CPE Catalog & Events
Retirement Planning: Next Stage for You or Your Client
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Selected Ethics Topics 2025 - 2026
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future.Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
ACPEN: The Ethics of How We Treat People; Why it Matters?
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TBD
1.0 Credits
Member Price: $39
Is it ethical to mistreat others? What are the signs and consequences of mistreatment? Why does treating people ethically matter for finance and business professionals? The consequences of mistreating people? What is the return on treating people well?
ACPEN: Interviewing, Onboarding and Training 101
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TBD
1.0 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
ACPEN: How CPAs Can Protect Their Names, Brands, Logos, and Taglines
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TBD
1.0 Credits
Member Price: $39
What Are Trademarks Types of Trademarks Trademark Selection Sources of Protection Federal Registration Process Requirements for Maintenance Advantages of Protection Best Practices
ACPEN: Sticky Ethical Choices, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
ACPEN: Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
ACPEN: Digital Resilience: Building Stronger, Smarter Organizations
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TBD
1.0 Credits
Member Price: $39
Digital resilience Resilience frameworks Risk management Leadership & Cross-Functional Strategies
ACPEN: White-Collar Crime: What Every CPA Should Know
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TBD
1.0 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
ACPEN: Travel/Entertainment Expenses and Taxes: What You Need to Know for Compliance
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TBD
2.0 Credits
Member Price: $89
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
ACPEN: Global Internal Audit Standards (GIAS) Domain II – Part 2
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TBD
1.0 Credits
Member Price: $89
Internal Audit Standards GIAS Accounting Internal Controls
ACPEN: Effective Manager - Traits and Skills
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TBD
2.0 Credits
Member Price: $99
Management Leadership
Surgent's Depreciation Rules for Bonus and Section 179 Expensing
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TBD
2.0 Credits
Member Price: $99
OBBBA permanently restores 100% bonus depreciation Notice 2026-11 confirms existing bonus framework and availability of component elections Qualified improvement property (QIP) is boosted by OBBBA Qualified production property (QPP): established by OBBBA, clarified by Notice 2026-16 Definitions Timing Inclusions/exclusions Third-party lease scenarios Election mechanics Recapture New enlarged Section 179 ceiling limitations OBBBA energy incentives sunset guide 179D deduction still in play Tangible property regulations and their role in a strategic hierarchy of depreciation
Surgent's Mastering Client Management for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Tax Research
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TBD
2.0 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Viewing A&A Through the Eyes of a Tax Practitioner
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
ACPEN: Mastering Rapport Skills for Fun and Profit
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TBD
4.0 Credits
Member Price: $149
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
ACPEN: Communication Miracles At Work and In Life - Part 1
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TBD
4.0 Credits
Member Price: $149
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
ACPEN: Building Personal Leadership Skills
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TBD
4.0 Credits
Member Price: $149
Leadership Personality Types Communication Uses of AI in the work place
ACPEN: Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
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TBD
4.0 Credits
Member Price: $149
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application