CPE Catalog & Events
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Financial Planning: Auto & Homeowners Insurance
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
ACPEN: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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TBD
1.0 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
ACPEN: OBBA of 2025: Individual Overview
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TBD
2.0 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including casualty losses, individual tax rates, alternative minimum tax Provisions of existing law extended or made permanent with substantial change, including: child tax credit, earned income credit, standard deduction, state and local tax deduction New law provisions applicable to individuals, including deductions for: Tip income and overtime pay Social security income Car loan interest AGI charitable contribution deduction Trump account Repeal existing law provisions, including electric car credit and home energy credits
ACPEN: I want the TRUTH: Preparing to be an Expert Witness
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TBD
1.0 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
ACPEN: FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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TBD
2.0 Credits
Member Price: $89
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
ACPEN: Financial Acumen for Today's HR Leader
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TBD
2.0 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
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.
ACPEN: The Yellow Book: From Beginning to End
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TBD
4.0 Credits
Member Price: $250
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
ACPEN: Metrics Management Series
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TBD
8.0 Credits
Member Price: $250
Why strategy succeeds or fails based on measurement The relationship between mission, strategy, and metrics Financial versus non-financial performance measures What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Measuring performance using output and unit-based metrics Identifying what truly “causes work” Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards
ACPEN: Tactical CFO Series - Make Your Business Process Work For You
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TBD
8.0 Credits
Member Price: $250
Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance Major Subject: Budgeting as a tactical management tool to improve organizational performance. Tactical Business Systems – Getting the Most from Information Systems and ERP Major Subject: Strategic and tactical use of information systems and ERP in finance leadership. Tactical Data Management – Turning Data into Actionable Information Major Subject: Transforming organizational data into actionable insights for better decision-making. Tactical Finance Leadership – Building the Finance Team of Tomorrow Major Subject: Developing tactical leadership skills to build and lead high-performing finance teams.
2026/27 AICPA Regulatory Ethics Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC)Recent developments shaping ethical requirements for the professionProposed and ongoing projects on PEEC's agenda
ACPEN: Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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TBD
1.0 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
ACPEN: K2's Technology's Seven (Not Quite) Deadly Sins
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TBD
1.0 Credits
Member Price: $39
Key features in Windows that you may not currently use The importance of Zero Trust Security Models Why applying updates is important Collaboration tools and features
2026 Business Tax Credits
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TBD
1.0 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
Business Partnerships: Managing Supplier Relationships
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
ACPEN: Design Flexible Work Options To Attract & Retain Your Workforce
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TBD
1.0 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
ACPEN: Ethics, Tax Practice & The Cannabis Industry
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TBD
2.0 Credits
Member Price: $89
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Agentic AI for CPAs: Automate Workflows with Intelligence
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Agentic AI concepts and terminologyCase studies for using AI agents in accounting, finance, and tax servicesStep by step demonstration of creating and deploying an AI agentIntroduction to Microsoft Copilot Studio agent builderDeveloping your AI agent deployment strategy
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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TBD
2.0 Credits
Member Price: $99
Major 2026 tax form changes as they relate to individual taxpayers How 2026 tax developments impact 2026 tax forms
ACPEN: Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
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TBD
4.0 Credits
Member Price: $149
Strategic Finance Leadership Advanced Financial Analysis Business Intelligence & AI in Finance Economic Intelligence for Decision Makers Operational Insight & Business Strategy The Future Role of the Controller/CFO