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(SSAA194/27) Surgent’s Preparing Not-for-Profit Financial Statements

Accurate 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...

Non Member: $360
Credit Hours: 8

(SSTX288/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/30/21)

As 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...

Non Member: $55
Credit Hours: 1

(SSAA113/27) Surgent’s Compilations, Review, And Attestation Engagements

Most 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...

Non Member: $95
Credit Hours: 2

(SSAA265/27) Surgent’s Surging Auditors: Professional Skeptic

Participants 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...

Non Member: $55
Credit Hours: 1

(LIOT01/28) The Courageous Accountability Conversation

Missed deadlines. Recurring errors. Disruptive behavior. The longer leaders avoid the conversation, the more likely these problems become the standard.Join 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...

Non Member: $45
Credit Hours: 1

(LIOT02/28) Sustainable High Performance: Leading Energy, Capacity, and Resilience

Peak season is predictable. Perpetual overload shouldn’t be your operating model.For 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?Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program on sustaining high performance without exhausting the people who deliver...

Non Member: $45
Credit Hours: 1

(LIOT03/28) Multigenerational Leadership – Beyond the Stereotypes

Different perspectives can strengthen a team. Generational labels can get in the way.For 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?Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program that...

Non Member: $45
Credit Hours: 1

(LIOT04/28) The Leadership Operating System: Turning Good Intentions Into Consistent Practice

You wouldn’t run a finance function on good intentions alone. Your leadership deserves the same discipline.Join 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...

Non Member: $45
Credit Hours: 1