CPE Catalog & Member Events
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Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webinar
8.00 Credits
Member Price: $299
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
How AI Is Automating Internal Control
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
World-Class Cost Accounting: A Practical Application - 8 Hour Version
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Webinar
8.00 Credits
Member Price: $250
Classifying the five cost types Direct materials - comprehensive coverage Direct labor - including all labor burden costs Tracing all the prime costs to products Budgeting and setting standard costs Classifying manufacturing overhead costs into 5 cost types Selecting the bases for tracing overhead costs to products Period Manufacturing Inefficiencies cost of sales - categories and costing Segregating inventory for costing and analysis Accounting for variances - budgeting, analyzing, timing for recording
A Fox in the Henhouse/Courthouse
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Webinar
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
Written Information Security Plans
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Webinar
1.00 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
Revenue Recognition Determine the Transaction Price Part 2
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Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
The New Leadership Playbook: From Stability to Agility
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Webinar
1.00 Credits
Member Price: $39
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
The Controllership Series - The Role of the Controller in ESG
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance SG Operations
Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
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Webinar
1.50 Credits
Member Price: $79
Sarbanes-Oxley Accounting
The AB5s of Employees and Independent Contractors
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Webinar
2.00 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Webinar
2.00 Credits
Member Price: $89
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
Accounting for Credit Losses – Getting to Know CECL
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Webinar
2.00 Credits
Member Price: $89
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
Surgent's Food, Beverage, and Entertainment Expensing
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Webinar
2.00 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Introduction to Required Minimum Distributions
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Webinar
2.00 Credits
Member Price: $119
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
Surgent's Use the Data Model to Build More Powerful PivotTables
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Webinar
2.00 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Tactical Finance Leadership – Building the Finance Team of Tomorrow
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Webinar
2.00 Credits
Member Price: $89
How the finance role has evolved—and where it is headed Technology, AI, and real-time financial information Knowledge obsolescence and the growing CPE gap Talent development, delegation, and employee engagement Integrating multi-generational workforces Emotional intelligence and communication skills for finance leaders Preventing bad decisions through structure and discipline Redefining what it means to be an effective CFO
The Power of a Good Story!
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Webinar
4.00 Credits
Member Price: $149
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Achieving Balance in Work and Life - Part 1
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Webinar
4.00 Credits
Member Price: $149
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Common Deficiencies in SSARS Engagements
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance
Ethics: Critical Thinking, Case Studies, and Fraud
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Webinar
4.00 Credits
Member Price: $149
Ethical decision-making in finance Professional codes of ethics and conduct Real-world case studies on ethical dilemmas Impact of ethics on the financial profession