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Event Type:


March 2023
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Events available for Registration...

Surgent's Unlimited Plus Package
1/1/2025 - 12/31/2025
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Surgent's Unlimited Self-Study Package
1/1/2025 - 12/31/2025
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Surgent's Unlimited Webinar Package
1/1/2025 - 12/31/2025
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2025 Member Webinars Sponsorship
4/7/2025 - 2/28/2026
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Special Events: Pipeline Initiatives Sponsorship
4/7/2025 - 2/28/2026
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Special Events: Young Professionals Sponsorship
4/7/2025 - 2/28/2026
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Live Webinar K2?s Excel Essentials for Staff Accountants
5/6/2025
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Live Webinar K2?s Excel Tips, Tricks, and Techniques for Accountants
5/7/2025
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Live Webinar K2?s Advanced Excel
5/8/2025
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MNCPA Tariffs and Taxes: A New Landscape for Agriculture
5/14/2025
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Live Webinar K2?s Accountant's Guide to QuickBooks Online
5/15/2025
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Live Webinar K2?s Case Studies in Fraud and Technology Controls
5/16/2025
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Live Webinar K2?s Artificial Intelligence For Accounting And Financial Professionals
5/19/2025
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Live Webinar K2?s Technology Update
5/19/2025
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MNCPA Audits of Employee Benefit Plans Conference (25CF - EBPA)
5/19/2025
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Live Webinar K2?s Advanced QuickBooks Tips And Techniques
5/20/2025
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Live Webinar K2?s Excel Charting And Visualizations
5/20/2025
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MNCPA AI Unboxed: Exploring the Power and Potential of AI
5/22/2025
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MNCPA AI Unboxed: Member Bundle
5/22/2025
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MNCPA AI Unboxed: Using AI and Excel
5/29/2025
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Young Professionals: Networking & Learning
5/29/2025
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Free Member Webinar: Current Issues in Business Ethics (2025)
6/5/2025
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MNCPA AI Unboxed: Financial Statement Analysis with AI
6/5/2025
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Understanding the Form 990 and its Preparation Prerequisites (Webinar)
6/10/2025
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MNCPA AI Unboxed: Using AI to Research and Report
6/12/2025
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2025 Management Conference (In-Person Registration)
6/16/2025 - 6/17/2025
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2025 Management Conference (Live-Virtual Registration)
6/16/2025 - 6/17/2025
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2025 Management Conference Exhibitor and Sponsorship
6/16/2025 - 6/17/2025
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Live Webinar K2's Excel Best Practices
6/19/2025
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Live Webinar K2?s Next Generation Excel Reporting
6/23/2025
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Live Webinar K2's Better Productivity Through Artificial Intelligence & Automation Tools
6/24/2025
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Live Webinar K2's Ethics And Technology
6/24/2025
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Live Webinar K2?s QuickBooks For Accountants
6/25/2025
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Live Webinar K2?s Data Analytics For Accountants And Auditors
6/26/2025
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Live Webinar K2?s Mastering Advanced Excel Functions
6/26/2025
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Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
6/26/2025
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Live Webinar K2?s Technology for CPAs - Don't Get Left Behind
6/27/2025
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AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
7/1/2025
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AICPA New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
7/8/2025
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AICPA New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
7/15/2025
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Live Webinar K2?s Microsoft 365/Office 365 - All the things You Need to Know
7/15/2025
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Live Webinar K2?s Small Business Internal Controls, Security, and Fraud Prevention and Detection
7/16/2025
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Live Webinar K2?s Best Word, Outlook, And PowerPoint Features
7/17/2025
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Live Webinar K2?s Excel Charting And Visualizations
7/17/2025
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AICPA New Quality Management Standards: Bringing It All Together ? Exploring All Components of a Quality Management System
7/22/2025
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Live Webinar K2?s Artificial Intelligence For Accounting And Financial Professionals
7/29/2025
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Live Webinar K2?s Microsoft Teams
7/29/2025
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Live Webinar K2?s Advanced QuickBooks Tips And Techniques
7/30/2025
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Live Webinar K2?s Case Studies In Fraud And Technology Controls
7/30/2025
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2025 Farm Tax Conference Exhibitor and Sponsorship
8/18/2025 - 8/19/2025
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Live Webinar K2?s Excel Essentials for Staff Accountants
8/19/2025
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Live Webinar K2?s Excel Tips, Tricks, and Techniques for Accountants
8/20/2025
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Live Webinar K2?s QuickBooks For Accountants
8/21/2025
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Live Webinar K2's Business Intelligence, Featuring Microsoft's Power BI Tools
9/15/2025
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Live Webinar K2?s Case Studies in Fraud and Technology Controls
9/16/2025
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Live Webinar K2?s Small Business Internal Controls, Security, and Fraud Prevention and Detection
9/17/2025
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Live Webinar K2?s Accountant's Guide to QuickBooks Online
9/18/2025
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Understanding the Form 990 and its Preparation Prerequisites (Webinar)
9/18/2025
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Live Webinar K2?s Technology for CPAs - Don't Get Left Behind
9/19/2025
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2025 Annual Convention Exhibitor and Sponsorship
9/21/2025 - 9/23/2025
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Live Webinar K2?s Next Generation Excel Reporting
9/23/2025
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Live Webinar K2?s Implementing Internal Controls In QuickBooks Environments
9/24/2025
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Live Webinar K2?s Mastering Advanced Excel Functions
9/24/2025
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Live Webinar K2?s Improving Productivity With Microsoft 365/Office 365 Cloud Applications
9/25/2025
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Live Webinar K2?s Working Remotely ? The New Normal
9/25/2025
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Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
9/25/2025
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Live Webinar K2's Ethics And Technology
10/28/2025
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Live Webinar K2?s Top PDF Features You Should Know
10/28/2025
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Live Webinar K2's Better Productivity Through Artificial Intelligence & Automation Tools
10/29/2025
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Live Webinar K2?s Technology Update
10/29/2025
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Live Webinar K2?s Microsoft Teams
10/30/2025
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Live Webinar K2?s Securing Your Data: Practical Tools For Protecting Information
10/30/2025
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2025 Business & Industry Miniseries Fall Sponsorship
11/13/2025 - 11/13/2025
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Live Webinar K2's Excel Best Practices
11/18/2025
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Live Webinar K2?s Excel Tips, Tricks, and Techniques for Accountants
11/19/2025
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Live Webinar K2?s Advanced Excel
11/20/2025
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Live Webinar K2?s Excel Essentials for Staff Accountants
12/9/2025
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2025 Technology Conference Sponsorship
12/10/2025 - 12/11/2025
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Live Webinar K2?s Technology for CPAs - Don't Get Left Behind
12/10/2025
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Live Webinar K2?s Microsoft 365/Office 365 - All the things You Need to Know
12/16/2025
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Live Webinar K2?s Next Generation Excel Reporting
12/17/2025
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Live Webinar K2?s Accountant's Guide to QuickBooks Online
12/18/2025
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Live Webinar K2's Excel PivotTables for Accountants
12/29/2025
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Live Webinar K2's Ethics And Technology
12/30/2025
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Live Webinar K2?s Artificial Intelligence For Accounting And Financial Professionals
12/30/2025
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Professional Ethics: The AICPA's Comprehensive Course
1/15/2026
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2026 Business & Industry Miniseries Spring Sponsorship
2/12/2026 - 2/12/2026
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Events in the month of March 2023
Surgent's Industry Accountant Toolkit (IATK)
3/22/2023
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.
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (REV4)
3/22/2023
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will review the basic Topic 606 five-step model and provide specific implementation guidance and examples. It will cover the presentation and disclosure requirements for Topic 606, including the private company disclosure relief available under Topic 606, and provide disclosure examples. Lastly, the course will discuss best practices, lessons learned, and ways to improve the business process when recognizing revenue going forward. Even though implementing Topic 606 is behind us, it is still possible to improve the processes that drive revenue recognition and this course will assist you in doing that.
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022 (IR22)
3/22/2023
Throughout much of 2022, it was very doubtful whether any tax legislation would be enacted. At long last we now have new tax legislation impacting 2023 and later years in the Inflation Reduction Act (IRA). This program will cover the new tax legislation embodied in the IRA in detail so that those attending can properly advise their clients if and how these various tax changes impact their individual and business planning. Be the first to know about this brand-new legislation in a comprehensive manner. In contrast to courses provided by others that only highlight the broad strokes of the legislation, which you could easily access in an online summary, our expert panelists will detail all of the relevant facets applicable to planning for both you and your clients.
Surgent's Raising Financially Capable Children (RFC2)
3/22/2023
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, their first contact is to their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients’ descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection.
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4)
3/23/2023
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit businesses to achieve success.
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (CRAU)
3/23/2023
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. 22-25 by the ARSC. 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. 21-25 services in compliance with professional, ethical, and technical requirements.
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances (CON4)
3/23/2023
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky. This session provides a roadmap including specific actions for financial professionals focused on improving the results of an acquisition, sale, formation of an alliance, and/or outsourced activities. This program continues to be updated based upon trends and recent events. In addition to traditional topics, it includes discussions on the impact of taxes, corporate structures to manage M&A and internal venture capital, strategic spin-offs/splits, issues concerning goodwill, and managing outsourced activities. The program expands the topics covered in the Controllership Skills Update Series. As with the other programs, this brief session is aimed at renewing and expanding participants’ existing skills, by providing specific actions to improve an organization’s results. Real-world examples are used throughout the session.
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (TTCE)
3/23/2023
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. Did you know that Prince died without a will, and that over 45 people have claimed to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust? In discussing these familiar names, plus others including Jackie Kennedy, Joan Rivers, Jimi Hendrix, James Gandolfini, and Leona Helmsley, the course examines the pitfalls and best practices surrounding famous estates. Even Abraham Lincoln, it turns out, did not have a will. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.
Surgent's Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (BCE4)
3/24/2023
The COVID-19 pandemic has had many far-reaching implications. In addition to the financial reporting impact of the pandemic, many other business functions, such as budgeting and forecasting are also proving to be challenging in the current environment and will require adjustments to how they were done in the past. As re-opening guidance continues to be issued, companies will have more visibility into when and how they can resume production and operations. Management and the Finance Team will need to work together to accurately forecast the impacts that the pandemic will have on revenue, margins, and costs in both the short term and long-term. Also, accurate operating and cash flow forecasts are essential for updating critical accounting estimates, including impairment models, contract modifications, and going concern risk assessments. They are also essential to determining the extent of operational disruption, supply chain disruptions, and other impacts of the COVID-19 pandemic, as well as identifying potential liquidity and working capital short-falls and access to existing sources of capital. In this course, we’ll review best practices for budgeting and forecasting in the COVID-19 environment. We’ll discuss what techniques can remain the same and which need to change as entities struggle to assess the impact of this crisis.
Surgent's Skills to Develop Personal and Professional Networks (NET2)
3/24/2023
Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media.
Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)
3/24/2023
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (NLS4)
3/24/2023
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease accounting guidance. In this course, we will review how to measure the lease liability and right-of-use asset that will now be recorded on the balance sheet for all leases. We will also tackle the tricky issues of accounting for lease modifications and other lease remeasurement events as well as address the other major provisions of ASC 842, such as disclosures and transition. We will also review the income statement treatment of lease expense for all leases for both lessees and lessors and discuss recent FASB implementation guidance. Lastly, the course will cover all recent updates to the originally issued guidance in Topic 842, including that related to discount rates. With Topic 842’s effective date here, now is the time to get up to speed on this complex new standard.
Surgent's Financial Reporting Update for Tax Practitioners (AAUP)
3/27/2023
Designed for all tax practitioners, including those who just prepare returns and those who assist on financial statement engagements, this course will replenish your accounting and reporting tank with an update of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant new financial accounting, auditing, accounting services and ethics guidance issued by standard setters over the past few years. The course will also focus on the unique income tax reporting implications of recently issued accounting standards, such as revenue recognition (ASC 606) and leases (ASC 842). The course then discusses the preparation of tax-basis financial statements. Lastly, the course will dive into the unique income tax accounting considerations which arise from certain types of transactions, such as stock-based compensation, and review the presentation and disclosure requirements of ASC 740.
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (ENQ4)
3/27/2023
With the AICPA’s heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor’s overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor’s assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity’s internal control. Now is time to revisit the way that auditors are performing and documenting the work performed to meet professional standards since nonconforming engagements can result in an auditor’s referral to the AICPA Ethics Committee. The ASB has not made significant changes to its quality standards since 2006. There are currently three standards on quality management in exposure draft that are expected to be issued in the second quarter of 2022. These changes will be substantive. This course will discuss the new standards. This course will also focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements and best practices. The objective of the course is to provide the insights necessary to help an auditor improve not just the quality of their work but also the perception of the accounting profession as a whole.
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (CEC4)
3/27/2023
The effective date for private companies of ASC 326, Credit Losses, is rapidly approaching. Staring in 2023, all entities will be recording credit losses using the current estimate of credit loss (CECL) model, which will accelerate the recognition of such losses for all companies, including non-lending institutions and companies with trade accounts and leases receivable. This new guidance truly impacts all entities. In this course, we’ll focus on applying the ASC 326 guidance to non-lending institutions. We’ll review the CECL model and discuss how to apply it to trade accounts receivables and lease receivables, as well as the other financial assets which are in the scope of the new guidance. We’ll also examine how to transition to the CECL guidance as well as review the new and voluminous disclosures required by ASC 326. 2023 is right around the corner and now is the time to get up to speed on the impact of this new guidance.
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (DTS1)
3/27/2023
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
Surgent's Coaching Skills for Managers and Supervisors (CKMS)
3/27/2023
This one-day course will teach effective skills for coaching and training employees. You’ll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you’ll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (ANFP)
3/28/2023
It’s been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. Skilled auditors will instead adjust the audit approach to fit the not-for-profit entity. This course is designed to help you do just. It will equip you with the superior skills needed to excel in auditing not-for-profit entities. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of auditing not-for-profit entities.
Surgent's Basic Estate Administration for CPAs and FAs (BEAC)
3/28/2023
Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. This webinar covers minor points such as what information you’ll need to collect and when to get an EIN. It also covers substantial discussions of essential topics, such as developing an inventory, estate accounting, allocating income between Form 1040 and form 1041, and filing your client’s final Form 1040.
Surgent's Public Speaking and Presentation Skills (PSP2)
3/28/2023

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.
Surgent's How to Conduct an Effective Virtual Interview (HEVI)
3/28/2023
Effective interviewing is a skill that provides you with two key opportunities: (1.) an opportunity to assess the candidate’s fit for the position based on their prior experience and tangible/intangible skills and (2.) an opportunity to showcase your organization. In this session, we will review how to more accurately assess the organizational fit of a candidate, reduce bias throughout the interviewing process, successfully conduct a virtual interview, and as a result, promote your organization as a great place to work. In addition, we will review key legal dos and don’ts of the interviewing process.
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
3/29/2023
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
Surgent's Marijuana: A Generalized Business Viewpoint (MRJN)
3/29/2023
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming, and chemical production, as well as facilities, design, and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.
Surgent's The Art of Delegation: Strategies for Improving Your Skills (DEL2)
3/29/2023
One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.
Surgent's Emotional Intelligence (EMIN)
3/29/2023
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.
Surgent's Successful Communication (SUCO)
3/29/2023
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.
Surgent's Guide and Update to Compilations, Reviews, and Preparations (CRU4)
3/30/2023
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. 22-25 by the ARSC. The course will also 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 SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.
Surgent's Business Writing: Professional & Effective Emails (BWPE)
3/30/2023
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That’s a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Managing People Through Motivation (MAMO)
3/30/2023
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You’ll learn how to use observation tools to find out what motivates your employees and you’ll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (THT4)
3/30/2023

Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our clients’ technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of these changes, including having a firm understanding of the risks associated with the use of these tools.

In this course, we’ll review these trends, highlight new and emerging products, and focus on cybersecurity risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. Plus, we’ll review the newly issued guidance on audit evidence found in SAS 142, which guides our use of technology on our professional engagements.
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (ERM4)
3/30/2023
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don’t realize it or they don’t develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (AFPL)
3/31/2023

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA’s new employee benefit plan auditing standard.

Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don’t trigger a DOL inspection by conforming to all applicable rules and regulations.
Surgent's Understanding the High-Stakes Mega Issues in A&A Today (IAA4)
3/31/2023
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and financial statement preparers alike. Specifically, because technology is rapidly transforming our profession, we’ll review current trend and risks related to technology. Next, while many COVID-19 accounting considerations have passed, the issue of going concern is likely to last for the next several accounting periods. We’ll review the disclosure and reporting issues related to this complex topic. With the private company implementation date for ASC 842 now here, we’ll review the new lease accounting guidance. Then, we’ll wrap up the course with a discussion of peer review findings and engagement quality initiatives.
Surgent's Project Management: Tips, Tricks, and Traps (PMT4)
3/31/2023
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (DTS1)
3/31/2023
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
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