CPE Catalog & Events
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ACPEN: The AB5s of Employees and Independent Contractors
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TBD
2.0 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
ACPEN: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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TBD
2.0 Credits
Member Price: $89
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
ACPEN: Accounting for Credit Losses – Getting to Know CECL
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TBD
2.0 Credits
Member Price: $89
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
ACPEN: Tactical Finance Leadership – Building the Finance Team of Tomorrow
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TBD
2.0 Credits
Member Price: $89
How the finance role has evolved—and where it is headed Technology, AI, and real-time financial information Knowledge obsolescence and the growing CPE gap Talent development, delegation, and employee engagement Integrating multi-generational workforces Emotional intelligence and communication skills for finance leaders Preventing bad decisions through structure and discipline Redefining what it means to be an effective CFO
Surgent's Food, Beverage, and Entertainment Expensing
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TBD
2.0 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Introduction to Required Minimum Distributions
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TBD
2.0 Credits
Member Price: $119
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
Surgent's Use the Data Model to Build More Powerful PivotTables
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TBD
2.0 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
ACPEN: The Power of a Good Story!
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TBD
4.0 Credits
Member Price: $149
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
ACPEN: Achieving Balance in Work and Life - Part 1
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TBD
4.0 Credits
Member Price: $149
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
ACPEN: Ethics: Critical Thinking, Case Studies, and Fraud
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TBD
4.0 Credits
Member Price: $149
Ethical decision-making in finance Professional codes of ethics and conduct Real-world case studies on ethical dilemmas Impact of ethics on the financial profession
ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
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TBD
4.0 Credits
Member Price: $149
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
Common Deficiencies in SSARS Engagements
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance
ACPEN Signature 2026: Not-for-Profit Accounting, Auditing & Tax Update
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TBD
6.0 Credits
Member Price: $250
Auditing Update Ethics and Environmental, Social, and Governance (ESG) Update FASB Update Not-for-Profit Tax Update
How Changes in Business Methods Affects Internal Control
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Ethics Based Leadership for Women
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
ACPEN: K2’s Ten PDF Tips You Need To Know
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TBD
1.0 Credits
Member Price: $39
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
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: The Controllership Series - Managerial Accounting Basics and Costs
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TBD
1.2 Credits
Member Price: $39
Accounting Finance
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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TBD
2.0 Credits
Member Price: $89
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
ACPEN: Budget Mastery: Process, Problems, and Solutions
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TBD
2.0 Credits
Member Price: $89
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)