CPE Catalog & Events
ACPEN: The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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TBD
1.0 Credits
Member Price: $89
Accounting Finance Cash Investments
ACPEN: Real World Business Ethics Scenarios
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TBD
2.0 Credits
Member Price: $85
The Angry Boss Financial Close Dilemma Petty Cash Fund Management Incentives I Need My Job
K2's Getting Started With Artificial Intelligence 26-27
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TBD
2.0 Credits
Member Price: $99
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Surgent's Excel Shortcuts for Accountants
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TBD
2.0 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's The Essential Multistate Tax Update
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TBD
4.0 Credits
Member Price: $159
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
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TBD
4.0 Credits
Member Price: $159
How does a partner compute his or her basis in a partnership? What is the difference between a partner’s inside and outside basis? What is the difference between a partner’s capital account and partner’s outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership’s tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?
ACPEN: Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
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TBD
4.0 Credits
Member Price: $149
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
ACPEN: The Controllership Series - The Controllers Role in Cybersecurity
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TBD
1.0 Credits
Member Price: $39
Cybersecurity
ACPEN: Revenue Recognition - Topic 606 Disclosures
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Preparing to be a Forensic Accountant - Focus on Digital Forensics
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TBD
1.8 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
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: 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: State Tax Nexus: Frequently Awkward Questions
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TBD
2.0 Credits
Member Price: $89
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
ACPEN: Accounting & Auditing for Cryptocurrency
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TBD
1.0 Credits
Member Price: $89
Accounting and auditing issues related to cryptocurrency ASU 2023-08 and related FASB developments FASB discussions, Invitation to Comment, and research agenda updates Case study application of cryptocurrency accounting guidance Accounting for cryptocurrency transactions and balances Audit considerations for cryptocurrency engagements
Surgent's Introduction to AI in Accounting
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TBD
2.0 Credits
Member Price: $119
Understanding narrow AI vs. general AI Machine learning (ML), deep learning (DL), neural networks Natural language processing (NLP) and its role in accounting AI applications in accounting and finance Automated data entry and processing Expense management automation AI-driven audit support and compliance monitoring Financial forecasting and risk assessment Benefits and challenges of integrating AI Enhancing efficiency and accuracy in accounting processes Ethical considerations and risk management in AI adoption Overcoming resistance to AI implementation within firms Lessons learned from AI-driven transformations in finance departments Predicting AI's influence on the future of the accounting profession Preparing for the evolving role of accountants in an AI-enhanced environment
ACPEN: Measuring Audit Risks
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TBD
3.0 Credits
Member Price: $109
Audit Risk Material Misstatement Error vs. Fraud Risk Assessment Audit Documentation Audit Procedures Auditing Standards
ACPEN: Everything You Need to Know About the Pass-Through Entity Rules: IRC §199A The Code and Regulations
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TBD
4.0 Credits
Member Price: $149
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
ACPEN: The Essential A&A Update with Renee Rampulla
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TBD
2.0 Credits
Member Price: $149
Crypto Assets Governmental Grants Income Tax Disclosures Group Audits Fraud Quality Management
ACPEN: 2026 Spring Tax Update for Business with Steve Dilley
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TBD
4.0 Credits
Member Price: $149
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of OBBBA changes impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
ACPEN: Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.4 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance