CPE Catalog & Events
ACPEN: Practical Excel Topics for Today’s Accountant
-
TBD
2.0 Credits
Member Price: $89
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables Solver as a tool for performing multivariate analysis Mail merge Custom formatting
ACPEN: Accounting & Auditing for Cryptocurrency
-
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
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
No Tax on Overtime: Payroll Compliance
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
ACPEN: Measuring Audit Risks
-
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
-
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: Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
-
TBD
1.0 Credits
Member Price: $39
Appreciation Languages of appreciation Appreciation strategies
Corporate Finance Technology Selection: Practical Frameworks
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
-
TBD
2.0 Credits
Member Price: $89
Stop Loss TPA PBM Point Solutions
ACPEN: The Role of Internal Control in the Risk-Based Audit
-
TBD
4.0 Credits
Member Price: $149
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
ACPEN: The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
-
TBD
1.2 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
-
TBD
8.0 Credits
Member Price: $299
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)
ACPEN: New Trademark Law: What CPAs and Their Clients Should Know
-
TBD
1.0 Credits
Member Price: $39
Key Highlights of the TMA New Procedures brought about by the TMA Updates to Existing Procedures Takeaways
ACPEN: Managing Generational and Cultural Variances
-
TBD
1.6 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances
ACPEN: Benford’s Law and Other Digital Analysis Techniques
-
TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
ACPEN: Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
-
TBD
2.0 Credits
Member Price: $89
Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence
ACPEN: Internal Audit in The Future
-
TBD
2.0 Credits
Member Price: $99
Internal Audit IIA Standards Emerging Risks Technology
ACPEN: Nonprofit Accounting and Financial Reporting Explained
-
TBD
8.0 Credits
Member Price: $250
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
ACPEN: Supervised AI Agents as Public CPA Audit Team Members
-
TBD
1.0 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
ACPEN: Ethics in Artificial Intelligence
-
TBD
1.6 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology