Professional Development and Event Catalog
Surgent's Excel: Mastering PivotTables
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.
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Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.
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Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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This course provides U.S.-based accounting and finance professionals with an in-depth understanding of the EU Artificial Intelligence (AI) Act, the first comprehensive AI regulation in the world. It explores the Act's key provisions, including its risk classification framework, compliance requirements for high-risk systems, and transparency obligations. Participants will gain insight into how the Act affects organizations operating internationally and how to prepare for compliance challenges. Interactive activities are integrated throughout the course to reinforce key concepts.
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Surgent's Progressive Discipline and Termination
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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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.
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Surgent's Governing Agentic AI: Cybersecurity, Data, and Risk
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $119
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As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance, and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on AI-powered cyber incidents. The course equips professionals to assess agentic system vulnerabilities, implement controls, and integrate risk insights into enterprise compliance strategies. This course equips CPAs to fulfill their oversight responsibilities in safeguarding financial data and ensuring the reliability of autonomous systems within the enterprise's control environment.
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Surgent's The Accountant as the Expert Witness
3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $99
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As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses, the role they play during pre-litigation through to trial, and the techniques experts employ to avoid challenges from opposing counsel.
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Surgent's Introduction to Forensic Accounting
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.
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Surgent's Elder Fraud
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity weaknesses and some of the scams that target older, retired people. Many times, the perpetrator is someone close and someone who we think we can trust. In this course, you will learn some basic tools to protect against those who wish to perpetrate fraud.
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Surgent's Tax and Advisory with Agentic AI
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $119
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This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory models powered by agent-led simulations. Risks related to bias, unauthorized practice, and data privacy will be addressed, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance, manage client expectations, and mitigate professional liability risks when providing agent-assisted advisory services.
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Surgent's Understanding Non-Compete Agreements
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships, and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition of employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles, including the current state of play regarding the usefulness and enforceability of agreements going forward. Whether you advise individual clients or work for an employer, this course provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.
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Surgent's Guide to the AICPA Quality Management Standards
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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The Quality Management Suite of Standards was required to be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.
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Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
11:00am - 2:00pm
Online
3.00 Credits
Member Price: $149
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Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.
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Surgent's Tax Research
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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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 the steps in the tax research process.
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Surgent's The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less, and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.
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Surgent's Ethics for the Industry Accountant
1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry.
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Surgent's Emotional Intelligence
1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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Recent research shows that emotional intelligence is twice as important as IQ in the development of business leaders. But what's the difference between emotional intelligence (EI) and manipulation? This course is designed to help you understand how EI is linked to leadership success. You'll learn how to assess your own emotional intelligence and how to identify the negative consequences of unmanaged emotions. You'll learn techniques that will improve your self-awareness, self-control, and self-motivation and you'll create a plan that increases your EI so that you can achieve optimal results in your relationships with others.
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Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $99
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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 to productivity drops, and insufficient sleep to eroded performance. At the same time, well-designed flexibility works. A recent randomized trial of a two-days-from-home hybrid schedule improved satisfaction and cut quits without hurting results, and multi-firm pilots of shorter workweeks report lower burnout and stable revenue. This webinar translates that research — along with sector-specific findings on accountants' work-life priorities — into practical tools for financial professionals and their firms. We'll cover how to set evidence-based workload and availability norms (e.g., hybrid cadence, meeting discipline, focused work blocks), build manager habits that reduce stress without sacrificing delivery, and document simple recovery practices (sleep, boundaries, and time off) to sustain peak periods. We'll also address policy design: aligning work styles and responsibilities within teams, metrics that reward outcomes over hours, and how to pilot changes safely. Participants will leave with a concise checklist and templates they can implement immediately.
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Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
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Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
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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 throughout the year to cover breaking developments.
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Surgent's Industry Accountant Key Performance Metrics
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
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This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.