CPE Catalog & Events
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ACPEN: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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TBD
1.0 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
ACPEN: I want the TRUTH: Preparing to be an Expert Witness
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TBD
1.0 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
ACPEN: Partnership Essentials: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $89
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
ACPEN: Financial Acumen for Today's HR Leader
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TBD
2.0 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
ACPEN: Navigating IRS : Responding to IRS Notices & Letters
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TBD
2.0 Credits
Member Price: $89
Types of IRS letters: audits, collection, balance due, unreported income How to respond to CP2000, CP14, CP75, CP504, and other notices Steps to take upon receiving a letter: deadlines, records, prep Penalties and interest associated with non-response Sample response structure and real-life examples Documentation and tracking practices for correspondence Common mistakes and how to avoid them AI-supported correspondence management and ethical considerations
Hot Topics Accounting Update - 2026
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Integrate ChatGPT into Your Client Advisory Services-Updated
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Surgent's Governing Agentic AI: Cybersecurity, Data, and Risk
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TBD
2.0 Credits
Member Price: $119
Cyber risks: prompt injection, drift, model manipulation, data leakage Red-teaming and simulation exercises (CSA, IBM frameworks) Controls mapping: COSO, SOX, and NIST AI RMF Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance Platform security discussion and comparisons
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 1
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TBD
1.2 Credits
Member Price: $99
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
ACPEN: World-Class Cost Accounting: A Practical Application Part 2
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TBD
2.0 Credits
Member Price: $149
Classifying manufacturing overhead costs into 5 cost types Selecting the bases for tracing overhead costs to products Period Manufacturing Inefficiencies cost of sales - categories and costing Segregating inventory for costing and analysis Accounting for variances - budgeting, analyzing, timing for recording
Forensic Accounting: Investigating Divorce Cases
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
The Ethic of Self-Esteem For Women
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
ACPEN: Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $89
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
ACPEN: Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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TBD
2.0 Credits
Member Price: $89
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
ACPEN: Accounting Update in a Post COVID-19 World
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TBD
2.0 Credits
Member Price: $89
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot
Surgent's The Accountant as the Expert Witness
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TBD
2.0 Credits
Member Price: $99
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
Corporate Transparency Act Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
ACPEN: Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $89
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
ACPEN: An In-Depth Understanding of the Generation Skipping Transfer Tax
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TBD
2.0 Credits
Member Price: $89
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709