CPE Catalog & Events

Surgent's Skills to Enhance Personal and Professional Networks

The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies

Helena Chapter: Montana Tax Update

K2's Artificial Intelligence Conference: Moving Beyond the Basics

Getting started with today's AI tools and how AI can benefit any business professional Creating effective prompts to get the data you need Managing AI-related risks Advanced topics in AI, including creating customized AI tools

Navigating the Technology Wave: Smart Strategies for Corporate Accounting & Finance in the Tech Tide

Artificial intelligence, AI, automation, analytics, technology, strategies, innovation, change, efficiency, data, future trends

Insurance & Financial Institutions (IFI) Conference (Day 1)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/wt12n75qrnbt5s63cnmw1500dwne46xnThe major topics that will be covered in these courses include:Economic, GAAP, and regulatory updates for insurers and financial institutionsAI applications in claims, underwriting, and due diligenceTax developments in insurance and bankingSessions on M&A, reinsurance, and statutory accountingEthics, fraud prevention, and control frameworks

CONFERENCE: Insurance & Financial Institutions (IFI)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/wt12n75qrnbt5s63cnmw1500dwne46xnThe major topics that will be covered in this conference include:Economic, GAAP, and regulatory updates for insurers and financial institutionsAI applications in claims, underwriting, and due diligenceTax developments in insurance and bankingSessions on M&A, reinsurance, and statutory accountingEthics, fraud prevention, and control frameworks

Insurance & Financial Institutions (IFI) Conference (Day 2)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/wt12n75qrnbt5s63cnmw1500dwne46xnThe major topics that will be covered in these courses include:Economic, GAAP, and regulatory updates for insurers and financial institutionsAI applications in claims, underwriting, and due diligenceTax developments in insurance and bankingSessions on M&A, reinsurance, and statutory accountingEthics, fraud prevention, and control frameworks

TAX CON (Day 1)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/w7dhbvda0unaimadca1oo4qivw4tqfpbThe major topics that will be covered in these courses include:IRS updatesState and Local Tax developmentsFederal Tax changesInternational Tax news

CONFERENCE: TAX CON

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/w7dhbvda0unaimadca1oo4qivw4tqfpbThe major topics that will be covered in this conference include:IRS updatesState and Local Tax developmentsFederal Tax changesInternational Tax news

TAX CON (Day 2)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/w7dhbvda0unaimadca1oo4qivw4tqfpbThe major topics that will be covered in these courses include:IRS updatesState and Local Tax developmentsFederal Tax changesInternational Tax news

K2's Excel Conference

Why and how to use new functions and features in Excel Advanced formulas and best practices for constructing them Excel productivity tips and tricks The power of the PivotTable

Helena Chapter: Regulatory Technical Ethics

CONFERENCE: A&A Conference

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/jag57tyzrhsdtg7jfkt3mhps93dkvr8lThe major topics that will be covered in this conference include:Latest FASB Updates and NewsRecent AICPA DevelopmentsFraud Prevention and DetectionEnhancements in Audit Quality

A&A Conference (Day 1)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/jag57tyzrhsdtg7jfkt3mhps93dkvr8lWednesday, Dec. 10thPCC Update - Jere Shawver, PCC BoardJoin us for an in-depth session on the Private Company Council (PCC) and the latest initiatives aimed at simplifying financial reporting for private companies.Emerging Audit Quality Standards - Christina Ho, PCAOBAs the audit profession adapts to a rapidly evolving business and technological environment, the standards that define audit quality are undergoing significant transformation. This session will explore the latest developments in audit quality standard.Economic Outlook - Kurt Rankin, PNC BankJoin us for a clear and practical look at the current economic landscape and what it means for businesses and financial professionals. AI & Auditing - John Higgins, CPA, Higgins Advisory LLCDiscover how artificial intelligence is helping auditors work faster and smarter.(2- A&A)FASB Update - Adriana Yepes, FASBStay up to date with the latest changes from the Financial Accounting Standards Board (FASB). (1-A&A)AICPA Update - Ahava Goldman, AICPAGet the latest news and updates from the American Institute of CPAs (AICPA).(1-A&A)Private company issues/FASB PCC Update/Special Purpose Framework - Rebecca Walck, Simon LeverThis session focuses on key accounting updates that affect private companies. (2-A&A)Technology in financial reporting and auditing - John Huckle, Schneider DownsTechnology is changing how financial information is prepared, reviewed, and shared.(2-A&A)

