Event Search
Rebroadcast
Ethics, AI, and Music: What Every CPA Must Know
- Online
- Event Code: EGBWEAM1-71864
- Fields of Study: CPE - Behavioral Ethics
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people’s work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, ... More Info
Rebroadcast
Financial & Tax Accounting for S Corporations & Partnerships
- Online
- Event Code: FTWFSCP8-66465
- Fields of Study: CPE - Accounting
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Hot Topics Accounting Update – 2026
- Online
- Event Code: ES27HTU2-72051
- Fields of Study: CPE - Accounting
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Microsoft Teams for CPAs: Unlocking Its Full Potential
- Online
- Event Code: HAJHMTC2-67566
- Fields of Study: CPE - Computer Software & Applications
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67512
- 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
Surgent’s Auditing 401(k) Plans: Critical Issues and Annual Update
- Online
- Event Code: AFP4-2026-01-WEBNR-245-01
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and ... More Info
Rebroadcast
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting
- Online
- Event Code: BPN4-2026-01-WEBNR-245-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting (Governmental)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial ... More Info
Rebroadcast
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: IFCP-2026-01-WEBNR-245-01
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- CFP
- Enrolled Agent
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71157
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63186
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-65918
- Fields of Study: CPE - Auditing
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
A&A Update for Nonprofits and Single Audit – 2026
- Online
- Event Code: ES27NSA8-71992
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of ... More Info
Rebroadcast
Introduction to Ethics & Professional Skepticism
- Online
- Event Code: GAJVIEP2-72742
- 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
Surgent’s A Guide to the 401(k): Concepts and Strategies
- Online
- Event Code: GDK2-2026-01-WEBNR-245-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course delivers a comprehensive, practitioner-focused analysis of 401(k) plans, emphasizing rules, planning opportunities, and common execution risks faced by employees, executives, and business owners. Participants will develop a detailed understanding of plan mechanics, contribution limits, testing requirements, and timing rules, with particular attention to avoiding overfunding, coordinating multiple plans, ... More Info
Rebroadcast
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: CCSM-2026-01-WEBNR-245-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
Clients often ask accounting and finance professionals whether they have the “best” pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Rebroadcast
Surgent’s Schedules K-2 and K-3: Filing Requirements
- Online
- Event Code: KFR2-2026-01-WEBNR-245-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to ... More Info
Rebroadcast
Surgent’s Six Common Barriers to Investment Success
- Online
- Event Code: CBIS-2026-01-WEBNR-245-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Economics
Many of us expect to use logic when it comes to how we allocate our investments. The adage of “buy low, sell high” is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are ... More Info
Rebroadcast
Get started with Power BI
- Online
- Event Code: DPBSGSP2-64453
- Fields of Study: CPE - Computer Software & Applications
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, “Get Started with Power BI.” This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel’s Power ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-70451
- Fields of Study: CPE - Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71696
- Fields of Study: CPE - Personal Development
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define ... More Info
Rebroadcast
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: JHSWLST2-63058
- 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
No Tax on Overtime: Payroll Compliance
- Online
- Event Code: HIMHNTO2-67685
- Fields of Study: CPE - Taxes
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the “regular rate of pay.” Through practical examples and compliance-focused scenarios learners will gain the skills ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-66815
- 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
Internal Controls Over Compliance vs Compliance
- Online
- Event Code: GAMGIOC1-72896
- Fields of Study: CPE - Accounting (Governmental)
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
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-65284
- Fields of Study: CPE - Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info