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April 2017
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Advanced Texas Franchise Tax Workshop

Better Business Decisions Through Power...

Financial Forecasting: Planning for Success

Got Your Assets Covered?

Policy Compliant Retirement Plan Real Estate...

Resolving the Passive Custodian Paradox

Surgent's Controllership Skills Update: M&A...

Surgent's Hiring and Firing of Employees -...

The CFOs Role in Strategic Cash Management

The CFOs Role in Strategic Risk Management

The Trustworthy Leader: Ethics and Trust

Use Critical Thinking Skills to Boost Your Impact

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Changing ERISA's Disqualified Person Criterion

Controller's Update: Today's Latest Trends

Do Ask and Do Tell, Part One: Accountants'...

Ethics and Our Profession - Our Role as Stewards

How to Write a Tax Advisory Opinion Letter

Know Your Cost: Double Your Profit

Power, Influence and Ethics

Prepare for a CFO Role

Retirement Plan Nontraditional Asset Valuation...

Section 469's Activity and Participation...

Shorten Month End - Apply Lean Thinking to...

Simple Substantial Economic Effect Regulatory...

Surgent's Recently Issued U.S. GAAP - What...

Surgent's The Key to the Success of an...

Texas Sales & Use Tax

Why Section 530 of the Revenue Act of 1978...

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Accounting Analysis Basics

Analyzing a Company's Financial Statement

Communicating Financial Information to...

Corporate Finance: Valuing a Business

Creating Better Budgets

Defensive Tax Return Disclosures

Ethics in the Real World

Ethics: Protecting the Integrity of Florida...

Management Company ESOP Structures and the...

Risk, Cost, and Cash Management for...

Surgent's Conduct an Intellectual Human...

Surgent's Controller/CFO Update: Hot Topics...

Texas Sales Tax for the Oilfield Services

Transaction Tax Executive Fiat

Weighing in on the Section 179 SUV Deduction

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Achieving Balance in Work and Life Part I

Achieving Balance in Work and Life Part II

ASC 740/FAS 109 Step by Step Instruction -...

College Education Planning - Threading the...

Fringe Benefits

Practical Solutions for Federal Grants...

Shortcuts to Success: The 14 Best Tools for...

The Communication Equation (TM) for Business...

The Successful Woman CPA - Handling Stress,...

The Successful Woman CPA - Handling Stress,...

Why You Should Pay Attention to YouTube and...

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Accounting IS Changing! Are YOU Ready? - Module I

Administrative Rules for Federal Grants

Advanced Texas Franchise Tax Workshop

Balanced Scorecard Module I: Overview

Changing ERISA's Disqualified Person Criterion

Ethics and Our Profession - Our Role as Stewards

Financial Planning for the Big Picture

Giving Feedback That Delivers Results

How to Write a Tax Advisory Opinion Letter

Identity Theft: Preventing, Detecting, and...

Shorten Month End - Apply Lean Thinking to...

Simple Substantial Economic Effect Regulatory...

Social Media 101: Know the Essentials for Your...

Surgent's Auditing ERM Programs and Controls:...

Surgent's CFO/Controller's Roadmap to...

The CFOs Role in Strategic Cash Management

The Trustworthy Leader: Ethics and Trust

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Accounting IS Changing! Are YOU Ready? Goals,...

Balanced Scorecard Module II: Show how...

CSI RETIREMENT Crime Scene Investigation

Defensive Tax Return Disclosures

Ethics and Professional Conduct: Updates

Ethics in the Real World

IC-DISC - An Introduction to the Last...

IC-DISC - The Last Remaining U.S. Export Tax...

Know Your Cost: Double Your Profit

Management Company ESOP Structures and the...

Power, Influence and Ethics

Prepare for a CFO Role

Surgent's Auditing Anti-Money Laundering (AML)...

Surgent's Recently Issued U.S. GAAP - What...

Texas Sales & Use Tax

Transaction Tax Executive Fiat

Weighing in on the Section 179 SUV Deduction

5
Accounting and Auditing Update

Accounting IS Changing! Are YOU Ready?...

Balanced Scorecard Module III: Define and...

Cash Management Strategies

Communicating Financial Information to...

Corporate Finance: Valuing a Business

Creating Better Budgets

How to Hire Honest People

Successful Business Plan Composition: Part I -...

Successful Business Plan Composition: Part IV...

Surgent's Ethical Considerations for the CPA...

Surgent's Key Financial and Economic Issues...

Surgent's The Key to the Success of an...

Texas Sales Tax for the Oilfield Services

The Ethically Intelligent CPA: Five Principles...

Windows 10 Fundamentals

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5 Marvelous Business Books in 100 Minutes

Accounting IS Changing! Are YOU Ready?...

Balanced Scorecard Module IV: Targets,...

Cases in Corporate Ethics: Discuss Real Life...

Draws By an Owner Employee from a Closely Held...

Employment Taxes

Got Your Assets Covered?

How Good Companies Become Great

Managing Your Risks in a Wall Street Portfolio

Policy Compliant Retirement Plan Real Estate...

Practical Solutions for Federal Grants...

Preparation, Compilation, and Review...

Reimbursing Under Accountable Expense...

Resolving the Passive Custodian Paradox

Surgent's Audits of 401(k) Plans: New...

Surgent's Excel Budgeting Ideas (EXBI)

Surgent's Lease Accounting: The Impact of...

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Applying the Risk Assessment Standards to...

Changing ERISA's Disqualified Person Criterion

Create a Terrific Equity Compensation Plan: ...

Data Analysis and Management

Devious Ethics: Dealing with Snakes in Suits

Ethics of Risk Management

How to Write a Tax Advisory Opinion Letter

Re-Building Your Retirement NOW

Simple Substantial Economic Effect Regulatory...

Surgent's Ethical Considerations for the CPA...

Surgent's Fraud Basics: Protecting the Company...

Surgent's Introduction to Governance Auditing:...

The New Case for Gold and Silver Investing

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Basis Consistency and Form 8971

Communication Miracles at Work: How to...

Finance and Innovation: Reinvent Your...

Find Your Strengths

Form 990: Exploring the Form's Complex Schedules

Generations at Work: Finding Common Ground

Getting On Top of It All: The New Science for...

How to Hire Honest People

Introvert Power, Why Quiet Leaders are So...

IRS' Tangible Property Regulations - How to...

Mergers & Acquisitions: Tricks, Traps, & Terrors

Outstanding Client Service: 10 Key Ways to...

Personal Leadership Skills

Surgent's Excel: Breaking Old Habits (EXOH)

Surgent's Guide to the New Revenue Recognition...

The Ethically Intelligent CPA: Five Principles...

The Successful Family Business

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A CPAs Guide to Due Diligence

Advanced Texas Franchise Tax Workshop

Applying the Uniform Guidance for Federal...

Communication in the Workplace: Business...

Construction Contractors: Accounting,...

Disregarded Entities? - Now You Don't See...

Leaders Eat Last: The Characteristics of...

Lessons from the Playing Field: What Sports...

Make Your Information Systems Work for You

Managing the Accounting Department

Managing With Coaching Competencies- An Overview

New Centralized Partnership Audit Rules

Pricing for Profitability: How Finance Can...

Public Speaking for Business

Social Media and Your Business

Surgent's Professional Branding Boot Camp:...

Surgent's QuickBooks: Say Goodbye to Data...

Taking the Financial Executive's Leadership to...

Taxation of Health Benefits

Why Listening is Important: (Hint, You Can...

12
Analyzing a Company's Financial Statement

Basic Concepts of Governmental Accounting,...

Business Consulting for CPAs

Business Lessons from the Dance Floor -...

College Education Planning - Threading the...

Fiscal Fitness & Financial Abundance -...

Fringe Benefits

Raising Financing: Established Businesses...

Raising Financing: For Start-ups, Nonprofits...

Resolving Ethical Conflicts: Do the Right...

Seven High Quality Questions that Lead to...

Social Security and Medicare: Maximizing...

Surgent's Annual Accounting and Auditing...

Surgent's QuickBooks Online: A Cloud...

Surgent's The Key to the Success of an...

Systemic Risk - Six Mega-Trends Facing...

Texas Sales & Use Tax

The Fundamentals of Microsoft Dynamics NAV

Triple Your Memory, Prevent Dementia and Halve...

Triple Your Memory, Prevent Dementia and Halve...

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AICPA Code: Ethics in Practice

Coaching Skills with NLP for CPAs, Controllers...

Government Pension Accounting and Financial...

Interpreting the New Revenue Recognition...

Marketing for CPAs

Passive Activity Loss Rules - The Pendulum, At...

