CPE Catalog & Events
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
-
TBD
2.0 Credits
Member Price: $79
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Comprehensive Estate Planning: Administration & Postmortem Strategies
-
TBD
8.0 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
Preparing to be a Forensic Accountant - Focus on Network Forensics
-
TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Surgent's Guide to the AICPA Quality Management Standards
-
TBD
2.0 Credits
Member Price: $99
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
Surgent's System and Organization Controls (SOC) Engagements
-
TBD
2.0 Credits
Member Price: $99
Purpose and organization of the Trust Services Criteria Management assertions specific to different SOC engagement types Intended users of SOC 1®, SOC 2®, and SOC 3® reports Determination and use of materiality in SOC engagements Criteria for considering a vendor as a subservice organization Inclusive vs. carve-out method for subservice organizations Service commitments and system requirements in SOC 2® engagements Appropriate form and content of SOC reports
Surgent's Business Law for Small Business Owners
-
TBD
4.0 Credits
Member Price: $159
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Surgent's Annual FASB Update and Review
-
TBD
4.0 Credits
Member Price: $159
Private company standard-setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations Non-GAAP financial measures ASC 842, Leases ASC 842 final PIR report findings
Embracing Neurodiversity in the Workplace
-
TBD
1.0 Credits
Member Price: $39
Neurodiversity
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Revenue Recognition in an Environment of Uncertainty
-
TBD
2.0 Credits
Member Price: $79
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Cost and Pricing Models: Boost Your Bottom Line
-
TBD
2.0 Credits
Member Price: $79
Cost Accounting Activity-based Costing
International Cross Border Transactions
-
TBD
2.2 Credits
Member Price: $79
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
Surgent's Artificial Intelligence for Accounting and Finance Professionals
-
TBD
2.0 Credits
Member Price: $99
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
Retirement Planning Issues: Where We Stand Now
-
TBD
4.0 Credits
Member Price: $129
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
I want the TRUTH: Preparing to be an Expert Witness
-
TBD
2.0 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
The Controllership Series: The Controllers Role in Internal Controls
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Internal Controls
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
-
TBD
1.0 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
TBD
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Businesses Receiving Government Assistance
-
TBD
2.0 Credits
Member Price: $79
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
The Controllership Series - The Controller's Skillset
-
TBD
1.0 Credits
Member Price: $59
Accounting Finance Skills