Event Search
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-66931
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants ... More Info
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: TAKEOLC4-63478
- Fields of Study: CPE - Accounting
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as ... More Info
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67223
- 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 “LLM” and “agentic AI” 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. ... More Info
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-66505
- 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 Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting
- Online
- Event Code: 1AUS-2026-01-WEBNR-226-01
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
Level 1 focuses on the basic skill sets that new staff need to quickly master in order to “hit the ground running,” while not overwhelming them with too much information all at once. This course explains the basics of what new auditors are generally expected to know and do. This ... More Info
Rebroadcast
Surgent’s Elder Fraud
- Online
- Event Code: EFR2-2026-01-WEBNR-226-01
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity ... More Info
Rebroadcast
Surgent’s Engagement Letters: Scope and Risk Management
- Online
- Event Code: ENG2-2026-01-WEBNR-226-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Law
Strong engagement letters protect your firm. They spell out what work you will (and won’t) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you’ll learn how to draft, update, and enforce engagement letters ... More Info
Rebroadcast
Surgent’s New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
- Online
- Event Code: QSB2-2026-01-WEBNR-226-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4, 2025, there are important changes that make Section 1202 much more appealing to clients willing to ... More Info
Rebroadcast
Surgent’s Purchase and Sale of a Residence: Critical Tax Issues
- Online
- Event Code: PSR2-2026-01-WEBNR-226-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need ... More Info
Rebroadcast
Surgent’s Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
- Online
- Event Code: REXE-2026-01-WEBNR-226-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients’ exposure to the self-employment ... More Info
Rebroadcast
Surgent’s System and Organization Controls (SOC) Engagements
- Online
- Event Code: SOC2-2026-01-WEBNR-226-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
In today’s interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1®, SOC 2®, and SOC 3®) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations ... More Info
Rebroadcast
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70077
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: GAMGHAC2-66598
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65712
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64746
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. This ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65375
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info
Rebroadcast
A Working Parent’s Guide to Prioritizing Mental Wellness
- Online
- Event Code: DPASWPG2-65554
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges ... More Info
Rebroadcast
Corporate Finance Technology Selection: Practical Frameworks
- Online
- Event Code: CXLRCFT1-71419
- 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 “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
Internal Control Changes for Remote Workers
- Online
- Event Code: TAKEIRM2-63552
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: ESJLWRM4-64166
- 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
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66304
- Fields of Study: CPE - Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-71367
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
Surgent’s Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
- Online
- Event Code: C230-2026-01-WEBNR-226-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
- Enrolled Agent
Karen L. Hawkins, the former Director of the IRS Office of Professional Responsibility, will discuss key Circular 230 provisions and how some have been changed through litigation. Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is ... More Info
Rebroadcast
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges
- Online
- Event Code: ISL4-2026-01-WEBNR-226-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won’t be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain ... More Info
Rebroadcast
Ethics: Giving Thanks – How to Master the Art of Gratitude
- Online
- Event Code: EGBWEGT2-65671
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe you’re already a deeply grateful person, you’ll still learn some new strategies for expressing gratitude effectively. Forbes ... More Info