Planning to Defeat the 3.8 Percent Net...

Powerful Life Principles

Surgent's Conduct an Intellectual Human...

Surgent's Excel PivotTables: What You Need to...

Surgent's How to Prepare and Present Powerful...

Teamwork - Create a Cohesive Team

Texas Sales Tax for the Oilfield Services

The CFO's Role in Compensation and Bonus Plans

The CFOs Role in Strategic Risk Management

The Power of C4A (Conversations for Action)

The Power of Committed to Create

Use Critical Thinking Skills to Boost Your Impact

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Benford's Law - A Valuable Audit Tool

Better Performance Plans: Think Like An Economist

Black Swans: Prepare for the Unexpected

Business Strategy & Leadership; Plan, Execute,...

Communication: Why can't everyone be NORMAL...

Crowd Funding - Debt & Equity

Enhance Your Career through Personal Branding...

Fraud Brainstorming and Interviewing...

In Depth Memory Training

Mistakes Were Made--Heads Rolled; The...

Surgent's CFO/Controller's Roadmap to...

Surgent's QuickBooks: Internal Control Tips &...

Time is Money!

Would I Work for Me? (Becoming the Kind of...

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Business Turnaround

Draws By an Owner Employee from a Closely Held...

Employment Taxes

Managing Your Risks in a Wall Street Portfolio

Mastering the One Minute Relationship: How to...

Practical Strategic Planning

Public Speaking for CPA's: How to Write,...

Re-Building Your Retirement NOW

Reimbursing Under Accountable Expense...

The New Case for Gold and Silver Investing

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ASC 740/FAS 109 Step by Step Instruction -...

Crowd Funding - Donations and Pre-Sales

Cyber Best Practices and Risk Management for...

Cyber Security & Regulations - Challenges to...

Galvanizing, Enabling, and Measuring Innovation

Heartfelt Leadership: How Ethical Leaders...

Implications of Blockchain Technology in...

Measuring and Reporting on Sustainability

Practical Solutions for Federal Grants...

Risk Analysis and Management

Section 409(p)'s Economically Substantive...

Section 469(c)(7) Procedure, Practice, and...

Surgent's Excel Shortcuts for Accountants (EXSC)

Surgent's Industry Accountant Toolkit (IATK)

The Business Secrets of the Trappist Monks

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Cases in Corporate Ethics: Discuss Real Life...

Cash Management Strategies

Leases: Mastering the New FASB Requirements

Retirement Plan Nontraditional Asset Valuation...

Section 469's Activity and Participation...

Successful Business Plan Composition: Part I -...

Successful Business Plan Composition: Part IV...

Surgent's Auditing GRC: A Strategic and...

Surgent's Recently Issued U.S. GAAP - What...

Tax Fundamentals of LLCs and Partnerships

The CFO's Role in New Product Development

The CFOs Role in Strategy Development

The Rittenhouse Rankings: Cut through...

Time Hacks - Proven Ways to Save Time, Money...

Why Section 530 of the Revenue Act of 1978...

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Central Florida - Saving Taxpayer Dollars -...

College Financial Planning: Student Loans

Communicating Financial Information to...

Corporate Finance: Valuing a Business

Creating Better Budgets

Defensive Tax Return Disclosures

Ethics and Our Profession - Our Role as Stewards

Ethics in the Real World

Ethics: Protecting the Integrity of Florida...

Financial Forecasting: Planning for Success

Fraud: Recent Findings, Red Flags and...

GAAP Update

Giving Feedback That Delivers Results

Got Your Assets Covered?

How to Effectively Coach, Mentor and Sponsor...

Interpreting The Yellow Book

Interpreting The Yellow Book

Know Your Cost: Double Your Profit

Management Company ESOP Structures and the...

North Suncoast - Board Member Election & Tax...

Policy Compliant Retirement Plan Real Estate...

Resolving the Passive Custodian Paradox

Small-Business Financial Statements

Social Media 101: Know the Essentials for Your...

South Dade - Sales Tax & Current Fraud Issues

Surgent's Controller/CFO Update: Hot Topics...

Surgent's Excel PivotTables: What You Need to...

Surgent's The Key to the Success of an...

Transaction Tax Executive Fiat

Volusia County - Pay Right or Pay Later:...

Weighing in on the Section 179 SUV Deduction

20
5 Marvelous Business Books in 100 Minutes

Accounting and Auditing Update

Health Care Industry Conference

Health Care Industry Conference Simulcast

IC-DISC - An Introduction to the Last...

IC-DISC - The Last Remaining U.S. Export Tax...

N Dade/S Broward-Industry Roundtable April...

Power, Influence and Ethics

Practical Guide to Accounting Fraud

Prepare for a CFO Role

Risk, Cost, and Cash Management for...

Section 409(p)'s Economically Substantive...

Section 469(c)(7) Procedure, Practice, and...

Shorten Month End - Apply Lean Thinking to...

Suncoast - Influence & Persuasion/Healthcare...

Surgent's Compilations, Reviews, and New...

The CFOs Role in Strategic Cash Management

The Most Common Financial Statement and Asset...

The State of Data Privacy

The Trustworthy Leader: Ethics and Trust

What You Need to Know to Audit Government Programs

What You Need to Know to Audit Government Programs

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Accounting Industry Update

Accounting Industry Update

Create a Terrific Equity Compensation Plan: ...

Data Analysis and Management

Devious Ethics: Dealing with Snakes in Suits

Ethics of Risk Management

Ethics: Professional Conduct, Decision...

Fraud and Cash Receipts: Common Frauds and...

How Good Companies Become Great

Other Comprehensive Basis of Accounting...

Purchasing, Inventory, and Cash Disbursements:...

Retirement Plan Nontraditional Asset Valuation...

Section 469's Activity and Participation...

Surgent's Building Relationships Boot Camp: To...

Surgent's Effective and Efficient Senior-Level...

The Communication Equation (TM) for Business...

Why Section 530 of the Revenue Act of 1978...

Why You Should Pay Attention to YouTube and...

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Auditing, Assurance and Employee Benefit Plans...

Business Turnaround

Finance and Innovation: Reinvent Your...

Find Your Strengths

Generations at Work: Finding Common Ground

Introvert Power, Why Quiet Leaders are So...

Leaders Eat Last: The Characteristics of...

Lessons from the Playing Field: What Sports...

Mastering the One Minute Relationship: How to...

Practical Strategic Planning

Problematic Self-Directed Retirement...

Problematic Self-Directed Retirement...

Problematic Self-Directed Retirement...

Problematic Self-Directed Retirement...

Public Speaking for CPA's: How to Write,...

Sailfish - FICPA CPE Meeting at Manero's...

Surgent's Annual Accounting and Auditing...

Surgent's Annual Update for Defined...

25
2017 Standards Highlight Series: Part 1 - GAAP

Basis Consistency and Form 8971

Brevard - Employee Counseling & Termination...

Broward - Workplace Transitions/ Selling a...

Communication Miracles at Work: How to...

Cost Principles for State and Local...

Cost Principles for State and Local...

Employment Law Update: Key Risks and Recent Trends

Fiscal Fitness & Financial Abundance -...

Getting On Top of It All: The New Science for...

Internal Control and COSO Essentials for...

IRS' Tangible Property Regulations - How to...

Make Your Information Systems Work for You

Mergers & Acquisitions: Tricks, Traps, & Terrors

Miami-Dade - GASB 68/GASB 72/ Preparation &...

N Dade/S Broward - MAP Roundtable: April 2017...

Pricing for Profitability: How Finance Can...

Raising Financing: Established Businesses...

Raising Financing: For Start-ups, Nonprofits...

Resolving Ethical Conflicts: Do the Right...

Sailfish Chapter - CPE Meeting at Vero Beach...

Seven High Quality Questions that Lead to...

Surgent's Conduct an Intellectual Human...

Surgent's Ethical Considerations for the CPA...

Surgent's Excel Shortcuts for Accountants (EXSC)

Systemic Risk - Six Mega-Trends Facing...

The Ethically Intelligent CPA: Five Principles...

The Successful Family Business

Triple Your Memory, Prevent Dementia and Halve...

Triple Your Memory, Prevent Dementia and Halve...

26
2017 Standards Highlight Series: Part 2 - GAAS

Broward - End of Busy Season Social

Coaching Skills with NLP for CPAs, Controllers...

Communication in the Workplace: Business...

Controller's Update: Today's Latest Trends

Managing With Coaching Competencies- An Overview

Marketing for CPAs

Miracle Strip - Accounting Update

Public Speaking for Business

Social Media and Your Business

Surgent's Controller/CFO Update: Hot Topics...

