CPE Catalog & Events
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
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TBD
4.0 Credits
Member Price: $159
AICPA hot topics and standard-setting initiatives AICPA Quality Management Standards: SQMS No. 1, SQMS No. 2, and SQMS No. 3 Consideration of fraud in a financial statement audit Discussion of the standard on audit evidence effective for years ended December 31, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023 Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective as of 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
ACPEN: Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.4 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Cashflow
ACPEN: Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
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TBD
2.0 Credits
Member Price: $89
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Surgent's Ethical Considerations for CPAs
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TBD
2.0 Credits
Member Price: $99
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
Surgent's Home Office Rules
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TBD
2.0 Credits
Member Price: $119
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Unlock the Power of AI with Copilot in Excel
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot
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
Hot Topics Audit & Attest Update - 2026
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
ACPEN: A Fox in the Henhouse/Courthouse
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
ACPEN: The Controllership Series: The Controllers Role in Compliance
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TBD
1.4 Credits
Member Price: $79
Regulatory Compliance Operational Compliance Financial Compliance
ACPEN: Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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TBD
1.0 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
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
AI & Accounting in Retail
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
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
Numbers to Narrative: Storytelling in Business Communication
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario
ACPEN: The Controllership Series - Addressing Budgeting Uncertainty
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
ACPEN: Roadmap to Ethical Decision Making
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TBD
2.0 Credits
Member Price: $89
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
K2's Excel Tips, Tricks, and Techniques for Accountants 26-27
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TBD
8.0 Credits
Member Price: $329
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel