control It 25-26
-
Webcast
8.0 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Webcast: Surgent's Annual Accounting and Auditing Update
-
Webcast
8.0 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606 Fraud case studies Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
Webcast: Auditing Standards: A Comprehensive Review 25-26
-
Webcast
16.0 Credits
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Webcast: Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
-
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: Minimizing Workplace Warfare
-
Webcast
1.2 Credits
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Webcast: Accounting for Leases
-
Webcast
2.6 Credits
Accounting Finance Financial Statement Preparation
Webcast: Internal and External Fraud: Understanding It and Working to Control It 25-26
-
Webcast
8.0 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Webcast: Auditing Standards: A Comprehensive Review 25-26
-
Webcast
16.0 Credits
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Webcast: Surgent's A Guide to Nonqualified Deferred Compensation
-
Webcast
2.0 Credits
The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies