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(LITE18/27) AI for CPAs: Practical Workflows + Guardrails

Learn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy, confidentiality, and judgment. You'll leave with actionable ideas you can apply immediately and responsibly in your role.

Non Member: $150
Credit Hours: 2

(LIAA30R2/27) Accounting Estimates, Including Fair Value – Evaluating the Property of Areas With Uncertainity – Rebroadcast

Accounting estimates are an approximation of a monetary amount in the absence of a precise means of measurement. The risks of material misstatement for areas of estimation tend to be higher due to the dependence on future events and the intended actions of management. This module will discuss tips and techniques for gathering sufficient appropriate...

Non Member: $90
Credit Hours: 2

(LITE06R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely – Updated 2027

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Non Member: $75
Credit Hours: 1

(LIAA81/27) Introduction to Not-for-Profit Accounting

Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting.

Non Member: $90
Credit Hours: 2

(LIOT12R/27) Power Skills: Your Guide to Professionalism and Client Interactions – Rebroadcast

Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client, and...

Non Member: $90
Credit Hours: 2

(LITE13R2/27) Phishing Simulation Follow-Up Actions – Rebroadcast

Reinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities, improve employee awareness, and strengthen your organization's overall security posture.

Non Member: $45
Credit Hours: 1

(LITX09R/27) South Carolina Tax Update (Core) – Rebroadcast

Stay current on the latest South Carolina tax law changes that impact individuals, businesses, and practitioners. This core update provides clear, practical guidance on new legislation, conformity issues, and compliance considerations you need to advise clients with confidence.

Non Member: $90
Credit Hours: 2

(LIMG05R/27) Gaining a Competitive Advantage – Critical Skills for CFOs and Controllers – Rebroadcast

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the...

Non Member: $65
Credit Hours: 1.4

(SSAA249/27) Surgent’s Preparation and Compilation Engagements Under the SSARS

Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of applying SSARS No. 21, Clarification...

Non Member: $180
Credit Hours: 4

(SSOT111/27) Surgent’s Business Law Essentials for Practitioners and Controllers

This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential...

Non Member: $360
Credit Hours: 8

(SSTX216/27) Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes,...

Non Member: $360
Credit Hours: 8

(SSTX189/27) Surgent’s What Tax Practitioners Need to Know About Medicare

Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If...

Non Member: $95
Credit Hours: 2