CPE Catalog & Events
Surgent's You’ve Got This: An Introduction to Yellow Book and Single Audits
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TBD
4.0 Credits
Member Price: $159
What’s included (and excluded) in a Yellow Book audit Key qualification, performance, and reporting standards under the Yellow Book How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting Fundamentals of testing internal controls over compliance and performing compliance testing
Surgent’s Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: Revenue Recognition - Recognize Revenue
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TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: The Controller Function - Strategic and Annual Planning
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
ACPEN: Private Company Simplified GAAP Alternatives
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TBD
2.0 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
ACPEN: S Corporations: How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $89
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
ACPEN: The Three Million Dollar Ribbon
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TBD
1.0 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
ACPEN: What's Going on at the GASB (2026/27)
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TBD
2.0 Credits
Member Price: $89
GASB Statement No. 103 (financial reporting model improvements) GASB Statement No. 104 (capital asset disclosure enhancements) GASB Statement No. 105 (subsequent events) Recent GASB pronouncements and updates Active GASB exposure drafts and ongoing projects
ACPEN: Where to Hide Fraud Inventory – Expenses – Payroll
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TBD
2.0 Credits
Member Price: $89
Fraud Concealment Inventory Fraud Expense Fraud Payroll Fraud Internal Controls Risk Assessment Audit Testing
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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TBD
2.0 Credits
Member Price: $99
Funding options for Roth accounts Roth IRA contribution eligibility and income limits Enhanced catch-up contributions and age-based limits The Roth catch-up mandate for employer plans Roth 401(k) contribution rules, including catch-ups Roth SEP and Roth SIMPLE IRAs 529 plan rollovers to Roth IRAs Backdoor Roth strategies and pro-rata considerations The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth IRAs and Roth 401(k)s Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans Ordering rules for Roth IRA distributions FIFO treatment and when it applies The risk of recapturing the 10% early distribution penalty Case studies and practical cheat sheets to reinforce key concepts
Surgent's Six Common Barriers to Investment Success
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TBD
2.0 Credits
Member Price: $99
Availability bias Herding Loss aversion Present bias Anchoring Home country bias
ACPEN: Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
ACPEN: Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
ACPEN: Ethical Situations – What to do When?, featuring Allison McLeod and Don Minges
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TBD
1.0 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
ACPEN: Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
ACPEN: The Controllership Series - The Future Role of the Controller Part 2
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TBD
1.5 Credits
Member Price: $79
Accounting and Finance
ACPEN: K2's Stop Wasting Time In Excel
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TBD
2.0 Credits
Member Price: $89
New Excel features that can enhance your efficiency, accuracy, and productivity Legacy Excel features that can save you time Options for integrating AI into Excel Data manipulation features in Excel
ACPEN: SAS 145: Modern Risk-Based Auditing
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TBD
2.0 Credits
Member Price: $89
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
ACPEN: Internal Controls That May Have Prevented Fraud
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TBD
2.0 Credits
Member Price: $89
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors