CPE Catalog & Events
ACPEN: Proper Financial Accounting for S Corporations
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TBD
4.0 Credits
Member Price: $149
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
How Recent Auditing Standards Improve Risk-Based Audits
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
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.
S Corporations: Calculating Shareholder Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
ACPEN: The Controllership Series - The Financial Close Process
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Financial Statements
ACPEN: Ethics in Artificial Intelligence
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TBD
1.6 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology
ACPEN: K2’s Microsoft Copilot, Including Agentic AI
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TBD
2.0 Credits
Member Price: $89
Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with agentic AI Identifying key privacy and security features in Copilot Understanding and deploying agentic AI
How Much Are Your Ethics Worth?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
ACPEN: The Role of Internal Control in the Risk-Based Audit
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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: Guide to Preparing Form 1041 for Estates and Trusts
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TBD
4.0 Credits
Member Price: $149
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
ACPEN: Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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TBD
4.0 Credits
Member Price: $298
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Ethics, Spirituality, Love and Belonging in the Workplace
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethical FrameworksEthical Dilemmas and Decision MakingSpirituality, Love and Belonging in the Workplace and their influence on Workplace Conduct
ACPEN: The Controllership Series: The Controller's Role in Artificial Intelligence
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
ACPEN: The Controllership Series - The Role of the Controller in ESG
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TBD
1.5 Credits
Member Price: $79
Accounting Finance SG Operations
ACPEN: Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
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TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting
ACPEN: The AB5s of Employees and Independent Contractors
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TBD
2.0 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
ACPEN: Deep Dive into Quality Management
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TBD
2.0 Credits
Member Price: $89
Quality management standards for CPA firms SQMS 1 and SQMS 2 requirements Engagement-level standards (SAS 146, SAS 145, SSARS 26, SSAE 23) Post-implementation evaluation of quality management systems Monitoring and remediation responsibilities Auditor responsibilities under SAS 146
ACPEN: Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing and Monitoring Your Sub-Awards
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TBD
1.0 Credits
Member Price: $89
Subrecipient vs. contractor determinations under S200.331 Requirements for pass through entities under S200.332 Risk based monitoring methodologies Indirect cost rate negotiation and de minimis rate application The importance of sub-award agreements Using fixed amount award to solve an out-of-the-box matter
Erase the Mark: Best Practices in Penalty Abatement
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.