CPE Catalog & Events
ACPEN: The Psychology of Fraud
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TBD
1.5 Credits
Member Price: $79
Fraud Fraud Triangle
ACPEN: Global Internal Audit Standards (GIAS) – Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
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TBD
1.6 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
ACPEN: Data Analytics: Practical Insights for Today's Accountant
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TBD
2.0 Credits
Member Price: $89
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
Mastering Partnership Basis: Inside and Outside Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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TBD
2.0 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
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TBD
2.0 Credits
Member Price: $99
Tax rules governing liquidation of a partnership or S corporation Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation Tax impact on the pass-through entity when the entity is liquidated Receipt of corporate liabilities in an S corporation distribution Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution Tax issues associated with a partnership distribution of noncash properties in a liquidation Compliance requirements on the occasion of a liquidation of a corporation or a partnership
Surgent's Taxation of the Mobile Workforce
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TBD
2.0 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out-of-state employee?
ACPEN: Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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TBD
2.4 Credits
Member Price: $99
Employee Theft Prevention
ACPEN: Expand Your Analytical Toolbox More Tools for Success
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TBD
4.0 Credits
Member Price: $149
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
ACPEN: Ethics – A Line in the Sand; Implications for Daily Business
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TBD
4.2 Credits
Member Price: $149
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
ACPEN: The Essential SSARS Update with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Preparation Engagements Compilation Engagements Review Engagements Quality Management Components Common Accounting and Reporting Issues Frequent Peer Review Matters
ACPEN: 2026 Spring Tax Update for Business with Steve Dilley
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TBD
4.0 Credits
Member Price: $149
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of OBBBA changes impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
ACPEN: Business Ethics: Cases from the Real World
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TBD
4.0 Credits
Member Price: $149
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
The One Big Beautiful Bill: 2025 tax legislation
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
ACPEN: Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $250
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
ACPEN: K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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TBD
8.0 Credits
Member Price: $250
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
An Exhaustive Look At Fraud and Ways To Control It
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Exploring Internal Controls That Could Have Prevented Frauds
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
2026/27 Not-for-Profit GAAP Update
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TBD
0.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
ACPEN: Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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TBD
2.0 Credits
Member Price: $89
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan