Event Search
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: ESJLWRM4-64171
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Introduction to Ethics & Professional Skepticism
- Online
- Event Code: GAJVIEP2-72743
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66324
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-65988
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the ... More Info
Rebroadcast
Surgent’s A Guide to Nonqualified Deferred Compensation
- Online
- Event Code: NDC2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A ... More Info
Rebroadcast
The CPA’s 2026 Guide to Cryptocurrency and Blockchain
- Online
- Event Code: HA26GCB2-67162
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66743
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-66826
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and ... More Info
Rebroadcast
Corporate Finance Technology Selection: Practical Frameworks
- Online
- Event Code: CXLRCFT1-71331
- 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 “AI” 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 ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67506
- 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69565
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does \ become \ ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-65605
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you’re a seasoned professional or new to data analysis, this course provides an in-depth understanding ... More Info
Rebroadcast
Preparing Not-for-Profit Financial Statements
- Online
- Event Code: ENFP-2026-01-WEBNR-273-01
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting (Governmental)
Accurate and effective financial reporting is essential for every not-for-profit organization, and it requires a solid understanding of today’s reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You’ll learn how requirements are applied in financial statements, explore available reporting options, and ... More Info
Rebroadcast
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-73009
- Fields of Study: CPE - Information Technology
Technology adoption often comes with resistance, but it’s possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and ... More Info
Rebroadcast
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: HAJHSDU2-68292
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login ... More Info
Rebroadcast
Surgent’s Annual FASB Update and Review
- Online
- Event Code: FUR4-2026-01-WEBNR-273-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The ... More Info
Rebroadcast
Surgent’s Project Management: Tips, Tricks, and Traps
- Online
- Event Code: PMT4-2026-01-WEBNR-273-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Management Services
Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course ... More Info
Rebroadcast
Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
- Online
- Event Code: WLB2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personnel/Human Resources, CPE - Taxes
Working in accounting and finance offers strong earnings and growth, yet chronic overwork remains the top driver of anxiety and attrition in the profession. Evidence shows that long hours and poor recovery harm both health and output: large studies link greater than 55-hour weeks to higher cardiovascular risk, specific-hour thresholds ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-65039
- 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
Anatomy of a Ransomware Event and Incident Response
- Online
- Event Code: ARE2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65143
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-68910
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
Rebroadcast
Getting Ahead: The Art of Marketing for CPAs
- Online
- Event Code: AMC2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Communications and Marketing
To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out ... More Info
Rebroadcast
Internal Controls Over Compliance vs Compliance
- Online
- Event Code: GAMGIOC1-72866
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66399
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both \ and \ basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info