Surgent's The Key to the Success of an...

Taking the Financial Executive's Leadership to...

Teamwork - Create a Cohesive Team

The CFO's Role in Compensation and Bonus Plans

The CFOs Role in Strategic Cash Management

The CFOs Role in Strategic Risk Management

The Trustworthy Leader: Ethics and Trust

U.S. GAAP: Latest Developments for Business &...

Use Critical Thinking Skills to Boost Your Impact

Why Listening is Important: (Hint, You Can...

State and Local Government Committee Meeting

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2017 Standards Highlight Series: Part 3 - SSARS

A CPAs Guide to Due Diligence

Ethics and Our Profession - Our Role as Stewards

Ethics in the Real World

Forensic Accounting: Uncovering Schemes and Scams

Frequent Frauds Found in Governments and...

Frequent Frauds Found in Governments and...

How to Hire Honest People

Know Your Cost: Double Your Profit

Managing the Accounting Department

Motivating Yourself and Others

Multi-Task Role of the CFO/Controller

Multi-Task Role of the CFO/Controller

Passive Activity Loss Rules - The Pendulum, At...

Planning to Defeat the 3.8 Percent Net...

Power, Influence and Ethics

Powerful Life Principles

Prepare for a CFO Role

Shorten Month End - Apply Lean Thinking to...

Southwest Florida - Attorney & CPA Networking...

Statement of Cash Flows: Preparation,...

Surgent's Excel Shortcuts for Accountants (EXSC)

Surgent's Marketing Mastery Boot Camp: Achieve...

Tax Practice Quarterly: Annual Tax Season Debrief

The Employee Evaluation Review

The Power of C4A (Conversations for Action)

The Power of Committed to Create

West Coast - After Tax Season Social- Brio...

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Achieving Balance in Work and Life Part I

Achieving Balance in Work and Life Part II

Business Consulting for CPAs

Business Lessons from the Dance Floor -...

Cases in Corporate Ethics: Discuss Real Life...

Cash Management Strategies

Communicating Financial Information to...

Corporate Finance: Valuing a Business

Creating Better Budgets

In Depth Memory Training

Not-for-Profit Accounting & Reporting: From...

Outstanding Client Service: 10 Key Ways to...

Personal Leadership Skills

Preserving Independence and Otherwise...

Sailfish - Learn at Sea Cruise

Shortcuts to Success: The 14 Best Tools for...

Surgent's 403(b) Plans: Understanding the...

Surgent's Lease Accounting: The Impact of...

The Successful Woman CPA - Handling Stress,...

The Successful Woman CPA - Handling Stress,...

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Benford's Law - A Valuable Audit Tool

Communication: Why can't everyone be NORMAL...

CSI RETIREMENT Crime Scene Investigation

Disregarded Entities? - Now You Don't See...

Enhance Your Career through Personal Branding...

Financial Planning for the Big Picture

Fraud Brainstorming and Interviewing...

Mistakes Were Made--Heads Rolled; The...

New Centralized Partnership Audit Rules

Taxation of Health Benefits

Time is Money!

Would I Work for Me? (Becoming the Kind of...

30
1
Cyber Best Practices and Risk Management for...

Cyber Security & Regulations - Challenges to...

Shorten Month End - Apply Lean Thinking to...

Successful Business Plan Composition: Part I -...

Successful Business Plan Composition: Part IV...

The CFOs Role in Strategic Cash Management

The New Case for Gold and Silver Investing

The Trustworthy Leader: Ethics and Trust

2
Ethics and Our Profession - Our Role as Stewards

Ethics in the Real World

Financial Planning for the Big Picture

Know Your Cost: Double Your Profit

Power, Influence and Ethics

Prepare for a CFO Role

Retirement Plan Nontraditional Asset Valuation...

Section 469's Activity and Participation...

Texas Sales Tax for the Oilfield Services

Why Section 530 of the Revenue Act of 1978...

3
Advanced Texas Franchise Tax Workshop

Business Lessons from the Dance Floor -...

Communicating Financial Information to...

Corporate Finance: Valuing a Business

Creating Better Budgets

CSI RETIREMENT Crime Scene Investigation

Got Your Assets Covered?

N Dade/S Broward - CPE/Dinner Meeting Social...

Policy Compliant Retirement Plan Real Estate...

Resolving the Passive Custodian Paradox

Sailfish - Revenue Recognition - Selected...

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