Event Search
Rebroadcast
Surgent’s A Guide to Nonqualified Deferred Compensation
- Online
- Event Code: NDC2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A ... More Info
Rebroadcast
Surgent’s Anatomy of a Ransomware Event and Incident Response
- Online
- Event Code: ARE2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join ... More Info
Rebroadcast
Surgent’s Getting Ahead: The Art of Marketing for CPAs
- Online
- Event Code: AMC2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Communications and Marketing
To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out ... More Info
Rebroadcast
The CPA’s 2026 Guide to Cryptocurrency and Blockchain
- Online
- Event Code: HA26GCB2-67162
- 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
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66743
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-66826
- 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
Corporate Finance Technology Selection: Practical Frameworks
- Online
- Event Code: CXLRCFT1-71331
- 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
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67506
- 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69565
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does “helping my child ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-65605
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you’re a seasoned professional or new to data analysis, this course provides an in-depth understanding ... More Info
Rebroadcast
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-73009
- Fields of Study: CPE - Information Technology
Technology adoption often comes with resistance, but it’s possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and ... More Info
Rebroadcast
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: HAJHSDU2-68292
- Fields of Study: CPE - Computer Software & Applications
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login ... More Info
Rebroadcast
Surgent’s Annual FASB Update and Review
- Online
- Event Code: FUR4-2026-01-WEBNR-273-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The ... More Info
Rebroadcast
Surgent’s Project Management: Tips, Tricks, and Traps
- Online
- Event Code: PMT4-2026-01-WEBNR-273-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Management Services
Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course ... More Info
Rebroadcast
Surgent’s The Essential Multistate Tax Update
- Online
- Event Code: MST4-2026-01-WEBNR-273-01
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they ... More Info
Rebroadcast
Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
- Online
- Event Code: WLB2-2026-01-WEBNR-273-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personnel/Human Resources, CPE - Taxes
Working in accounting and finance offers strong earnings and growth, yet chronic overwork remains the top driver of anxiety and attrition in the profession. Evidence shows that long hours and poor recovery harm both health and output: large studies link greater than 55-hour weeks to higher cardiovascular risk, specific-hour thresholds ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-65039
- Fields of Study: CPE - Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65143
- 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
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-68910
- Fields of Study: CPE - Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
Rebroadcast
Internal Controls Over Compliance vs Compliance
- Online
- Event Code: GAMGIOC1-72866
- 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
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66399
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both “inside” and “outside” basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Surgent’s Generative AI and Cybersecurity: Opportunities and Threats
- Online
- Event Code: CYG2-2026-01-WEBNR-273-01
- 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
Yellow Book Ethics
- Online
- Event Code: ESJLYBE2-66141
- Fields of Study: CPE - Regulatory Ethics
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a ... More Info
Rebroadcast
Accounting & Attestation for ESG
- Online
- Event Code: GAARESG2-72593
- Fields of Study: CPE - Accounting, CPE - Auditing
Environmental, Social, and Governance (ESG) reporting has become an increasingly important area of focus for standard setters, regulators, and stakeholders. This course provides an overview of how ESG considerations intersect with accounting and attestation services, with attention to developments affecting both preparers and assurance providers. Participants will review current ESG-related ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-65577
- Fields of Study: CPE - Computer Software & Applications
Advanced Excel for Staff – Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. ... More Info