CPE Catalog & Events
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.Delivery Method: DownloadCPE Credit: Accounting (4)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Build a Data Model for Analysis in Power BI
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $149
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot that is applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions. Participants will also explore various aspects of data modeling, such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex data sets. Attendees will be introduced to advanced concepts, such as the strategic use of calculated columns versus measures and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and key performance indicators (KPIs), which are essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application. This is an essential course for professionals aiming to leverage the full potential of Power BI's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge.Delivery Method: On-Demand WebcastCPE Credit: Computer Software & Applications (4)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts, simulating agent autonomy using flipped interaction patterns, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical, scenario-based exercises using tools they already have.Delivery Method: On-Demand WebcastCPE Credit: Information Technology (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Building Trustworthy AI Systems in Finance: The NIST AI RMF Approach
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
As organizations worldwide integrate artificial intelligence into their operations, ensuring ethical and responsible use is essential. This course provides finance and accounting and auditing professionals with the insights and practical tools needed to implement the National Institute of Standards and Technology (NIST) AI Risk Management Framework (AI RMF). Participants will explore the framework's principles of accountability, transparency, and ethical AI, learning how to assess and manage risks unique to their field of practice. Using real-world case studies and interactive activities, attendees will develop strategies to mitigate bias, enhance data privacy, and ensure compliance while leveraging AI to drive innovation and growth.Delivery Method: On-Demand WebcastCPE Credit: Specialized Knowledge (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
Networking can be a game changer but is too often viewed as a self- promotion tool that is not natural for most people. When one flips the context and instead views it as a way to help and support others while also improving professional relationships and ultimately enhancing career opportunities, the results are undeniable! This seminar provides participants with techniques to feel comfortable and confident in every networking setting from large conferences to one-on-one encounters. Both external and internal (within the company or firm) strategies are covered.Delivery Method: On-Demand WebcastCPE Credit: Communications and Marketing (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Combinations - U.S. GAAP vs. IFRS
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $29
This course provides an overview of the similarities and key differences between the business combination standards issued by the FASB (ASC Topic 805) and the IASB (IFRS 3). While these standards are very similar, as is the case with many areas of U.S. GAAP vs. IFRS, there are notable differences that are helpful to understand. Note that this course is not intended to provide an exhaustive discussion of these differences.Delivery Method: DownloadCPE Credit: Accounting (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Development for Accounting and Other Professionals
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the clients you already have. This course provides a broad overview for successfully growing a business. Whether you are relatively new to your profession or a seasoned pro, this course will teach or remind you of the key strategies you need to utilize to expand your business. This course also addresses marketing fundamentals such as the establishment of referral sources, networking, publishing, and social media best practices.Delivery Method: On-Demand WebcastCPE Credit: Communications and Marketing (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Development: Referral Rally
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best lead to referrals for the struggling company. The game's accompanying video, "Business Development for Accounting and Other Professionals" provides additional reinforcement of the topics and learning objectives.Delivery Method: DownloadCPE Credit: Communications and Marketing (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Development: Time Management
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
Participants have nine hours before tonight's birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by clicking through each task on the list, they will encounter interruptions and distractions from colleagues. Players must manage these interruptions while staying on track. Their responses will affect the day's priorities as well as the number of hours they consumed throughout the day.Delivery Method: DownloadCPE Credit: Personal Development (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Law Essentials for Practitioners and Controllers
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential legal ramifications.Delivery Method: On-Demand WebcastCPE Credit: Business Law (8)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Law Essentials for Practitioners and Controllers
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential legal ramifications.Delivery Method: DownloadCPE Credit: Business Law (8)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Law for Small Business Owners
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.Delivery Method: On-Demand WebcastCPE Credit: Business Law (4)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Law for Small Business Owners
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.Delivery Method: DownloadCPE Credit: Business Law (4)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Business Writing: Professional & Effective Emails
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.Delivery Method: On-Demand WebcastCPE Credit: Personal Development (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.Delivery Method: DownloadCPE Credit: Taxes (8)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until Apr. 30, 2027
Online
6.00 Credits
Member Price: $119
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.Delivery Method: DownloadCPE Credit: Taxes (6)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.Delivery Method: On-Demand WebcastCPE Credit: Taxes (4)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Capital Planning in Light of COVID-19
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn't work with the rapid change that was required. This program will take a look at capital planning in light of what we have learned from COVID-19, and specifically apply it to the small businesses needing to view capital planning in a new way.Delivery Method: On-Demand WebcastCPE Credit: Management Services (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
Is your organization changing as fast as society? If not, what will happen to it? These are questions that must be asked, and their answers will often lead to needed changes to the planning process. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren't talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. Recent economic and political changes have shown us that our planning process must be far nimbler and allow our organization to shift rapidly. This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. This course will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating for the staff. This isn't just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning. Delivery Method: DownloadCPE Credit: Management Services (8)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties – Panel Discussion
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $59
This engaging panel discussion will explore the evolving role of CFOs as strategic leaders of organizational change. As companies face unprecedented challenges — economic shifts, technological advancements, and the increasing need for innovation — CFOs are stepping beyond traditional financial stewardship to become catalysts for transformation. The panel will be facilitated by Surgent's Accounting and Auditing Content Developer, Cory Ng and will feature Avia Yudalevich and Landon Cortenbach, two leading CFOs from diverse industries. They will share their insights and experiences in driving innovation, enhancing operational efficiencies, managing financial risks, and navigating economic uncertainties. This session will provide insights into the strategic decision-making processes CFOs employ to steer companies through challenges, while also seizing opportunities for growth.Delivery Method: On-Demand WebcastCPE Credit: Management Services (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.