CPE Catalog & Events
Surgent’s Weekly Expert Hour
-
TBD
1.0 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
-
TBD
1.0 Credits
Member Price: $39
Small Business Management
ACPEN: The Controllership Series: The Controller's Role in Artificial Intelligence
-
TBD
1.4 Credits
Member Price: $39
Accounting Finance
ACPEN: Introduction to Governmental Accounting 101
-
TBD
2.0 Credits
Member Price: $89
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
ACPEN: Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing and Monitoring Your Sub-Awards
-
TBD
1.0 Credits
Member Price: $89
Subrecipient vs. contractor determinations under S200.331 Requirements for pass through entities under S200.332 Risk based monitoring methodologies Indirect cost rate negotiation and de minimis rate application The importance of sub-award agreements Using fixed amount award to solve an out-of-the-box matter
Surgent's Social Security: Dispelling Common Myths with Essential Truths
-
TBD
2.0 Credits
Member Price: $119
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
ACPEN: Contract and Procurement Fraud
-
TBD
1.0 Credits
Member Price: $89
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
ACPEN: The Role of Internal Audit in Enterprise-Wide Risk Management
-
TBD
4.0 Credits
Member Price: $149
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
ACPEN: The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
-
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: Business Longevity: Stabilize, Strengthen, and Succeed
-
TBD
4.0 Credits
Member Price: $149
Business Management Strategic Planning The role of AI in Business
ACPEN: Retirement Planning Issues: Where We Stand Now
-
TBD
4.0 Credits
Member Price: $149
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
ACPEN: Prevention & Detection of Fraud in Small Businesses
-
TBD
5.0 Credits
Member Price: $149
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
ACPEN: K2’s Microsoft Power Tools
-
TBD
2.0 Credits
Member Price: $89
Creating effective dashboard-style reports using Power BI Using Power Query to access and manipulate data, specifically for reporting purposes Taking advantage of Power Pivot to build reports from large quantities of data Automating routine tasks for improved efficiency and accuracy
ACPEN: Key Tax Issues for Individual Taxpayers
-
TBD
2.0 Credits
Member Price: $89
"Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Other recent legislative developments impacting individual taxpayers
ACPEN: Topic 842: FASB's Lease Accounting Standard Update
-
TBD
2.0 Credits
Member Price: $89
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
ACPEN: Strategic CFO – Strategic Cash Management
-
TBD
2.0 Credits
Member Price: $89
Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders
Surgent's A Complete Guide to Reporting Form 1099-DA
-
TBD
2.0 Credits
Member Price: $119
Definition of a digital asset for purposes of Form 1099-DA What is a sale of a digital asset affected by a broker on behalf of another person? Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information Treatment of sales of digital assets Who is a broker for purposes of Form 1099-DA? Information required to complete Form 1099-DA Reporting closing transactions and covered securities Who is a processor of digital asset payments? How many transactions to report on each Form 1099-DA and how many forms to file for each transaction Optional reporting methods for digital asset transactions Substitute statements for the Form 1099 Reporting a disposition of digital assets held by a widely held fixed investment trust
ACPEN: Revenue Recognition - Allocate the Transaction Price
-
TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: Introduction to Governmental Accounting
-
TBD
2.0 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
ACPEN: The Many Faces of Fraud
-
TBD
2.0 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition