CPE Catalog & Events
ACPEN: Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
-
TBD
2.0 Credits
Member Price: $89
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
ACPEN: Forensic and Fraud Interviewing Techniques and Skills
-
TBD
1.2 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
ACPEN: Like-Kind Exchanges
-
TBD
2.2 Credits
Member Price: $89
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
ACPEN: Metrics Management – Measuring Performance in the Real World
-
TBD
2.0 Credits
Member Price: $89
Measuring performance using output and unit-based metrics Identifying what truly "causes work" Controllable versus non-controllable costs Assignments versus allocations of overhead Creating financial metrics tied to operations Benchmarking as a performance improvement tool Industry-specific metric examples (retail, manufacturing, healthcare, nonprofit) Using metrics to eliminate waste and inefficiency
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 26-27
-
TBD
2.0 Credits
Member Price: $99
Calculating DNI & the Distribution Deduction Determining Types of Distributions and Whether a Distribution "Carries Out" DNI In-Kind Distributions & the Impact on the Distribution Deduction Depreciation and the Distribution of In-Kind Property Distributions that Result in "Kenan Gain" Funding a Pecuniary Bequest with Depreciated Property IRC Sec. 643(e)
Surgent's Understanding Non-Compete Agreements
-
TBD
2.0 Credits
Member Price: $99
Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements
ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals
-
TBD
4.0 Credits
Member Price: $149
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
Surgent's Management Fundamentals
-
TBD
4.0 Credits
Member Price: $159
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
ACPEN: The Controllership Series – The Controller’s Skillset
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance Skills
ACPEN: The Radar Phenomenon
-
TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
ACPEN: Conflict Resolution and Effective Communication Training
-
TBD
1.2 Credits
Member Price: $39
Communication Confllict Resolution
ACPEN: Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
-
TBD
1.4 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
TBD
1.6 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: Character and Trust: The Difference Maker in Effective Collaboration
-
TBD
2.0 Credits
Member Price: $89
Definition of Collaboration Character Definition Critical Character Attributes Character Self-Awareness Additional Character Identification Techniques Trust Definitions Waves of Trust Four Cores of Trust Toxic Trust and Antibiotics
ACPEN: The FASB Conceptual Framework
-
TBD
2.0 Credits
Member Price: $89
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
ACPEN: What's Going on at the AICPA (2026/27)
-
TBD
2.0 Credits
Member Price: $89
AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
-
TBD
2.0 Credits
Member Price: $119
CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
-
TBD
2.0 Credits
Member Price: $99
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
ACPEN: K2’s Data Analytics For Accountants And Auditors
-
TBD
4.0 Credits
Member Price: $149
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
ACPEN: Introduction to Forensic Accounting
-
TBD
1.8 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance