CPE Catalog & Events

Surgent's Unconcious Bias in the Workplace

Introduction to Unconscious Bias The 5 Things To Know Framework Schemas and Mental Shortcuts Types of Unconscious Bias  Bias in Action: Workplace Impacts  Microaggressions and Language  The Four Stages of Competence  Strategies for Change  Tools and Resources

How to Build a Custom AI Chatbot and GPT in Plain English

The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants

An Ethical Approach to Mental Health Issues at Work

The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally

Mining Your Firm Client Database for Revenue

The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth. 

BUNDLE: CFO Series - May 2026

The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: Raising Capital: Executing the Most Crucial Responsibility!https://webinars.cpacrossings.com/KIDMRCM2 CPE: 2Field of Study: FinanceDiscussion Leader: Don Minges, MBADate: Friday, May 1, 11:00 amDescription: The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail.  Week 2: Execute Your Strategy: Turn Plans into Resultshttps://webinars.cpacrossings.com/KIRMEYS2 CPE: 2Field of Study: Auditing 1.0 and BMO 1.0Discussion Leader: Bob Mims, CPADate: Friday, May 8, 11:00 amDescription: Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths.  Week 3: Advanced Financial Analysis: Use the Right Toolshttps://webinars.cpacrossings.com/KIBMAFA2 CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBADate: Friday, May 15, 11:00 amDescription: The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today's environment? We will show you how to use the right tools in the proper manner. Week 4: Accounting for People: Trends, Costs, and Workplace Talenthttps://webinars.cpacrossings.com/KIRMAPT2 CPE: 2Field of Study: Accounting 1.0 and BMO 1.0Discussion Leader: Bob Mims, CPADate: Friday, May 22, 11:00 amDescription: This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We'll also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?

CFO Series: Raising Capital the Most Crucial Responsibility!

The major topics that will be covered in this course include:Understanding the need: How much is needed? When and what will it be used for? etc.Keys to success: PlanningUnderstand how the use, stage, amount, and the how and when impact the decisionUnintended consequences to avoidLow cost is not necessarily a sound optionWhat are the non-quantifiable factors that can change the financing decision?Details on the time-intensive processesCommon blunders when raising financing; the perils of choosing the wrong alternative or wrong investor!

CFO Series: Execute Your Strategy: Turn Plans into Results

The major topics that will be covered in this course include:The strategy-execution gap; common reasons why most strategic plans failWhy should financial planning lead strategy?Evaluating the lifespan and relevance of your strategic planBuilding your strategy to include risk managementBuilding an adaptive, finance-focused strategic approachWhat we should learn from the rise and fall of major companiesHow to align financial metrics with strategy

Surgent's Lessons Learned from Successful Companies

Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success

CFO Series: Advanced Financial Analysis: Use the Right Tools

The major topics that will be covered in this course include:Advanced financial analysis and modeling toolsProper modeling of long-term decisionsBest practices in project analysis  Alternative evaluation methodsWhy should you consider multiple metrics?Capital rationing  Choosing the correct discount factorYear-end convention and other less understood assumptionsSensitivity and scenario analysisMonte Carlo Simulation in practiceInterpreting results properlyNPV vs IRR vs MIRR vs ROI.Considerations when metrics contradict other metricsReal options are hard to value but are invaluableBehavioral issuesEvaluating projects with no obvious returnMultiple numeric examples and work sheets

CFO Series: Accounting for People: Trends, Costs, & Talent

The major topics that will be covered in this course include:Trends in the modern workforce: demographics, generational shifts, remote work, and engagementThe true costs of talent: hiring, retention, and turnoverPeople as assets versus people as liabilitiesThe varied challenges in accounting for human capitalMetrics that matter; KPIs for employee performance and valueIntegrating people costs into financial strategyNavigating compliance, risk, and benefits

BUNDLE: CFO Series - June 2026

The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: Living in the World of AI – How AI Has Changed Ethics https://webinars.cpacrossings.com/KITCLWA2 CPE: 2Field of Study: Behavioral ethicsDiscussion Leader: Tracy Cooper, CPA, CFEDate: Friday, June 5, 11:00 amDescription: We'll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We'll also look at how to engage teams in the process and help people understand the proper use of AI.  The goal is to make better use of these powerful tools, in a sustainable and ethical way. Week 2: AI is Not the Enemy: Getting the Most from AI & Take Controlhttps://webinars.cpacrossings.com/KIRBANT2 CPE: 2Field of Study: Accounting 1.0 and Information Technology 1.0Discussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, June 12, 11:00 amDescription: Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We'll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We'll also break down what smart oversight looks like and how AI can expose gaps in your internal controls.  Week 3: Do Creative Accountants Belong in Prison?  True or False?https://webinars.cpacrossings.com/KIDMDCA2 CPE: 2Field of Study: Regulatory ethicsDiscussion Leader: Don Minges, MBADate: Friday, June 19, 11:00 amDescription: Creativity can be used for good, but creativity can also lead to seriously unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. Week 4: Accounting in the Age of AI: What Every CFO Should Knowhttps://webinars.cpacrossings.com/KITCAAA2 CPE: 2Field of Study: AccountingDiscussion Leader: Tracy Cooper, CPA, CFEDate: Friday, June 26, 11:00 amDescription: Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We'll explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen. 

CFO Series: Living in the World of AI- How AI Changed Ethics

The major topics that will be covered in this course include:Is it ethical to use AI, or not?What is ethical AI? Why does it matter for finance and business professionals?Understanding and managing AI hallucinations and misinformationAddressing bias in AI tools even when you didn’t build themInternal friction; navigating fear, resistance, and cultural challengesGuidelines for responsible AI use in your organizationAccountability and transparency; who is responsible for AI outcomes?Real-world use cases and what we can learn from them.Creating sustainable, people-focused AI practices that build trust

CFO Series: AI is Not the Enemy: Getting the Most from AI

The major topics that will be covered in this course include:Common AI use cases in accounting and financeFraud, deepfakes, data abuse and related risksGovernance frameworks and oversight responsibilitiesThe EU AI Act and regulatory developments in the U.S.AI bias, discrimination, and transparency concernsInternal control and documentation challengesQuestions finance leaders should ask before adopting AIAligning AI oversight with your audit and compliance functions

CFO Series: Do Creative Accountants Belong in Prison?

The major topics that will be covered in this course include:Should accountants be creative?The pros and cons of creativityThe inherent problems of creativity; creativity is not an excuse!The tangled correlations between creativity, ethics and dishonestyThe interrelationship between the Code of Professional Conduct and creativityCitations from the Code of Professional Conduct.What is the impact of creative accounting on our constituencies?How to effectively and ethically harness creativity

CFO Series: Accounting in the Age of AI: What to Know

The major topics that will be covered in this course include:Autonomous general ledgers: what they are and how much can you depend upon them?Financial statement analysis using AI.AI use in Budgeting and Forecasting.Using AI for research and planning (tax & GAAP), e.g.:AI-driven fraud detection tool's capabilities and limits.What to automate and what to leave alone.Evaluating vendor claims and setting reasonable expectations.AI ramification on staffing and hiring.The impact of self-serve AI research on your relationship with your CPA firm

Professional Ethics: AICPA's Comprehensive Exam (for licensure)

Conceptual framework AICPA Code of Professional Conduct Independence Ethics Acts discreditable to the profession

Behind the Curtain: Exploring IRS Audit Technique Guides

Build Better Budgets: Fundamental Techniques

Guide Strategy: Attract Investments with Financial Forecasts

Hold Your Horses! How Landmark Fraud May Have Been Avoided