CPE Catalog & Events
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ACPEN: Introduction to Governmental Accounting 102
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TBD
1.0 Credits
Member Price: $89
Major and Non-major funds Basis of accounting variations Why geography matters in a financial statement report
Reasonable Compensation for S Corps
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Self-Rental Real Estate: Passive Activity & Section 199A
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Surgent's Engagement Letters: Scope and Risk Management
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TBD
2.0 Credits
Member Price: $99
Essential clauses made simple Keeping independence intact Change orders that prevent fights Stopping scope creep early What insurers and peer reviewers are seeing now
Surgent's Tax Research - Intermediate Concepts
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TBD
2.0 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
ACPEN: Using Psychology Secrets to Love your life and Get More Done
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TBD
4.0 Credits
Member Price: $149
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
ACPEN: Audit Skills for Beginners
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TBD
4.0 Credits
Member Price: $149
Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting
ACPEN: Partnership & S Corporations: How to Calculate Basis
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TBD
4.0 Credits
Member Price: $149
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
Forensic Accounting: Crafting Expert Reports
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned.
ACPEN: How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
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TBD
8.0 Credits
Member Price: $250
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
AI & Accounting in Manufacturing
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Intelligent automation and dark factoriesPredictive maintenance and real-time cost trackingAI-enabled financial reporting and dashboardsContinuous auditing and anomaly detectionTax compliance automation and transfer pricing AIData governance and cybersecurity in financial systemsWorkforce reskilling and AI-augmented financial roles
ACPEN: Effective Governance for Nonprofit Success
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TBD
1.0 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
ACPEN: Working Through Grief and Loss - How to Build a Supportive Workplace
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TBD
1.0 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
ACPEN: Schedule C of Form 1040
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TBD
2.0 Credits
Member Price: $89
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
ACPEN: K2's AI Accounting And Fraud Detection
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TBD
2.0 Credits
Member Price: $89
AI-based accounting software and general ledger innovations ROI measurement and tech investment strategy Low-code/no-code and vibe coding for process automation
ACPEN: K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
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TBD
2.0 Credits
Member Price: $89
Financial fraud and embezzlement case studies Cybercrime, data breaches, and AI-enabled fraud Practical ethics, controls, and compliance lessons for prevention
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
Surgent's Autonomous Agents in Audit and Assurance
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TBD
2.0 Credits
Member Price: $119
Audit use cases: automated sampling, real-time analytics, evidence gathering Case studies: Big 4 agent-driven assurance platforms Agent reliability, explainability, and audit documentation PCAOB AS 1105, ISA 330, and agent-auditor integration Governance: SOC 1/SOC 2 controls for audit AI tools
Ethics, Tax Practice & Understanding Circular 230
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Importance of ethics in tax practiceOverview of Circular 230 and its application to tax practitionersCommon ethical violations and penaltiesProcedures to promote compliance with ethical standardsReal-life scenarios illustrating ethical decision-making in tax preparationCircular 230 provisions related to tax return preparation and representationBest practices for maintaining professional integrity and compliance
ACPEN: On the Dash: Why Your Nonprofit Needs a Dashboard
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TBD
1.0 Credits
Member Price: $39
Dashboard uses and best practices in designing visualizations Trends in dashboard design, including new technologies and automation Enhancing transparency and clear communication with nonprofit board members and other stakeholders