CPE Catalog & Events
Surgent's Controllership Skills Update: Risk Management
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Online
2.00 Credits
Member Price: $99
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to be "under control" through their policies, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience, as well as to help to start the less experienced individual. It offers ideas that can be used immediately, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning, business continuity, and ethics, as well as a sample group exercise to test your current risk management systems.Delivery Method: Individual webcastCPE Credit: Accounting, Business management & organizationProgram Level: UpdateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
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 your questions during the event.Delivery Method: Individual webcastCPE Credit: Personal developmentProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Clean, Transform & Load Data in Power BI
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Online
2.00 Credits
Member Price: $89
This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities. Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Casualty Losses: Disaster Relief Act of 2024
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Online
1.00 Credits
Member Price: $55
Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through exclusions of payments received as compensation for wildfire damages - retroactive to 2014! This course will review the provisions of this new act. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Reasonable Compensation for S Corps
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Online
2.00 Credits
Member Price: $89
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Surgent's Information Security and Privacy
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Online
2.00 Credits
Member Price: $99
In today's interconnected world, safeguarding information systems is crucial. This course offers a deep dive into information security and privacy principles with a focus on modern cybersecurity threats tied to cloud environments, Internet of Things (IoT), and mobile technologies. The course will also cover data protection during application development. Taking this course will equip accounting professionals with the knowledge to lead in cybersecurity strategy.Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
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 prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
Member Price: $239
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Specialized knowledgeProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Cryptocurrency 15 Years Later - A Market Update
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Online
1.00 Credits
Member Price: $55
Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Specialized knowledgeProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Talk This Way - Communication Skills for the CPA
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Online
2.00 Credits
Member Price: $89
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Communications & marketingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Fundamentals of Form 1040 -- Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Advanced ChatGPT for Accountants
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Online
2.00 Credits
Member Price: $89
This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
ChatGPT: What Every CPA Should Know-Updated
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Online
2.00 Credits
Member Price: $89
Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Determining Reasonable Compensation for Owner Employees
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Online
1.00 Credits
Member Price: $55
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Specialized knowledgeProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
The Leadership Skills of Tomorrow: Delegate and Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Personal developmentProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
2025 A&A Update With Technology Implementation
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Online
4.00 Credits
Member Price: $149
Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence. Finally, we will close the course by exploring the audit technology adoption process to help transform resistance into resilience as the industry embraces new technologies. We will learn how to overcome common barriers to deliver a successful implementation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Accounting, AuditingProgram Level: UpdateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Auditing, AccountingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
ChatGPT Bootcamp for CPAs with John Higgins
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Online
4.00 Credits
Member Price: $149
ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
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 Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
