CPE Catalog & Events
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ACPEN: Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
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TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
ACPEN: Leases Accounting under Topic 842 – Answers to FAQ After Implementation
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TBD
2.0 Credits
Member Price: $89
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
ACPEN: Tactical Business Systems – Getting the Most from Information Systems and ERP
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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
Best Practices: Conducting Meaningful Walkthroughs
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
Surgent's Adapting to OBBBA Changes: A Strategic Review
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TBD
2.0 Credits
Member Price: $119
Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions
Surgent's Handling Difficult People
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TBD
2.0 Credits
Member Price: $99
Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them Understand a proven formula for handling difficult people Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals Implement a step-by-step process to resolve conflicts between yourself and others within your organization Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals Implement new strategies for managing your emotions in difficult interactions Understand the impact of attitude on interactions with others Create a personalized action plan for applying course strategies in your workplace
ACPEN: The Controllership Series - Financial Statement Preparation
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TBD
1.6 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
ACPEN: Fiduciary Accounting for Estates and Trusts
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TBD
4.0 Credits
Member Price: $149
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Controls to Secure the Growing Digital Footprint
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
ACPEN: Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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TBD
8.0 Credits
Member Price: $250
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
Financial & Tax Accounting for S Corporations & Partnerships
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TBD
0.0 Credits
Member Price: $239
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
How to Build a Custom AI Chatbot and GPT in Plain English
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
ACPEN: Supervised AI Agents as Public CPA Audit Team Members
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TBD
1.0 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
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: Best-In-Class Recruiting Strategies
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TBD
1.0 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
ACPEN: The Risks of Artificial Intelligence - Part 2
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TBD
1.8 Credits
Member Price: $79
Society and cultural risks of AI Governance and control risks of AI Mitigation and Responsible AI
ACPEN: Excelling at Excel: Tips, Tricks and Updates
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TBD
2.0 Credits
Member Price: $89
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
ACPEN: Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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TBD
2.0 Credits
Member Price: $89
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
Navigating IRS Authorizations: Form 2848 & Form 8821
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
ACPEN: Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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TBD
3.5 Credits
Member Price: $129
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth