CPE Catalog & Events
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Spring Tax Update with Steve Dilley
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting
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TBD
8.0 Credits
Member Price: $279
Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Auditing accounts receivable Physical inventory observations Sampling fundamentals Assessing fraud risk in a financial statement audit Day 2: Auditing common investments Financial statement fundamentals SSARS refresher and attestation engagement overview Analytical procedures fundamentals
Entertainment, Meals & Travel Expenses: Review and Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
ACPEN: Tricks and Treats to Avoid Litigation
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TBD
1.0 Credits
Member Price: $39
Key concepts of effective employee relations Balancing employee and employer rights Handling employee complaints Addressing personality & attitude problems
ACPEN: K2’s Microsoft Power Tools
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TBD
2.0 Credits
Member Price: $89
Creating effective dashboard-style reports using Power BI Using Power Query to access and manipulate data, specifically for reporting purposes Taking advantage of Power Pivot to build reports from large quantities of data Automating routine tasks for improved efficiency and accuracy
ACPEN: Topic 842: FASB's Lease Accounting Standard Update
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TBD
2.0 Credits
Member Price: $89
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
ACPEN: Strategic CFO – Strategic Cash Management
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TBD
2.0 Credits
Member Price: $89
Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders
Comprehensive Roth IRA Strategies Analysis 26-27
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TBD
2.0 Credits
Member Price: $99
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Monthly Federal Tax Updates - January 2027
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Preparing Financial Statements for Clients 26-27
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TBD
4.0 Credits
Member Price: $175
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Build Your Team: Get Results 26-27
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TBD
8.0 Credits
Member Price: $329
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
ACPEN: The Single Audit from Beginning to End Update
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TBD
4.0 Credits
Member Price: $250
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
AI Prompt Engineering Masterclass for Accountants
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
ACPEN: Interviewing, Onboarding and Training 101
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TBD
1.0 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Corporate Finance Technology Selection: Practical Frameworks
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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: Ethics Aren't for the Byrdes in Ozark
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TBD
1.0 Credits
Member Price: $39
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
ACPEN: Revenue Recognition - Allocate the Transaction Price
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TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: White-Collar Crime: What Every CPA Should Know
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TBD
1.0 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
ACPEN: Introduction to Governmental Accounting
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TBD
2.0 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
ACPEN: The Many Faces of Fraud
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TBD
2.0 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition