CPE Catalog & Events
Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.Delivery Method: On-Demand WebcastCPE Credit: Business Law (5), Taxes (3)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Engagement and Client Retention Best Practices
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business. Delivery Method: On-Demand WebcastCPE Credit: Business Management and Organization (1), Communications and Marketing (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Engaging and Managing Young Professionals
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding young professionals are unfounded and counterproductive. This course provides an understanding of who young professionals are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding young professionals and why understanding this class of employees provides opportunities for your organization to grow and succeed.Delivery Method: On-Demand WebcastCPE Credit: Business Management & Organization (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
The past few years have 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.Delivery Method: DownloadCPE Credit: Management Services (4)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
The past few years have 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.Delivery Method: On-Demand WebcastCPE Credit: Management Services (4)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Enterprise Risk Management for Small and Medium-Sized Companies
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, other organizations equate risk management to insurance and completely miss some of the most important things that create and affect risk. Many years ago, led by the financial industry, large companies introduced systematic analysis in evaluating risk; however, those skills have generally failed to transfer to small and medium-sized organizations. This program seeks to do exactly that. We will explore the needs and concepts of risk management, showing how they equally affect both large and small companies as well as for-profit and not-for-profit organizations. With liberal use of case studies, we will see how companies can face the issues of risk management and systematically develop a structure to identify, evaluate, and mitigate those risks. It is important to note that the program is not for the experienced risk manager of the large organization, but for the finance professional dealing with a small to medium-sized company who desires to establish or refine an integrated enterprise risk management strategy.Delivery Method: DownloadCPE Credit: Management Services (8)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Essential Depreciation and Expensing Update
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.Delivery Method: On-Demand WebcastCPE Credit: Taxes (4)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Establishing State Residency and Saving Your Clients Money
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can't afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.Delivery Method: On-Demand WebcastCPE Credit: Taxes (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Estate and Life Planning Issues for the Middle-Income Client
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.Delivery Method: DownloadCPE Credit: Taxes (8)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Examining ASC 842, Leases
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $49
ASC 842, Leases, is one of the more complex and impactful standards the FASB has updated in decades, likely second only to ASC 606, Revenue. This course is a one-stop shop for what you need to know about applying and understanding 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 other major provisions of ASC 842, such as disclosures and short-term leases. In addition, we will 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 those related to discount rates and common control arrangements. With ASC 842 fully implemented and effective, now is the time to get up to speed on this complex standard.Delivery Method: DownloadCPE Credit: Accounting (2)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Excel for Staff Level 1 - What You Never Learned
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
Most staff accountants learned Excel in college and many others learned Excel on their own; however, most users never learned the important productivity tips that could help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with maximum effectiveness.Delivery Method: On-Demand WebcastCPE Credit: Computer Software & Applications (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Excel for Staff Level 2 – Getting More Out of Excel
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
Excel can do so many things, but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to explore them. To learn ALL the capabilities of Excel would take hundreds of hours of training, so this 2-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets.Delivery Method: On-Demand WebcastCPE Credit: Computer Software & Applications (2)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
This is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. Delivery Method: On-Demand WebcastCPE Credit: Computer Software & Applications (2)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Excel: The Data Tools for Analysis - Power Query and Power Pivot
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $59
With the Power BI ecosystem, a complete business intelligence solution, your company can begin the data analytics journey with Excel. Excel contains two data tools of the Power BI ecosystem to begin developing data skills: Power Query and Power Pivot. Beginning your data journey with an application your business users are already familiar with will increase your chances of success in your company's data goals. This course will demonstrate the capabilities of Power Query and Power Pivot in Excel.Delivery Method: On-Demand WebcastCPE Credit: Information Technology (1)Program Level: OverviewThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Exploring Business Valuation Fundamentals
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.Delivery Method: On-Demand WebcastCPE Credit: Specialized Knowledge (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for filing requirements. Additionally, we'll cover key tax due dates, how to handle missed deadlines, and potential relief options. Whether you're new to the field or running your own practice, this course will equip you with the tools to succeed.Delivery Method: On-Demand WebcastCPE Credit: Taxes (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
This course provides a detailed discussion on the key topics related to financial reporting. The course will focus on all recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review all recently issued FASB updates, with a focus on those related to leases (ASC 842), and credit losses (ASC 326), which will impact virtually all companies. The course will address other challenging areas of accounting, such as accounting for income taxes and for debt instruments. Lastly, it will provide you with a comprehensive review of recent Private Company Standard-Setting activities and what is on the FASB's technical agenda. This course is the place to go for a detailed understanding of all the goings on at the FASB that impact smaller and medium-sized companies.Delivery Method: DownloadCPE Credit: Accounting (8)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Federal Tax Update
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.Delivery Method: DownloadCPE Credit: Taxes (4)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Federal Tax Update
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.Delivery Method: On-Demand WebcastCPE Credit: Taxes (4)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
Available Until Apr. 30, 2027
Online
10.00 Credits
Member Price: $189
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.Delivery Method: DownloadCPE Credit: Taxes (10)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.