Skip to main content

Professional Development and Event Catalog

Showing 15193 All Results

Mastering the Excel Lookup Functions

Wednesday, Dec. 17
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $89

See more dates

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

Not Just Your Everyday FASB Update

Wednesday, Dec. 17
 4:00pm - 7:41pm

Online

4.00 Credits

Member Price: $129

See more dates

This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.

More Dates

What's Going on at the AICPA (2025)

Wednesday, Dec. 17
 5:00pm - 8:00pm

Online

3.00 Credits

Member Price: $99

See more dates

The AICPA is buzzing with activity in 2025, and this course will ensure you stay ahead of the curve. We'll begin by exploring the new quality management standards which will be effect this year and their impact on practice management. From there, we'll dive into the latest ethics standards, recent SSARS updates, and changes to the Peer Review Program driven by quality management requirements. To round out the session, we'll examine common deficiencies in employee benefit plan (EBP) audits and highlight the initiatives of the National Pipeline Advisory Group to address the talent pipeline challenge. Don't miss this comprehensive overview of what's happening at the AICPA!

More Dates

K2's Next Level Home Networking

Thursday, Dec. 18
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $39

See more dates

In this two-hour course, accounting professionals and technology enthusiasts will explore advanced home networking concepts to support remote work and modern digital needs. Learn to select prosumer-grade hardware, configure multi-SSID networks, and integrate functionalities like VPNs, media servers, and remote file access to boost productivity and security. Discover cutting-edge technologies, including SPF+ (10G networking), to future-proof your setup for data-intensive workflows. With practical demonstrations and relevant use cases, this session equips you with the tools to optimize your home network for efficiency, security, and scalability.

More Dates

Resistance to Resiliency: Striving for Technology Change Acceptance

Thursday, Dec. 18
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $39

See more dates

Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows.

More Dates

ChatGPT Vision: How Accountants Can Chat with Imagery

Thursday, Dec. 18
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

See more dates

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 aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

Surgent's Critical Issues Involving Taxation of Construction Contractors

Thursday, Dec. 18
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

See more dates

Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We will also discuss the impact of more recent legislation on construction taxation, including changes to net operating losses and the AMT rules. This is a critical presentation "tailor-made" for CPAs who either work for or represent construction contractors.

More Dates

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

Thursday, Dec. 18
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

See more dates

George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.

More Dates

Deep Dive Into Common Auditing Deficiencies

Thursday, Dec. 18
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

See more dates

Building Security and Efficiency with Internal Control

Thursday, Dec. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

See more dates

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 system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

Thursday, Dec. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

See more dates

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. 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. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

More Dates

Surgent's Individual and Financial-Planning Tax Camp

Thursday, Dec. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

See more dates

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.

More Dates

Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals

Thursday, Dec. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

See more dates

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.

More Dates

Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

Thursday, Dec. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

See more dates

The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.

More Dates

Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials

Thursday, Dec. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $349

See more dates

CPA to CFO

Thursday, Dec. 18
 9:30am - 10:30am

Online

1.00 Credits

Member Price: $55

See more dates

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

The Ethic of Recruitment and Selection

Thursday, Dec. 18
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

See more dates

Maintaining a Harmonious Working Environment

Thursday, Dec. 18
 10:00am - 11:02am

Online

1.00 Credits

Member Price: $39

See more dates

A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided.

More Dates

Was It Fraud or Just Poor Audit Quality?

Thursday, Dec. 18
 10:00am - 11:27am

Online

1.60 Credits

Member Price: $59

See more dates

This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit.  The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit.  Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed.  Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet.  Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions.  Were the auditors just sloppy, ignorant, negligent?  Or were they active participants in producing fraudulent financial statements?  You be the judge.

More Dates

Partnership/LLC Taxation: Tax Basis Capital Accounts

Thursday, Dec. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $89

See more dates