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Rebroadcast
Surgent’s Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: TSA2-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Whether you’re heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and ... More Info
Rebroadcast
Surgent’s Excel Shortcuts for Accountants
- Online
- Event Code: EXSC-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding ... More Info
Rebroadcast
Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
- Online
- Event Code: GCA4-2026-01-WEBNR-230-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Business Management & Organization, CPE - Finance
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers, and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has ... More Info
Rebroadcast
Surgent’s Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams
- Online
- Event Code: RULS-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization, CPE - Personal Development
Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental ... More Info
Rebroadcast
Surgent’s More Money at the End of the Month: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WIC2-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Overview
- 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
Surgent’s Schedule 1-A: Implementing Important OBBBA Deductions for 2025
- Online
- Event Code: SHA2-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Schedule 1-A is a new tax form designed to consolidate four key OBBBA deductions that can be taken for the first time in 2025. Ultimately these four deductions: the tip deduction, the overtime deduction, the deduction for interest paid on a new car loan, and the senior deduction, appear as ... More Info
Rebroadcast
Surgent’s Time Management for Professionals
- Online
- Event Code: TMP2-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
The phrase “time management” is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who “manage” or budget their time wisely often are more productive, less stressed, ... More Info
Rebroadcast
Surgent’s What Tax Practitioners Need to Know About Medicare
- Online
- Event Code: MEDC-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Accounting and finance professionals often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program ... More Info
Rebroadcast
Get started with Power BI
- Online
- Event Code: DPBSGSP2-64446
- 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
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-63141
- Fields of Study: CPE - Specialized Knowledge
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering ... More Info
Rebroadcast
Forensic Accounting: Investigating Divorce Cases
- Online
- Event Code: NCRNIDC4-70861
- Fields of Study: CPE - Accounting
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their ... More Info
Rebroadcast
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: CHCHFIE4-64294
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their ... More Info
Rebroadcast
Surgent’s Schedules K-2 and K-3: Filing Requirements
- Online
- Event Code: KFR2-2026-01-WEBNR-230-01
- 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
The CPA’s 2026 Guide to Cryptocurrency and Blockchain
- Online
- Event Code: HA26GCB2-67159
- 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
Ethics, Spirituality, Love and Belonging in the Workplace
- Online
- Event Code: GLRGSSLB2-73021
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love, and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and ... More Info
Rebroadcast
Profiles in Fraud
- Online
- Event Code: FFKGPIF2-72121
- Fields of Study: CPE - Accounting, CPE - Auditing
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a ... More Info
Rebroadcast
Surgent’s Generative AI and Cybersecurity: Opportunities and Threats
- Online
- Event Code: CYG2-2026-01-WEBNR-230-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection, and risks, including AI-driven phishing and malware, particularly in financial contexts.
Rebroadcast
Generative AI Strategy for Accountants
- Online
- Event Code: GWGAISA2-66950
- Fields of Study: CPE - Information Technology
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, ... More Info
Rebroadcast
From Numbers to Narratives: Mastering Data Analysis for CPAs
- Online
- Event Code: DPBSFNN2-71795
- Fields of Study: CPE - Specialized Knowledge
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. “From Numbers to Narratives: Mastering Data Analysis for CPAs” explores the “why” behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. ... More Info
Rebroadcast
Ethics, AI, and Music: What Every CPA Must Know
- Online
- Event Code: EGBWEAM1-71846
- 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
WRNFP126: Not for Profit Accounting Conference
- Online
- Event Code: WRNFP126
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE
This is a replay of the Virtual Not for Profit Accounting Conference held on 6/10/2026. Are you ready to elevate your nonprofit organization or practice to new heights? Join us for the 2026 NFP Conference, where staff, leaders, board members, and CPAs serving nonprofit clients come together. Share insights, strategies, ... More Info
Rebroadcast
WE001126: NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
- Online
- Event Code: WE001126
- External ID: WE001126
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics, CPE - Regulatory Ethics
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and ... More Info
Rebroadcast
2026/27 Annual Update for Not-for-Profit Accountants & Audit
- Online
- Event Code: GA26NFA4-72362
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65112
- 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
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: FFKGEYE2-66151
- Fields of Study: CPE - Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical “muscle” is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info