Event Search
Rebroadcast
Surgent’s Predicting Future Financial Issues Facing the Financial Executive
- Online
- Event Code: FFFE-2026-01-WEBNR-272-01
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Business Management & Organization
Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you ... More Info
Rebroadcast
Surgent’s The Most Critical Challenges in Governmental Accounting Today
- Online
- Event Code: CGA4-2026-01-WEBNR-272-01
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting (Governmental)
With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-63780
- Fields of Study: CPE - Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like “Big Data” and “Information Overload”, are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more ... More Info
Rebroadcast
Forgotten Managerial Accounting Tools for CPAs
- Online
- Event Code: CHCHFMA2-65224
- Fields of Study: CPE - Accounting
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: NCSIRSP4-68737
- Fields of Study: CPE - Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70833
- Fields of Study: CPE - Accounting
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
Surgent’s Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: UARB-2026-01-WEBNR-272-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... 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-272-01
- 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 Taxation of Tips and Overtime Under OBBBA
- Online
- Event Code: TTO2-2026-01-WEBNR-272-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients ... More Info
Rebroadcast
You Don’t Know What You Don’t Know About Microsoft Excel
- Online
- Event Code: TAKEDKM8-63725
- Fields of Study: CPE - Computer Software & Applications
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and ... More Info
Rebroadcast
Take Command of your Time
- Online
- Event Code: JHSWTCT2-63090
- Fields of Study: CPE - Personal Development
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer ... More Info
Rebroadcast
AI & Accounting in Manufacturing
- Online
- Event Code: GWAIAIM2-66858
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-63903
- 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
Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: HIMHSKW2-67842
- Fields of Study: CPE - Taxes
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72561
- Fields of Study: CPE - Auditing (Governmental)
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also ... More Info
Rebroadcast
Noble Leadership: An Ethical Approach
- Online
- Event Code: GLRGNLA2-66770
- Fields of Study: CPE - Behavioral Ethics
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will ... More Info
Rebroadcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHMCD2-67535
- Fields of Study: CPE - Computer Software & Applications
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: PEDPCSC2-70957
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- Online
- Event Code: PEDPSBM4-69356
- Fields of Study: CPE - Finance
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Surgent’s Data Analytics Toolkit – Tools and Applications
- Online
- Event Code: DATA-2026-01-WEBNR-272-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Management Services
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements, and communicate data using traditional vehicles. Good decisions are not the ... More Info
Rebroadcast
Surgent’s Tax Research – Intermediate Concepts
- Online
- Event Code: TRS2-2026-01-WEBNR-272-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing ... More Info
Rebroadcast
Surgent’s Top Individual Tax Planning Strategies
- Online
- Event Code: ITPS-2026-01-WEBNR-272-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize ... More Info
Rebroadcast
Surgent’s Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
- Online
- Event Code: TAC2-2026-01-WEBNR-272-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69101
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69400
- Fields of Study: CPE - Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info