CPE Catalog & Events
This will generate a PDF of the current filtered catalog
ACPEN: Managing Generational and Cultural Variances
-
TBD
1.6 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances
ACPEN: Global Internal Audit Standards (GIAS) Domain V - Part 1
-
TBD
1.0 Credits
Member Price: $89
Internal Audit Internal Controls Standards Institute of Internal Auditors
ACPEN: Self-Rental Real Estate: Integrating the Passive Activity Rules with the Flow-Through Entity Deduction Rules
-
TBD
2.0 Credits
Member Price: $89
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Self-rental property and ""former passive activities"" rules Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards
ACPEN: Internal Audit in The Future
-
TBD
2.0 Credits
Member Price: $99
Internal Audit IIA Standards Emerging Risks Technology
ACPEN: No Tax on Overtime: Payroll Compliance
-
TBD
2.0 Credits
Member Price: $89
Overview of FLSA overtime provisions Definition of a workweek and the 40-hour threshold Time-and-a-half requirements and exclusions from overtime pay Exempt vs. nonexempt employee classifications Components of the regular rate of pay Treatment of bonuses, commissions, and other compensation Step-by-step overtime calculation examples Common compliance pitfalls and audit risk Documentation and payroll system considerations Case studies involving misclassification and miscalculation
Exploring Internal Controls That Could Have Prevented Frauds
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Tax Implications of Retirement Plan Distributions
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: Emotional Intelligence for Professionals: Mastering the Human Side of Success
-
TBD
1.0 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
ACPEN: Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
-
TBD
2.0 Credits
Member Price: $89
PBM
ACPEN: Accounting Update in a Post COVID-19 World
-
TBD
2.0 Credits
Member Price: $89
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
ACPEN: Staff Retention Keep the Best People
-
TBD
3.0 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
Calculating the Retirement Need
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations
ACPEN: Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
-
TBD
2.0 Credits
Member Price: $89
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
ACPEN: Accounting for Software
-
TBD
2.0 Credits
Member Price: $89
Master the accounting for software costs under U.S. GAAP Navigate capitalization, amortization, and impairment with confidence Understand the full lifecycle of internal-use software accounting Stay current on ASU 2025-06 and emerging guidance Apply accounting rules to SaaS, cloud computing, and website development costs
ACPEN: Drive Results with Metrics
-
TBD
2.0 Credits
Member Price: $89
Performance Metrics Budgets
ACPEN: What's Going on at the FASB (2026/27)
-
TBD
2.0 Credits
Member Price: $89
Recent and upcoming FASB standard-setting activity Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends Impact of ASUs on public, private, and not-for-profit entities ASUs with future effective dates Exposure drafts and proposed standards
Partnership/LLC Taxation: Tax Basis Capital Accounts
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
The Leadership Skills of Tomorrow: Delegate and Listen
-
TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
-
TBD
4.0 Credits
Member Price: $159
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry FASB ASC 606 and its impact on the construction industry The unique relationship between the contractor and the surety FASB ASC 842 and its impact on the construction industry
Surgent's Mastering Accounting for Income Taxes
-
TBD
2.0 Credits
Member Price: $159
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives