CPE Catalog & Events
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ACPEN: Business Etiquette & Mindfulness
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TBD
1.2 Credits
Member Price: $39
Communication Business Etiquette
ACPEN: The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Procurement Inventory
ACPEN: Change Management: Your Leadership Role for Aligning Profits & Culture
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TBD
2.0 Credits
Member Price: $89
Why professional agility is critical, and how to develop it Foundational models for change management Proven strategies to prepare for change as individuals, teams & organizations Implementing change: A how-to look Leading through change for success of all involved
ACPEN: Key Tax Issues for Individual Taxpayers
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TBD
2.0 Credits
Member Price: $89
"Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Other recent legislative developments impacting individual taxpayers
ACPEN: Current Fraud Trends - Nonprofit and Government Entities
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TBD
2.0 Credits
Member Price: $89
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
Surgent's Data Analytics for Accountants and Financial Managers
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TBD
2.0 Credits
Member Price: $99
Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference
Surgent's Understanding Non-Compete Agreements
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TBD
2.0 Credits
Member Price: $99
Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements
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
Fundamentals of Form 1040 -- Business
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
Financial Decisions that Led Two Businessmen to Prison
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Managerial Accounting: Your Prescription for Better Decision
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
ACPEN: On the Dash: Why Your Nonprofit Needs a Dashboard
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TBD
1.0 Credits
Member Price: $39
Dashboard uses and best practices in designing visualizations Trends in dashboard design, including new technologies and automation Enhancing transparency and clear communication with nonprofit board members and other stakeholders
Financial Planning: Auto & Homeowners Insurance
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
Surgent’s Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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TBD
1.0 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
ACPEN: The Controller Function - Elevating the Role
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Auditing Business Development
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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TBD
1.5 Credits
Member Price: $79
Accounting Treasury Finance
ACPEN: Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook
ACPEN: IFRS vs. US GAAP - Major Accounting Differences
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TBD
2.0 Credits
Member Price: $89
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
ACPEN: K2’s Eight Awesome PivotTable Features
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TBD
2.0 Credits
Member Price: $89
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate "standard" Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables