Event Search
Rebroadcast
NotebookLM Use Cases for Accountants
- Online
- Event Code: GWNLMUC2-67042
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You’ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can ... More Info
Rebroadcast
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70069
- 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
Integrate ChatGPT into Your Client Advisory Services-Updated
- Online
- Event Code: HAJHICA2-67424
- Fields of Study: CPE - Specialized Knowledge
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ... More Info
Rebroadcast
Current Cybersecurity Risk Management Trends
- Online
- Event Code: ESJLCCR2-65456
- Fields of Study: CPE - Information Technology
One of the top concerns of any organization’s leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a ... More Info
Rebroadcast
The Ethics of Care in the Workplace
- Online
- Event Code: GLRGECW2-66701
- Fields of Study: CPE - Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: ESJLWRM4-64165
- 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
Ethics: Giving Thanks – How to Master the Art of Gratitude
- Online
- Event Code: EGBWEGT2-65424
- 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
Rebroadcast
Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
- Online
- Event Code: TRS4-2026-01-WEBNR-238-01
- CPE Credits: 4
- Legacy Level: Advanced
- Fields of Study: CPE - Taxes
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the ... More Info
Rebroadcast
Surgent’s Artificial Intelligence for Accounting and Finance Professionals
- Online
- Event Code: AIP2-2026-01-WEBNR-238-01
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Artificial intelligence (AI) is transforming the accounting and finance profession at an unprecedented pace. What began as automation of repetitive tasks has evolved into systems capable of complex data analysis, natural language processing, and predictive modeling. Modern AI tools — such as generative AI, machine learning, and intelligent automation — ... More Info
Rebroadcast
Surgent’s Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
- Online
- Event Code: ONE2-2026-01-WEBNR-238-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Law
This program covers three topics: the Department of Labor’s changes in overtime rules, the Federal Trade Commission’s ban on most non-compete agreements, and the Department of Labor’s new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Any suspensions due to court challenges ... More Info
Rebroadcast
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64549
- 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
Introduction to Governmental Budgeting
- Online
- Event Code: GAARIGB2-72651
- Fields of Study: CPE - Finance
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we ... More Info
Rebroadcast
Surgent’s Fraud In Single Audits
- Online
- Event Code: FSA4-2026-01-WEBNR-238-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing (Governmental)
With all the planning, procedures, and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records, and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-64898
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: “My S Corp client didn’t take reasonable compensation last year. Now what?” Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with ... More Info
Rebroadcast
Forensic Accounting: Court Approved Methods of Proof
- Online
- Event Code: NCRNFAC4-70412
- Fields of Study: CPE - Accounting
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved ... More Info
Rebroadcast
Surgent’s Going Out on Your Own: Entity Types and Accounting Methods
- Online
- Event Code: TAM2-2026-01-WEBNR-238-01
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
- Enrolled Agent
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you…. ... More Info
Rebroadcast
Surgent’s Implementing Subscription Pricing to Your Practice
- Online
- Event Code: SPP2-2026-01-WEBNR-238-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it’s crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, ... More Info
Rebroadcast
Surgent’s Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
- Online
- Event Code: MOC2-2026-01-WEBNR-238-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial ... More Info
Rebroadcast
Surgent’s Raising Financially Capable Children
- Online
- Event Code: RFC2-2026-01-WEBNR-238-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients’ first ... More Info
Rebroadcast
Surgent’s Reasonable Suspicion
- Online
- Event Code: REAS-2026-01-WEBNR-238-01
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personnel/Human Resources
Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to ... More Info
Rebroadcast
Tax Update: “One Big Beautiful Bill”
- Online
- Event Code: HIMHTUO2-70343
- Fields of Study: CPE - Taxes
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), “One Big Beautiful Bill.” Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and ... More Info
Live Webcast
WF001026: Don Farmer’s Top 10 Partnership Return Issues & How to Avoid Them
- Online
- Event Code: WF001026
- External ID: WF001026
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Partnership taxation remains one of the most complex and high-risk areas of federal tax compliance. From basis calculations and allocation rules to disguised sales, debt allocations, and partnership audit exposure, even experienced CPAs can encounter technical pitfalls that create significant financial and professional risk. This two-hour program examines the top ... More Info
Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-63322
- 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
Smarter Tax Services with Artificial Intelligence (AI) Tools
- Online
- Event Code: HAAISTS2-66007
- Fields of Study: CPE - Information Technology
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate ... More Info
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-66956
- 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