CPE Catalog & Events
Surgent's Power Query Series: Useful Transformations
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $59
This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users to practice these skills. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the ninth in a twelve-part series, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query.Delivery Method: On-Demand WebcastCPE Credit: Information Technology (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 Preparation and Compilation Engagements Under the SSARS
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-24 and SSARS Nos. 26-27 by the ARSC. In addition to SSARS No. 26, the entire suite of quality management standards is discussed. Most importantly, you will be provided with practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.Delivery Method: DownloadCPE Credit: Auditing (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 Preparation and Compilation Engagements Under the SSARS
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-24 and SSARS Nos. 26-27 by the ARSC. In addition to SSARS No. 26, the entire suite of quality management standards is discussed. Most importantly, you will be provided with practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.Delivery Method: On-Demand WebcastCPE Credit: Auditing (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 Preparing and Reviewing Client Prepared Financial Statements
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
The ultimate objective of a financial statement audit is to issue the independent auditor's report. This module discusses the process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or review the client's financial statements. (Please Note: This module is part of Surgent's Audit Skills Training: Level 2.)Delivery Method: On-Demand WebcastCPE Credit: Auditing (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 Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Available Until Apr. 30, 2027
Online
10.00 Credits
Member Price: $189
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation (Form 4562), deductible and nondeductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare complicated federal corporate income tax returns. It is a hands-on and practical course, with extra emphasis on changes to forms under new tax law.Delivery Method: DownloadCPE Credit: Taxes (10)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 Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation (Form 4562), deductible and nondeductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare complicated federal corporate income tax returns. It is a hands-on and practical course, with extra emphasis on changes to forms under new tax law.Delivery Method: On-Demand WebcastCPE Credit: Taxes (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 Preparing Individual Tax Returns for New Staff and Paraprofessionals
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.Delivery Method: DownloadCPE Credit: Taxes (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 Preparing Individual Tax Returns for New Staff and Paraprofessionals
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.Delivery Method: On-Demand WebcastCPE Credit: Taxes (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 Preparing Not-for-Profit Financial Statements
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including net assets, contributions, and functional expense reporting. The course materials utilize a highly illustrative and innovative format, including 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.Delivery Method: On-Demand WebcastCPE Credit: Accounting (Governmental) (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 Preparing Not-for-Profit Financial Statements
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
Accurate and effective financial reporting is essential for every not-for-profit organization, and it requires a solid understanding of today's reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You'll learn how requirements are applied in financial statements, explore available reporting options, and gain clarity on key areas such as net assets, contributions, and functional expense reporting. Through a highly illustrative format and over 30 targeted exercises, this course provides a practical, hands-on approach to building expertise in not-for-profit accounting and reporting.Delivery Method: DownloadCPE Credit: Accounting (Governmental) (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 Principles of Financial Statement Presentation
Available Until Apr. 30, 2027
Online
3.00 Credits
Member Price: $59
This course provides an overview of the key presentation requirements with respect to an entity's financial statements. This includes a discussion of key principles related to an entity's overall presentation as well as specific topics with respect to its balance sheet, income statement, comprehensive income, statement of cash flows, as well as notes to the financial statements. The course also addresses the considerations around changes in accounting principles. The information related to this course is primarily sourced from the Financial Standards Accounting Board's (FASB) Accounting Standards Codification (ASC).Delivery Method: DownloadCPE Credit: Accounting (3)Program Level: OverviewThis 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 Privacy and Security Training: Obligations of Confidentiality and Safekeeping
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.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 Professional Email Writing Basics
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
Written business communication provides a structured, documented, and efficient way to convey information, make decisions and collaborate across various business functions. It ensures clarity, consistency, and professionalism in all interactions. Well-crafted e-mails reflect positively on your executive presence. Mastery can enhance your reputation and credibility as well as lead to opportunities for career advancement. In this course, you will learn how to incorporate strategies to articulate your ideas, instructions, and messages with precision. This reduces the likelihood of misunderstandings, errors, and confusion and provides a framework for your business success.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 Progressive Discipline and Termination
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.Delivery Method: On-Demand WebcastCPE Credit: Personnel/Human Resources (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 Project Management for Finance Professionals
Available Until Apr. 30, 2027
Online
6.00 Credits
Member Price: $119
The past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a project team, or in other cases is in a position to manage a project within the finance or accounting department. In either case, he or she should be well versed in both the theory and practice of project management. While project management has probably been around since the time of building the pyramids, the modern discipline started to take hold in large organizations in the late '50s and early '60s. From there it spread to smaller organizations to the point where almost any-sized organization can benefit from its ideas. This course is designed for the finance professional of the small and medium-sized organization. It is not meant for the experienced project manager of a large organization or the person wanting training for project management certification. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of recent changes in both economics and politics.Delivery Method: DownloadCPE Credit: Management Services (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 Project Management: Tips, Tricks, and Traps
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
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 quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier.Delivery Method: DownloadCPE Credit: Management Services (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 Project Management: Tips, Tricks, and Traps
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
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 quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier.Delivery Method: On-Demand WebcastCPE Credit: Management Services (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 Proven Controls to Steer You Clear of Fraud
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.Delivery Method: DownloadCPE Credit: Auditing (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 Proven Controls to Steer You Clear of Fraud
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.Delivery Method: On-Demand WebcastCPE Credit: Auditing (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 Public Speaking and Presentation Skills
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups — big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread — speaking in front of others. Delivery Method: On-Demand WebcastCPE Credit: Communications and Marketing (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.