WICPA CPE & Special Event Catalog
Surgent's Weekly Expert Hour (Original Air Date: 9/5/24)
Available Until
Online
1.00 Credits
Member Price: $49
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series.Note: This is an on-demand webcast self-study course.
Surgent's What Tax Practitioners Need to Know About Medicare
Available Until
Online
2.00 Credits
Member Price: $89
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you. Note: This is an on-demand webcast self-study course.
Surgent's What You Need to Know About ASC 842, Leases
Available Until
Online
1.00 Credits
Member Price: $49
With the effective date of ASC 842, Leases, right around the corner, companies are running out of time develop their implementation plans. In this one-hour overview course, we'll review the key accounting aspects of ASC 842, primarily from a lessee's perspective. The course will review lease classification, measuring and recording lease liabilities and related assets and subsequent accounting for both finance and operating leases. The course will also discuss transition accounting for ASC 842 and provide examples of the new disclosures required under the new standard. This course is the one-stop shop to get all the basic information about this standard before it's too late.Note: This is an on-demand webcast self-study course.
Surgent's Why Do They Do It? The Psychology of Fraud
Available Until
Online
2.00 Credits
Member Price: $89
This course will discuss the psychology behind white-collar crime. It will conclude with a conversation with Abby Ellin, author of Duped. This is the third of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.Note: This is an on-demand webcast self-study course.
Surgent's Why People Quit: A Look at Accounting & Other Professionals
Available Until
Online
1.00 Credits
Member Price: $49
Employee turnover has always been expensive and experts warn that the cost of employee attrition keeps rising. Tight labor markets, a strong economy and increasingly collaborative jobs are just some of the explanations given for the high price of losing employees. While some of these "macro" factors are beyond an employer's control, there is substantial research showing practices employers can implement that encourage employees to remain and grow with an organization. So, why do people quit? It is commonly thought that employees often leave their jobs because they do not like their boss, they perceive low opportunities for growth, or they are offered a better opportunity somewhere else. However, new research reveals that what really affects career decisions are employees' sense of how they are doing compared to their peers or where these individuals thought they would be at a certain point in life. This course provides an overview of how to improve employee retention. Whether you are a sole practitioner with one or two employees or part of a much larger organization, this course will be valuable to you. Note: This is an on-demand webcast self-study course.
Surgent's Winning the Fraud Battle in the Digital Age: Prevention & Detection
Available Until
Online
8.00 Credits
Member Price: $199
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.Note: This is an on-demand webcast self-study course.
Surgent's Winning the Fraud Battle in the Digital Age: Prevention & Detection
Available Until
Online
8.00 Credits
Member Price: $159
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.Note: This is a downloadable self-study course.
Surgent's Working Remotely: Best Practices, Challenges & Opportunities
Available Until
Online
2.00 Credits
Member Price: $89
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning. Note: This is an on-demand webcast self-study course.
Surgent's Work-Life Balance: Maximizing Productivity & Understanding Related Tax Issues
Available Until
Online
2.00 Credits
Member Price: $49
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state. Note: This is an on-demand webcast self-study course.
Surgent's Workplace Etiquette for Young Professionals
Available Until
Online
1.00 Credits
Member Price: $49
Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into client sites, business events and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure, the general rules of etiquette such as kindness, respect, cooperation and effective communication have not shifted.Note: This is an on-demand webcast self-study course.
Surgent's Yellow Book & Single Audits: How to Stay in Good Graces & Out of Bad Places With Your Peer Reviewer
Available Until
Online
4.00 Credits
Member Price: $129
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!Note: This is an on-demand webcast self-study course.
The Best Federal Tax Update Course by Surgent
Available Until
Online
16.00 Credits
Member Price: $279
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Note: This is a downloadable self-study course.
The Best Federal Tax Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Note: This is an on-demand webcast self-study course.
The Best Individual Income Tax Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Note: This is an on-demand webcast self-study course.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
Available Until
Online
12.00 Credits
Member Price: $219
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Note: This is a downloadable self-study course.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Note: This is an on-demand webcast self-study course.
