CPE Catalog & Events
Surgent's Taxation of the Mobile Workforce
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TBD
2.0 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out-of-state employee?
ACPEN: Enhancing Performance Through Effective Coaching
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TBD
4.0 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
ACPEN: The CPA as Strategic Advisor: Leading the Client Advisory Team
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TBD
4.0 Credits
Member Price: $149
The CPA as team leader Roles of key advisory professionals Identifying cross-disciplinary planning opportunities Coordinating planning strategies Communication and collaboration Structuring advisory relationships Risk and professional responsibility
ACPEN: The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
ACPEN: K2's Introducing Artificial Intelligence To Human Resources Pros
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TBD
1.2 Credits
Member Price: $39
How to get started with AI Today's major AI platforms How to use AI tools AI risks that we must manage
ACPEN: Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 3: Blockchain and Financial Risks
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TBD
1.2 Credits
Member Price: $39
HR Talent Blockchain Corporate Social Responsibility Financial Exposure Currency
ACPEN: Employees Today and Tomorrow : Are Employees Assets?
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TBD
2.0 Credits
Member Price: $89
GAAP vs economic value of employees The changing landscape of work The need to change management tactics Different generations and demographics Understanding the differences What issues do they present? How do we improve our understanding? Employee engagement/assessment surveys and what they should tell us Successful tactics for today's workforce
ACPEN: Let's End Business Ethics
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TBD
2.0 Credits
Member Price: $89
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
ACPEN: Metrics Management – Linking Strategy to Performance
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TBD
2.0 Credits
Member Price: $89
Why strategy succeeds or fails based on measurement The relationship between mission, strategy, and metrics Financial versus non-financial performance measures Common measurement pitfalls and micromanagement risk Balanced Scorecard perspectives and strategy maps Linking critical success factors (CSFs) to KPIs Ownership and accountability for metrics Using metrics to drive organizational focus
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: K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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TBD
4.0 Credits
Member Price: $149
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate, and Zapier
ACPEN: The Essential FASB Update with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Hot GAAP topics Income Tax Disclosures Crypto Assets Governmental Grants Interim Reporting Lease Standard Post Implementation Review
ACPEN: Written Information Security Plans
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TBD
1.0 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
ACPEN: Revenue Recognition Determine the Transaction Price Part 2
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TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 4: Managing Supply Chain Risks, Data Analytics, and
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TBD
2.0 Credits
Member Price: $89
Third-party risks Supply chain Data analytics Risk management Operational resilience
ACPEN: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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TBD
2.0 Credits
Member Price: $89
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
ACPEN: Accounting for Credit Losses – Getting to Know CECL
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TBD
2.0 Credits
Member Price: $89
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressur
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TBD
2.0 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
ACPEN: Communicate Financial Concepts to Non-Accountants
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TBD
2.0 Credits
Member Price: $89
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Surgent's Guide to the AICPA Quality Management Standards
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TBD
2.0 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM