Rebroadcast
ChatGPT Vision: How Accountants can Chat with Imagery
- Online
- Event Code: WRX127325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course offers an in-depth exploration of the vision capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging ... More Info
Rebroadcast
How SAS Nos. 134-145 Improve Risk-Based Audits
- Online
- Event Code: WRX127225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WRS51725
- CPE Credits: 1
- Legacy Level:Update
- Fields of Study: Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Rebroadcast
Tax Research
- Online
- Event Code: WRS51825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
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 differences between primary and secondary sources, and detailing ... More Info
Rebroadcast
Ethical Considerations of the New AICPA SSTS Rules
- Online
- Event Code: WRX127425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Regulatory Ethics
The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This event may be a rebroadcast of a ... More Info
Rebroadcast
Leadershift Ethics: Things Must Change!
- Online
- Event Code: WRX127525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the ... More Info
Rebroadcast
Invest in Your Mental Health and Avoid Burnout
- Online
- Event Code: WRX127625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute ... More Info
Rebroadcast
Finding Errors in Excel Spreadsheets
- Online
- Event Code: WRX127725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Auditing
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants ... More Info
Rebroadcast
Building Security and Efficiency With Internal Control
- Online
- Event Code: WRX128025
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: WRX127925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
- Yellowbook
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
Employer’s Handbook: Legal, Tax, and Health Care Issues
- Online
- Event Code: WRS51925
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Business Law, Taxes
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented ... More Info
Rebroadcast
Surgent’s Advanced Critical Tax Issues for S Corporations
- Online
- Event Code: WRS52025
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Rebroadcast
What’s Changing in A&A for Governmental Entities (2025)
- Online
- Event Code: WRX127825
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement ... More Info
Rebroadcast
ChatGPT and Advanced Policy Manual Development for ACCTs
- Online
- Event Code: WRX128225
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and ... More Info
Rebroadcast
Side-Hustle CFO
- Online
- Event Code: WRX128125
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses! Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your ... More Info
Rebroadcast
Found It! Reporting Findings in Yellow Book and Single Audits
- Online
- Event Code: WRS52225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
When auditors detect findings in Yellow Book and single audits, they do not just communicate them in some shabby little letter to management; they report them! In this course, we will examine what types of findings get reported, how they get reported, and where they get reported! This course will ... More Info
Rebroadcast
Integrate ChatGPT into Your Client Advisory Services-Updated
- Online
- Event Code: WRX128325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: 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
Tax Research – Intermediate Concepts
- Online
- Event Code: WRS52325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
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
Understanding Internal Control Constructs
- Online
- Event Code: WRX128425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
Create Paginated Reports with Power BI Report Builder
- Online
- Event Code: WRX128525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Elevate your data reporting skills to new heights with our cutting-edge course, Create Paginated Reports with Power BI Report Builder. This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who ... More Info
Rebroadcast
CFO Series: Lease or Buy, Debt or Equity – the Decision?
- Online
- Event Code: WRX128725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Finance
Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset, or buy it outright? How do we analyze this decision? How can we survive financial ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: WRX128625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
Coaching the Next Generation of CPAs
- Online
- Event Code: WRX128825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
Attracting and retaining staff is critical to an organization’s success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise ... More Info