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DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T061321Z
CREATED:20260807T061321Z
LAST-MODIFIED:20260807T061321Z
UID:10007412-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA194/27) Surgent's Preparing Not-for-Profit Financial Statements
DESCRIPTION:Event Description\nAccurate and effective financial reporting is essential for every not-for-profit organization\, and it requires a solid understanding of today’s reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You’ll learn how requirements are applied in financial statements\, explore available reporting options\, and gain clarity on key areas such as net assets\, contributions\, and functional expense reporting. Through a highly illustrative format and over 30 targeted exercises\, this course provides a practical\, hands-on approach to building expertise in not-for-profit accounting and reporting. \nDesigned For\nNot-for-profit industry professionals and auditors \nObjectives\n\n\n Develop a solid working knowledge of the not-for-profit financial reporting requirements\n Skillfully prepare a not-for-profit’s financial statements with superior knowledge of accounting and reporting requirements\n Masterfully apply today’s core not-for-profit accounting requirements\n\nMajor Subjects\nKey requirements\, options\, and disclosures related to each of the basic financial statements    The reporting of functional and natural expense information    Core not-for-profit accounting requirements related to conditional and unconditional contributions\, promises to give\, restrictions\, designations\, contributed services\, net assets\, special events\, the classification of expenses\, and more \nInstructions\nNone
URL:https://sc.cpa/event/ssaa194-27-surgents-preparing-not-for-profit-financial-statements/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T061415Z
CREATED:20260807T061415Z
LAST-MODIFIED:20260807T061415Z
UID:10007413-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX288/27) Surgent's Weekly Expert Hour (Original Air Date: 9/30/21)
DESCRIPTION:Event Description\nAs 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 new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS\, along with other state and federal regulators\, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed\, dissected\, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick\, concise format. Each week\, 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. Please Note: CFP credit is not available for this course in 2021. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nCoronavirus-related distributions    Qualified disaster-related distributions from qualified plans    TIGTA Report 2021    Retirement planning \nInstructions\nNone
URL:https://sc.cpa/event/sstx288-27-surgents-weekly-expert-hour-original-air-date-9-30-21/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T061415Z
CREATED:20260807T061415Z
LAST-MODIFIED:20260807T061415Z
UID:10007414-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA113/27) Surgent's Compilations\, Review\, And Attestation Engagements
DESCRIPTION:Event Description\nMost CPA firms perform some level of compilation and review engagements.  And some perform engagements under attestation standards.  Building off what you learned in the training in Level 1\, Module 4\, this course offers builds provides a deeper dive into the most frequently missed issues in compilations and reviews engagements. We will also focus on attestation engagements and the various types of engagements an auditor can perform.  (Please Note: This module is part of Surgent’s Audit Skills Training: Level 2.) \nDesigned For\nAccountants who perform compilations\, reviews\, and attestation engagements. \nObjectives\n\nRecall SSARS Basics \n Understand advanced SSARS reporting issues\, such as complying with international standards and preparing compilations of proforma information.\n Explain how to avoid peer review deficiencies in compilation and review engagements.\n Identify the distinction between different levels of engagements performed in accordance with the attestation standards (examinations\, reviews and agreed upon procedures)\n\nMajor Subjects\nFrequently missed issues in compilation and review engagements as noted by peer reviewers    Understand how to comply with AR-C 100 on International Standards and AR-C 120\, Compilations of Proforma Information    Introduction to attestation standards (AT)    Performing attestation examination engagements    Performing attestation review engagements    Performing Agreed Upon Procedures \nInstructions\nNone
URL:https://sc.cpa/event/ssaa113-27-surgents-compilations-review-and-attestation-engagements/
CATEGORIES:Self-Study Video
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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T061416Z
CREATED:20260807T061416Z
LAST-MODIFIED:20260807T061416Z
UID:10007415-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA265/27) Surgent's Surging Auditors: Professional Skeptic
DESCRIPTION:Event Description\nParticipants play the role of an auditor collecting information\, making inquiries\, and documenting findings around the audit of Home D?cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Courtney the Controller\, comparing\, confirming\, and corroborating it against information provided by the CFO. Some things aren’t matching up and the player uses Courtney’s responses and their own questioning mind to consider the next step. They need to be alert to conditions that may indicate possible misstatement due to fraud or error\, and a critical assessment of the audit evidence to develop a sense of when things just don’t look right. \nDesigned For\nAccounting professionals in auditing needing to develop professional skepticism skills \nObjectives\n\nIdentify the importance of professional skepticism on engagements;\n Recall ways to demonstrate professional skepticism on engagements\n\nMajor Subjects\nDemonstrating professional skepticism    Assessing audit evidence    Responding to contradictory evidence    Assessing the sufficiency of audit evidence \nInstructions\nNone
URL:https://sc.cpa/event/ssaa265-27-surgents-surging-auditors-professional-skeptic/
CATEGORIES:Self-Study Text
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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270723T083000
DTEND;TZID=America/Detroit:20270723T092000
DTSTAMP:20261019T152812Z
CREATED:20261009T141308Z
LAST-MODIFIED:20261019T152812Z
UID:10007426-1816331400-1816334400@sc.cpa
SUMMARY:(LIOT01/28) The Courageous Accountability Conversation
DESCRIPTION:Event Description\nMissed deadlines. Recurring errors. Disruptive behavior. The longer leaders avoid the conversation\, the more likely these problems become the standard. \nJoin Doug Van Dyke\, CEO of Leadership Simplified\, for a practical program designed to help CPAs\, CFOs\, and accounting professionals address difficult issues with clarity\, confidence\, and respect. Learn to separate observable facts from assumptions\, explain the impact of performance gaps\, and communicate expectations without weakening your message. \nDiscover how to listen without losing focus\, establish specific next steps\, and secure follow-up commitments that turn a difficult discussion into meaningful accountability. Whether you lead a finance team\, manage client engagements\, or oversee colleagues across departments\, you’ll gain a repeatable approach to protecting standards and strengthening working relationships. \nLeave ready to have the conversation you’ve been postponing—and make it count. \nObjectives\nParticipants will learn to:•  Address performance or behavior problems before they become normalized.•  Separate observable facts from motives\, labels\, and emotional conclusions.•  Structure a direct conversation around expectations\, impact\, listening\, and next steps.•  Maintain respect while refusing to dilute an important message.•  Establish follow-up commitments that produce genuine accountability.
URL:https://sc.cpa/event/liot01-28-the-courageous-accountability-conversation/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270827T083000
DTEND;TZID=America/Detroit:20270827T092000
DTSTAMP:20261019T152810Z
CREATED:20261009T142820Z
LAST-MODIFIED:20261019T152810Z
UID:10007427-1819355400-1819358400@sc.cpa
SUMMARY:(LIOT02/28) Sustainable High Performance: Leading Energy\, Capacity\, and Resilience
DESCRIPTION:Event Description\nPeak season is predictable. Perpetual overload shouldn’t be your operating model. \nFor CPAs\, CFOs\, and accounting professionals\, deadlines are relentless—and accuracy is nonnegotiable. How do you sustain exceptional results when your team’s capacity is stretched? \nJoin Doug Van Dyke\, CEO of Leadership Simplified\, for a practical program on sustaining high performance without exhausting the people who deliver it. Learn to distinguish productive bursts of intensity from practices that create chronic overload. Examine how competing priorities\, staffing gaps\, excessive meetings\, and decision bottlenecks drain capacity—and discover what leaders can change. \nGain actionable approaches to protecting focus\, incorporating recovery and recognition\, and aligning commitments with realistic workloads. Learn to model sustainable work habits while maintaining high expectations for quality and accountability. \nBuild a team that can deliver this quarter—and has the capacity to excel in the next. \nObjectives\nParticipants will learn to:•  Recognize organizational conditions that create chronic overload and burnout.•  Distinguish healthy short-term intensity from unsustainable operating practices.•  Evaluate workload\, priorities\, staffing\, meeting demands\, and decision bottlenecks.•  Model sustainable performance without lowering expectations.•  Build recovery\, focus\, recognition\, and realistic capacity planning into team operations.
