CPE Catalog & Events
ACPEN: Build Better Budgets: Fundamental Techniques
-
TBD
2.0 Credits
Member Price: $89
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
ACPEN: Ethical Standards in Tax Practice: Circular 230 and Compliance
-
TBD
2.0 Credits
Member Price: $89
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
ACPEN: Risk Wrangling: Surviving the Modern Business Rodeo
-
TBD
2.0 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation
ACPEN: Tax Procedure
-
TBD
2.0 Credits
Member Price: $89
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
ACPEN: Global Internal Audit Standards (GIAS) Domain III - Part 1
-
TBD
1.0 Credits
Member Price: $99
Internal Audit GIAS IPPF Standards Accounting Internal Controls
ACPEN: Building Personal Leadership Skills
-
TBD
4.0 Credits
Member Price: $149
Leadership Personality Types Communication Uses of AI in the work place
ACPEN: Cutting-Edge Estate and Financial Planning Trends
-
TBD
8.0 Credits
Member Price: $250
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications
ACPEN: K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
-
TBD
8.0 Credits
Member Price: $250
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
ACPEN: Data Analytics: Practical Insights for Today's Accountant
-
TBD
2.0 Credits
Member Price: $89
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
ACPEN: Getting the Most When Selling a Business: Little Details to Get Top Value
-
TBD
2.0 Credits
Member Price: $89
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
ACPEN: Making Effective Decisions When You Can’t Get Everything You Want
-
TBD
2.0 Credits
Member Price: $89
Decision-making fundamentals Cost-volume-profit refresher Optimization analysis Constraint mitigation strategies Coping with incomplete information Solver and other Excel capabilities Qualitative considerations
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: 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
ACPEN: Taxation of Business Entities
-
TBD
2.5 Credits
Member Price: $99
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
ACPEN: Foundations of IT Audit for CPAs
-
TBD
3.5 Credits
Member Price: $109
IT Audit Fundamentals ITGCs, Risk Assessment Application Controls
Surgent's Introduction to Forensic Accounting
-
TBD
4.0 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
ACPEN: Financial & Tax Accounting for S Corporations
-
TBD
4.0 Credits
Member Price: $149
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders
ACPEN: Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
-
TBD
1.0 Credits
Member Price: $39
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
Surgent’s Weekly Expert Hour
-
TBD
1.0 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: Performance Auditing Made Easy
-
TBD
1.5 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives