Professional Development and Event Catalog
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Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
Monday, Dec. 7 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another — but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer, and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.
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Business Transformation: Critical Skills for CFOs and Controllers
Monday, Dec. 7 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $139
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Mastering business transformation with key skills and strategies relevant to modern businesses You'll learn tools that will help you manage day-to-day business operations as well as manage changes, including: Budgeting and forecasting approaches Strategic planning and risk management frameworks Technologies that can improve productivity. Optimizing your business model and identify value drivers You'll also understand how to identify and innovate your business model and how to incorporate intangible value drivers into your capital asset strategy by Using hands-on strategies to define your business model and capital structure Learning techniques and models that will guide business model innovation Understanding the role of technology in innovation Leading your team effectively and ethically Additionally, you'll evaluate how to build a successful team and maintain an ethical tone at the top by discovering how to: Attract and retain top talent Adapt leadership styles to different situations Formulate strategies that promote an ethical culture
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Complete Guide to Analyze Data with Excel PivotTables
Monday, Dec. 7 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Building a Roadmap to Your AI-Enabled Finance Function
Monday, Dec. 7 1:30pm - 3:00pm
Online
1.50 Credits
Member Price: $69
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Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You'll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.
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Internal Control - Testing for Operating Effectiveness
Monday, Dec. 7 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Successful Communication
Monday, Dec. 7 1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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Technology has created numerous ways for us to communicate with each other - but it's also increased the number of ways in which the message can get garbled. Effective communications skills are crucial to successful management. Learn how to control your message with clear communications strategies. You'll learn to recognize communication barriers, assess styles and behaviors, and learn how to listen more effectively as well.
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Fraud Busters: Controls to Prevent and Detect Fraud
Monday, Dec. 7 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
Monday, Dec. 7 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $119
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Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
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Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
Monday, Dec. 7 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.
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Surgent's Public Speaking and Presentation Skills
Monday, Dec. 7 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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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.
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Surgent's Top Business Tax Planning Strategies
Monday, Dec. 7 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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Business strategies for 2026 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many important business tax changes and the implications for tax planning founded on them.
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Money Laundering 101 for CPAs
Monday, Dec. 7 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Selected Ethics Topics 2025 - 2026
Monday, Dec. 7 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Building Bulletproof Spreadsheets: When Accuracy Is Everything
Monday, Dec. 7 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $79
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This course equips accounting and finance professionals with practical methods to strengthen spreadsheet accuracy in environments where reliability directly affects reporting, analysis, and decision support. The content emphasizes modern Microsoft 365 capabilities, including dynamic arrays, data types, structured references, version history, and collaborative features that reduce formula risk and manual intervention. Participants see how sound workbook design, thoughtful data organization, and targeted validation rules reduce the likelihood of downstream errors and create spreadsheets that stand up to real-world pressures. The session also highlights common failure points found in finance teams—such as fragile formulas, inconsistent structures, and user-driven overrides—and demonstrates how to avoid them through protective controls, guided templates, and streamlined calculation flows. By combining updated Excel tools with practical design principles, participants leave with techniques that improve accuracy, enhance efficiency, and support higher-confidence financial outputs across their organizations.
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Public Procurement Basics: Protecting the People's Money
Monday, Dec. 7 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Procurement is a critical component of successful government operations. While there are challenges in public procurement, there are a number of guidelines and requirements that will help lead you to success. This course will offer guidance on how governments can meet complicated procurement needs and develop best practices that protect public and Federal funds. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
Monday, Dec. 7 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $119
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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.
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Tax Practice Quarterly: 2027 Busy Season Readiness
Monday, Dec. 7 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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As the 2027 busy season approaches, join us for a webcast that tackles the tax topics you'll be facing most. We'll: Share tips to help you manage your practice more efficiently Walk through key year-end issues affecting both individuals and businesses Provide tax updates shaping the upcoming tax season
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Using ChatGPT with Excel
Monday, Dec. 7 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Volume to Value: A New Era of Precision Hiring in Accounting
Monday, Dec. 7 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
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Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication, and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment, and retention forecasting, and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring, and a high-level implementation roadmap with metrics to evaluate quality of hire, performance, and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Auditing Digital Assets: Entity’s Use of a Service Organization
Tuesday, Dec. 8 9:00am - 10:00am
Online
1.00 Credits
Member Price: $49
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Auditing entities that hold or transact digital assets and use service organizations Although the use of digital assets is rapidly expanding, guidance on how to effectively account for and audit digital assets has not kept pace. This is where the AICPA can help. Based on the AICPA Practice Aid Accounting for and Auditing of Digital Assets, this webcast can help you determine what to do when your client uses a service organization to help transact in, safeguard, or account for its digital assets. You'll discover: How to identify whether a service organization is present, including how to determine the nature of the services provided Key considerations when a service organization provides services related to digital assets, including the role of a SOC report in understanding the control environment The risks, challenges and factors to consider when performing audit procedures when service organizations are being utilized