CPE Catalog & Events
ACPEN: The Yellow Book: From Beginning to End
-
TBD
4.0 Credits
Member Price: $250
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
ACPEN: Metrics Management Series
-
TBD
8.0 Credits
Member Price: $250
Why strategy succeeds or fails based on measurement The relationship between mission, strategy, and metrics Financial versus non-financial performance measures What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Measuring performance using output and unit-based metrics Identifying what truly “causes work” Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards
ACPEN: Tactical CFO Series - Make Your Business Process Work For You
-
TBD
8.0 Credits
Member Price: $250
Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance Major Subject: Budgeting as a tactical management tool to improve organizational performance. Tactical Business Systems – Getting the Most from Information Systems and ERP Major Subject: Strategic and tactical use of information systems and ERP in finance leadership. Tactical Data Management – Turning Data into Actionable Information Major Subject: Transforming organizational data into actionable insights for better decision-making. Tactical Finance Leadership – Building the Finance Team of Tomorrow Major Subject: Developing tactical leadership skills to build and lead high-performing finance teams.
ACPEN: Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
-
TBD
1.0 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
ACPEN: K2's Technology's Seven (Not Quite) Deadly Sins
-
TBD
1.0 Credits
Member Price: $39
Key features in Windows that you may not currently use The importance of Zero Trust Security Models Why applying updates is important Collaboration tools and features
2026 Business Tax Credits
-
TBD
1.0 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
ACPEN: Design Flexible Work Options To Attract & Retain Your Workforce
-
TBD
1.0 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
ACPEN: Ethics, Tax Practice & The Cannabis Industry
-
TBD
2.0 Credits
Member Price: $89
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
-
TBD
2.0 Credits
Member Price: $99
Major 2026 tax form changes as they relate to individual taxpayers How 2026 tax developments impact 2026 tax forms
ACPEN: Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
-
TBD
4.0 Credits
Member Price: $149
Strategic Finance Leadership Advanced Financial Analysis Business Intelligence & AI in Finance Economic Intelligence for Decision Makers Operational Insight & Business Strategy The Future Role of the Controller/CFO
ACPEN: S Corporations: Tax Compliance, Elections, and Best Practices
-
TBD
8.0 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
-
TBD
4.0 Credits
Member Price: $159
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Surgent's Fraud In Single Audits
-
TBD
4.0 Credits
Member Price: $159
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
-
TBD
4.0 Credits
Member Price: $159
Timely coverage of breaking tax legislation Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA) The latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
ACPEN: Performance Management
-
TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
ACPEN: The Psychology of Fraud
-
TBD
1.5 Credits
Member Price: $79
Fraud Fraud Triangle
ACPEN: Powerful Public Speaking
-
TBD
1.5 Credits
Member Price: $39
Communications
Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
-
TBD
2.0 Credits
Member Price: $119
Establishing and administering a Trump Account Who can make contributions to a Trump Account Limits on contributions to a Trump Account Employer contributions to a Trump Account Participation in the pilot program What a Trump Account can invest in Basis tracking for after-tax contributions Taxation of distributions from a Trump Account Rolling a Trump Account into another account The potential advantages and disadvantages of having a Trump Account Opting out of a Trump Account Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
-
TBD
2.0 Credits
Member Price: $99
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
ACPEN: Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
-
TBD
2.4 Credits
Member Price: $99
Employee Theft Prevention