CPE Catalog & Events
Surgent's Excel Budgeting Ideas
-
TBD
2.0 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
ACPEN: Overcome Your Obstacles to Abundance
-
TBD
4.0 Credits
Member Price: $149
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
ACPEN: Maintaining a Harmonious Working Environment
-
TBD
1.0 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations
ACPEN: Creating A Culture of Trust
-
TBD
1.0 Credits
Member Price: $39
Culture Trust
ACPEN: Revenue Recognition - Recognize Revenue
-
TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: The Controllership Series - The Controllers Role in Procurement Function
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement
ACPEN: Sarbanes Oxley - Sourcing Emerging Risks- 20 years later - Part 1
-
TBD
1.6 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
ACPEN: Partnership Essentials: Tax Basis Capital Accounts
-
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: Tactical Data Management – Turning Data into Actionable Information
-
TBD
2.0 Credits
Member Price: $89
The difference between data and information Financial versus non-financial performance metrics Customer, internal process, and employee data Balanced Scorecard concepts and performance linkage Data risks, cybersecurity, and governance concerns Organizing data to answer the right business questions Using visuals and storytelling to communicate insights Empirical, fact-based decision-making
ACPEN: What's Going on at the GASB (2026/27)
-
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
-
TBD
2.0 Credits
Member Price: $89
Fraud Concealment Inventory Fraud Expense Fraud Payroll Fraud Internal Controls Risk Assessment Audit Testing
ACPEN: The Controllership Series - The Financial Close Process
-
TBD
1.5 Credits
Member Price: $79
Accounting Finance Financial Statements
ACPEN: Ethics in Artificial Intelligence
-
TBD
1.6 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology
ACPEN: SAS 145: Modern Risk-Based Auditing
-
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: Supervised AI Agents as Public CPA Audit Team Members
-
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: The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
-
TBD
1.2 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
ACPEN: How to Audit Prepaid Expenses
-
TBD
2.0 Credits
Member Price: $89
Pre-paid Expenses Auditing Yellowbook
ACPEN: Advanced IT Audit & Real-World Testing
-
TBD
3.0 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
ACPEN: Prevention & Detection of Fraud in Small Businesses
-
TBD
4.0 Credits
Member Price: $149
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
ACPEN: Managing Generational and Cultural Variances
-
TBD
1.6 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances