Your Selections:

  • 24 Credits
    In-Person

    Personal Financial Planning (PFP) Boot Camp

    Location: St Louis
    Member Price: $995.00
    This class is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the Statement on Standards in PFP Services.  By...
  • 4 Credits
    Online

    Financial and Tax Accounting for Partnerships and LLCs

    Location: Online
    Member Price: $129.00
    This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting...
  • 2 Credits
    Online

    Excel - Advanced Financial and Statistical Calculations

    Location: Online
    Member Price: $79.00
    Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? After this course, you will learn some powerful functions that will take your calculating power to the next level. In this webinar, we...
  • 2 Credits
    Online

    Guide to Cyber Security Planning

    Location: Online
    Member Price: $79.00
    This course provides a concise overview of Federal Communication Commission (FCC) guidelines for practitioners on how to create a customized cybersecurity game plan. While perfect security is not possible in a world where threat actors are always finding new and creative ways to exploit users...
  • 2 Credits
    Online

    Spreadsheet Risk - Can you eliminate it?

    Location: Online
    Member Price: $99.00
    The risk exposure associated with spreadsheets can be enormous - perhaps one of the greatest risks that exists within an organization. Let's face it, just about anyone can create a spreadsheet with little to no knowledge on proper design techniques, which in turn leads to errors. This course...
  • 2 Credits
    Online

    Don't Let Conflict Derail your Relationships

    Location: Online
    Member Price: $79.00
    Conflict can cause a negative impact on you and your relationships. It can often escalate throughout an entire team or with a client. Learn the skills you need to resolve conflict quickly before it gets the best of you and those around you. Don't let it take up your time which can be spent...
  • 2 Credits
    Online

    Excel - Advanced Spreadsheet Troubleshooting Techniques

    Location: Online
    Member Price: $79.00
    Do you dread that annoying ERROR! message popping up on your spreadsheets? Tired of using the same long, elaborate formulas when you could be using the ones that are already built into Excel? Then this class is for you! In this webinar, we will focus on Debugging and Troubleshooting...
  • 2 Credits
    Online

    Not-for-Profit Entities: 2018 Audit and Accounting Issues

    Location: Online
    Member Price: $99.00
    This webcast will cover issues directly relevant to your 2018 year-ends and will provide you with a strategic look at what's important for not-for-profit entities. We will also review the 2018 Not-for-Profit Industry Developments - Audit Risk Alert.
  • 2 Credits
    Online

    Surgent's Controllership Skills Update: Current Survival Skills (CON2)

    Location: Online
    Member Price: $89.00
    The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for the future. This brief program offers specific...
  • 4 Credits
    Online

    Surgent's Update on Section 199A: What We Now Know After Tax Season (S19U)

    Location: Online
    Member Price: $169.00
    The Section 199A 20% deduction is by far the most complex and important provision, at least for most taxpayers, resulting from the Tax Cuts and Jobs Act of 2017. When this provision came into effect there were many unknowns. This program will review what we have learned about the implementation...
  • 4 Credits
    Online

    Surgent's Ethical Considerations for the CPA (ETHC)

    Location: Online
    Member Price: $139.00
    CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course reviews a history of the CPA profession but will focus on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential...
  • 2 Credits
    Online

    Tax Ethics: Circular 230 Tip's for Today's Practitioner

    Location: Online
    Member Price: $79.00
    This course will provide an update of the Circular 230 regulations, which applies to all CPAs, attorneys, enrolled agents and registered tax return preparers, and governs the preparation of tax returns and practice before the IRS. Violation of the standards can lead to fines, penalties and...
  • 2 Credits
    Online

    10 Steps to a Digital Office in the Cloud

    Location: Online
    Member Price: $99.00
    Improve the quality, efficiency, and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice in the cloud. You'll get practical information that includes step-by-step instructions and references to additional resources.
  • 2 Credits
    Online

    Leadership Skills for Peak Performance in 21st Century

    Location: Online
    Member Price: $79.00
    Your technical skills are strong. They got you to where you are today: leading teams, engagements, and client relationships. How do you focus your time and energy to be an effective leader? More importantly, how do you avoid the potholes that distract you from what you love to do? Join us to...
  • 2.5 Credits
    Online

    Effective Management Accounting

    Location: Online
    Member Price: $89.00
    Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost...
  • 2 Credits
    Online

    Blockchain Technology - What Every CPA Should Know

    Location: Online
    Member Price: $79.00
    One of the most talked about new technologies that has the potential to significantly disrupt the accounting industry is Blockchain. This course is designed to bring you up to speed on what this revolutionary technology is all about. You will learn about the concepts, nomenclature, technology...
  • 8 Credits
    Online

    Office 365 - Unleash the Power in Your Organization

    Location: Online
    Member Price: $199.00
    One of the biggest trends in business information technology these days is the deployment of Microsoft's Office 365 suite of desktop and cloud based applications. Any organization that uses Microsoft Office needs to understand the compelling value proposition of the Office 365 ecosystem, which...