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(LITE05R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely – Rebroadcast

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: $45
Credit Hours: 1

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

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: $45
Credit Hours: 1

(LIET06R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely – Rebroadcast

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: $45
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

(LIAA82/27) Power Skills: Your Guide to Professionalism and Client Interactions

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

(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

(SSOT104/27) Surgent’s Critical Conversations: Having the “Hard to Have” Discussions

Silence isn't always golden. Problems don't solve themselves and as the engagement leader, it is your responsibility to proactively address and resolve issues, even if it means having challenging conversations.As uncomfortable as some of these conversations may be, keeping your silence won't resolve the issue and may in fact add to it. No matter which...

Non Member: $95
Credit Hours: 2

(SSAA115/27) Surgent’s Effective Techniques for Auditing Contingencies and Going Concern

In these rapidly changing times, an entity may experience significant uncertainties. This is especially true at this time due to issues entities have experienced as a result of the pandemic declared in March 2020 which are still ongoing for many. New accounting principles issued by the FASB are requiring more estimates which could give rise...

Non Member: $95
Credit Hours: 2