2025 Financial Institutions Conference: Afternoon Sessions
Available Until
Online
3.90 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Financial Institutions Conference: Artificial Intelligence: Impacts for Community Financial Institutions Artificial Intelligence is one of the newest and most transformative change agents to impact the financial services industry, yet confusion rages about what is truly AI, what are the opportunities and risks of leveraging different types of AI in financial services, and how best to prepare for its impacts -- especially generative AI. In this session, we will review recent developments, introduce a framework for understanding AI in financial services, and examine how generative AI works, including its strengths and limitations. ALM Hot Buttons & Strategies for Success Following a period of dramatic interest rate shifts, what can financial managers expect in 2025? Even if rates stabilize, rebalancing balance sheets will likely be a key priority. This session will also address current liquidity monitoring and stress testing considerations., Ethics & Decision Making This practical guide to ethics explores underlying principles that can lead to better ethical decisions. This includes asking how the increase in remote work and use of artificial intelligence impacts our ethical decision making and accountability. The idea is to create an ethical culture in the workplace. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 Financial Institutions Conference: Morning Sessions
Available Until
Online
4.40 Credits
Member Price: $189
Sessions covered in this On-Demand replay of the Financial Institutions Conference: Economic & Financial Markets Outlook What does the crystal ball predict about the new administration's government policy, the economy, and our U.S. equity and fixed-income markets? This session will provide forecasts for 2025 GDP, Fed policy, interest rates and investment opportunities in the fixed-income markets. Navigating Current Tax Developments & Accounting Changes Stay ahead of the curve with the latest tax developments and tax planning strategies. This session covers recent tax law changes, their potential impact on the industry and steps to ensure compliance. Upcoming accounting changes will also be reviewed, including FASB's project on purchased financial assets. Gain practical insights on tax planning, regulatory updates and strategies to keep your business compliant and proactive in an evolving landscape. AML in Fintech: Compliance & Risk Management Essentials This session will explore the risks associated with fintech companies and their banking partners in the context of the Bank Secrecy Act and anti-money laundering regulations. Learn how fintechs can effectively manage compliance risks, implement robust AML programs and navigate the regulatory landscape. Leveraging the Changing Regulatory Environment One of the biggest obstacles to bank performance is regulatory constraints. Understanding and actively managing those constraints can create real strategic advantages for a knowledgeable organization. In this session, a former senior official with the FDIC, will share insider tips and insights into how to manage risk and regulation in the current examination environment. Gain clarity around common misconceptions as the key issues that are top of mind for your examiners are explored. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Ethics & Decision Making (Free to Members)
Available Until
Online
1.50 Credits
This practical guide to ethics explores underlying principles that can lead to better ethical decisions. This includes asking how the increase in remote work and use of artificial intelligence impacts our ethical decision making and accountability. The idea is to create an ethical culture in the workplace. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 School District Audit Conference: Afternoon Sessions
Available Until
Online
4.80 Credits
Member Price: $189
Sessions covered in this On-Demand replay of the School District Audit Conference: Understanding & Mitigating the Ethical Risks of Using Generative AI The practical application of artificial intelligence in accounting and auditing is rapidly expanding with the release of powerful applications such as ChatGPT. As a result, professionals face new ethical dilemmas regarding the use of technology in the delivery of their services. This course provides you with a practical framework for addressing the various ethical issues that can arise with the application of AI in your work and how to mitigate the risks. NOTE: This session qualifies for 2.4 credits toward the WICPA membership Ethics CPE requirement. Leveraging AI in Public Financial Management Explore the basics of artificial intelligence and its transformative potential in public financial management. This session will cover the uses, risks and rewards of AI, aiming to demystify complex concepts and practical applications. Real-world examples will show how public leaders have successfully leveraged AI to enhance decision-making and improve transparency. Legal Update: Hot Topics in School District Legal Obligations Gain insights into the latest legal topics impacting Wisconsin public school districts and their impact on loss contingencies for an audit. Presenters will also answer questions from the audience on other school district legal matters. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