Surgent's Skills to Enhance Personal and Professional Networks

The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies

A&A Conference (Day 2)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/jag57tyzrhsdtg7jfkt3mhps93dkvr8lThursday, Dec. 11thQuality Management Standards Implementation - Tammy Daugherty, consultantLearn how to put the new quality management standards into practice. (4- A&A)Enhancing Audit Quality Update - Robert Bezgin, CPA and Heather Trower, PICPAThis session will share the latest efforts to improve audit quality across the profession.(1-A&A)Applied Data Analytics - Bryan Smith, CPA, DataSmith Pro, LLCLearn how data analytics is being used in real-world accounting and auditing work.(1- A&A)Audit- Leveraging Technology - Katie Holmes, Forvis Mazars and Rosena Rodriguez, Forviz MazarsAs the audit profession undergoes rapid transformation, this session explores how emerging technologies are reshaping audit methodologies, enhancing quality, and driving strategic value.(1-A&A)Evaluating IT General Computer Controls Under SAS 145, Risk Assessment - Melisa Galasso, Galasso Learning SolutionsThis session will explain how to assess IT general controls as part of your audit risk procedures under SAS 145. (1-A&A)

Tax Strategies Under H.R. 1 Conference (Day 1)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbgDecember 16th, 2025 - IndividualsSession 1: The One Big Beautiful Bill: 2025 Tax Legislation for Individuals Allison McLeod, LL.M., JD, CPACredits: 1 - TaxesThe President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. Session 2: OBBBA Changes and Tax Planning StrategiesBen Henry-Moreland CFP, EA Credits: 2 - TaxesIn this session, Kitces Senior Financial Planning Nerd Ben Henry-Moreland will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized. He'll be covering the OBBBA's tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. He'll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!

CONFERENCE: Tax Strategies Under H.R. 1

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbgTo sign up for individual days, follow the links below:Day 1: Tax Strategies Under H.R. 1 Conference (Day 1)Tax Legislation for IndividualsOBBBA Changes and Tax Planning StrategiesDay 2: Tax Strategies Under H.R. 1 Conference (Day 2)Tax Legislation for BusinessesResearch and Corporate Tax Credits Post-OBBBACorporate Tax Strategy in the OBBBA Era

Tax Strategies Under H.R. 1 Conference (Day 2)

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbgDecember 17th, 2025 - Businesses/CorporationsSession 1: The One Big Beautiful Bill: 2025 Tax Legislation for Businesses Allison McLeod, LL.M., JD, CPACredits: 1 - TaxesThe President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. Session 2: Research and Corporate Tax Credits Post-OBBBA - What's Left, What's Out, and How to PlanJonathan Forman Credits: 1 - TaxesNavigate the evolving landscape of corporate tax credits following the enactment of OBBBA. R&E Deduction Relief: Explore the return of immediate expensing for domestic R&E costs, accelerated deductions, and retroactive opportunities for small businesses Clean Energy Credit Shake-Up: Understand the accelerated phaseouts of Section 45Y (PTC) and Section 48E (ITC) for solar and wind facilities, and the new eligibility rules for energy technologiesWhat's Still Available?: Learn about credits that remain viable through 2033-2034, including energy storage, nuclear, hydropower, and geothermal and their transferabilityForeign Entity Restrictions: New rules disqualify credits for facilities with ties to certain foreign entities (e.g., China, Russia), impacting transferability and eligibility Clean Fuel Credit Updates: Dive into the extended Section 45Z clean fuel production credit and its revised feedstock and emissions criteria Advanced Manufacturing Credit Changes: Review modifications to Section 45X, including phaseouts for wind components and new rules for integrated components Strategic Planning Tips: Learn how to time construction starts and credit elections to maximize remaining benefits before phaseouts take effect. Session 3: Corporate Tax Strategy in the OBBBA Era - Planning for a New Framework Matthew Gelsinger Credits: 1 - TaxesEquip your organization with strategic insights to optimize corporate tax planning under the new OBBBA provisions. Bonus Depreciation & Section 179 Expensing: Discover how the reinstated full expensing for qualified assets impacts capital investment decisions, increased Section 179 Limits, New deduction for Qualified Production Property R&D Expensing: Planning opportunities around immediate expensing of domestic R&D costs and retroactive relief for small businesses.Section 163(j) Interest Expense: Tax considerations from permanent reinstatement of "EBITDA" approach for calculating ATI.Permanent QBI Deduction: Understand the implications of making Section 199A permanent, including expanded phase-in ranges and new minimum deductionsInternational Tax Adjustments: Review permanent changes to FDII, GILTI, and BEAT, and their impact on global operationsQualified Opportunity Zones (QOZs): Learn about the new permanent framework and enhanced incentives for rural investments Strategic Planning Framework: Gain actionable insights for aligning entity structure, investment timing, and compensation planning with the new tax environment.

K2's Rocky Mountain Technology Conference