CPE Catalog & Events
ACPEN: There is NO Such Thing as ‘Business Ethics’ featuring John Levy and Don Minges
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TBD
1.0 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
ACPEN: Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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TBD
1.0 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
ACPEN: Revenue Recognition - Topic 606 Overview
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TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: 2026 AICPA Regulatory Ethics Update: VA-Approved
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TBD
2.0 Credits
Member Price: $89
Virginia ethics requirement (VBOA-approved course) AICPA Professional Ethics Executive Committee (PEEC) updates New interpretations and revised ethics guidance Ethics modernization initiatives and regulatory changes Standards affecting recruiting, CPE programs, and tax advisory services Impact of ethics developments on public and industry professionals Forward-looking PEEC projects and upcoming changes Strategies for compliance in an evolving ethical landscape
ACPEN: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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TBD
2.0 Credits
Member Price: $89
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
ACPEN: Big Picture Mega-Trends, Big Data, and World We Now Face
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TBD
2.0 Credits
Member Price: $89
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
ACPEN: K2’s Excel Tips – Today’s Best Features
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TBD
2.0 Credits
Member Price: $89
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
ACPEN: A WISP Away
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TBD
2.0 Credits
Member Price: $79
Who gets breached? The Gramm-Leach-Bliley Act and FTC Safeguards Rule What is a Written Information Security Plan (WISP) and policy contents Securing digital assets What to do with a breach and information security policy
ACPEN: Introverts Have Real Power, Why Quiet Leaders are So Successful
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TBD
2.0 Credits
Member Price: $89
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
ACPEN: How to Develop Your System of Quality Management Using the AICPA Practice Aids
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TBD
3.0 Credits
Member Price: $109
Overview of Quality Management standards Scope of SQMS 1 Components of quality management Changes from prior standards AICPA practice aids Required documentation Risk assessment process Final documentation development
ACPEN: Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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TBD
4.0 Credits
Member Price: $149
Legal and fiduciary responsibilities of the executor or personal representative Overview of the estate administration process from appointment through final distribution Filing requirements for Form 1040, Form 1041, and Form 706 Income in respect of a decedent (IRD) and basis adjustments Estate asset identification, valuation, and management Creditor claims, debt settlement, and distribution procedures Obtaining an EIN for the estate and IRS notice procedures IRS audit risks related to estate administration Executor liability considerations and risk management Estate accounting records, documentation, and communication with beneficiaries
ACPEN: K2’s Implementing Internal Controls In QuickBooks Online Environments
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TBD
4.0 Credits
Member Price: $149
Critical risks in QBO environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
ACPEN: SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements
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TBD
4.0 Credits
Member Price: $149
The SSARS landscape Review engagements Compilation engagements Preparation engagements Selecting from the menu of SSARS engagements AICPA quality management standards Independence and other ethical considerations Considerations when changing the level of service Pitfalls to avoid Best practices to adopt
ACPEN: Form 1040 Individual Income Tax Prep
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TBD
8.0 Credits
Member Price: $250
Overview of Form 1040 and filing requirements Filing status and dependent rules Income reporting, including wages, interest, and dividends Adjustments to income Standard vs itemized deductions Common individual tax credits Introduction to Schedule C and Schedule E Preparer responsibilities, due diligence, and Circular 230
ACPEN: Unleashing Creativity in the Workplace
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TBD
1.0 Credits
Member Price: $39
The Power of Creativity in the Workplace The Three Types of Creativity: Imagination, Creativity, Innovation Benefits of Creativity: Purpose, Productivity, Performance Applications of Creativity: Individual, Team, Organizational Culture Creative Problem-Solving Techniques (Mind Mapping, Visual Thinking) Whole Brain Thinking: Integrating Left & Right Brain Functions Creating a Culture of Innovation Measuring and Implementing Creativity for Growth
Surgent's Elder Fraud
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TBD
2.0 Credits
Member Price: $119
Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation
Surgent's Tax Research - Intermediate Concepts
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TBD
2.0 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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TBD
2.0 Credits
Member Price: $159
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Surgent's Simply Auditing Not-for-Profits Efficiently
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TBD
4.0 Credits
Member Price: $159
How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc. Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.)
ACPEN: A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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TBD
1.0 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership