CPE Catalog & Events
Surgent's Guide to the AICPA Quality Management Standards
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TBD
2.0 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
ACPEN: Advanced IT Audit & Real-World Testing
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TBD
3.0 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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TBD
4.0 Credits
Member Price: $149
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
ACPEN: K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
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TBD
8.0 Credits
Member Price: $250
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
ACPEN: Accommodation Requests - Substance Abuse - Contagious Infections
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TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
ACPEN: Investment Scam Losses: How to Get Deductions
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TBD
1.0 Credits
Member Price: $39
Categorization of various scams The keys to deductibility Review of the client's required actions to allow deductibility Disclosures and forms reporting required for deductibility “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary situations
ACPEN: What Is Your Brand Reputation?
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TBD
1.0 Credits
Member Price: $39
Presence
ACPEN: Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
ACPEN: 1065 – Understanding Partnerships Tax Returns
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TBD
2.0 Credits
Member Price: $89
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
ACPEN: Global Internal Audit Standards (GIAS) Domain III - Part 2
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TBD
1.0 Credits
Member Price: $89
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
ACPEN: Ethics: Court Orders, Confidentiality, and Compliance
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TBD
2.0 Credits
Member Price: $89
Overview of taxpayer confidentiality requirements under IRC §§7216 and 6713 Circular 230 standards related to disclosure of taxpayer information Gramm-Leach-Bliley Act (GLBA) privacy and safeguarding requirements Legal authority and limitations of court orders and summonses Disclosure considerations in divorce proceedings and mediation settings Dual representation and conflicts of interest Ethical decision-making frameworks for disclosure situations Documentation, informed consent, and scope limitations Best practices for protecting taxpayer confidentiality
Surgent's Leveraging AI for Data Analytics in Accounting
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TBD
2.0 Credits
Member Price: $99
Transforming data analytics with AI Understanding the impact of AI on data analytics processes How AI enhances data accuracy, efficiency, and decision-making AI tools and techniques for data analysis Overview of AI-powered data analytics tools Techniques for improving data analysis accuracy and efficiency with AI Integrating AI into existing data analytics workflows Case studies on AI implementations for data analytics Success stories of AI-driven data analytics in accounting Challenges and lessons learned from AI integration Measuring the ROI of AI in data analytics Developing AI-powered data analytics skills Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel) Practical exercises in filtering, sorting, summarizing, and visualizing data Applying AI insights to optimize data-driven decision making in accounting
ACPEN: Leaders Eat Last. Why? 1 Hour Session
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TBD
1.0 Credits
Member Price: $39
Why building trust is essential How trusting relationships makes us more effective Steps to build trust
ACPEN: Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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TBD
1.0 Credits
Member Price: $39
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
ACPEN: AICPA Statements on Standards for Tax Services: Ethical Considerations
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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: K2’s Expense Reporting Automation
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TBD
2.0 Credits
Member Price: $89
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
ACPEN: Common Sense CFO: Decoding and Mitigating Internal and External Risks
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TBD
2.0 Credits
Member Price: $89
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
ACPEN: Accounting for the Gig Economy
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TBD
2.0 Credits
Member Price: $89
Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors
Surgent's Unconscious Bias in the Workplace
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TBD
2.0 Credits
Member Price: $99
Introduction to Unconscious Bias The “5 Things To Know” Framework Schemas and Mental Shortcuts Types of Unconscious Bias Bias in Action: Workplace Impacts Microaggressions and Language The Four Stages of Competence Strategies for Change Tools and Resources
ACPEN: Performance Management
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TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals