Event Search
Rebroadcast
How to Effectively Represent Clients Under IRS Audit
- Online
- Event Code: RCA2-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program ... More Info
Rebroadcast
Mastering Client Management for Accounting and Finance Professionals
- Online
- Event Code: CLM2-2026-01-WEBNR-307-01
- CPE Credits: 2
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today’s competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic ... More Info
Rebroadcast
Social Security: Dispelling Common Myths With Essential Truths
- Online
- Event Code: SMT2-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Social Security serves as a foundational source of retirement income for millions of Americans, yet misconceptions about how benefits are calculated, claimed, taxed, and coordinated with other sources of retirement income continue to create confusion and costly planning mistakes. For tax professionals and financial advisors, separating fact from fiction is ... More Info
Rebroadcast
Surgent’s Tax Policy Hour With Ken Kies
- Online
- Event Code: TPHK-2026-01-WEBNR-307-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
This program features renowned tax attorney Ken Kies, who has extensive experience in both government and private practice. Drawing on firsthand experience working with the U.S. Treasury Department and as Acting Chief Counsel of the IRS, plus his years advising clients and practitioners in private practice, he provides a unique ... More Info
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67237
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like and really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.nnThis event may be ... More Info
Rebroadcast
How to Audit Inventory
- Online
- Event Code: GAMGHAI2-66654
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through ... More Info
Rebroadcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHMCD2-73901
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to ... More Info
Rebroadcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHMCD2-73901
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67745
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well ... More Info
Rebroadcast
Accounting for and Auditing Cryptocurrency & Digital Assets
- Online
- Event Code: ESJLAAC2-65805
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area.nnThis event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Everyday Ethics at Work: Don’t be the Next News Story!
- Online
- Event Code: SCJEEEW2-70693
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this ... More Info
Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-75211
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: PEDPCSC2-73928
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Corporate Finance Technology Selection: Practical Frameworks
- Online
- Event Code: CXLRCFT1-71323
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: CMJPBGP2-73518
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew ... More Info
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-73502
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
If you or your clients are facing that stage of life where careers are passing into the background, and a new “to be determined” life is emerging, then you are entering what is called “retirement”. Some people are excited, some are scared, and most are both. There are many issues ... More Info
Rebroadcast
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: JHSWLST2-75190
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren’t born. World-class listeners deliberately practice this skill, ... More Info
Rebroadcast
CPAs as AI Systems Evaluators
- Online
- Event Code: GWAICSE2-74804
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Auditing
This course provides a concise overview of the emerging role of CPAs as independent evaluators of artificial intelligence systems. Participants will explore how established accounting competencies-including professional skepticism, assurance, internal controls, risk assessment, and evidence evaluation-can be applied to AI. The course introduces major AI standards and frameworks, common AI ... More Info
Rebroadcast
Fraud %26 Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-73474
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-73474
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-73265
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and ... More Info
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-73495
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-73439
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
10 Best Practices in QBO
- Online
- Event Code: RSAPBPQ1-74420
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Use QuickBooks Online more effectively! You’ll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping. After working with hundreds of business owners and bookkeeping professionals, Alicia has seen all kinds of crazy bookkeeping. She’s managed to distill ... More Info
Live Webcast
WLS01226: Surgents’s Individual Tax Planning Ideas (ITP4)
- Online
- Event Code: 7172a2eb1dad-CR
- External ID: WLS01226
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It ... More Info