URL:https://sc.cpa/event/liot02-28-sustainable-high-performance-leading-energy-capacity-and-resilie/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270917T083000
DTEND;TZID=America/Detroit:20270917T092000
DTSTAMP:20261019T152806Z
CREATED:20261009T142821Z
LAST-MODIFIED:20261019T152806Z
UID:10007428-1821169800-1821172800@sc.cpa
SUMMARY:(LIOT03/28) Multigenerational Leadership - Beyond the Stereotypes
DESCRIPTION:Event Description\nDifferent perspectives can strengthen a team. Generational labels can get in the way. \nFor CPAs\, CFOs\, and accounting professionals\, leading across age groups means navigating different approaches to communication\, technology\, career development\, and client service. How do you turn those differences into better collaboration? \nJoin Doug Van Dyke\, CEO of Leadership Simplified\, for a practical program that challenges assumptions and focuses on understanding individuals. Explore how career stage\, life stage\, tenure\, and technology exposure shape expectations—and why communication style alone reveals little about someone’s commitment or work ethic. \nDiscover ways to adapt communication and development practices\, use reverse mentoring\, and exchange institutional knowledge and fresh perspectives. Gain tools to strengthen collaboration\, support succession\, and help professionals of every age contribute their expertise. \nLead beyond the labels—and put your team’s full range of talent to work. \nObjectives\nParticipants will learn to:•  Separate legitimate differences in experience from unsupported generational assumptions.•  Explore how career stage\, life stage\, tenure\, and technology exposure affect expectations.•  Create communication and development practices that work across age groups.•  Use reverse mentoring and reciprocal knowledge transfer effectively.•  Prevent differences in style from becoming judgments about work ethic or commitment.
URL:https://sc.cpa/event/liot03-28-multigenerational-leadership-beyond-the-stereotypes/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20271022T083000
DTEND;TZID=America/Detroit:20271022T092000
DTSTAMP:20261014T041335Z
CREATED:20261009T144212Z
LAST-MODIFIED:20261014T041335Z
UID:10007429-1824193800-1824196800@sc.cpa
SUMMARY:(LIOT04/28) The Leadership Operating System: Turning Good Intentions Into Consistent Practice
DESCRIPTION:Event Description\nYou wouldn’t run a finance function on good intentions alone. Your leadership deserves the same discipline. \nJoin Doug Van Dyke\, CEO of Leadership Simplified\, for a practical program that helps CPAs\, CFOs\, and accounting professionals turn leadership principles into consistent daily practice. Build a rhythm for setting priorities\, coaching employees\, recognizing contributions\, and reinforcing accountability—even when deadlines compete for your attention. \nLearn to clarify who owns which decisions so work moves forward without constant escalation. Identify meetings\, reports\, and approval processes that consume time without adding value. Then create a personal leadership scorecard that tracks both your results and the behaviors that produce them. \nWhether you lead a department\, an engagement team\, or an entire firm\, you’ll gain tools to make effective leadership a repeatable practice. \nBring the discipline you apply to the numbers to the way you lead. \nObjectives\nParticipants will learn to:•  Translate leadership philosophy into recurring behaviors\, routines\, and decisions.•  Design an effective cadence for priorities\, coaching\, recognition\, and accountability.•  Clarify decision rights so work does not stall or repeatedly move upward.•  Audit meetings\, reporting\, approvals\, and communication for unnecessary friction.•  Create a personal leadership scorecard that measures behaviors as well as results.
URL:https://sc.cpa/event/liot04-28-the-leadership-operating-system-the-leadership-operating-system/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
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