CPE Catalog & Events
ACPEN: Can You Really Do That With AI?
-
TBD
1.0 Credits
Member Price: $39
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance
ACPEN: The Risks of Artificial Intelligence - Part 1
-
TBD
1.6 Credits
Member Price: $79
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
ACPEN: Forgotten Managerial Accounting Tools
-
TBD
2.0 Credits
Member Price: $89
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
ACPEN: Cost of Capital: What It Is and How to Use It
-
TBD
1.0 Credits
Member Price: $89
Find your organization's cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes
Surgent's Elder Fraud
-
TBD
2.0 Credits
Member Price: $119
Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation
Surgent's Engaging and Managing Young Professionals
-
TBD
2.0 Credits
Member Price: $99
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
Surgent's Tax Research - Intermediate Concepts
-
TBD
2.0 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
-
TBD
4.0 Credits
Member Price: $159
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's The Most Critical Challenges in Governmental Accounting Today
-
TBD
4.0 Credits
Member Price: $159
The implementation of GASB No. 103 on financial reporting model improvements GASB No. 104 addressing disclosure of certain capital assets Impacts of recently applied standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)
ACPEN: Creating A Culture of Trust
-
TBD
1.0 Credits
Member Price: $39
Culture Trust
ACPEN: New Tips and Overtime Tax Rules: Compliance and Best Practices
-
TBD
1.0 Credits
Member Price: $39
Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns
ACPEN: Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
-
TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
ACPEN: Common Peer Review Deficiencies and How to Avoid Them
-
TBD
2.0 Credits
Member Price: $89
Defiicencies Peer reviews Auditing
ACPEN: Form 7203 - How to Calculate Shareholder Basis
-
TBD
2.0 Credits
Member Price: $89
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis
ACPEN: Tactical Business Systems – Getting the Most from Information Systems and ERP
-
TBD
2.0 Credits
Member Price: $89
The CFO’s role in IT and systems governance Understanding what IT, ERP, and AI actually do—and don’t do Common system problems and why implementations fail Defining system needs before selecting software Documenting current processes and identifying gaps ERP selection, implementation steps, and risk management Cybersecurity, data security, and technology risk Post-implementation measurement and continuous improvement
Surgent's A Complete Tax Guide to Exit Planning
-
TBD
2.0 Credits
Member Price: $99
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's Ethics for Tax Professionals
-
TBD
2.0 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
ACPEN: The Controllership Series - Financial Statement Preparation
-
TBD
1.6 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
ACPEN: Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
-
TBD
4.0 Credits
Member Price: $149
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard