CPE Catalog & Events
ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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TBD
1.2 Credits
Member Price: $39
Talent Strategy Culture Employer Branding Leadership Growth
ACPEN: Taking the Financial Executive's Leadership to the Next Level
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TBD
2.0 Credits
Member Price: $89
Professional/Technical to Business/Behavioral Leader Evolution From Agricultural to Conceptual Age Right Brain Orientation Artificial Intelligence (AI) Perspective to Consider Emotional Intelligence Framework Behavioral Self-Awareness and Self-Management Socially Intelligent Leader/Social Awareness Transformational Leadership
ACPEN: A Guide to Sampling - Part 2
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TBD
2.0 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: Progressive Management Accounting
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TBD
2.0 Credits
Member Price: $89
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
ACPEN: Common Deficiencies in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $89
EBP Auditing Yellowbook
Basic Individual Taxation Course
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Surgent's System and Organization Controls (SOC) Engagements
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TBD
2.0 Credits
Member Price: $99
Purpose and organization of the Trust Services Criteria Management assertions specific to different SOC engagement types Intended users of SOC 1®, SOC 2®, and SOC 3® reports Determination and use of materiality in SOC engagements Criteria for considering a vendor as a subservice organization Inclusive vs. carve-out method for subservice organizations Service commitments and system requirements in SOC 2® engagements Appropriate form and content of SOC reports
ACPEN: LLC's & S Corps -- A Comparative Analysis
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TBD
4.5 Credits
Member Price: $169
Comparative analysis of LLCs and S Corporations Entity formation, compliance, and operational structures Self-employment tax and its implications for LLCs and S Corporations Form 2553 preparation and relief for late filings Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application S Corporation eligibility errors and corrective measures Corporate governance and formalities for both entity types Shareholder stock and debt basis for S Corporations Forms 1120S, 1065, and related schedules (K-1, K-2, K-3) Officer reasonable compensation and general partner guaranteed payments Audit strategies, estate planning, and business continuation planning
How to Audit Expenses & Payables
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
ACPEN: Two Types of Goals You Need to Be Successful
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TBD
1.0 Credits
Member Price: $39
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
ACPEN: Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
ACPEN: OBBA of 2025: Individual Overview
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TBD
2.0 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including casualty losses, individual tax rates, alternative minimum tax Provisions of existing law extended or made permanent with substantial change, including: child tax credit, earned income credit, standard deduction, state and local tax deduction New law provisions applicable to individuals, including deductions for: Tip income and overtime pay Social security income Car loan interest AGI charitable contribution deduction Trump account Repeal existing law provisions, including electric car credit and home energy credits
ACPEN: Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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TBD
2.0 Credits
Member Price: $99
Talent Strategy Leadership AI Adaptability Future of Work Succession
ACPEN: Form 1120S - Preparation and Analysis
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TBD
2.0 Credits
Member Price: $89
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
ACPEN: OBBA of 2025: Business Overview
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TBD
2.0 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate Repealed existing law, including the commercial clean vehicle credit and electric car charger credit
Noble Leadership: An Ethical Approach
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity
Taxation of the Cannabis Industry
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
Beyond the Basics: Financial Ratios You Might Be Overlooking
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
ACPEN: Asset Misappropriation You Have It – They Want It
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TBD
2.0 Credits
Member Price: $89
Asset Misappropriation Fraud Opportunities Internal Control Weaknesses Fraudster Mindset Concealment Methods Fraud Risk Assessment Investigative Procedures
ACPEN: Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
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TBD
2.0 Credits
Member Price: $89
Translating Financial Statements Back Into Operational Reality The Operational Plausibility Test Analytical Metrics That Reveal Hidden Distortion Common Operational Red Flags Case Studies: When Operations and Financial Results Don’t Match Practical Questions Every Financial Professional Should Ask