CPE Catalog & Events
Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.
Surgent's Public Speaking and Presentation Skills
Available Until
Self-study
2.00 Credits
Member Price: $89
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Surgent's Quality Management and Peer Review
Available Until
Self-study
2.00 Credits
Member Price: $89
AICPA’s Engagement Quality Initiative When peer reviews are required and how they work Recent deficiencies noted by peer reviewers in audit, review and compilation engagements System of Quality Control required by the Auditing Standards Board (ASB) Changes to the system of Quality Control proposed by the ASB
Surgent's Real Estate for Accounting and Finance Professionals
Available Until
Self-study
2.00 Credits
Member Price: $109
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Surgent's Recruiting and Retaining Next Gen Talent
Available Until
Self-study
1.00 Credits
Member Price: $49
Who are Next Gen employees, and what are their career objectives? How employers can align their values with Next Gen values Establishing procedures and priorities that allow for attracting the best talent Maintaining relationships with employees to reduce turnover and grow organizations
Surgent's Remote Leadership and Virtual Meeting Mastery
Available Until
Self-study
1.00 Credits
Member Price: $49
Create an equipment/technology checklist before each meeting Structure your environment for maximum effect Manage and mitigate distractions Handle and respond to technology issues Present yourself with authority Prepare to achieve the best outcomes Establish an authentic and accessible professional presence Navigate a group meeting as well as one on one discussions Master audio only meetings and discussions
Surgent's Reporting Internal Control Deficiencies Under the Yellow Book
Available Until
Self-study
1.00 Credits
Member Price: $49
The Yellow Book performance and reporting requirements related to internal control deficiencies Evaluating whether an internal control deficiency should be reported as a significant deficiency or a material weakness How the auditor develops the criteria, condition, cause, and effect elements of a Yellow Book finding
Surgent's Revenue Recognition - U.S. GAAP vs. IFRS
Available Until
Self-study
1.00 Credits
Member Price: $29
Key principles of Revenue Recognition Performance obligations in the Contract Noncash considerations Presentation of sales taxes Impairment reversal of capitalized contract costs Interim disclosures
Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges
Available Until
Self-study
4.00 Credits
Member Price: $129
Topic 606’s five-step revenue recognition model Determining whether to recognize revenue over time or at a point in time under Topic 606 Other unique considerations in applying the five-step model for entities currently using SOP 81-1 Lessons learned and best practices from entities already adopting Topic 606
Surgent's Reviewing Audit Workpapers
Available Until
Self-study
2.00 Credits
Member Price: $89
Documentation as a means of audit quality Responsibilities of the workpaper reviewer Important tips for providing reviews notes that will promote an effective and efficient financial statement audit Appropriate review considerations at various phases of the engagement, including before and after audit report date and report release
Surgent's Risk Management for the Small Business
Available Until
Self-study
1.00 Credits
Member Price: $49
Was COVID-19 a “black swan” or a “gray rhino”? Monitor centrally but control decentrally Establish specific plan for risk management Risk recognition Risk evaluation Risk mitigation
Surgent's SAS 134 and Other Reporting Considerations
Available Until
Self-study
2.00 Credits
Member Price: $89
Revised format of audit opinion under SAS 134 Additional responsibilities of both management and the auditors under SAS 134 Additional requirements related to SASs 135-140 Qualified auditor reports, their wording, and when the auditor would issue one of them Circumstances requiring the addition of Emphasis of Matter and Other Matter paragraphs to the standard unqualified audit report
Surgent's SEC Form 8-K: When to File and What to Disclose
Available Until
Self-study
4.00 Credits
Member Price: $79
The overall purpose of the Form 8-K Triggering events for filing the Form 8-K Filing deadline for the Form 8-K
Surgent's SEC Hot Topics - MD&A and Non-GAAP Financial Measures
Available Until
Self-study
5.00 Credits
Member Price: $45
The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC) An overview of Non-GAAP Financial Measures
Surgent's Service Organization Control Reports - A User Auditor View
Available Until
Self-study
2.00 Credits
Member Price: $89
Types of SOC reports Uses of SOC reports by user auditors Characteristics of SOC reports Format of a SOC1 report Using a SOC1 report on a financial statement audit
Surgent's Skills to Enhance Personal and Professional Networks
Available Until
Self-study
2.00 Credits
Member Price: $89
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Surgent's Social Security: Dispelling Common Myths with Essential Truths
Available Until
Self-study
2.00 Credits
Member Price: $109
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
Available Until
Self-study
2.00 Credits
Member Price: $89
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Surgent's Stock vs. Asset Acquisitions of C Corporations
Available Until
Self-study
2.00 Credits
Member Price: $89
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
Surgent's Strategies for Maximizing Social Security Benefits
Available Until
Self-study
2.00 Credits
Member Price: $89
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
Surgent's Successful Communication
Available Until
Self-study
2.00 Credits
Member Price: $89
Barriers to communication, especially when working remotely Modules and best practices for effective communication Keys to effective non-verbal communication Effective listening techniques