CPE Catalog & Events
Managing Your Money in Retirement
-
Webinar
3.00 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
Financial Planning: Auto & Homeowners Insurance
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
Human Leadership in an AI-World
-
Webinar
1.50 Credits
Member Price: $69
Incorporates the Working Genius® Model to help learners identify their own genius, competencies and frustration Builds on the mindset shifts and power skills of The Future Ready Leader Gives leaders some practical ways to use Gen AI today as a bridge to tomorrow Provides lots of audience interaction and practical application Available as a 60 or 75 minutes keynote or interactive workshop (2-hour and 4-hour options) Listening Guide for attendees of the workshop Option to have participants complete a personalized Working Genius® assessment for individualized application
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
-
Webinar
2.00 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
Employees Today and Tomorrow: The ROI on Your People?
-
Webinar
2.00 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
-
Webinar
2.00 Credits
Member Price: $89
Medical Claims
ESG 101: What is Environmental, Social and Governance?
-
Webinar
2.00 Credits
Member Price: $95
Environmental, Social and Governance concepts in today’s world Areas of accountability for ESG How ESG impacts Financial Reporting
Ethics: Giving Thanks - How to Master the Art of Gratitude
-
Webinar
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Forensic Accounting: The AI-Powered Expert and Investigator
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI fundamentals: how large language models work, why they hallucinate, and the distinction between generative and agentic AIPractical applications of AI in damages calculations, financial statement and ratio analysis, and books-and-records reconstructionProfessional ethics under the AICPA Code of Professional Conduct, SSFS No. 1, and the ACFE Code of Professional Ethics as applied to AI-assisted workCourt requirements for disclosure and discovery of AI use, including judicial standing orders, Federal Rule of Civil Procedure 26, and proposed Federal Rules of Evidence 707 and 901(c)Preparation for cross-examination on AI use, including how to build and document a defensible AI-assisted workflow.
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
-
Webinar
2.00 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity
Surgent's Ethical Considerations for CPAs
-
Webinar
2.00 Credits
Member Price: $99
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
Surgent's Navigating Your Client Through the IRS Appeals Process
-
Webinar
4.00 Credits
Member Price: $159
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights
Corporate Ethics Cases: Discuss Real Life Conflicts
-
Webinar
4.00 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Current Nonprofit Fraud Trends
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
K2’s Best Word, Outlook, And PowerPoint Features
-
Webinar
4.00 Credits
Member Price: $149
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
AICPA's Annual Federal Tax Update
-
Webinar
7.00 Credits
Member Price: $279
Inflation adjustments IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits Legislative and regulatory updates affecting tax practitioners Tax matters affecting individuals, C corporations, partnerships, S corporations, estates, and trusts
CalCPA Express Federal Tax Update December 2026
-
Webinar
8.00 Credits
Member Price: $329
• Discuss the most recent individual and business income tax legislation passed to date (i.e., The Big Beautiful Bill) and the expiration or extension of any TCJA provisions after 2025• Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules• Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses• Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)• Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)• Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations
Introduction to Yellow Book: 8-Credit Boot Camp
-
Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
Surgent's Predicting Future Financial Issues Facing the Financial Executive
-
Webinar
8.00 Credits
Member Price: $279
CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
-
Webinar
8.00 Credits
Member Price: $279
Bonus depreciation and §179 changes under the OBBBA Schedules K-2 and K-3 and filing exceptions Form 7203 IRS Tax Pro Account IRS modernization initiatives Information Returns Intake System (IRIS) Identity Theft warnings IRS guidance for the marijuana industry “Recycled” Form 1099-NEC to report nonemployee compensation Form 1065 steps for reporting capital Centralized audit regime; late filing penalties and small partnership relief “Substance over Form” argument of shareholder loans Advanced study of “At-Risk” loans Employer W-2 correction requests Don't get caught watching the paint dry -- What is hot and new What is terminating S corporations today? Special allocation issues of §704 Final regulations for allocating depreciation recapture to partners and members of LLCs