CPE Catalog & Events
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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TBD
4.0 Credits
Member Price: $159
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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TBD
4.0 Credits
Member Price: $149
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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TBD
4.0 Credits
Member Price: $159
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
ACPEN: Supervised AI Agents as Internal 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.
ACPEN: Risk Assessment of IT Systems
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TBD
1.0 Credits
Member Price: $39
Overview of SAS 145 Risk assessment requirements Role of IT in audit planning Understanding IT environments Identifying IT risks Areas of concern in IT systems Impact of IT risks on the audit
ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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TBD
1.0 Credits
Member Price: $39
Leadership Professional Development Time Management
ACPEN: Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressur
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TBD
2.0 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
ACPEN: Government Ethics: Theory & Application (VBOA Approved)
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TBD
2.0 Credits
Member Price: $89
2026 Virginia Board of Accountancy ethics updates Virginia-specific ethics requirements for CPAs Government Auditing Standards (Yellow Book) ethical principles Public interest, integrity, objectivity, and professional behavior Independence requirements in governmental audits Identifying and avoiding conflicts of interest Ethical decision-making in Yellow Book engagements
ACPEN: The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
OCBOA financial statements Cash and Modified Cash Basis Tax Basis Unique Reporting and Disclosure Requirements Frequent Peer Review Matters
ACPEN: 2026 Tax Season Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $149
Update and integration of recent tax legislation impacting 2026 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2027 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
ACPEN: The CPA as Strategic Advisor: Leading the Client Advisory Team
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TBD
4.0 Credits
Member Price: $149
The CPA as team leader Roles of key advisory professionals Identifying cross-disciplinary planning opportunities Coordinating planning strategies Communication and collaboration Structuring advisory relationships Risk and professional responsibility
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
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TBD
1.0 Credits
Member Price: $39
Conflict Management Interpersonal Relationships Personality Styles
ACPEN: Emotional Intelligence for Professionals: Mastering the Human Side of Success
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TBD
1.0 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
ACPEN: Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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TBD
2.0 Credits
Member Price: $89
PBM
ACPEN: K2’s Advanced Topics In Power BI
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TBD
2.0 Credits
Member Price: $89
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
ACPEN: Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
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TBD
2.0 Credits
Member Price: $89
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
ACPEN: The New AICPA Statements on Standards for Tax Services
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TBD
2.0 Credits
Member Price: $89
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
ACPEN: Metrics Management – Measuring Performance in the Real World
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TBD
2.0 Credits
Member Price: $89
Measuring performance using output and unit-based metrics Identifying what truly "causes work" Controllable versus non-controllable costs Assignments versus allocations of overhead Creating financial metrics tied to operations Benchmarking as a performance improvement tool Industry-specific metric examples (retail, manufacturing, healthcare, nonprofit) Using metrics to eliminate waste and inefficiency
ACPEN: S Corporation Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $149
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions