CPE Catalog & Events
The Leadership Skills of Tomorrow: Delegate and Listen
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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
Executive Presence, Personal Brand: Structure Your Narrative
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ACPEN: Data Analytics: Practical Insights for Today's Accountant
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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
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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
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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
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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)
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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
Reasonable Compensation for S Corps
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
ACPEN: Taxation of Business Entities
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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
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TBD
3.5 Credits
Member Price: $109
IT Audit Fundamentals ITGCs, Risk Assessment Application Controls
Surgent's Introduction to Forensic Accounting
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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
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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
2026/27 Annual Update for Not-for-Profit Accountants & Audit
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.
No Tax on Overtime: Payroll Compliance
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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
Operations Level Internal Control
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
ACPEN: Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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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
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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: Performance Auditing Made Easy
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TBD
1.5 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives
ACPEN: Global Internal Audit Standards (GIAS) – Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
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TBD
1.6 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
ACPEN: Common Audit and Financial Reporting Deficiencies in State and Local Governments
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TBD
1.0 Credits
Member Price: $89
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards