CPE Catalog & Events
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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TBD
2.0 Credits
Member Price: $99
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
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TBD
2.0 Credits
Member Price: $99
Employment at will — what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to discipline or fire an employee and not get sued FMLA/ADA/PWFA — Pregnant Worker’s Fairness Act Constructive discharge — what is it and how it affects your business?
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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TBD
2.0 Credits
Member Price: $119
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
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: Decoding Medical Plan Structures: Fully Insured vs. Self-Funded
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TBD
1.5 Credits
Member Price: $79
Benefits Medical Plan Types
ACPEN: K2’s Advanced Topics In Power BI
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TBD
2.0 Credits
Member Price: $89
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
ACPEN: Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
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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: Metrics Management – Measuring Performance in the Real World
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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
ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals
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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
ACPEN: Looking at the AICPA’s “Non-authoritative Guidance” From an Ethics Perspective
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TBD
2.0 Credits
Member Price: $158
When and How are AICPA Pronouncements “Authoritative”? Authoritative Ethical Pronouncements What is “Nonauthoritative” Guidance? Nonauthoritative Guidance in the AICPA Online Ethics Library A Closer Look at: Nonattest Services A Closer Look at: NOCLAR Case Analysis: Hale v. State Farm Mut. Auto. Ins. Co. Conclusion
ACPEN: HR Investigations – Episode 1 – Introduction-Assessing-Planning
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TBD
1.0 Credits
Member Price: $39
Investigation terminology Assessment skills Investigative methodology
ACPEN: Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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TBD
1.4 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Partnership Essentials: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $89
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
ACPEN: The FASB Conceptual Framework
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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)
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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
ACPEN: K2’s Data Analytics For Accountants And Auditors
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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: Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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TBD
1.0 Credits
Member Price: $39
Appreciation Languages of appreciation Appreciation strategies
ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
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TBD
2.0 Credits
Member Price: $89
Stop Loss TPA PBM Point Solutions
ACPEN: Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
ACPEN: Getting SASsy - A Look at Recent Auditing Standards
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TBD
1.0 Credits
Member Price: $39
Risk assessment (SAS 145) Quality management standards (SAS 146) Predecessor auditor inquiries (SAS 147) Group financial statement audits (SAS 149)